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International Business Machines Corporation Stock Price

NYSE:IBM Community·US$222.3b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 669 Fair Values set on narratives written by author

IBM Share Price Performance

US$237.28
-4.99 (-2.06%)
US$256.08
Fair Value
US$237.28
-4.99 (-2.06%)
7.3% undervalued intrinsic discount
US$256.08
Fair Value
Price US$237.28
kapirey US$256.08
AnalystConsensusTarget US$293.89
AnalystHighTarget US$316.12

IBM Community Narratives

Fair Value
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Fair Value US$256.08 7.3% undervalued intrinsic discount

IBM has transitioned from a traditional IT services provider into a hybrid cloud and AI platform leader

1users have liked this narrative
0users have commented on this narrative
41users have followed this narrative
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Fair Value US$293.89 19.3% undervalued intrinsic discount

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

5users have liked this narrative
1users have commented on this narrative
248users have followed this narrative
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Fair Value US$316.12 24.9% undervalued intrinsic discount

Hybrid Cloud And GenAI Will Unlock Enduring Digital Opportunities

0users have liked this narrative
0users have commented on this narrative
30users have followed this narrative
US$316.12
24.9% undervalued intrinsic discount
Revenue
5.47% p.a.
Profit Margin
18.08%
Future PE
28x
Price in 2029
US$420.96
US$293.89
19.3% undervalued intrinsic discount
Revenue
4.91% p.a.
Profit Margin
15.95%
Future PE
29.36x
Price in 2029
US$386.04
US$195
21.7% overvalued intrinsic discount
Revenue
3.86% p.a.
Profit Margin
13.44%
Future PE
23.64x
Price in 2029
US$254.03

Trending Discussion

No trending discussion available.

Updated Narratives

IBM logo

This news is strategically bullish but financially asymmetric

Fair Value: US$256.08 7.3% undervalued intrinsic discount
41 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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IBM: Quantum And AI Infrastructure Shift Will Support Long Term Upside

Fair Value: US$316.12 24.9% undervalued intrinsic discount
30 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
IBM logo

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

Fair Value: US$293.89 19.3% undervalued intrinsic discount
248 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Solid track record established dividend payer.

1 Risk
4 Rewards

International Business Machines Corporation Key Details

US$69.1b

Revenue

US$28.5b

Cost of Revenue

US$40.1b

Gross Profit

US$29.4b

Other Expenses

US$10.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 21, 2026
11.36
58.10%
15.49%
176.3%
View Full Analysis

About IBM

Founded
1911
Employees
264300
CEO
Arvind Krishna
WebsiteView website
www.ibm.com

International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers hybrid cloud and AI platforms that allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment delivers strategy and technology services and intelligent operations, providing business transformation, technology implementation, managed services, application modernization, and AI-powered solutions. The Infrastructure segment provides on-premises and cloud-based server, and storage solutions, as well as life-cycle services for hybrid cloud infrastructure deployment. The Financing segment offers client and commercial financing, and facilitates IBM clients’ acquisition of hardware, software, and services. It operates a data streaming platform. The company has strategic partnerships with various companies, including hyperscalers, service providers, global system integrators, and software and hardware vendors that include Adobe, Amazon Web Services, Microsoft, Oracle, Salesforce, Samsung Electronics and SAP, and others. It also has a strategic collaboration with Arm Holdings plc for the development of new dual-architecture hardware that helps enterprises run future AI and data intensive workloads; strategic partnership with three.ws to advance ai-powered 3d agent technology; and collaboration with Lightwell to help strengthen open source software supply chain. Additionally, it offers operational resilience, logistics, and future-ready technology to the UK Ministry of Defence through Team ORION. The company was formerly known as Computing-Tabulating-Recording Co. and changed its name to International Business Machines Corporation in 1924. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.

Recent IBM News & Updates

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

Recent updates

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