NYSE:IBM

IBM Common Stock (IBM)

284.84
-16.93 (5.61%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 7, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

IBM is experiencing a transformation driven by its hybrid cloud and AI initiatives, complemented by a strong consulting business. While the company has demonstrated solid revenue growth, experts indicate that it has reached a point of consolidation, with shares fluctuating around $240 after peaking over $300. Analysts point out the impressive earnings boost from AI and quantum computing efforts, expressing optimism about IBM's future performance despite some concerns about overvaluation at current levels. The consensus shows a mix of bullish sentiments with expectations of further upside potential, although some experts advocate for caution in the light of market competition. Overall, IBM remains a relevant player in the tech space, especially noted for its advancements in quantum computing.

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Consensus
Hold
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Valuation
Fair Value
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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.
TOP PICK
Earnings were above expectations. Has a good balance between software and hardware. Trading at 15 X next year's earnings. Looking at low double-digit growth in earnings over the next 3/5 years.
DON'T BUY
Not a fan at these prices and at this point in the market. Hoped-for stronger indication of improved sales going forward. Feels there's better ways to play the tech market.
DON'T BUY
Feels it's a little bit early and would like to see how they work out with their service side. Would prefer Verizon in the tech sector.
HOLD
The real driving force for this company is their service side. Hold this for the longer-term.
TOP PICK
Corporations have the earnings now and IP spending is coming back. Service bookings are growing quite nicely. Buy when it's at a discount to the market and sell at a 10/15% premium to the market.
BUY
A conservative way to play the Tech sector picking up. Has repositioned itself so it is focusing on the whole enterprise as opposed to selling pieces of hardware/software. Not expensive.
TOP PICK
There is some pickup in technology spending and this company is well situated. Have changed into a more enterprise approach. Trading at only 18 X this year's earnings and 16 X next year's. Pretty decent growth outlook.
BUY ON WEAKNESS
Like it for the long-term because it is a uniquely positioned company. Vertically integrated. Trades in a very narrow range. Reasonable entry point but you can wait for little bit more weakness.
TOP PICK
Came off with a drop in the NASDAQ. Trading at about 18 X this year's earnings, 16 X next year's. Says it can grow its earnings at double digit rates. Capital spending in the US is picking up.
DON'T BUY
Have done a great job with their services business. Well diversified company. Pretty fully valued.
PAST TOP PICK
(A top pick Jan 7/04. Up a fraction.) Likes their strategy of providing enterprise solutions, partnering with its major customers. With steel buy.
PAST TOP PICK
(A top pick Dec 15/03. Up 5%.) A defensive technology call. Based on a concern that the NASDAQ was getting a little bit overbought.
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