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
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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$243.29 |
| 52週高値 | US$332.46 |
| 52週安値 | US$199.19 |
| ベータ | 0.71 |
| 1ヶ月の変化 | 3.10% |
| 3ヶ月変化 | -10.63% |
| 1年変化 | -4.00% |
| 3年間の変化 | 66.65% |
| 5年間の変化 | 79.91% |
| IPOからの変化 | 1,486.24% |
最新ニュース
Recent updates
Seeking Alpha • Aug 26
IBM: Big Blue Is Not Going Back To The Dinosaur Age
Summary IBM faced Q2 revenue pressure from mainframe weakness, but underlying software growth and cash generation remain robust. Hybrid Cloud and Data segments delivered double-digit growth, positioning IBM for evolving enterprise IT and AI-driven demand. Management expects 2026 free cash flow to rise by ~$1bn, supporting a Buy rating despite trimmed revenue guidance. My DCF assigns a fair value of $241/share, with sensitivity analysis indicating attractive risk/reward under conservative assumptions. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 26
IBM: AI Spending Shift Will Delay Software And Mainframe Earnings Execution
IBM's analyst fair value estimate has been revised to $174 from $195 as analysts factor in a slightly higher discount rate, more cautious revenue and margin assumptions, and a lower future P/E multiple following recent price target cuts across the Street. Analyst Commentary Recent Street commentary on International Business Machines highlights a clear shift toward more cautious expectations, with several research houses cutting price targets and, in some cases, lowering ratings following the company’s Q2 preannouncement and subsequent results.
新しいナラティブ • Aug 16
Why I See IBM as a Long-Term Enterprise AI and Hybrid Cloud Play
My investment thesis on IBM is based on its transition from a traditional technology company into a hybrid cloud, enterprise AI and cybersecurity platform. I see IBM’s strength not in competing directly for the most advanced AI model, but in helping large organisations integrate AI securely into complex existing systems.
ナラティブ更新 • Aug 12
IBM: AI Spending Shift And Quantum Progress Will Shape Future Returns
Analysts have reduced the implied fair value for International Business Machines to about $244 from roughly $294 as they incorporate lower P/E assumptions, slightly softer revenue growth and margin expectations, and a wave of reduced price targets following IBM's recent pre-announcement and Q2 commentary. Analyst Commentary Recent research on International Business Machines shows a wide spread of opinions, with many firms cutting price targets after the Q2 pre-announcement while still debating IBM's longer term software, mainframe and quantum opportunity.
ナラティブ更新 • Jul 29
IBM: Quantum And AI Infrastructure Shift Will Support Long Term Upside
IBM's updated analyst narrative reflects a lower implied price target of about $316 from $375, as analysts factor in reduced revenue growth assumptions, a slightly higher discount rate, and recent cuts to Street price targets following softer software and mainframe trends. These factors are partly offset by a modestly higher profit margin outlook and a lower future P/E multiple.ナラティブ更新 • Jul 14
IBM: Quantum And AI Infrastructure Roadmap Will Support Long Term Upside Potential
IBM's updated analyst price target has been reset to $375 from $390, reflecting a modest pullback even as analysts highlight support from AI and quantum initiatives, resilient software and infrastructure demand, and mixed views on valuation compared with "synthetic IBM" alternatives. Analyst Commentary Recent Street research on International Business Machines shows a wide range of views, but several bullish analysts have highlighted specific areas where they see IBM executing well and building potential growth drivers in software, infrastructure, and quantum.ナラティブ更新 • Jun 30
IBM: AI Infrastructure And Quantum Optionality Will Shape Balanced Future Returns
