Shared on 12 Aug 26

Fair value Decreased 17%

IBM: AI Spending Shift And Quantum Progress Will Shape Future Returns

IBM warns that big customers are shifting budgets toward AI hardware, pressuring demand for its software and core systems and triggering a wave of lower expectations. At the same time, new cloud partnerships and a bigger push into quantum could open fresh growth paths if IBM proves it can win back delayed deals.

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Shared on 30 Jun 26

Fair value Decreased 2.70%

IBM: AI Infrastructure And Quantum Optionality Will Shape Balanced Future Returns

IBM leans into AI-ready cloud software and new chip and security projects, while also betting big on quantum computing that could pay off later. Some analysts see these moves as a steadier path to growth, but others warn the market may be getting ahead of what IBM can deliver if big tech rollouts take longer than expected.

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Shared on 20 Jan 26

Fair value Increased 2.78%

IBM: Quantum And Software Execution Will Drive Returns Through Workforce Shift

Analysts have nudged their fair value estimate for International Business Machines higher to about $302 from roughly $294, citing updated long term assumptions on revenue growth, profitability, and future P/E multiples that reflect recent price target moves and emerging views on quantum computing and software performance. Analyst Commentary Recent Street research on International Business Machines highlights a split view, with some analysts leaning into upside tied to quantum computing and recent acquisitions, while others focus on execution risks in core software and the timeline needed to support higher valuation multiples.

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Shared on 06 Jan 26

IBM: Quantum Potential And Software Execution Will Shape Returns Through Workforce Shift

Analysts made only a modest adjustment to their price targets on International Business Machines, balancing mixed views on near term software momentum with the longer term potential in areas such as quantum computing and higher margin revenue streams. Analyst Commentary Recent research paints a mixed picture for International Business Machines, with some analysts more focused on long term optionality in quantum and others keying in on near term software execution and valuation.

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Shared on 17 Dec 25

Fair value Increased 1.03%

IBM: Quantum Optionality And Software Execution Will Drive Returns Amid Workforce Shift

Analysts have nudged their fair value estimate for International Business Machines slightly higher, lifting the price target by about $3 to reflect steady core software execution, improving long term quantum revenue optionality, and modestly richer earnings multiples, despite only incremental changes to growth and margin assumptions. Analyst Commentary Recent Street research presents a mixed but generally constructive view on IBM, with several bullish analysts lifting price targets on the back of solid execution in software, consulting, and emerging quantum capabilities, while more cautious voices point to valuation and growth hurdles that still need to be cleared.

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Shared on 03 Dec 25

Fair value Increased 1.32%

IBM: Quantum And Software Execution Will Shape Returns Amid Workforce Shift

Analysts have nudged their fair value estimate for International Business Machines slightly higher to about $291 per share, reflecting modestly faster projected revenue growth, a small expansion in profit margins, and increasing conviction in IBM's long term quantum computing and software execution potential despite mixed near term business trends. Analyst Commentary Street research around IBM highlights a nuanced backdrop in which near term fundamental questions, particularly in core software, coexist with rising confidence in the longer term quantum and automation opportunity set.

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Shared on 18 Nov 25

IBM: Prospects Will Depend On Execution In Quantum And Software Amid Restructuring

The average analyst price target for International Business Machines has been adjusted slightly upward. This change reflects a combination of improved software performance, solid consulting and margin results, and a more optimistic view of IBM's long-term prospects in quantum computing and automation technologies.

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Shared on 04 Nov 25

Fair value Decreased 0.21%

The consensus analyst price target for International Business Machines has decreased slightly by $0.61. Analysts point to moderating software growth and persistent challenges in key segments, despite continued leadership in quantum computing.

107 views

Shared on 21 Oct 25

Fair value Increased 2.27%

Analysts have raised their fair value estimate for International Business Machines from $281.32 to $287.70 per share. This change reflects expectations for stronger organic software growth and IBM's ongoing leadership in quantum computing, despite concerns about valuation and industry-average revenue growth.

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Shared on 07 May 25

Fair value Increased 14%

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Shared on 30 Apr 25

Fair value Decreased 7.61%

AnalystConsensusTarget has increased revenue growth from 4.2% to 4.7%.

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Shared on 23 Apr 25

Fair value Increased 4.74%

6 views

Shared on 16 Apr 25

Fair value Increased 0.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

14 views

Shared on 09 Apr 25

Fair value Decreased 0.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

8 views

Shared on 02 Apr 25

Fair value Decreased 0.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

4 views

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

5 views

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 10 Mar 25

Fair value Increased 15%

AnalystConsensusTarget has increased profit margin from 13.1% to 14.5%.

2 views

IBM: Quantum Leadership And Software Execution Will Shape Performance Amid Key Challenges

IBM: AI Spending Shift And Quantum Progress Will Shape Future Returns

IBM: AI Infrastructure And Quantum Optionality Will Shape Balanced Future Returns

IBM: Quantum And Software Execution Will Drive Returns Through Workforce Shift

IBM: Quantum Potential And Software Execution Will Shape Returns Through Workforce Shift

IBM: Quantum Optionality And Software Execution Will Drive Returns Amid Workforce Shift

IBM: Quantum And Software Execution Will Shape Returns Amid Workforce Shift

IBM: Prospects Will Depend On Execution In Quantum And Software Amid Restructuring

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