NYSE:IBM

IBM Common Stock (IBM)

234.02
-5.92 (2.47%)
as of Sep 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 10, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

IBM Common Stock (IBM-N) has experienced significant ups and downs recently, with experts divided on its future potential. While some analysts highlight strong growth prospects in AI, quantum computing, and hybrid cloud services, others express concerns over recent volatility and disappointing earnings. The company's attempts to modernize and transition from hardware to software have garnered both praise and skepticism. Many point to IBM's hefty market cap and the uncertainty surrounding its ability to sustain momentum amidst changing market conditions. Overall, analysts recognize potential growth drivers but are cautious about its stock performance and valuation.

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Consensus
Mixed
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Valuation
Fair Value
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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.
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.
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