We rank companies based on fund manager, research analyst and news sentiment
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IBM
IBM

$181.47
0.89%
 

About: IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 350,000 people. The company has a robust roster of 80,000 business partners to service 5,200 clients—which includes 95% of all Fortune 500. While IBM is a B2B company, IBM's outward impact is substantial. For example, IBM manages 90% of all credit card transactions globally and is responsible for 50% of all wireless connections in the world.

Employees: 282,200

0
Funds holding %
of 6,474 funds
0
Analysts bullish %
of 14 analysts
0
News positive %
of 59 articles

Fund manager confidence

Based on 2023 Q4 SEC filings by fund managers ($100M+ AUM)

84% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 158

20% more funds holding in top 10

Funds holding in top 10: 55 [Q3] → 66 (+11) [Q4]

14% more capital invested

Capital invested by funds: $77.1B [Q3] → $88B (+$10.9B) [Q4]

6% more funds holding

Funds holding: 2,394 [Q3] → 2,526 (+132) [Q4]

1.91% more ownership

Funds ownership: 57.12% [Q3] → 59.02% (+1.91%) [Q4]

3% more call options, than puts

Call options by funds: $2.23B | Put options by funds: $2.16B

7% less repeat investments, than reductions

Existing positions increased: 939 | Existing positions reduced: 1,009

Research analyst outlook

14 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$140
23%
downside
Avg. target
$180
1%
downside
High target
$220
21%
upside

14 analyst ratings

positive
50%
neutral
43%
negative
7%
Stifel
David Grossman
5%upside
$190
Buy
Maintained
17 Apr 2024
B of A Securities
Wamsi Mohan
21%upside
$220
Buy
Maintained
14 Mar 2024
Bernstein
Toni Sacconaghi
3%upside
$186
Market Perform
Maintained
7 Mar 2024
RBC Capital
Matthew Swanson
10%upside
$200
Outperform
Maintained
25 Jan 2024
BMO Capital
Keith Bachman
16%upside
$210
Market Perform
Maintained
25 Jan 2024

Financial journalist opinion

Based on 59 articles about IBM published over the past 30 days