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NYSE:IBM

IBM Common Stock (IBM)

235.68
+1.99 (0.85%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
279 watching
0
Investor Insights
star iconAug 21, 2026, 12:00 am

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

IBM Common Stock, represented by the symbol IBM-N, has brought forward mixed sentiments among experts. While some express optimism over its long-term potential, particularly in AI and quantum computing, others highlight recent disappointing earnings and significant stock price drops. In terms of valuation, the stock trades at multiples ranging from 18x to 22x PE, leading to some experts suggesting it may be overvalued, especially considering its historical performance and recent volatility. Many experts also draw attention to its transition from hardware to services that could indicate a more sustainable business model. The overall sentiment suggests cautious optimism, with some experts advocating for buying during dips and others recommending to wait for clearer signals of recovery.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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Similar
GIB.A
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.
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.
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