International Business Machines Corporation
IBM
NYSE·Technology·Information Technology Services·Mkt cap $218.3B
$234.71
▲ +1.30%
P/E
20.77
Mkt Cap
$218.3B
52-Wk Range
$199.19–$332.46
52-Week Range
$199.19 - $332.46
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 5.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Enterprise trust and mission-critical workload expertise across regulated industries
- Red Hat acquisition providing leading open-source and hybrid cloud capabilities
- Integrated solutions spanning software, consulting, infrastructure, and financing
- Decades of experience in transaction processing and business-critical systems
- Global scale with established customer relationships and recurring revenue streams
Bear Case
1 risk
- Low volatility (beta 0.7).
Growth
Stable outlook
Hybrid cloud adoption and multi-cloud infrastructure demand
Value
Fairly valued vs Cloud Infrastructure (IaaS/PaaS) peers
Momentum
Falling
-24.2% over 3m
Quality
Strong
Strong fundamentals
Dividend
Solid
2.91% yield
Smart-money signal
Who's buying IBM right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 21, 2026
JUL 22, 2026
Reported EPS of $2.93 vs $2.93 consensus (0.0% surprise). Revenue of $17.2B vs $17.5B expected (-1.7%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
0.0%
Revenue trend · last 8Q
—
+1%
+1%
+8%
+9%
+12%
+9%
+1%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$15.0B
$17.6B
$14.5B
$17.0B
$16.3B
$19.7B
$15.9B
$17.2B
Margins · last 8Q
Gross
57.7%
Operating
6.8%
Profit
12.6%
Wall Street consensus
23 analysts · 61% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
61%
Hold
26%
Sell
13%
Median Price Target
—
Latest: Susquehanna · Aug 31, 2026
vs Industry
How IBM stacks vs Information Technology Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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