International Business Machines Corporation (IBM)

US — Technology Sector
Peers: CSCO  ACN  SAP  CRM  MU  INFY  WIT  III  MGIC  EPAM 

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Key Metrics & Ratings

  • symbol IBM
  • Rev/Share 72.1143
  • Book/Share 34.96
  • PB 7.3766
  • Debt/Equity 2.0569
  • CurrentRatio 0.9276
  • ROIC 0.0969

 

  • MktCap 240376505575.0
  • FreeCF/Share 13.1169
  • PFCF 19.5683
  • PE 22.7349
  • Debt/Assets 0.4422
  • DivYield 0.0261
  • ROE 0.3686

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 4
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade IBM Erste Group Buy Hold -- -- Feb. 18, 2026
Reiterated IBM Evercore ISI -- Outperform $315 $330 Jan. 20, 2026
Upgrade IBM Jefferies Hold Buy -- $360 Jan. 5, 2026
Upgrade IBM Erste Group Hold Buy -- -- Dec. 5, 2025
Initiation IBM Oppenheimer -- Outperform -- $360 Nov. 21, 2025
Initiation IBM Bernstein -- Market Perform -- $280 Sept. 16, 2025
Downgrade IBM Erste Group Buy Hold -- -- Aug. 14, 2025
Initiation IBM Oppenheimer -- Outperform -- $320 Feb. 11, 2025
Resumed IBM Wedbush -- Outperform -- -- Feb. 3, 2025
Downgrade IBM DZ Bank Buy Hold -- $215 Oct. 2, 2024

News

IBM is the latest AI casualty. Shares are tanking 11% on Anthropic programming language threat
IBM
Published: February 23, 2026 by: CNBC
Sentiment: Negative

COBOL is a computer language used for business data processing and IBM is a leader in that area.

Read More
image for news IBM is the latest AI casualty. Shares are tanking 11% on Anthropic programming language threat
My 5 Favorite Dividend Stocks to Buy Right Now
IBM, O, PEP, PFE, VZ
Published: February 22, 2026 by: The Motley Fool
Sentiment: Positive

It may be the right time for investors to start playing a little less offense and a little more defense. The best defensive names, however, are shares of businesses that continue to generate cash flow regardless of the economic environment.

Read More
image for news My 5 Favorite Dividend Stocks to Buy Right Now
IBM vs. Intel: Which AI-Focused Stock is the Better Buy Today?
IBM, INTC
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM edges out Intel with stronger estimates, cheaper valuation and hybrid cloud-AI momentum despite fierce competition and margin pressure.

Read More
image for news IBM vs. Intel: Which AI-Focused Stock is the Better Buy Today?
International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
IBM
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching IBM (IBM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Read More
image for news International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
Datavault AI Death Cross Collides With IBM, Super Bowl Boost
DVLT, IBM
Published: February 12, 2026 by: Benzinga
Sentiment: Negative

Datavault AI Inc (NASDAQ: DVLT) just triggered a bearish technical signal — at the exact moment its business momentum is accelerating. The AI infrastructure company recently flashed a Death Cross — typically viewed as a warning of sustained downside pressure.

Read More
image for news Datavault AI Death Cross Collides With IBM, Super Bowl Boost
3 Dividend Aristocrat Stocks To Buy for Reliable Income In 2026
IBM, O, WMT
Published: February 12, 2026 by: 24/7 Wall Street
Sentiment: Positive

Dividend aristocrats tend to be some of the most reliable stocks. These companies have raised dividends for at least 25 consecutive years, showing steady long-term growth and strong financial discipline.

Read More
image for news 3 Dividend Aristocrat Stocks To Buy for Reliable Income In 2026
Can Criminal IP Integration Boost IBM's QRadar Growth Prospects?
IBM
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM integrates QRadar SIEM and SOAR with Criminal IP, adding IP-based threat intelligence to speed detection, automate response and boost SOC efficiency.

Read More
image for news Can Criminal IP Integration Boost IBM's QRadar Growth Prospects?
Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
ANET, GOOG, GOOGL, IBM, MSFT
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

Cloud computing stocks like GOOGL, MSFT, IBM and ANET are indispensable for any investment portfolio.

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image for news Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
Quantum Computing 2026 Outlook: 2 Stocks for Long-Term Upside
IBM, IONQ
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive

IONQ stands out as quantum growth cools in 2026, with revenues scaling more slowly after 2024-2025 surges amid geopolitical and macro headwinds.

