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International Business Machines Corporation
IBM
NYSE·Technology·Information Technology Services·Mkt cap $269.0B
$289.52
▲ +1.14%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$212.34 - $332.46
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 0.5% 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 relationships and mission-critical workload expertise built over 110+ years
- Red Hat acquisition providing leading open-source and hybrid cloud platform capabilities
- Comprehensive integrated solutions spanning software, consulting, and infrastructure
- Strong recurring revenue from software subscriptions and managed services
- Deep industry expertise in regulated sectors including banking, airlines, and retail
Bear Case
1 risk
- Low volatility (beta 0.7).
Growth
Stable outlook
Hybrid cloud adoption accelerating as enterprises modernize legacy systems
Value
Fairly valued vs Cloud Infrastructure (IaaS/PaaS) peers
Momentum
Strong
+15.3% over 3m
Quality
Strong
Excellent business quality
Dividend
Solid
2.35% 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
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 21, 2026
APR 22, 2026
Reported EPS of $1.91 vs $1.81 consensus (+5.5% surprise). Revenue of $15.9B vs $15.6B expected (+1.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+5.5%
Next: Apr 21, 2026
Revenue trend · last 8Q
—
—
+1%
+1%
+8%
+9%
+12%
+9%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$15.8B
$15.0B
$17.6B
$14.5B
$17.0B
$16.3B
$19.7B
$15.9B
Margins · last 8Q
Gross
56.2%
Operating
8.5%
Profit
7.6%
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
$305.00
▲ +5.3% vs $289.52
Latest: Jefferies · Jun 26, 2026
8 analysts covering
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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