NYSE:IBM

IBM Common Stock (IBM)

223.65
+1.91 (0.86%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
277 watching
0
Investor Insights
star iconJul 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 icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
MSFT
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.
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.
Showing 376 to 390 of 450 entries