NYSE:IBM

IBM Common Stock (IBM)

284.84
-16.93 (5.61%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
274 watching
0
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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MSFT
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.
BUY
Good company.
SHORT
Has been hitting lower highs.
WEAK BUY
Approaching market multiple and could see it 10% higher than market multiple.
DON'T BUY
Had a nice run. Their businesses have turned around. Fyllu priced. Would prefer to buy in the $70's.
BUY ON WEAKNESS
Scores very well in their model. Reported good year end numbers. Not cheap. Might buy under $75.
BUY
Ranks in the upper 10% in their quant data base model. Moving nearer to a service model. Not cheap.
DON'T BUY
Getting a little expensive.
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