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International Business Machines Corporation Stock Price

NYSE:IBM Community·US$218.7b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 728 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

IBM Share Price Performance

US$239.94
-16.94 (-6.59%)
​
US$244.16
Fair Value
US$239.94
-16.94 (-6.59%)
1.7% undervalued intrinsic discount
US$244.16
Fair Value
Price US$239.94
AnalystConsensusTarget US$244.16
kapirey US$256.08
Sertan1978 US$166.73
Wed, 12 Aug 26
Fair ValueUS$244.16
Share Pricen/a

IBM Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$244.16 1.7% 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
276users have followed this narrative
KA
kapirey
kapirey's
Fair Value
·
Fair Value US$256.08 6.3% 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
46users have followed this narrative
SE
Sertan1978
Sertan1978's
Fair Value
·
Fair Value US$166.73 43.9% 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
4users have followed this narrative
IBM logo
International Business Machines
43.9% overvalued intrinsic discount

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

View narrative
SE
Sertan1978
Sertan1978
Published 16 Aug
Read Narrative
IBM logo
International Business Machines
6.3% undervalued intrinsic discount

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

View narrative
KA
kapirey
kapirey
Updated 28 May
Read Narrative
IBM logo
International Business Machines
1.7% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 12 Aug
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IBM logo
International Business Machines
37.9% overvalued intrinsic discount

Hyperscale Cloud Competition Will Erode Legacy Revenue Streams

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AN
AnalystLowTarget
AnalystLowTarget
Updated 26 Aug
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IBM logo
International Business Machines
24.1% undervalued intrinsic discount

Hybrid Cloud And GenAI Will Unlock Enduring Digital Opportunities

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AN
AnalystHighTarget
AnalystHighTarget
Updated 29 Jul
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Trending Discussion

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Recently Updated Narratives

SE
Sertan1978
IBM logo

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

Fair Value: US$166.73 43.9% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
KA
kapirey
IBM logo

This news is strategically bullish but financially asymmetric

Fair Value: US$256.08 6.3% undervalued intrinsic discount
46 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
IBM logo

IBM: AI Spending Shift Will Delay Software And Mainframe Earnings Execution

Fair Value: US$174 37.9% overvalued intrinsic discount
17 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Solid track record established dividend payer.

2 Risks
4 Rewards
View Full Analysis

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.

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