NYSE:IBM
117.71
0.13
(0.11%)
IBM
IBM-N
Analysis and Opinions about IBM-N
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 26, 2020
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%
Show full opinionHide full opinion
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
BUY
June 18, 2020
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.
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
WATCH
April 23, 2020
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.
Show full opinionHide full opinionFor 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.
WATCH
WATCH
April 13, 2020
It is a tough one. He would like to see a quarter or two with Red Hat before deciding to go in. He is not rushing out.
It is a tough one. He would like to see a quarter or two with Red Hat before deciding to go in. He is not rushing out.
BUY
BUY
March 11, 2020
IBM vs. MSFT Likes MSFT, but it's too expensive for its growth rate. IBM is interesting. Has momentum, growing in the cloud. RedHat's revenue accelerating. Incredibly cheap. Good dividend and pretty safe. Only thing is, it's not best in breed, which is where the money will go first. But it's a fine name.
IBM vs. MSFT Likes MSFT, but it's too expensive for its growth rate. IBM is interesting. Has momentum, growing in the cloud. RedHat's revenue accelerating. Incredibly cheap. Good dividend and pretty safe. Only thing is, it's not best in breed, which is where the money will go first. But it's a fine name.
DON'T BUY
DON'T BUY
February 21, 2020
This is a relatively cheap tech company, but that could be from the fact they have segments that have not been befitting from all the tech trends. They have a lot of legacy assets that are not growing as fast. He would not be a buyer. (Analysts’ price target is $150.33)
This is a relatively cheap tech company, but that could be from the fact they have segments that have not been befitting from all the tech trends. They have a lot of legacy assets that are not growing as fast. He would not be a buyer. (Analysts’ price target is $150.33)
BUY
BUY
February 19, 2020
A solid company, though IBM has come off recently after a strong run. Has long-term potential and will be around in 10 years when some tech companies won't. This is a 5-10 year play as long as the valuation is good.
Show full opinionHide full opinionA solid company, though IBM has come off recently after a strong run. Has long-term potential and will be around in 10 years when some tech companies won't. This is a 5-10 year play as long as the valuation is good.
COMMENT
COMMENT
February 14, 2020
IBM vs ORCL? Everyone is looking for the next MSFT. He would go with IBM. There are some new high level managers, who he feels will best take them into that direction. The problem with IBM is that the shares are trading near where analysts are setting their target price. He might buy 1/3 of a position here.
IBM vs ORCL? Everyone is looking for the next MSFT. He would go with IBM. There are some new high level managers, who he feels will best take them into that direction. The problem with IBM is that the shares are trading near where analysts are setting their target price. He might buy 1/3 of a position here.
DON'T BUY
DON'T BUY
February 12, 2020
Oracle vs. IBM You get what you pay for. He's never made money in a value tech stock. If a tech stock can't grow, how can it attract investors? Oracle has legacy issues. Neither Oracle or IBM is his first choice. There are better choices in tech.
PARTIAL BUY
PARTIAL BUY
February 11, 2020
He bought it last year around $140. They put the CEO of Red Hat (that they bought) to be their president, and head of cloud services of RH to be IBM's CEO, but this is a big ship to turn around. Their legacy businesses are in decline and are not as well-positioned as peers MSFT and Amazon. Their cloud services grew 25% last quarter. There should be higher growth in the future.
He bought it last year around $140. They put the CEO of Red Hat (that they bought) to be their president, and head of cloud services of RH to be IBM's CEO, but this is a big ship to turn around. Their legacy businesses are in decline and are not as well-positioned as peers MSFT and Amazon. Their cloud services grew 25% last quarter. There should be higher growth in the future.
BUY
BUY
February 6, 2020
You need to grow your earnings if you want to do well in the market and should grow your profitability steadily. IBM-N has failed at these. As a result the shares have fallen lower and lower. They gave us a technical buy signal and he thinks this stock could bounce to $164 and is good for a trade. The ROE is continuing to fall, however, so it is only good for a trade.
Show full opinionHide full opinionYou need to grow your earnings if you want to do well in the market and should grow your profitability steadily. IBM-N has failed at these. As a result the shares have fallen lower and lower. They gave us a technical buy signal and he thinks this stock could bounce to $164 and is good for a trade. The ROE is continuing to fall, however, so it is only good for a trade.
SPECULATIVE BUY
SPECULATIVE BUY
January 21, 2020
As a trade Short-term: buy. Any longer, this fails to break past $150, a level it hasn't breached for a long time.
Show full opinionHide full opinionAs a trade Short-term: buy. Any longer, this fails to break past $150, a level it hasn't breached for a long time.
DON'T BUY
DON'T BUY
December 24, 2019
The chart is forming a triangle, which will either break up or down, based on investor indecision. He predicts a market pullback in coming weeks, so he predicts IBM will break down. Have stop levels in place. There are better charts elsewhere.
Show full opinionHide full opinionThe chart is forming a triangle, which will either break up or down, based on investor indecision. He predicts a market pullback in coming weeks, so he predicts IBM will break down. Have stop levels in place. There are better charts elsewhere.
BUY
BUY
November 28, 2019
IBM is getting into the cloud business and he believes they will benefit with banks moving to the cloud. Home Capital has moved their business in the cloud and they used IBM. 4% yield.
Show full opinionHide full opinionIBM is getting into the cloud business and he believes they will benefit with banks moving to the cloud. Home Capital has moved their business in the cloud and they used IBM. 4% yield.
COMMENT
COMMENT
November 19, 2019
Warrant Buffet never throws in the towel – he does not sell anything. He sold this. The company has revenue growth in decline, the balance sheet is getting worse and they are propping up the stock by share buybacks. They acquired Red Hat at a ridiculous multiple. IBM is so far behind AMZN-Q in Cloud.
Show full opinionHide full opinionWarrant Buffet never throws in the towel – he does not sell anything. He sold this. The company has revenue growth in decline, the balance sheet is getting worse and they are propping up the stock by share buybacks. They acquired Red Hat at a ridiculous multiple. IBM is so far behind AMZN-Q in Cloud.
IBM(IBM-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 10
Neutral - Hold Signals / Votes : 1
Bearish - Sell Signals / Votes : 7
Total Signals / Votes : 18
IBM(IBM-N) Frequently Asked Questions
What is IBM stock symbol?
IBM 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 a buy or a sell?
In the last year, 18 stock analysts published opinions about IBM-N. 10 analysts recommended to BUY the stock. 7 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for IBM.
Is IBM a good investment or a top pick?
IBM was recommended as a Top Pick by Paul Harris, CFA on 2020-06-26. Read the latest stock experts ratings for IBM.
Why is IBM 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 worth watching?
18 stock analysts on Stockchase covered IBM In the last year. It is a trending stock that is worth watching.
What is IBM stock price?
On 2020-07-08, IBM (IBM-N) stock closed at a price of $117.71.
