IBM Common Stock (IBM) Buy, Sell or Hold

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IBM Common Stock (IBM)

306.13

+6.61 (2.21%)

as of Jul 7, 2026, 8:00:00 pm Market Open.

276 watching

Investor Insights

Jul 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

Hold

Valuation

Fair Value

Similar

MSFT

TOP PICK

Not expensive trading at 15.5 X next year's earnings. New main frames are to be announced soon which will give the stock a bit of a push. Global corporations are very well funded and when tech spending really starts to resume, This one is clearly positioned to benefit. A low risk way of playing a major recovery in tech spending.

TOP PICK

Well positioned for when corporations start to spend the cash they have in their balance sheets.

BUY ON WEAKNESS

Was a good pick up a few weeks ago in the low $70's, but still thinks there's some upside even at this price. Gross margins on their hardware improved somewhat. Services and sales divisions are doing well also. Would wait for a bit of a pullback.

BUY

Starting to like this stock at this price. Have announced a bit of a restructuring and he is trying to understand that. Below $80 is a good price.

DON'T BUY

Has always been expensive to him. When you break this company down, they are just a consultant. Gives credit to their financial engineering. His model price is $58.86 which is a negative differential of 21%.

DON'T BUY

In the process of selling their PC business to the Chinese group Lenova (?). Earnings should go up. Biggest component of cash flow in the past has been their services on main frames. This is starting to suffer. Last quarter was weak. Very strong financially. Doesn't see a lot of dynamic growth potential.

BUY

A low risk way of playing the technology IT kind of turn around that's sort of kind of happening.

DON'T BUY

If you are a momentum believer, it's a pretty scary chart. A lot of its revenue comes from service rather than selling hardware. Not unattractive, but negative sentiment is very high. Wouldn't be interested in catching a falling knife.

BUY

Stock came off very sharply on its latest quarterly numbers. A good buying opportunity. Continuing to ratchet down costs. Focusing on enterprise should generate good returns. A more defensive holding.

DON'T BUY

Out of favour as they came out with a profits warning. Didn't close a lot of their big service contracts. Also people are not buying as many main frames.

DON'T BUY

Fell off a cliff. Earnings were fairly dismal and even worse, they announced they were thinking of a re-organization. No one knows what that means. That puts a STOP sign up. Likes the basic revenue model of IBM which is increasingly based on service.

WATCH

A solid franchise that they've been looking at for quite a while. Had an interesting quarter which identified a few geographies that were weak or thin. This may be a buying opportunity. He wants to understand what went on, whether there's anything substantial to the business. They may be restructuring, re-focusing their sales force to get close to the customer.

DON'T BUY

In a tough market investors go to the big caps like this, but they only made their numbers last time because they divested some holdings. Backlog was down. The length of their contracts is decreasing. Offshore companies is taking away a lot of their bussiness. Trades at 16 X earnings, so not excessively expensive.

BUY

A falling US$ would be of benefit to a company like this that is exporting. Likes the fact that they are getting out of the PC business. Software has higher margins and is more stable. Strategy wise, they have re-invented themselves and have done very well.

DON'T BUY

Well run. Exposed to a market that should do well here. For US holding, Dell might be better.

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IBM Common Stock (IBM)