International Business Machines（IBM）株式概要
インターナショナル・ビジネス・マシーンズ・コーポレーションは、その子会社とともに、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域で統合ソリューションとサービスを提供している。 詳細
IBM Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$256.08
FV
9.7% 割高 内在価値ディスカウント6.00%
Revenue growth p.a.
577
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International Business Machines Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$280.82 |
| 52週高値 | US$332.46 |
| 52週安値 | US$212.34 |
| ベータ | 0.67 |
| 1ヶ月の変化 | 22.22% |
| 3ヶ月変化 | 12.24% |
| 1年変化 | 3.21% |
| 3年間の変化 | 105.85% |
| 5年間の変化 | 87.18% |
| IPOからの変化 | 1,730.94% |
最新ニュース
ナラティブの更新 • Jun 02
IBM: Quantum And AI Hype Will Outrun Execution And Margin Delivery
Analyst fair value for International Business Machines has been reset from $201.51 to $195.00 as analysts balance recent price target moves around $350 with updated assumptions for discount rate, modestly higher revenue growth, slightly stronger profit margins, and a lower future P/E. Analyst Commentary Recent Street research on International Business Machines highlights a split view.
ナラティブの更新 • May 28
This news is strategically bullish but financially asymmetric
Below is a structured investment-style analysis (in English) of how this news could affect IBM’s future earnings and valuation , incorporating both the quantum foundry (Anderon) and the Abertis consulting deal. IBM: Impact Analysis on Earnings & Valuation 1.Seeking Alpha • May 21
Wall Street Lunch: Washington Advances Quantum Race With $2B CHIPS Funding
Summary The U.S. government is investing over $2B in quantum computing firms, taking minority stakes and accelerating domestic quantum chip manufacturing. IBM is launching Anderson, a standalone quantum foundry, while GlobalFoundries receives $375M to expand its quantum unit. Walmart issues cautious guidance below consensus, while Ralph Lauren posts strong Q4 results and upbeat outlook. OpenAI may pursue a record-breaking $1T IPO, and SpaceX claims a $28.5T total addressable market driven by AI. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Jun 02
IBM: Quantum And AI Hype Will Outrun Execution And Margin Delivery
Analyst fair value for International Business Machines has been reset from $201.51 to $195.00 as analysts balance recent price target moves around $350 with updated assumptions for discount rate, modestly higher revenue growth, slightly stronger profit margins, and a lower future P/E. Analyst Commentary Recent Street research on International Business Machines highlights a split view.ナラティブの更新 • May 28
This news is strategically bullish but financially asymmetric
Below is a structured investment-style analysis (in English) of how this news could affect IBM’s future earnings and valuation , incorporating both the quantum foundry (Anderon) and the Abertis consulting deal. IBM: Impact Analysis on Earnings & Valuation 1.Seeking Alpha • May 21
Wall Street Lunch: Washington Advances Quantum Race With $2B CHIPS Funding
Summary The U.S. government is investing over $2B in quantum computing firms, taking minority stakes and accelerating domestic quantum chip manufacturing. IBM is launching Anderson, a standalone quantum foundry, while GlobalFoundries receives $375M to expand its quantum unit. Walmart issues cautious guidance below consensus, while Ralph Lauren posts strong Q4 results and upbeat outlook. OpenAI may pursue a record-breaking $1T IPO, and SpaceX claims a $28.5T total addressable market driven by AI. Read the full article on Seeking Alphaナラティブの更新 • May 21
Software now ~45% of revenue
I have instructed Copiot to make this update using the data published today by IBM: Think 2026: true McKinsey / PE-grade Investment Committee pack , adding the pieces that actually drive decisions: valuation, IRR framing, comparables, and a crisp IC decision page. IBM – Investment Committee Pack (PE / McKinsey Grade) 1.
