NYSE:IBM

IBM Common Stock (IBM)

286.25
+1.41 (0.50%)
as of Jun 8, 2026, 2:04:23 pm Market Open.
274 watching
0
Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

IBM has demonstrated significant growth, especially in its hybrid cloud and AI ventures, while also benefitting from its strong consulting business. Analysts are bullish about its future, pointing to potential upside due to innovations in quantum computing and a robust software portfolio. Despite a recent pullback in stock price, many reviews highlight IBM's reasonable valuation, growth potential, and healthy margins. However, the company faces challenges from competition and mixed short-term sentiments, with some experts suggesting caution due to valuation concerns and rotating into other tech stocks. Overall, IBM is viewed positively for its long-term prospects, although investors should remain vigilant for entry points during market dips.

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Consensus
Buy
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Valuation
Fair Value
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MSFT
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.
DON'T BUY
Had a pretty good earnings per share in this most recent quarter. The data that stuck out like a sore thumb was their global services, their consulting division, which comprises about 50%, only grew by 3%. Makes you wonder where the organic growth is going to come from.
BUY
Have done very well in selling hardware as companies have had to upgrade data base equipment and take on memory storage. Have been a little sluggish on the service side, but the hardware has been propelling them.
BUY
Just reported a solid quarter. There is probably a little bit of upside. If it gets close to $100, you want to start to peel back. A little below fair value.
SELL
A very strong company but is mature so high percentage growth is unlikely. Will continue to languish.
WATCH
Technology stocks in general have been poor performers. In the low $70’s has always been a good time to pick away at this name and sell it in the high $80’s area. If there is a rally in the NASDAQ, this would be a good solid name to add to your proposal.
BUY
Disappointing stock price performance over the last year. Reported earnings that were well above expectations. Cheap.
BUY
A quality company. Recession resistant because most of its revenue is service oriented. Not the growth story it was in the past, but also not as cyclical.
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