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
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.
HOLD
Good product. Outsourcing is increasing.
WEAK BUY
Needs heavy capital expenditure by business. Have some pension problems.
BUY ON WEAKNESS
Well diversified. Near term be cautious. Buy on weakness.
TOP PICK
Top Short Too highly priced.
DON'T BUY
Difficult to evaluate their future. Pension liablility is a concern.
BUY
Doing well. Valuation is good.
PAST TOP PICK
Was a top pick on June 27 as a "Would buy at $57". Never got down to the target price.
PAST TOP PICK
(Was a top pick on May 9. Down 10%.) Still likes. Treat as a long term play.
Showing 406 to 420 of 450 entries