ナラティブの更新 • May 18
IBM: Hybrid Cloud And AI Momentum Will Support Rebalanced Risk Profile
IBM's updated analyst price target of $335, down from $390, reflects a mix of reduced fair value and revenue growth assumptions, along with slightly lower discount rate and future P/E expectations, as analysts weigh recent target cuts against more balanced risk/reward views and valuation upgrades. Analyst Commentary Recent research on International Business Machines points to a split view, with several firms revising price targets lower while others highlight more balanced risk/reward and pockets of support for the stock.新しいナラティブ • May 12
IBM has transitioned from a traditional IT services provider into a hybrid cloud and AI platform leader
Below is a sell‑side / investment banking–style Investment Memorandum (IM) on International Business Machines Corporation (IBM) , structured as it would appear in a professional transaction or equity capital markets context. Investment Memorandum International Business Machines Corporation (NYSE: IBM) 1.ナラティブの更新 • Apr 30
IBM: Slowing Mainframe And Consulting Momentum Will Pressure AI Expectations
The analyst price target for International Business Machines has been reset lower to reflect a fair value move from about $223.21 to $201.51. Analysts factor in recent price target cuts, slightly softer modeled revenue growth and margins, and a more moderate future P/E, alongside several rating upgrades that cite more balanced risk and reasonable valuation.ナラティブの更新 • Apr 15
IBM: Hybrid Cloud And AI Will Offset Mainframe And Consulting Concerns
Analysts have trimmed their average price target for International Business Machines by a mid double digit dollar amount, reflecting a mix of reduced expectations for mainframe and consulting momentum, alongside continued interest in IBM's hybrid cloud and AI opportunities. Analyst Commentary Recent Street research on International Business Machines shows a mix of reduced price targets alongside pockets of more constructive commentary, especially around hybrid cloud, AI and mainframe resilience.ナラティブの更新 • Apr 01
IBM: Hybrid Cloud And AI Platforms Will Reshape Mainframe Reliance
Analysts have trimmed their average price targets on IBM by a wide range, including cuts of $34 and $60 alongside multiple earlier increases of $5 to $52, while keeping fair value at $390.0. They are weighing slower mainframe and consulting trends against broader hybrid cloud and AI opportunities, as well as a slightly lower assumed discount rate and P/E multiple in current models. Analyst Commentary Recent research on International Business Machines shows a mix of caution on mainframe and consulting trends alongside clear pockets of optimism around hybrid cloud, AI and the company’s broader software franchise.ナラティブの更新 • Mar 18
IBM: Hybrid Cloud And AI Execution Will Drive Repricing Potential
Analysts have kept the average price target for International Business Machines steady at $390.00. Recent research points to a more balanced risk/reward profile, as AI related competitive concerns around the Z mainframe platform and slower expectations for mainframe and consulting growth are weighed against ongoing interest in IBM's hybrid cloud, AI, automation and data offerings.ナラティブの更新 • Mar 04
IBM: Mainframe And Consulting Execution Will Shape AI Upside And Downside
The analyst price target for International Business Machines has been reduced by about $9 to reflect a slightly higher discount rate and only modest adjustments to long term growth and margin assumptions, as analysts balance recent upgrades and target increases with concerns about slower mainframe and consulting momentum. Analyst Commentary Recent research on International Business Machines reflects a mixed backdrop, with some firms turning more constructive after earlier target hikes and a sharp 2026 share price pullback, and others flagging execution and growth risks around key businesses such as mainframe infrastructure and consulting.ナラティブの更新 • Feb 17
IBM: Execution Risks Around Confluent Integration Will Define Future Downside
Analysts have raised their price targets on International Business Machines, supporting a fair value increase from $198.00 to approximately $232.21. They attribute this change to updated assumptions regarding revenue growth, margins, and future P/E multiples.ナラティブの更新 • Feb 03
IBM: Broad Price Reset Will Highlight Confluent Deal And AI Initiatives
The analyst price target for International Business Machines has been raised from US$350 to US$390, reflecting updated assumptions around discount rates, margins and future P/E, alongside a broad wave of recent price target increases from multiple research firms. Analyst Commentary Bullish analysts have been lifting their price targets on International Business Machines in quick succession, with several moves clustered around the same dates.
