International Business Machines (IBM)
NYSE:IBM
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IBM Stock Chart & Stats
$253.47
-$2.19(-0.98%)
At close: 4:00 PM EST
$253.47
-$2.19(-0.98%)
Day’s Range― - ―
52-Week Range$220.72 - $324.90
Previous CloseN/A
Volume800.01K
Average Volume (3M)4.66M
Market Cap
$218.24B
Enterprise Value$278.02B
Total Cash (Recent Filing)$11.78B
Total Debt (Recent Filing)$70.60B
Price to Earnings (P/E)46.8
Beta0.77
Next Earnings
Jul 29, 2026EPS Estimate
2.98Next Dividend Ex-DateN/A
Dividend Yield2.21%
Share Statistics
EPS (TTM)1.91
Shares Outstanding939,885,250
10 Day Avg. Volume4,493,735
30 Day Avg. Volume4,664,487
Financial Highlights & Ratios
PEG Ratio0.35
Price to Book (P/B)8.46
Price to Sales (P/S)4.09
P/FCF Ratio23.86
Enterprise Value/Market Cap1.27
Enterprise Value/Revenue4.03
Enterprise Value/Gross Profit6.84
Enterprise Value/Ebitda17.03
Forecast
1Y Price Target
$294.82Price Target Upside16.31% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering18
EPS Forecast (FY)12.43
Revenue Forecast (FY)$71.47B
Bulls Say, Bears Say
Bulls Say
Acquisition SynergyEarly completion of the Confluent acquisition reduces the risk of a near-term software revenue gap and is expected to add incremental revenue and cost synergies to the software and data businesses.
Mainframe DurabilityCost advantages for very large transaction workloads make the Z mainframe franchise durable, limiting rapid customer migration to public cloud and preserving mission-critical revenue.
Software Mix And Cash FlowA strategic shift toward higher-margin software through targeted acquisitions and recurring license models is boosting free cash flow potential and could support upside in valuation if execution sustains.
Bears Say
AI-driven Disruption RiskAdvances in AI tools that simplify legacy code increase the risk of accelerated modernization away from mainframes and could erode software and consulting addressable markets.
Integration DilutionIntegration of the Confluent deal is likely to cause near-term earnings dilution, pressuring short-term profitability and investor sentiment.
Valuation And VolatilityCompression in software peer multiples combined with elevated market expectations and volatile AI sentiment reduces the chance of a significant rerating and raises downside risk if free cash flow does not improve.
International Business Machines News
IBM FAQ
What was International Business Machines’s price range in the past 12 months?
International Business Machines lowest stock price was $220.72 and its highest was $324.90 in the past 12 months.
What is International Business Machines’s market cap?
International Business Machines’s market cap is $218.24B.
When is International Business Machines’s upcoming earnings report date?
International Business Machines’s upcoming earnings report date is Jul 29, 2026 which is in 86 days.
How were International Business Machines’s earnings last quarter?
International Business Machines released its earnings results on Apr 22, 2026. The company reported $1.91 earnings per share for the quarter, beating the consensus estimate of $1.809 by $0.101.
Is International Business Machines overvalued?
According to Wall Street analysts International Business Machines’s price is currently Undervalued.
Does International Business Machines pay dividends?
International Business Machines pays a Quarterly dividend of $1.68 which represents an annual dividend yield of 2.21%. See more information on International Business Machines dividends here
What is International Business Machines’s EPS estimate?
International Business Machines’s EPS estimate is 2.98.
How many shares outstanding does International Business Machines have?
International Business Machines has 939,885,250 shares outstanding.
What happened to International Business Machines’s price movement after its last earnings report?
International Business Machines reported an EPS of $1.91 in its last earnings report, beating expectations of $1.809. Following the earnings report the stock price went down -8.251%.
Which hedge fund is a major shareholder of International Business Machines?
Currently, no hedge funds are holding shares in IBM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
International Business Machines Stock Smart Score
Outperform
1
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$294.82 (16.31% Upside)
$294.82 (16.31% Upside)
Blogger Sentiment
Bullish
IBM Sentiment 88%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 148.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $417.2K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.2%
Last 30 Days ▲ 4.9%
Last 30 Days ▲ 4.9%
News Sentiment
Very Bullish
Bullish news 83%
Bearish news 17%
Bearish news 17%
Technicals
SMA
Negative
20 days / 200 days
Momentum
8.77%
12-Months-Change
Fundamentals
Return on Equity
36.86%
Trailing 12-Months
Asset Growth
10.72%
Trailing 12-Months
Company Description
International Business Machines
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.
IBM Company Deck
IBM Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call portrays a predominantly positive operational and financial performance: broad-based revenue growth (6%), strong software and data momentum (software +8%, data +16%, ARR +10%), record first-quarter free cash flow (+13%), and margin expansion (operating pretax margin +140 bps). Strategic moves (Confluent close, Red Hat/OpenShift scale, IBM Z AI capabilities, IBM Bob GA, quantum progress) reinforce the software-led, hybrid cloud and AI narrative. Near-term negatives are manageable: consulting margin softness, an expected low-single-digit decline in infrastructure revenue for the year, Confluent-related dilution (~$600M) and macro/supply chain uncertainties that prompted conservative guidance posture. On balance, the positive metrics, clear AI-driven demand tailwinds, and reiterated 5%+ revenue and ~$1B free cash flow growth guidance outweigh the listed challenges.View all IBM earnings summariesIBM Revenue Breakdown
10.85% Hybrid Cloud
11.45% Automation
9.33% Data
12.74% Transaction Processing
17.08% Strategy and Technology
14.09% Intelligent Operations
15.72% Hybrid Infrastructure
7.55% Infrastructure Support
1.09% Financing
0.09% Other
IBM Stock 12 Month Forecast
Average Price Target
$294.82
▲(16.31% Upside)
Technical Analysis
Ownership Overview
0.09% Insiders
17.30% Mutual Funds
2.93% Other Institutional Investors
56.64% Public Companies and Individual Investors