IBM Common Stock (IBM) Buy, Sell or Hold

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IBM Common Stock (IBM)

223.65

+1.91 (0.86%)

as of Jul 31, 2026, 8:00:00 pm Market Open.

277 watching

Investor Insights

Jul 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

Hold

Valuation

Fair Value

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COMMENT

Starting to show a bit of relative strength compared to higher growth names. Up 15% in the last 12 months. Outperforming both the S&P and the tech market since December 2021, which is telling. Not sure it's a name he'd add. Not expensive at 15x earnings, 2.2x price to sales. Yield is 4.5%, pretty high for tech.

BUY

Up nearly 6% this year. The CEO spun off IBM's legacy management infrastructure business to focus on its more-profitable busiensses. They posted 15% revenue growth last quarter. Are paying a 4.6% yield.

DON'T BUY

Among the worst Dow performers in Q3 Down nearly 16%. Pays a 5.6% yield. They spun off their slow-growing services business and double-downed as a hybrid cloud analytics platform. But if Wall Street expects all cloud will slow, IBM will get hurt. He disagrees that the cloud will slow. IBM has a ton of cash flow. But there are easier ways to make money.

BUY

Look at the multiple of the megacap tech companies. She's added to Oracle, Cisco and IBM for their lower multiples vs. tech peers. Three years ago, she would have been concentrated in Apple, Microsoft and Alphabet.

WAIT

The stock has been hammered. It could go lower. The strong USD could hamper their earnings, because so much of their business is overseas. Wait.

DON'T BUY

Value name, great dividend of 5.2% yield. Pretty cheap at 13x forward earnings. Weak growth rate, 8-9% going forward, which is better than in the past. Outperforming the tech index since November, but flat total return over last 10 years. Could be losing market share. He wants to see more growth in a name. High dividend payers are not the greatest price performers.

DON'T BUY

It reported after the bell today. Not a good report and shares got hammered after hours. The lesson: wait until a company reports, or else you're rolling the dice.

BUY

They report tomorrow, though she expects it to be tame. Pays a 5.2% dividend yield trading at 13x earnings.

BUY

IBM is flat, but pays a nearly 5% dividend. It trades at a fraction of the market multiple and high-octane tech stocks.

BUY

A long-term investment. US tech has fallen too much this year and faces further challenges this quarter. IBM's PE has pulled back and is now attractive. Tech as a whole is undervalued now.

COMMENT

They report Monday. He expects little from a complex quarter because of a recent spin-off. He likes how the CEO has sold assets from its health division.

WAIT

In November they spun off their legacy managed infrastructure services business. Last qaurter they had a revenue shortfall. Ugly. Until it reports in a few weeks, this is a show-me story. But he likes it because it trades at a cheap 12x PE, pays a 4.9% dividend and is investing in cloud, blockchain and AI. Wait and see the quarter.

WATCH

The dinosaur tech names have better PEs, better than the high-flyers in tech, and pay decent dividends well over the 10-year yield. Cisco has broken out, Intel looks interesting, and IBM has had a good run, but maybe wait on this. They're all a decent place to hide and you get paid as the market digests volatile news.

BUY

On Dec. 20, 2021, IBM performed well on that brutal day (like today), because people flocked to names with good valuations to hide there. IBM hasn't fixed its business woes, but IBM is attractive.

DON'T BUY

A disaster for 10 years. Nice dividend. Using all its free cashflow to buy back stock. Mediocre balance sheet. Low valuations, but what's the upside case? Earnings just aren't there. Name of the game is organic revenue growth. Stay away.

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IBM Common Stock (IBM)