International Business Machines Beheer
Beheer criteriumcontroles 2/4
De CEO International Business Machines is Arvind Krishna, benoemd in Apr2020, heeft een ambtstermijn van 6.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 37.99M, bestaande uit 3.9% salaris en 96.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.039% van de aandelen van het bedrijf, ter waarde $ 87.75M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 6 jaar en 11.9 jaar.
Belangrijke informatie
Arvind Krishna
Algemeen directeur
US$38.0m
Totale compensatie
| Percentage CEO-salaris | 3.95% |
| Dienstverband CEO | 6.3yrs |
| Eigendom CEO | 0.04% |
| Management gemiddelde ambtstermijn | 6yrs |
| Gemiddelde ambtstermijn bestuur | 11.9yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.Seeking Alpha • Aug 05
IBM: New And Agile Is Nice, But Don't Underestimate Classic Size And Power
Summary One who appreciates business/market history might recall IBM as a hot MBA destination but also as an a lackluster lumbering overly bureaucratic giant — like many other big caps. Starting in the 1980s and continuing beyond, these business sloths slimmed down and reinvented themselves, thus turning the S&P 500 into the super index we revere today. IBM was among that crowd. But being in a complex tech business, it took IBM longer to reinvent itself. But by now, IBM has become a modern powerhouse. Serving a mainly enterprise clientele via its data-moving prowess, IBM lacks the cool image enjoyed by smaller, newer, hipper AI firms. But don’t underestimate the power IBM can wield. The stock got hammered recently because IBM reported a trivial negative earnings surprise. The issue is transitory, and makes for a nice buying opportunity for IBM stock. Read the full article on Seeking Alpha
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$11b |
| Mar 31 2026 | n/a | n/a | US$11b |
| Dec 31 2025 | US$38m | US$2m | US$11b |
| Sep 30 2025 | n/a | n/a | US$8b |
| Jun 30 2025 | n/a | n/a | US$6b |
| Mar 31 2025 | n/a | n/a | US$5b |
| Dec 31 2024 | US$25m | US$2m | US$6b |
| Sep 30 2024 | n/a | n/a | US$6b |
| Jun 30 2024 | n/a | n/a | US$8b |
| Mar 31 2024 | n/a | n/a | US$8b |
| Dec 31 2023 | US$20m | US$2m | US$8b |
| Sep 30 2023 | n/a | n/a | US$7b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$17m | US$2m | US$2b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$6b |
| Mar 31 2022 | n/a | n/a | US$5b |
| Dec 31 2021 | US$18m | US$2m | US$5b |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$3b |
| Mar 31 2021 | n/a | n/a | US$3b |
| Dec 31 2020 | US$17m | US$1m | US$4b |
Compensatie versus markt: De totale vergoeding ($USD 37.99M ) Arvind } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.39M ).
Compensatie versus inkomsten: De vergoeding van Arvind is het afgelopen jaar met meer dan 20% gestegen.
CEO
Arvind Krishna (63 yo)
6.3yrs
Tenure
US$37,989,685
Compensatie
Mr. Arvind Krishna serves as an Independent Director of Northrop Grumman Corporation since November 2022. He serves as Director at Federal Reserve Bank of New York since 2022. He serves as a Director at Th...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Chairman | 6.3yrs | US$37.99m | 0.039% $ 87.8m | |
| CFO and Senior VP of Finance & Operations | 8.6yrs | US$18.84m | 0.019% $ 41.4m | |
| Senior VP & Chief Legal Officer | 2.1yrs | US$12.46m | 0.0014% $ 3.2m | |
| Senior VP of IBM Software & Chief Commercial Officer | 6.6yrs | US$17.49m | 0.0096% $ 21.4m | |
| Executive Vice Chairman | 5.6yrs | US$16.24m | 0.012% $ 26.1m | |
| Global Head of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior VP & Chief Human Resources Officer | 6yrs | geen gegevens | 0.0060% $ 13.4m | |
| Chief Innovation Officer Emeritus | 20.8yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Strategy and Mergers & Acquisitions | no data | geen gegevens | geen gegevens | |
| VP of Sales and Head of The Industry Solutions Area In Central & Eastern Europe | no data | geen gegevens | geen gegevens | |
| Head of Russian & CIS Branch | 5.6yrs | geen gegevens | geen gegevens | |
| Senior VP & Chief Global Affairs Officer | less than a year | geen gegevens | geen gegevens |
6.0yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van IBM is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Chairman | 6.3yrs | US$37.99m | 0.039% $ 87.8m | |
| Independent Director | 14.6yrs | US$511.04k | 0.0011% $ 2.5m | |
| Independent Director | 11.6yrs | US$602.02k | geen gegevens | |
| Independent Director | 16.5yrs | US$669.94k | 0.00028% $ 622.5k | |
| Member of Watson Healthcare Advisory Board | no data | geen gegevens | geen gegevens | |
| Lead Independent Director | 11.9yrs | US$644.29k | 0.00047% $ 1.0m | |
| Member of Watson Healthcare Advisory Board | 14.4yrs | geen gegevens | geen gegevens | |
| Member of Watson Healthcare Advisory Board | no data | geen gegevens | geen gegevens | |
| Member of Watson Healthcare Advisory Board | no data | geen gegevens | geen gegevens | |
| Independent Director | 6.3yrs | US$451.08k | geen gegevens | |
| Member of Watson Healthcare Advisory Board | no data | geen gegevens | geen gegevens | |
| Member of Watson Healthcare Advisory Board | no data | geen gegevens | geen gegevens |
11.9yrs
Gemiddelde duur
67yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van IBM zijn ervaren en ervaren (gemiddelde ambtstermijn van 11.9 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/13 14:33 |
| Aandelenkoers aan het einde van de dag | 2026/08/13 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
International Business Machines Corporation wordt gevolgd door 52 analisten. 23 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Kelleher | Argus Research Company |
| Robert Oliver | Baird |
| Benjamin Reitzes | Barclays |