Read More
image for news Quantum Computing 2026 Outlook: 2 Stocks for Long-Term Upside
How Low Can IBM Stock Go?
IBM
Published: February 04, 2026 by: Forbes
Sentiment: Negative

IBM (IBM) stock has decreased by 6.5% in one day. The recent decline highlights renewed worries about its high valuation and the software industry's AI disruption; however, significant drops like this often prompt a more challenging question: is this weakness temporary or indicative of more fundamental issues?

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image for news How Low Can IBM Stock Go?
Should IBM Stock Be Part of Your Portfolio Post Solid Q4 Earnings?
IBM
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM posted strong Q4 2025 beats as software, hybrid cloud and watsonx AI drove growth, but competition and costs keep the outlook balanced.

Read More
image for news Should IBM Stock Be Part of Your Portfolio Post Solid Q4 Earnings?
ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat
IBM
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM shares jump after a Q4 earnings beat and upbeat outlook, prompting ETF investors to eye funds with heavy exposure to the tech giant.

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image for news ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat
Can IBM's Lucrative Federal Contracts Boost Its Future Growth?
IBM
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

International Business Machines lands UK defence deal to unify 17 legacy systems into an AI-driven platform, boosting efficiency and long-term savings.

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image for news Can IBM's Lucrative Federal Contracts Boost Its Future Growth?
Unlocking IBM (IBM) International Revenues: Trends, Surprises, and Prospects
IBM
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Evaluate IBM's (IBM) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

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image for news Unlocking IBM (IBM) International Revenues: Trends, Surprises, and Prospects
Investors Heavily Search International Business Machines Corporation (IBM): Here is What You Need to Know
IBM
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching IBM (IBM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Read More
image for news Investors Heavily Search International Business Machines Corporation (IBM): Here is What You Need to Know
IBM Q4 Earnings Surpass Estimates on Strong Cloud and AI Momentum
IBM
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

International Business Machines tops Q4 estimates as software growth from hybrid cloud, watsonx AI and Red Hat lifts revenues, margins and profit despite macro uncertainty.

Read More
image for news IBM Q4 Earnings Surpass Estimates on Strong Cloud and AI Momentum
Unlocking Q4 Potential of IBM (IBM): Exploring Wall Street Estimates for Key Metrics
IBM
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Neutral

Evaluate the expected performance of IBM (IBM) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Read More
image for news Unlocking Q4 Potential of IBM (IBM): Exploring Wall Street Estimates for Key Metrics
IBM Q4 Earnings Preview: Expecting Strong Numbers Of Reformed Business
IBM
Published: January 23, 2026 by: Seeking Alpha
Sentiment: Neutral

International Business Machines Corporation demonstrates robust growth across all segments in 2025, driven by AI-fueled demand in Software, Consulting, and Infrastructure. Management raised full-year free cash flow guidance to $14B, with year-to-date FCF up from $6.6B to $7.2B, reflecting improved operating leverage. Segment durability and essential use cases mitigate prior concerns about government spending cuts and macro risks, supporting a higher intrinsic valuation.

Read More
image for news IBM Q4 Earnings Preview: Expecting Strong Numbers Of Reformed Business
IBM software growth seen reaccelerating ahead of earnings: Jefferies
IBM
Published: January 22, 2026 by: Proactive Investors
Sentiment: Positive

International Business Machines Corp (NYSE:IBM) is positioned for a potential reacceleration in software growth and upward estimate revisions in 2026, according to Jefferies analysts. In a note ahead of IBM's earnings report, due on January 28, the firm reiterated a ‘Buy' rating on the stock.

Read More
image for news IBM software growth seen reaccelerating ahead of earnings: Jefferies
Will Healthy Consulting Revenue Growth Benefit IBM's Q4 Earnings?
IBM
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM's Q4 may get a lift from healthy Consulting revenue growth fueled by AI-driven tools and a key Microsoft partnership.

Read More
image for news Will Healthy Consulting Revenue Growth Benefit IBM's Q4 Earnings?
Will Relatively Higher Software Revenues Aid IBM's Earnings in Q4?
IBM
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM's Q4 Software revenues are likely to have risen on watsonx.ai momentum, AI partnerships and the Confluent acquisition.

