IBM
IBM

$191.75

0.09%

Market Cap: 176B

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

Information Technology Computer & Office Equipment

0

Funds holding %

of 6,702 funds

0

Analysts bullish %

of 19 analysts

0

News positive %

of 93 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

55% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 164

25% more call options, than puts

Call options by funds: $3.72B | Put options by funds: $2.97B

17% more capital invested

Capital invested by funds: $88.2B [Q4 2023] → $103B (+$14.7B) [Q1 2024]

5% more funds holding in top 10

Funds holding in top 10: 66 [Q4 2023] → 69 (+3) [Q1 2024]

3% more funds holding

Funds holding: 2,603 [Q4 2023] → 2,694 (+91) [Q1 2024]

1% more repeat investments, than reductions

Existing positions increased: 1,065 | Existing positions reduced: 1,053

0.21% less ownership

Funds ownership: 59.1% [Q4 2023] → 58.89% (-0.21%) [Q1 2024]

See Fund Rankings

Research analyst outlook

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

Low target

$130

32%

downside

Avg. target

$190

1%

downside

High target

$220

15%

upside

19 analyst ratings

8 positive

42%

9 neutral

47%

2 negative

11%

RBC Capital Matthew Swanson	10%upside $211	Outperform Maintained	25 Jul 2024
Jefferies Brent Thill	4%upside $200	Hold Maintained	25 Jul 2024
BMO Capital Keith Bachman	10%upside $210	Market Perform Maintained	25 Jul 2024
Stifel David Grossman	7%upside $205	Buy Maintained	25 Jul 2024
Goldman Sachs James Schneider	4%upside $200	Buy Initiated	24 Jun 2024

See Analyst Rankings

Financial journalist opinion

Based on 93 articles about IBM published over the past 30 days

Zacks Investment Research

Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now

3 High-Yield Dividend Stocks That Also Deliver Solid Gains

High-yield dividend stocks allow investors to generate steady cash flow while holding onto their shares. However, most of these same stocks tend to underperform the stock market.

3 High-Yield Dividend Stocks That Also Deliver Solid Gains

Zacks Investment Research

Compared to Estimates, IBM (IBM) Q2 Earnings: A Look at Key Metrics

The headline numbers for IBM (IBM) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, IBM (IBM) Q2 Earnings: A Look at Key Metrics

IBM: AI Peanuts

IBM has surged on generative AI hype, but the company still lacks significant growth to justify excitement over AI capabilities. Despite some positive trends in software growth, IBM's overall revenue growth remains stagnant, with concerns over a lack of investment in AI. The stock trades at 19x EPS targets and IBM isn't producing the type of growth to warrant this valuation.

IBM: AI Peanuts

The Motley Fool

Why IBM Stock Popped After Tuesday's AI-Themed Earnings Report

IBM reported Q2 earnings of $2.43 per share, beating Wall Street's $2.20 estimate. Management raised their full-year free-cash-flow guidance to "greater than $12 billion.

Why IBM Stock Popped After Tuesday's AI-Themed Earnings Report

How IBM is Benefiting from the New A.I. Era

Joule Financial's Logan Gilland believes the legacy tech company is shining after its positive 2Q earnings report. He and Morningstar's Julie Bhusal Sharma look at how generative A.I.

How IBM is Benefiting from the New A.I. Era

IBM Q2: Software Growth Potential Supports Buy Thesis

IBM's Q2 earnings beat expectations, triggering a stock price rally. I expect the developments reported in Q2 to support further stock price advances. Top return drivers include growth potential for its software segment, robust profit metrics, and strong free cash generation.

IBM Q2: Software Growth Potential Supports Buy Thesis

Zacks Investment Research

What Makes IBM (IBM) a Strong Momentum Stock: Buy Now?

Does IBM (IBM) have what it takes to be a top stock pick for momentum investors? Let's find out.

What Makes IBM (IBM) a Strong Momentum Stock: Buy Now?

The Edge of Tomorrow: AI Stocks to Buy for 2025 Mega-Gains

While the most common current examples of artificial intelligence (AI) are the large language models (LLM) like OpenAI's ChatGPT and Microsoft's (NASDAQ: MSFT ) Copilot, the future of the technology is likely far more multi-faceted than question-and-answer chatbots. Moreover, the current involvement of various tech companies in the development of AI means that some future AI stocks have yet to reach their potential.

The Edge of Tomorrow: AI Stocks to Buy for 2025 Mega-Gains

IBM's AI Bookings To Drive Share Gains, Though 'Revenue Contribution Of AI Is Currently Small'

IBM IBM shares were climbing in early trading on Thursday after the company reported its second-quarter results.

IBM's AI Bookings To Drive Share Gains, Though 'Revenue Contribution Of AI Is Currently Small'

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