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Investor Insights

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

IBM Common Stock has received mixed reviews from experts, with some praising its potential in the AI and cloud space, while others express concerns about its growth and performance. The company has been undergoing transitions and acquisitions, such as Red Hat, to position itself for future growth. The stock is seen as a potential dividend play with some analysts optimistic about its long-term stability.

Consensus
Mixed
Valuation
Fair Value
Similar
MSFT, Microsoft-N
BUY
IBM Common Stock

They started to rest on their laurels when they got too big and lost their edge on AI. Their revenue is finally starting to go up. It compliments other tech areas and companies like NVIDIA and he owns it for the other side of AI.

electrical / electronic
PAST TOP PICK
IBM Common Stock
(A Top Pick May 01/23, Up 59%)

Getting pricey, with a price target of $194.25, only a couple of dollars away. Keep your eye on it. Try to get it in the $180s, and $170s would be a great place to pick it up.

electrical / electronic
COMMENT
IBM Common Stock

It has languished for many years compared to others in the same field. It has run up recently due to the AI frenzy/opportunity but there has been no big improvement in revenue and earnings. The largest component by far is consultation.

electrical / electronic
TOP PICK
IBM Common Stock

Legacy name that's trying to adapt. Now much more about services and subscriptions. Getting into AI through Watson, which long ago beat a world-class chess player and won a bunch of money on Jeopardy! Partnered with META and OpenAI. 18x earnings, not expensive. Good yield of 3.37%.

(Analysts’ price target is $183.38)
electrical / electronic
BUY
IBM Common Stock

Sold some AVGO to buy this recently. It trades at under 3x sales. Free cash flow has grown in the last 6 quarters from $7 billion to $12 billion, which he loves. Wants to see the 3% dividend grow. They get AI exposure through Red hat and Watson X. Shares have done nothing for 3-5 years, but the last quarter was excellent. It's old-school tech, but more conservative than AI stocks and is dividend-focused. It's not the old IBM. Very optimistic.

electrical / electronic
HOLD
IBM Common Stock

Pretty fairly priced, price target is $194.25. One of the first on the AI bandwagon with Watson. Pretty significant play in the cloud, especially with Red Hat acquisition. Spun off hardware, now a software company. Decent runway.

electrical / electronic
BUY
IBM Common Stock

Price target raised, though it's below the current share price. As we move into cloud, big data and AI, the big winners are in data like IBM. IBM is old and sleepy, but they bought Red Hat and will be a winner in this space, though not flashy but rather slow and steady. Pays a nearly 4% as you wait.

electrical / electronic
WEAK BUY
IBM Common Stock

Open architecture through Red Hat, highly appealing. Long shot, but a possibility, that it'll be able to develop an open architecture to make it competitive in AI. If yes, it's going much higher. Getting act together, getting rid of legacy divisions. Don't go wild, but he wouldn't argue strenuously against adding it as part of a well-balanced portfolio.

electrical / electronic
BUY
IBM Common Stock
Sell IBM or NXST?

He's uncertain about the industry that NXST is in, but confident about IBM who delivered an excellent quarter.

electrical / electronic
BUY ON WEAKNESS
IBM Common Stock

First on the AI stage with "Watson", but fell short because of so many businesses. Much more a pure company now, that's why it's doing well and will be able to grow over next several years. Will benefit from cloud, but behind the leaders. He likes MSFT better, but IBM is cheaper.

electrical / electronic
PARTIAL SELL
IBM Common Stock

AI has really played into its hands. Still has some of the legacy hardware. Short runway, take a bit of profit of about 1/3. If goes higher, you still own. If goes lower, you can buy it back.

(Analysts’ price target is $171.00)
electrical / electronic
BUY
IBM Common Stock

It's finally breathing some life into its stock. The 4.1% dividend is one factor, and falling interest rates will help. Their Q1 and Q2 saw sales lighter than expected, though posted big earnings beat. However, they beat revenues and earnings last month, plus strong cash flow. The CEO has been touting hybrid AI to clients. Their key AI platform is Watson X, launched last spring. Their consulting business makes up a third of revenues but is overlooked. Shares trades at only 16x PE 2024. 43% of sales are from software, and 33% from consulting. This is consistent. IBM its recent upgrades.

electrical / electronic
DON'T BUY
IBM Common Stock
IBM vs. MSFT

IBM lacks the spread of clientele like MSFT. Also, IBM has been getting rid of their hardware business, focusing more on software with AI. In terms of quality, MSFT is better (customer loyalty, Office Suite) while IBM is inferior, offering little growth. IBM isn't a big player moving forward. Among megatech, MSFT is the top.

electrical / electronic
HOLD
IBM Common Stock

Not a fan of company, however business is turning around. Dividend improving. Expecting 9% growth rate. Would wait to see how company performs before buying. Management team doing well. 

electrical / electronic
DON'T BUY
IBM Common Stock

Not a top pick for tech investing. Better options for investors in tech. Trading at fair price, but not getting excellent business. 

electrical / electronic
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IBM Common Stock(IBM-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 12

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 9

Total Signals / Votes : 23

Stockchase rating for IBM Common Stock is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

IBM Common Stock(IBM-N) Frequently Asked Questions

What is IBM Common Stock stock symbol?

IBM Common Stock is a American stock, trading under the symbol IBM-N on the New York Stock Exchange (IBM). It is usually referred to as NYSE:IBM or IBM-N

Is IBM Common Stock a buy or a sell?

In the last year, 23 stock analysts published opinions about IBM-N. 12 analysts recommended to BUY the stock. 9 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for IBM Common Stock.

Is IBM Common Stock a good investment or a top pick?

IBM Common Stock was recommended as a Top Pick by on . Read the latest stock experts ratings for IBM Common Stock.

Why is IBM Common Stock stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is IBM Common Stock worth watching?

23 stock analysts on Stockchase covered IBM Common Stock In the last year. It is a trending stock that is worth watching.

What is IBM Common Stock stock price?

On 2024-04-15, IBM Common Stock (IBM-N) stock closed at a price of $181.25.