NYSE:IBM

IBM Common Stock (IBM)

223.65
+1.91 (0.86%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
277 watching
0
Investor Insights
star iconJul 31, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

IBM's recent performance has been mixed, highlighted by significant stock fluctuations and earnings surprises. While some analysts noted a severe drop in share price following earnings, with concerns about execution slips and high valuations, others pointed to the company's strengths, including its robust AI and quantum computing initiatives. The stock's current price levels seem volatile, with predictions of further declines unless stabilization occurs around key support levels. Despite the potential for growth driven by AI and software services, and recent strong earnings reports, there remain skeptics who believe IBM's valuation may be overstated given current market dynamics. Overall, the outlook varies widely among experts, reflecting both the challenges and opportunities the company faces in a competitive landscape.

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Consensus
Hold
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Valuation
Fair Value
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BUY
Multi national exporter, big exposure to non U.S dollar currencies.
HOLD
Solid mature company will continue to do well. It is a decent company to have for a core holding. Predicts high single or low double digit return.
TOP PICK
There's been gross underinvestment in business. IBM is really well positioned. Get's 60% of it's revenues outside the US. Great play on the US dollar. Tech sector is going to resurge here.
BUY
Long-term outlook is constructive. Continues to benefit from growth in servicing/consulting businesses. The risk is more and more off shoring being done in India and, in time, China.
HOLD
Likes this company. A relatively safe, technologies play. The services side of the business is very strong globally. Probably the leader in its space. Thinks there is a fair bit of upside.
DON'T BUY
Big run through the 4th quarter last year because of expectations of a big cap X boom, which did not arrive. Very decent, large, blue chip stock. In an economic slowdown, these are the companies that get cut.
DON'T BUY
Trades at a low multiple of about 15 X earnings. Low yield. Places like India are eating away at their core franchise, the servicing business. Expect it will stay at this multiple for longer than people think.
DON'T BUY
Primarily services now rather than mainframes. This gives them repeating revenue. Economically sensitive. If there is a downtick in the US economy, they would have difficulty maintaining their profits. It could be dead money for a year or two.
COMMENT
Probably around fair value now which gives a return of 8%-9%. You can buy at around $90. It won't give you double-digit returns but it will be solid.
DON'T BUY
Not enormously enamoured by the outlook for tech stocks. Feels there is more downside risk in this sector.
WATCH
Great company and has done very well recently. Concerned about the big divergence from the original peak that the MACD shows. Looks like the up trend line has been broken. From an options standpoint, if you like the company and its fundamentals, he would sell puts. Could be a little dangerous on the Long side.
HOLD
Been dead for 5 years. Had problems on their hardware side and their service side wasn’t making enough money as well as problems with mass over runs. Now focused on the mainframe side and upgrading the service side. Thinks the stock has a little more legs to it.
HOLD
Cheap at 14-15 X earnings. Not a fast growing company. More than 50% of its business is in services, outsourcing the IT operations. That grows 5%, maybe 6% a year, but they have been growing at 3%-4%. Would be good to hold if there is a correction.
HOLD
Finally getting things fixed on the service side, which is their major driver. Needs capital expenditures by big corporations and they are nor spending.
BUY
Had a bounce pretty close to its previous highs. There are rumours of a possible takeover. Have shifted their focus from hardware to software and seem to be firing on al cylinders. Technically they look very strong.
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