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NYSE:IBM

IBM Common Stock (IBM)

235.68
+1.99 (0.85%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
279 watching
0
Investor Insights
star iconAug 21, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

IBM Common Stock, represented by the symbol IBM-N, has brought forward mixed sentiments among experts. While some express optimism over its long-term potential, particularly in AI and quantum computing, others highlight recent disappointing earnings and significant stock price drops. In terms of valuation, the stock trades at multiples ranging from 18x to 22x PE, leading to some experts suggesting it may be overvalued, especially considering its historical performance and recent volatility. Many experts also draw attention to its transition from hardware to services that could indicate a more sustainable business model. The overall sentiment suggests cautious optimism, with some experts advocating for buying during dips and others recommending to wait for clearer signals of recovery.

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Consensus
Hold
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Valuation
Fair Value
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TOP PICK
International Business Machines Corporation (IBM) is an American multinational technology corporation headquartered in Armonk, New York, with operations in over 171 countries. IBM produces and sells computer hardware, middleware and software, and provides hosting and consulting services in areas ranging from mainframe computers to nanotechnology. IBM is also a major research organization, holding the record for most annual U.S. patents generated by a business (as of 2020) for 28 consecutive years. Social media mentions are up 200% in the past 24h.
BUY
Cloud computing growth across many companies is projected to slow as cloud matures, but IBM's underlying legacy business remains a huge grower and will comprise their revenues more and more. Will drive valuation from 14x to 16x, and still deserves discounted valuation vs. peers, though this discount is overlooked by the market.
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.
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