IBMIBM
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 300,000 people. The company has a robust roster of business partners to service its clients, which include 95% of all Fortune 500 companies. Primary products include its mainframes, Red Hat software, transaction processing software, and IT consulting.
Employees: 270,300
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
128% more first-time investments, than exits
New positions opened: 278 | Existing positions closed: 122
32% more call options, than puts
Call options by funds: $3.9B | Put options by funds: $2.95B
13% more funds holding in top 10
Funds holding in top 10: 83 [Q4 2024] → 94 (+11) [Q1 2025]
13% more capital invested
Capital invested by funds: $127B [Q4 2024] → $143B (+$16.6B) [Q1 2025]
2% more funds holding
Funds holding: 3,087 [Q4 2024] → 3,159 (+72) [Q1 2025]
0.26% more ownership
Funds ownership: 61.97% [Q4 2024] → 62.23% (+0.26%) [Q1 2025]
2% less repeat investments, than reductions
Existing positions increased: 1,224 | Existing positions reduced: 1,244
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
RBC Capital Matthew Swanson | 9%upside $285 | Outperform Maintained | 15 May 2025 |
Wedbush Daniel Ives | 15%upside $300 | Outperform Reiterated | 7 May 2025 |
UBS David Vogt | 35%downside $170 | Sell Maintained | 24 Apr 2025 |
Morgan Stanley Erik Woodring | 11%downside $233 | Equal-Weight Maintained | 24 Apr 2025 |
Jefferies Brent Thill | 2%upside $265 | Hold Maintained | 31 Mar 2025 |
Financial journalist opinion
Based on 120 articles about IBM published over the past 30 days