ナラティブの更新 • Jan 20
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.ナラティブの更新 • Jan 06
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.ナラティブの更新 • Dec 17
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.ナラティブの更新 • Dec 03
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.ナラティブの更新 • Nov 18
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.ナラティブの更新 • Nov 04
IBM: Quantum Leadership And Software Execution Will Shape Performance Amid Key Challenges
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.ナラティブの更新 • Oct 21
Analysts Raise IBM Price Target Citing Software Growth and Quantum Computing Leadership Amid Mixed Outlook
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.分析記事 • Aug 20
Estimating The Intrinsic Value Of International Business Machines Corporation (NYSE:IBM)
Key Insights International Business Machines' estimated fair value is US$271 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Apr 24
Wall Street Breakfast Podcast: Big Slide For Big Blue
Summary IBM's Q1 results showed strong software revenue growth but were overshadowed by consulting declines and DOGE-related concerns. Gold steadied after a significant drop, presenting a dip buying opportunity, with central banks likely to support prices. Tesla's supervised FSD ride-hailing service is live for employees in Austin and the Bay Area. Read the full article on Seeking AlphaSeeking Alpha • Apr 18
IBM Acquiring Hakkoda Enhances Its Transformation From It's Legacy Businesses
Summary IBM's transformation into a leader in cloud, consulting, and AI has driven strong returns, with the Hakkoda acquisition enhancing its data transformation services. Despite competition from giants like Amazon, Microsoft, and Alphabet, IBM's strategic focus on AI and cloud positions it well for future growth. IBM's financial health is robust, with increasing revenue, profitability, and a strong dividend yield, making it an attractive investment. Projected EPS growth of 14.3% over the next two years and strategic acquisitions suggest IBM is undervalued and poised for continued success. Read the full article on Seeking Alpha新しいナラティブ • Apr 08
Generative AI And Z17 Launch Will Mitigate Geopolitical Risks
Geopolitical tensions and supply chain issues may hinder IBM's revenue growth and margins due to global business uncertainties.新しいナラティブ • Apr 08
Generative AI And Z17 Launch Will Unlock New Potential
IBM's AI initiatives and strategic acquisitions are set to drive substantial revenue growth in its Software and Consulting segments.Seeking Alpha • Apr 05
IBM: Is The Stock Price Overvalued?
Summary IBM's valuation ratios indicate potential overvaluation, but expected revenue recovery and improving FCF growth may justify higher P/S multiples. Our DCF model shows a 19% upside for IBM, driven by hybrid cloud expansion, watsonx AI, and synergies between hybrid cloud and consulting. Despite historical underperformance, IBM's Software segment and hybrid cloud business are projected to support higher profitability margins and sustained growth. We upgraded IBM's price target to $299.57, reflecting higher margin growth and terminal value based on a 5-year average EV/EBITDA. Read the full article on Seeking AlphaSeeking Alpha • Mar 16
