NYSE:IBM

IBM Common Stock (IBM)

234.02
-5.92 (2.47%)
as of Sep 10, 2026, 8:00:00 pm Market Open.
280 watching
0
Investor Insights
star iconSep 10, 2026, 12:00 am

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

IBM Common Stock (IBM-N) has experienced significant ups and downs recently, with experts divided on its future potential. While some analysts highlight strong growth prospects in AI, quantum computing, and hybrid cloud services, others express concerns over recent volatility and disappointing earnings. The company's attempts to modernize and transition from hardware to software have garnered both praise and skepticism. Many point to IBM's hefty market cap and the uncertainty surrounding its ability to sustain momentum amidst changing market conditions. Overall, analysts recognize potential growth drivers but are cautious about its stock performance and valuation.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
review icon
Similar
AAPL
BUY
Very well positioned internationally. Q1 earnings were spectacular. A very steady performer in a difficult environment. Well positioned in the longer term to benefit from the overseas growth and will see better growth in N.A. in 5 years.
COMMENT
Has been very successful by sticking to its knitting and concentrating on the services business. Very profitable.
BUY
65% of revenues come from foreign sources. Even with the slowdown in the US, they produced a 6% growth rate in the first quarter, 16%+ from offshore. Relatively cheap.
BUY
(Market Call Minute.) Interesting prospects going forward. Nice international revenues.
TOP PICK
Over 50% of revenues come from international growth. Half of the revenue is services. Recent reporting beat estimates handily.
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.
Showing 331 to 345 of 455 entries