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International Business Machines Corporation Stock Price

NYSE:IBM Community·US$220.6b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 710 Fair Values set on narratives written by author

IBM Share Price Performance

US$229.87
-14.97 (-6.11%)
US$256.08
Fair Value
US$229.87
-14.97 (-6.11%)
10.2% undervalued intrinsic discount
US$256.08
Fair Value
Price US$229.87
kapirey US$256.08
AnalystConsensusTarget US$244.16
Sertan1978 US$166.73

IBM Community Narratives

Fair Value
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Fair Value US$256.08 10.2% 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
51users have followed this narrative
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Fair Value US$244.16 5.9% 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
259users have followed this narrative
Fair Value
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Fair Value US$166.73 37.9% overvalued intrinsic discount

Why I See IBM as a Long-Term Enterprise AI and Hybrid Cloud Play

2users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$166.73
37.9% overvalued intrinsic discount
Fair Value
Revenue
4.1% p.a.
Profit Margin
15.49%
Future PE
20.62x
Price in 2031
US$270.64
US$174
32.1% overvalued intrinsic discount
Revenue
3.65% p.a.
Profit Margin
13.04%
Future PE
22.33x
Price in 2029
US$232.3
US$244.16
5.9% undervalued intrinsic discount
Revenue
4.23% p.a.
Profit Margin
15.27%
Future PE
26.61x
Price in 2029
US$326.13
US$316.12
27.3% undervalued intrinsic discount
Revenue
5.47% p.a.
Profit Margin
18.08%
Future PE
28x
Price in 2029
US$420.96

Trending Discussion

No trending discussion available.

Updated Narratives

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Why I See IBM as a Long-Term Enterprise AI and Hybrid Cloud Play

Fair Value: US$166.73 37.9% overvalued intrinsic discount
3 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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This news is strategically bullish but financially asymmetric

Fair Value: US$256.08 10.2% undervalued intrinsic discount
51 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: AI Spending Shift Will Delay Software And Mainframe Earnings Execution

Fair Value: US$174 32.1% overvalued intrinsic discount
18 users have set this as their fair value
0 users have commented on this narrative
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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 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
Narrative Update 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.

Recent updates

No updates