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.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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MSFT
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.
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.
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