NYSE:IBM

IBM Common Stock (IBM)

306.13
+6.61 (2.21%)
as of Jul 7, 2026, 8:00:00 pm Market Open.
276 watching
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Investor Insights
star iconJul 7, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

IBM Common Stock has received mixed reviews from various experts, showcasing a blend of confidence and caution regarding its future. The stock has experienced a significant drop, down 17% this year, yet many analysts see potential growth driven by key sectors like AI and quantum computing. While various analysts recognize the company's considerable investments in hybrid cloud and AI, concerns about its valuation and past performance also emerge. Analysts generally agree that despite some execution slip-ups, IBM maintains strong software capabilities and a promising future, particularly with its $1.3 trillion addressable market in quantum computing by 2030. Overall, while some view IBM as a buying opportunity, others express worries about its competitive position and valuation metrics.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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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.
PAST TOP PICK
(A Top Pick Dec 22/05. No change.) Corporations are flush with cash but they are doing mergers, acquisitions and share buybacks and have not started on the new product cycle yet. When they do, IBM will be a major beneficiary.
PAST TOP PICK
IBM is up a little since being a top pick. She still owns it and is still buying. IBM has very diversified product lines. It is a value company.
DON'T BUY
Always overvalued.
BUY
This would be a long-term holding. They have a variety of industries. Won’t be a rocket ship, but it's a steady performer.
TOP PICK
Well-positioned when companies start to use the cash they have on their balance sheets. It has a number of new products coming in in 2006. This should drive earnings and valuation of the stock. Trades only at 15 X next year's earnings.
DON'T BUY
Struggling for growth in the technology space in the US. Very difficult for it to maintain the margins that it had, Would prefer Cisco (CSCO-Q)which is trading at a fairly attractive valuation.
BUY
Likes this company. Has been thinking of buying, but he has a lot of technology in his portfolio. Expects it will have a good strong 4th quarter. Not eapensive.
BUY
The services business which they are focused on is a very good business. The share price has been improving. You won't get hurt with this one. He prefers Hewlett-Packard (HPQ-N) which will be reporting earnings a month from now and should have an uptick in all of their business lines.
PAST TOP PICK
(Top PIck July 19/05. No change.) Still likes it. Had a very good quarter. Good diversified product line.
DON'T BUY
Has been a big ship to turn around, but they have done a good job making it a leaner company. Economically sensitive. Will grow with the economy. In technology, you can find things that have a little more zip to them.
HOLD
A great tech story over the long term. A solid franchise and you are safe holding it. They continue to evolve and want to go in and run the businesses that are their customers. Continue to be a leader in semi-conductor manufacturing. Likes it below $80.
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