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
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.
BUY
Likes IBM here. Pays a nice dividend. Legacy IBM is not great but Red Hat is doing well. A cheap name trading at 11x 2022 with a 8% modelled growth. Doing a lot of the right things to go in the right direction.
BUY
They have a good hybrid cloud strategy. Unlike some on Wall Street, he likes IBM. Their spin-off is fine.
BUY
It held up today when tech stocks plunged. It's in the process of selling off their slow/no-growth hardware businesses and doubling down on their software and especially their hybrid-cloud and AI operations. Today's investor meeting announced very bullish long-term targets: mid-single-digit revenue growth consistently and generate US$35 billion free cash flow over the next three years. Also, their legacy managed infrastructure business will be spun off into a separate business.
RISKY
Interesting story at these levels. Going to be splitting legacy divisions from higher growth. Will take a couple of quarters to show whether higher growth engine will provide more upside. Attractive dividend. Worth looking at for a trade.
DON'T BUY

It is starting to perk up a little. The Redhat acquisition is starting to flow through and show some growth. He still does not love IBM. It will fall into the bucket of 'Old Tech'. Continued share purchases will help with EPS, but revenue growth will continue to be difficult. He would look at other names like the FANG stocks. (Analysts’ price target is $148.00)

DON'T BUY
Very mature tech company that's having trouble finding growth. Technically sound, around the 50-day moving average. Hasn't outperformed the S&P since 2011. Cheap at 12.5x earnings. Revenue growth forecast is anemic at only about 1%. Future is murky. Yield is 4.6% and sustainable.
DON'T BUY

Cheap, but wouldn't buy it. The issue is they didn't have a lot of topline revenue growth, but that's changing now. Buying back shares, nice dividend of 4.4% or so, trading at 10-11x earnings. Too late to the cloud to be competitive. Better to own AMZN, MSFT or GOOG to play in the cloud.

BUY
It reports on Monday and is up 40% since its last earnings report They pay a 4.7% dividend yield so there's some margin on safety. They are returning to revenue growth, gross margins are improving, and they boast solid free cash flow that could be invested in cloud, or A.I. that drives bottom-line growth. They have 18% growth in the cloud business. No, it's not a slam dunk, and there's still work to be done, but at 13x forward earnings and approaching $130/share (long-term support) you can take a chance on this.
DON'T BUY

IBM continues to be slow. They bought Red Hat, but RH faces a lot of competition. Tuck-in acquisitions continue this year, but some concern him. They report Monday.

BUY
Hang onto it or even buy more. IBM is doing better than many people think and is solid.
BUY
The CEO is breaking the company in two and doing a great job.
Showing 106 to 120 of 450 entries