IBMIBM
IBM
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
0
Funds holding %
of 7,245 funds
0
Analysts bullish %
of 5 analysts
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
Low target
$170
35%
downside
Avg. target
$251
4%
downside
High target
$300
15%
upside
5 analyst ratings
2 positive
40%
2 neutral
40%
1 negative
20%
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
Neutral
GlobeNewsWire
54 minutes ago
Fresche Solutions and FalconStor Partner to Modernize IBM i Data Backup and Management
Fresche Solutions and FalconStor Software partner to deliver modern, secure, scalable backup and recovery solutions for IBM i environments in the cloud.
Neutral
Business Wire
1 day ago
Bahwan CyberTek (BCT) Expands AI-First Solutions to the U.S. Market with IBM Technology
SANTA CLARA, Calif.--(BUSINESS WIRE)-- #AI--Bahwan CyberTek (BCT), a global leader in digital transformation and AI-first experience solutions, today announced the expansion of its AI-driven solutions into the United States market. Leveraging IBM technologies like watsonx and Maximo, the expansion will focus on generative AI, automation and data platforms, in addition to cloud, EAM and ESG services. Drawing from over 14 years of experience with IBM, BCT's Digital Group, “BCT EXP,” will lead the initi.
Neutral
GlobeNewsWire
2 days ago
Deca Announces Agreement with IBM to Bring High-Density Fan-Out Interposer Production to North America
TEMPE, Ariz., May 20, 2025 (GLOBE NEWSWIRE) -- Deca Technologies today announced the signing of an agreement with IBM to implement Deca's M-Series™ and Adaptive Patterning® technologies in IBM's advanced packaging facility in Bromont, Quebec.
Neutral
GlobeNewsWire
2 days ago
UPDATE -- ClassOne Technology and IBM Research Jointly Developing Non-NMP Solvent Processing for Semiconductor Manufacturing
KALISPELL, Mont., May 19, 2025 (GLOBE NEWSWIRE) -- ClassOne Technology, a leading global provider of advanced electroplating and wet processing tools for microelectronics manufacturing, today announced it has signed a joint development agreement with IBM Research focused on wet processing for advanced packaging. The two companies will leverage their respective semiconductor chemistry expertise to create innovative solvent solutions for a range of advanced semiconductor and packaging process applications.
Positive
Seeking Alpha
5 days ago
IBM: Unusual Insider Activities Foretell A Breakout (Technical Analysis)
IBM's latest insider transactions and technical trading patterns brought the stock back to our radar. These developments suggest large odds for IBM stock to break out its 52-week highs in the near term. The Insider purchases are especially noteworthy against the backdrop of broad market selling.
Neutral
Business Wire
6 days ago
APQC Names Salima Lin, Managing Partner, Strategy, M&A, Transformation, and Thought Leadership for IBM Consulting, to Board of Directors
HOUSTON--(BUSINESS WIRE)-- #AI--APQC has elected Salima Lin, Managing Partner, Strategy, M&A, Transformation, and Thought Leadership for IBM Consulting, to its board of directors.
Neutral
PRNewsWire
1 week ago
Finanz Informatik and IBM extend and expand collaboration
IBM supports Finanz Informatik in its strategic initiatives with AI, automation, and hybrid cloud technology BÖBLINGEN, Germany , May 14, 2025 /PRNewswire/ -- Finanz Informatik (FI) – the central IT service provider and digitalization partner of the Sparkassen-Finanzgruppe – and IBM (NYSE: IBM) have extended their successful collaboration with the signing of a new contract. Finanz Informatik is a central IT service provider for more than 340 savings banks and other network partners, providing efficient, secure, and regulatory-compliant solutions, which are supplied through FI's own data centers.
Neutral
Accesswire
1 week ago
SOBRsafe Adds Corporate Strategist and Governance Veteran Kris Pederson to Board of Directors
Appointed Dr. Benjamin Sanchez as a Scientific Advisor DENVER, CO / ACCESS Newswire / May 13, 2025 / SOBR Safe, Inc. (NASDAQ:SOBR) ("SOBRsafe" or the "Company"), the leader in next-generation alcohol detection technology, has appointed Kris Pederson to its Board of Directors (the "Board"), effective May 1, 2025. Ms. Pederson will also serve as chairperson of the Company's Nominating and Corporate Governance Committee.
Neutral
Schwab Network
1 week ago
The Big 3: TSMC, IBM, BLK
Jessica Inskip says markets need to break the 13-week SMA before she can confidently say "this market has legs." She also talks about IBM Corp.'s (IBM) enterprise A.I.
Neutral
Zacks Investment Research
1 week ago
Investing in IBM (IBM)? Don't Miss Assessing Its International Revenue Trends
Explore IBM's (IBM) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
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