The updated analyst price target for International Business Machines has been refined lower to about $294 from roughly $302, as analysts factor in slightly slower modeled revenue growth, higher projected profit margins, and a reduced future P/E multiple informed by recent research on AI infrastructure demand, software acceleration, and quantum computing optionality. Analyst Commentary Street research on International Business Machines points to a split view, with several firms leaning more constructive on AI, software and quantum optionality, while others are focusing on execution risks and valuation reset after a strong run.分析記事 • Jun 22
IBM (IBM) Stock Could Be 2.7% Undervalued After Accenture Outlook Shook IT Services
International Business Machines (IBM) came under pressure after Accenture cut its revenue outlook, which raised fresh questions about IT services demand, AI consulting projects, and how higher interest rates are affecting large technology stocks. See our latest analysis for International Business Machines. For International Business Machines, the recent 5.05% one day share price decline and weaker short term momentum, with a 7 day share price return down 8.5% and year to date share price...ナラティブ更新 • Jun 16
IBM: Quantum Investments And Federal Support Will Reshape AI Infrastructure Story
Analysts raised their fair value estimate for International Business Machines to $390 from $335, citing higher long-term assumptions for revenue growth, profit margins, and future P/E, in light of recent bullish price target revisions across the Street that focus on IBM's AI, hybrid cloud, and quantum initiatives. Analyst Commentary Recent commentary on International Business Machines centers on how AI infrastructure, hybrid cloud, and quantum efforts feed into valuation, execution, and potential growth.ナラティブ更新 • 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.ナラティブ更新 • 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.株主還元
| IBM | US IT | US 市場 | |
|---|---|---|---|
| 7D | 3.6% | -1.0% | -1.0% |
| 1Y | -4.0% | 3.5% | 14.1% |
業界別リターン: IBM過去 1 年間で3.5 % の収益を上げたUS IT業界を下回りました。
リターン対市場: IBMは、過去 1 年間で14.1 % 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 | 8.8% |
| IT Industry Average Movement | 10.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
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 ( 9% ) 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（IBM）は、子会社とともに、南北アメリカ、ヨーロッパ、中東、アフリカ、およびアジア太平洋地域において、統合ソリューションとサービスを提供しています。同社は、ソフトウェア、コンサルティング、インフラストラクチャ、およびファイナンスの各事業セグメントを通じて事業を展開しています。 ソフトウェア事業部門は、顧客が運用するアプリケーション、データ、環境全体にわたってデジタルトランスフォーメーションおよびAIトランスフォーメーションを実現できるハイブリッドクラウドおよびAIプラットフォームを提供しています。コンサルティング事業部門は、戦略および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し、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ています。 インフラストラクチャ部門は、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に加え、ハイブリッドクラウドインフラストラクチャの導入に向けたライフサイクルサービスを提供しています。ファイナンス部門は、顧客向けおよび法人向けファイナンスを提供し、IBM顧客によるハードウェア、ソフトウェア、サービスの導入を支援しています。また、データストリーミングプラットフォームを運営しています。 同社は、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、およびAdobe、Amazon Web Services、Microsoft、Oracle、Salesforce、Samsung Electronics、SAPなどを含むソフトウェア・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。 また、企業が将来のAIやデータ集約型ワークロードを実行できるよう支援する新しいデュアルアーキテクチャ・ハードウェアの開発に向け、Arm Holdings plcと戦略的提携を結んでいるほか、AIを活用した3Dエージェント技術の推進に向けthree.wsと戦略的パートナーシップを締結し、オープンソースソフトウェアのサプライチェーン強化に向けLightwellと協力している。 さらに、Team ORIONを通じて、英国国防省に運用レジリエンス、ロジスティクス、および将来を見据えた技術を提供しています。同社はかつてComputing-Tabulating-Recording Co.として知られていましたが、1924年にInternational Business Machines Corporationに社名を変更しました。 International Business Machines Corporation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いている。
International Business Machines Corporation 基礎のまとめ
| IBM 基礎統計学 | |
|---|---|
| 時価総額 | US$220.48b |
| 収益（TTM） | US$10.71b |
| 売上高(TTM) | US$69.10b |
21.4x
PER（株価収益率3.3x
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$69.10b |
| 売上原価 | US$28.51b |
| 売上総利益 | US$40.14b |
| その他の費用 | US$29.44b |
| 収益 | US$10.71b |
直近の収益報告
Jun 30, 2026
次回決算日
Oct 21, 2026
| 一株当たり利益（EPS） | 11.36 |
| グロス・マージン | 58.10% |
| 純利益率 | 15.49% |
| 有利子負債／自己資本比率 | 176.3% |
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配当金
2.8%
現在の配当利回り59%
配当性向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 | 2026/09/11 03:54 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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 23 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。52
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Robert Oliver | Baird |
| Benjamin Reitzes | Barclays |