Read More
image for news Will Relatively Higher Software Revenues Aid IBM's Earnings in Q4?
Final Trades: IBM, Alibaba, Nu Holdings and the IYH
BABA, IBM, IYH, NU
Published: January 21, 2026 by: CNBC Television
Sentiment: Neutral

The Investment Committee give you their top stocks to watch for the second half.

Read More
image for news Final Trades: IBM, Alibaba, Nu Holdings and the IYH
IBM CEO Arvind Krishna: We absorbed tariffs instead of passing them on to our clients
IBM
Published: January 21, 2026 by: CNBC Television
Sentiment: Neutral

Arvind Krishna, CEO of IBM, joins 'Money Movers' to discuss geopolitics, artificial intelligence, and more.

Read More
image for news IBM CEO Arvind Krishna: We absorbed tariffs instead of passing them on to our clients
Here's How Not To Invest $100,000 In 2026
ARE, BTI, CAG, DOW, ECC, IBM, NEE, SCHD
Published: January 21, 2026 by: Seeking Alpha
Sentiment: Neutral

Retail investors repeatedly make avoidable mistakes that erode returns, especially in dividend investing. Before asking how to invest $100,000, let's look at how not to. Here are 5 blunders that you should avoid.

Read More
image for news Here's How Not To Invest $100,000 In 2026
IBM Was 'Boring' - It's Now An AI Growth Machine
IBM
Published: January 21, 2026 by: Seeking Alpha
Sentiment: Neutral

IBM is executing a strategic pivot from LLM competition to AI platform and data orchestration, targeting higher-margin enterprise IT budgets. Recent acquisitions, including Confluent, are expected to be accretive to adjusted EBITDA within a year and free cash flow in year two. IBM is on track for its fourth consecutive year of >5% free cash flow growth, with management guiding toward ~$14B in 2025.

Read More
image for news IBM Was 'Boring' - It's Now An AI Growth Machine
IBM Q4 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?
IBM
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM gears up for Q4 earnings with AI and cloud momentum, but premium valuation and stiff competition weigh on the outlook.

Read More
image for news IBM Q4 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?
Are These 2 Dividend Stocks Bargains Yet?
IBM, SBUX
Published: January 20, 2026 by: 24/7 Wall Street
Sentiment: Positive

With increased volatility could come an opportunity to pick up a steady dividend stock at a slightly lower price and perhaps a few more basis points of yield.

Read More
image for news Are These 2 Dividend Stocks Bargains Yet?
Can IBM's Agentic AI Collaboration With e& Boost Its Global Lead?
IBM
Published: January 20, 2026 by: Zacks Investment Research
Sentiment: Positive

International Business Machines teams up with e& to launch enterprise-grade agentic AI for compliance, policy, and risk, powered by watsonx Orchestrate.

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image for news Can IBM's Agentic AI Collaboration With e& Boost Its Global Lead?
Can IBM's Focus on the Infrastructure Segment Aid the Stock?
IBM
Published: January 19, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM's Infrastructure segment profit jumped 53% as AI, hybrid cloud and z17 demand fuel stronger enterprise adoption.

Read More
image for news Can IBM's Focus on the Infrastructure Segment Aid the Stock?
Confluent Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Confluent, Inc. - CFLT
CFLT, IBM
Published: January 16, 2026 by: PRNewsWire
Sentiment: Neutral

NEW YORK and NEW ORLEANS, Jan. 16, 2026 /PRNewswire/ -- Former Attorney General of Louisiana Charles C. Foti, Jr., Esq.

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image for news Confluent Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Confluent, Inc. - CFLT

About International Business Machines Corporation (IBM)

  • IPO Date 1915-09-24
  • Website https://www.ibm.com
  • Industry Information Technology Services
  • CEO Arvind Krishna
  • Employees 270300

International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for business automation, AIOps and management, integration, and application servers; data and artificial intelligence solutions; and security software and services for threat, data, and identity. This segment also provides transaction processing software that supports clients' mission-critical and on-premise workloads in banking, airlines, and retail industries. The Consulting segment offers business transformation services, including strategy, business process design and operations, data and analytics, and system integration services; technology consulting services; and application and cloud platform services. The Infrastructure segment provides on-premises and cloud-based server and storage solutions for its clients' mission-critical and regulated workloads; and support services and solutions for hybrid cloud infrastructure, as well as remanufacturing and remarketing services for used equipment. The Financing segment offers lease, installment payment, loan financing, and short-term working capital financing services. The company was formerly known as Computing-Tabulating-Recording Co. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.