NYSE:IBM

IBM Common Stock (IBM)

306.13
+6.61 (2.21%)
as of Jul 7, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 7, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

IBM Common Stock has received mixed reviews from various experts, showcasing a blend of confidence and caution regarding its future. The stock has experienced a significant drop, down 17% this year, yet many analysts see potential growth driven by key sectors like AI and quantum computing. While various analysts recognize the company's considerable investments in hybrid cloud and AI, concerns about its valuation and past performance also emerge. Analysts generally agree that despite some execution slip-ups, IBM maintains strong software capabilities and a promising future, particularly with its $1.3 trillion addressable market in quantum computing by 2030. Overall, while some view IBM as a buying opportunity, others express worries about its competitive position and valuation metrics.

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Consensus
Hold
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Valuation
Fair Value
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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.
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.
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