IBM Common Stock (IBM) Buy, Sell or Hold

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IBM Common Stock (IBM)

223.65

+1.91 (0.86%)

as of Jul 31, 2026, 8:00:00 pm Market Open.

277 watching

Investor Insights

Jul 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

Hold

Valuation

Fair Value

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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.

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.

Showing 361 to 375 of 450 entries

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IBM Common Stock (IBM)