IBM: Steady In A Downturn
Summary IBM's strategic pivot under CEO Arvind Krishna has positioned it in growth areas like AI and hybrid cloud, enhancing its business performance and investor appeal. IBM's stock has shown resilience and outperformance, offering a defensive hedge against broader tech sector volatility, with a 14% YTD return versus Nasdaq's 7% decline. Impressive Q4 earnings with solid revenue growth, margin expansion, and a $12.7B FCF, alongside a strong AI business, bolster IBM's investment case. Despite a high valuation and leverage concerns, IBM's structural shift to software and recurring revenue supports a buy rating due to sustained performance and growth potential. Read the full article on Seeking Alpha株主還元
| IBM | US IT | US 市場 | |
|---|---|---|---|
| 7D | -12.4% | -11.6% | -2.7% |
| 1Y | 3.2% | -4.3% | 22.5% |
業界別リターン: IBM過去 1 年間で-4.3 % の収益を上げたUS IT業界を上回りました。
リターン対市場: IBMは、過去 1 年間で22.5 % のリターンを上げたUS市場を下回りました。
価格変動
| IBM volatility | |
|---|---|
| IBM Average Weekly Movement | 7.5% |
| IT Industry Average Movement | 11.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: IBM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: IBMの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1911 | 264,300 | Arvind Krishna | www.ibm.com |
インターナショナル・ビジネス・マシーンズ・コーポレーションは、その子会社とともに、米州、欧州、中東、アフリカ、アジア太平洋地域で統合ソリューションとサービスを提供している。ソフトウェア、コンサルティング、インフラストラクチャー、ファイナンスの各セグメントを通じて事業を展開している。ソフトウェア部門は、ハイブリッド・クラウドとAIプラットフォームを提供し、顧客が運用するアプリケーション、データ、環境全体でデジタルとAIの変革を実現できるようにする。コンサルティング部門は、ビジネス変革、テクノロジー導入、マネージドサービス、アプリケーションの近代化、AIを活用したソリューションを提供し、戦略とテクノロジーサービス、インテリジェントオペレーションを提供する。インフラストラクチャー部門は、オンプレミスおよびクラウドベースのサーバー、ストレージ・ソリューション、ハイブリッド・クラウド・インフラ導入のライフサイクル・サービスを提供している。ファイナンシング部門は、クライアント向けおよびコマーシャル・ファイナンスを提供し、IBMクライアントのハードウェア、ソフトウェア、サービスの取得を促進している。ハイパースケーラー、サービスプロバイダー、グローバルシステムインテグレーター、Adobe、Amazon Web Services、Microsoft、Oracle、Salesforce、Samsung Electronics、SAPなどのソフトウェアおよびハードウェアベンダーなど、さまざまな企業と戦略的パートナーシップを結んでいる。さらに、同社はデータストリーミングプラットフォームを運営している。同社は、将来のAIやデータ集約型ワークロードの実行を支援する新しいデュアルアーキテクチャーハードウェアの開発でArm Holdings plcと戦略的提携を結んでおり、ai-powered 3dエージェント技術を推進するためにthree.wsと戦略的提携を結んでいる。インターナショナル・ビジネス・マシーンズ・コーポレーションは1911年に設立され、ニューヨーク州アーモンクに本社を置く。
International Business Machines Corporation 基礎のまとめ
| IBM 基礎統計学 | |
|---|---|
| 時価総額 | US$267.72b |
| 収益（TTM） | US$10.73b |
| 売上高(TTM) | US$68.91b |
24.6x
PER（株価収益率3.8x
P/SレシオIBM は割高か？
公正価値と評価分析を参照収益と収入
| IBM 損益計算書（TTM） | |
|---|---|
| 収益 | US$68.91b |
| 売上原価 | US$28.27b |
| 売上総利益 | US$40.22b |
| その他の費用 | US$29.48b |
| 収益 | US$10.73b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 22, 2026
| 一株当たり利益（EPS） | 11.42 |
| グロス・マージン | 58.36% |
| 純利益率 | 15.58% |
| 有利子負債／自己資本比率 | 197.3% |
IBM の長期的なパフォーマンスは？
過去の実績と比較を見る| International Business Machines 配当日 | |
|---|---|
| 配当落ち日 | May 08 2026 |
| 配当支払日 | Jun 10 2026 |
| 配当落ちまでの日数 | 32 days |
| 配当支払日までの日数 | 1 day |
IBM 配当は確実ですか？
IBM 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/08 03:58 |
| 終値 | 2026/06/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
International Business Machines Corporation 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Raimo Lenschow | Barclays |
| Benjamin Reitzes | Barclays |