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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.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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GIB.A
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.
DON'T BUY
Doesn't particularly like. Has never owned. Well behind the top players in the cloud. Not strong revenue growth. Grown bottom line only by buying back shares. In tech, you want to be in something that's growing and compounding at a better rate.
WATCH
It has been a restructure play for a number of years now. Cheap in technology is a dangerous issue sometimes because it can mean no growth. It is always on his radar screen. Others are more attractive in the short term.
COMMENT

They report Monday. The stock has been hanging in there and lately older tech names have been strong like Dell. Maybe IBM joins them.

RISKY
A trade, not an investment. Buy around $120, sell around $140. Hard to see a clear investment thesis on it, though it tries very hard. Legacy hardware side that they pull around like a ball and chain.
SELL
Allan Tong’s Discover Picks IBM stock was pounded nearly 10% after it released a harsh quarterly report where total sales declined for the fourth-straight report across all five of its business segments. For example, its systems business plunged 17.8% while net sales slid 6.5%. There's still hope that IBM's hybrid cloud business will pay off, after the company bought Red Hat in 2019. Read Hit and Misses: 5 Tempting Tech Stocks for our full analysis.
COMMENT
Will introduce the new management team next week. Their moderate growth, big dividend story could attract conservative investors.
DON'T BUY
Lagged higher growth areas since at least 2017. Yield is great at 5.1%. A tech company with high yield signals to him that growth is starting to stall. Be cautious. Cheap for a reason. Revenue growth looks anemic. Fine for income, not for growth.
PAST TOP PICK
(A Top Pick Oct 08/19, Down 10%) He sold most in June but holds it in his income portfolio. It was a turn around and he hoped the company would be turned around but he moved on when that thesis was washed out.
COMMENT

IBM vs. CSCO Cisco missed the boat on cloud, not a great growth rate, revenue's down, nice dividend. For dividends, likes IBM better as its risk/reward is better.

RISKY
Change in leadership, and jury's still out. A trade, more than an investment.12-month target of $129. Buy around $100-105, sell around $125-130.
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PAST TOP PICK
(A Top Pick Aug 20/20, Down 6.6%)Stockchase Research Editor: Michael O'Reilly We are being disciplined and recommending to cover holdings in IBM after breaching the $115 stop-loss level. Although the company continues to make strides in developing its cloud based business, we see other better opportunities to pursue.
BUY
It may be their time to shine. When they spin off their cloud division, they may have it growing at 30% a year. He expects earnings tonight to be the start of good things before they split up. They are spinning out their legacy divisions.
HOLD
Dead money for several years. Underappreciated story. Modeling 12% EPS growth. Compelling price to book. Nice dividend. Margins high last quarter. Beat on top line and bottom line. Get paid to wait. Not a great deal of risk.
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