NYSE:IBM

IBM Common Stock (IBM)

306.13
+6.61 (2.21%)
as of Jul 7, 2026, 8:00:00 pm Market Open.
276 watching
0
Investor Insights
star iconJul 7, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

IBM Common Stock has received mixed reviews from various experts, showcasing a blend of confidence and caution regarding its future. The stock has experienced a significant drop, down 17% this year, yet many analysts see potential growth driven by key sectors like AI and quantum computing. While various analysts recognize the company's considerable investments in hybrid cloud and AI, concerns about its valuation and past performance also emerge. Analysts generally agree that despite some execution slip-ups, IBM maintains strong software capabilities and a promising future, particularly with its $1.3 trillion addressable market in quantum computing by 2030. Overall, while some view IBM as a buying opportunity, others express worries about its competitive position and valuation metrics.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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Similar
MSFT
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.
DON'T BUY
Mistake to buy value in technology. If you're going to buy tech, buy growth. Revenues declining. Lots of stumbles. Just look at the long-term chart.
DON'T BUY
Offers promise because of past glories, great dividend, valuation. But they just haven't come through. For years. There's a lot more opportunity out there with companies that are doing great things.
DON'T BUY
You have to ask yourself why it's missed the boat so many times when tech has done so well. The high dividend yield concerns him. Avoid. Even though their PE's aren't cheap, look at MSFT and GOOG, as they're real growers with phenomenal franchises, and almost impossible to unseat at the present time in their core businesses.
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