IBMIBM
About: Incorporated in 1911, International Business Machines, or IBM, is one of the oldest technology companies in the world. It provides software, IT consulting services, and hardware to help business customers modernize their technology workflows. IBM operates in 175 countries and employs approximately 300,000 people. The company has a robust roster of business partners to service its clients, which includes 95% of all Fortune 500 companies. IBM's products, including Red Hat, watsonx, and mainframes, handle some of the world's most important data workloads in areas like finance and retail.
Employees: 270,300
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
132% more first-time investments, than exits
New positions opened: 281 | Existing positions closed: 121
32% more call options, than puts
Call options by funds: $3.9B | Put options by funds: $2.96B
13% more capital invested
Capital invested by funds: $127B [Q4 2024] → $144B (+$16.9B) [Q1 2025]
13% more funds holding in top 10
Funds holding in top 10: 83 [Q4 2024] → 94 (+11) [Q1 2025]
3% more funds holding
Funds holding: 3,094 [Q4 2024] → 3,193 (+99) [Q1 2025]
0.43% more ownership
Funds ownership: 62.0% [Q4 2024] → 62.43% (+0.43%) [Q1 2025]
1% less repeat investments, than reductions
Existing positions increased: 1,236 | Existing positions reduced: 1,254
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
UBS David Vogt | 31%downside $195 | Sell Maintained | 9 Jul 2025 |
Goldman Sachs James Schneider | 9%upside $310 | Buy Maintained | 2 Jul 2025 |
Wedbush Daniel Ives | 15%upside $325 | Outperform Maintained | 20 Jun 2025 |
B of A Securities Wamsi Mohan | 13%upside $320 | Buy Maintained | 18 Jun 2025 |
RBC Capital Matthew Swanson | 1%upside $285 | Outperform Maintained | 15 May 2025 |
Financial journalist opinion
Based on 73 articles about IBM published over the past 30 days
