NYSE:IBM

IBM Common Stock (IBM)

223.65
+1.91 (0.86%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Hold
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Valuation
Fair Value
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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.
DON'T BUY
Their support of Linux is a tremendous stamp of approval. Fully valued.
PAST TOP PICK
(A top pick Jan 7/04. up 4%.) Still likes. Trades at a lower multiple than other technology companies.
TOP PICK
Tech spending has bottomed. had good fourth quarter. going to see a pick up. Partnering. Stock trading at 19x earnings. Not expensive.
TOP PICK
Likes that it's focused on business solutions. Has lagged other tech companies. A blue-chip stock. A conservative way to participate in tech stocks.
TOP PICK
Has some resistance at around $92, but feels that it has some momentum that could take this out.
WEAK BUY
Not a bad value, but nothing exciting. Would prefer a lower price.
HOLD
Difficult to have dramatic growth, due to their size. Borderline in the top 1/3 of the database. Earnings expected to go from $4.27 to $4.85 in the calendar year. ROE is 29%. 9% sales growth. Better opportunities elsewhere.
DON'T BUY
A slow grower. They manipulate their balance sheet. Values the stock at $60.
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