IBM Common Stock (IBM) Buy, Sell or Hold

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IBM Common Stock (IBM)

306.13

+6.61 (2.21%)

as of Jul 7, 2026, 8:00:00 pm Market Open.

276 watching

Investor Insights

Jul 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

Hold

Valuation

Fair Value

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MSFT

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.

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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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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

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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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly The company doesn't leap to mind as a up and coming rising star, but it is a dividend aristocrat with a strong, and sustainable, dividend. The company is expanding its efforts in AI and cloud based services, including a recent partnership in Korea, where citizens will share health related surveys for policy makers. The company was recently upgraded to a target of $155 -- over 25% upside potentially. We would trade this with a stop loss at $115. Yield 5.26% (Analysts’ price target is $134.06)

COMMENT

The granddaddy of US tech stocks, but didn't adapt well to the digital age. It's had declining sales, though remains profitable. Not a growth stock. But it pays a safe 5% dividend.

DON'T BUY

He is not a fan. It trades at 11 times earnings. He thinks they are late to the club to the cloud business. They have only been buying back shares, rather than demonstrating real business growth. The new CEO is more cloud-based, but it will take time. There are better opportunities out there. Yield 5.6%

BUY

They purchased Red-hat and the market has not given them credit for this. He thinks it will lead to considerable upside. They buy back shares most years as well as raising the dividend. He thinks there is real value here. This one will not be hit as much by a correction.

WATCH

For the past twelve years the return on equity for IBM as well as the price to book was going up. But for the last six years the ROE has been falling and the price to book as fallen steadily. It has been struggling. They have to focus on profitability. The stock got down to a level he expected and he had a sell recommendation for the last 5 years. He is going to be watching to see if the company can hang on here.

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IBM Common Stock (IBM)