IBM Common Stock (IBM) Buy, Sell or Hold

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IBM Common Stock (IBM)

234.02

-5.92 (2.47%)

as of Sep 10, 2026, 8:00:00 pm Market Open.

280 watching

Investor Insights

Sep 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

Mixed

Valuation

Fair Value

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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.

PAST TOP PICK

(A Top Pick Aug 9/04. Up 14%.)

TOP PICK

His theory is that once a stock goes over $85, it usually goes over $100. It could be split and a raise in dividends.

PAST TOP PICK

(A Top Pick Aug 9/04. Up 7%.) Still likes. Just reported great earnings. When companies start to spend on technology, IBM will be a major beneficiary.

TOP PICK

BUY

Weakness in the last couple of quarters because of a slowdown in their service side. Starting to see some pick up in micro electronics where their will be better margins. Good entry point.

BUY

Scores quite well in their model. Looking at it carefully as it nears $80. Trades at 15 X earnings which is less than the market. Good guidance for the rest of the year.

TOP PICK

Given the carnage in the tech sector this is like a diversified tech portfolio with software and hardware. Trading at 15 X earnings which is below market multiples. 10% growth.

Showing 376 to 390 of 455 entries

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IBM Common Stock (IBM)