International Business Machines (IBM) Stock Price, News & Analysis

Company Overview

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM's principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development. The company provides hybrid cloud platforms and services designed to help organizations integrate on-premises, private cloud and public cloud environments, and it bolstered this strategy with the acquisition of Red Hat. IBM also develops enterprise software and AI capabilities, including cognitive and analytics tools aimed at automating business processes and extracting insights from data. On the systems side, IBM produces enterprise servers and mainframe technologies, storage solutions, and pursues emerging technologies such as quantum computing through its research divisions.

IBM operates on a global scale, serving clients across the Americas, Europe, the Middle East and Africa, and the Asia-Pacific region. Its offerings target large enterprises and public-sector organizations in industries such as finance, healthcare, telecommunications and manufacturing. IBM Research has been a long-standing part of the company’s innovation engine, contributing to advances in computing, materials, and artificial intelligence and historically holding a significant portfolio of patents.

Leadership of the company is focused on positioning IBM as a provider of hybrid cloud and AI-enabled enterprise solutions; Arvind Krishna has served as chief executive officer since April 2020 and was subsequently named chairman of the board. IBM continues to combine hardware, software, services and research capabilities to support digital transformation initiatives and long-term technology modernization for its customers.

Key Stats

• Today's Range: $224.38 to $229.00
• 50-Day Range: $222.64 to $258.19
• 52-Week Range: $220.72 to $324.90
• Volume: 7.65 million shs
• Average Volume: 5.96 million shs
• Market Capitalization: $212.32 billion
• P/E Ratio: 19.97
• Dividend Yield: 2.97%
• Price Target: $294.41
• Consensus Rating: Moderate Buy

International Business Machines Stock Analysis - MarketRank™

International Business Machines scored higher than 100% of companies evaluated by MarketBeat, and ranked 4th out of 624 stocks in the computer and technology sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.4 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

International Business Machines has received a consensus rating of Moderate Buy. The company's average rating score is 2.70, and is based on 1 strong buy rating, 12 buy ratings, 7 hold ratings, and no sell ratings.

Upside Potential

International Business Machines has a consensus price target of $294.41, representing about 29.7% upside from its current price of $226.99.

Amount of Analyst Coverage

International Business Machines has been the subject of 14 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 7.92%

Earnings Growth

Earnings for International Business Machines are expected to grow by 7.92% in the coming year, from $12.38 to $13.36 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of International Business Machines is 20.05, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.37.

Price to Earnings Ratio vs. Sector

The P/E ratio of International Business Machines is 20.05, which means that it is trading at a less expensive P/E ratio than the Computer and Technology sector average P/E ratio of about 73.22.

Price to Earnings Growth Ratio

International Business Machines has a PEG Ratio of 2.38. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

International Business Machines has a P/B Ratio of 6.45. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.37% of the float of International Business Machines has been sold short.

Short Interest Ratio / Days to Cover

International Business Machines has a short interest ratio ("days to cover") of 5.27.

Change versus previous month

Short interest in International Business Machines has recently decreased by 4.79%, indicating that investor sentiment is improving.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

International Business Machines pays a meaningful dividend of 2.93%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

International Business Machines has been increasing its dividend for 30 years.

Dividend Coverage

The dividend payout ratio of International Business Machines is 59.42%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, International Business Machines will have a dividend payout ratio of 50.30% next year. This indicates that International Business Machines will be able to sustain or increase its dividend.

News and Social Media

• Score: 4.4 / 5
• News Sentiment: 1.06

News Sentiment

International Business Machines has a news sentiment score of 1.06. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.60 average news sentiment score of Computer and Technology companies.

News Coverage This Week

MarketBeat has tracked 94 news articles for International Business Machines this week, compared to 13 articles on an average week.

Search Interest

241 people have searched for IBM on MarketBeat in the last 30 days. This is an increase of 99% compared to the previous 30 days.

MarketBeat Follows

83 people have added International Business Machines to their MarketBeat watchlist in the last 30 days. This is an increase of 232% compared to the previous 30 days.

Company Ownership

• Score: 2.9 / 5
• Insider Trading: Acquiring Shares

Cluster Insider Buying

2 insiders have purchased shares of International Business Machines in the last three months. Multiple insiders buying is a strong bullish signal.

Insider Buying vs. Insider Selling

In the past three months, International Business Machines insiders have bought more of their company's stock than they have sold. Specifically, they have bought $113,157.00 in company stock and sold $0.00 in company stock.

Percentage Held by Insiders

0.27% of the stock of International Business Machines is held by insiders.

Percentage Held by Institutions

58.96% of the stock of International Business Machines is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

IBM Stock Analysis - Frequently Asked Questions

How have IBM shares performed this year?

International Business Machines' stock was trading at $296.07 at the start of the year. Since then, IBM stock has decreased by 23.3% and is now trading at $226.99.

How were International Business Machines' earnings last quarter?

International Business Machines Corporation (NYSE:IBM) announced its earnings results on Wednesday, April, 22nd. The technology company reported $1.91 EPS for the quarter, topping the consensus estimate of $1.81 by $0.10. The company's revenue was up 9.5% on a year-over-year basis.
Read the conference call transcript.

Does International Business Machines have any subsidiaries?

International Business Machines subsidiaries include Neudesic, Sentaca, Envizi, SXiQ, ReaQta, McD Tech Labs, Bluetab Solutions, and others.

Who are International Business Machines' major shareholders?

International Business Machines' top institutional shareholders include Bank of New York Mellon Corp (0.76%), Sumitomo Mitsui Trust Group Inc. (0.25%), Principal Financial Group Inc. (0.11%) and Swedbank AB (0.09%). Insiders that own company stock include Robert David Thomas, Nickle Jaclyn Lamoreaux, David N Farr, Michael Miebach and Michelle J Howard.
View institutional ownership trends.

How do I buy shares of International Business Machines?

Shares of IBM stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of International Business Machines own?

Based on aggregate information from My MarketBeat watchlists, some other companies that International Business Machines investors own include Chevron (CVX), NVIDIA (NVDA), Meta Platforms (META), ExxonMobil (XOM), Tesla (TSLA) and Advanced Micro Devices (AMD).

Company Calendar

• Record date for 3/10 Dividend: 2/10/2026
• Ex-Dividend for 3/10 Dividend: 2/10/2026
• Dividend Payable: 3/10/2026
• Last Earnings: 4/22/2026
• Today: 5/06/2026
• Record date for 6/10 Dividend: 5/08/2026
• Ex-Dividend for 6/10 Dividend: 5/08/2026
• Dividend Payable: 6/10/2026
• Next Earnings (Estimated): 7/22/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Computer and Technology
• Industry: COMP - INTEGT SYS
• Sub-Industry: IT Consulting & Other Services
• Current Symbol: NYSE:IBM
• CIK: 51143
• Web: www.ibm.com
• Phone: (914) 499-1900
• Fax: 914-765-6021
• Employees: 286,800
• Year Founded: 1911

Price Target and Rating

• Average Price Target for International Business Machines: $294.41
• High Price Target: $360.00
• Low Price Target: $225.00
• Potential Upside/Downside: +30.3%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.70
• Research Coverage: 20 Analysts

Profitability

• EPS (Trailing Twelve Months): $11.31
• Trailing P/E Ratio: 19.97
• Forward P/E Ratio: 18.25
• P/E Growth: 2.38
• Net Income: $10.59 billion
• Net Margins: 15.61%
• Pretax Margin: 15.32%
• Return on Equity: 37.23%
• Return on Assets: 7.49%

Debt

• Debt-to-Equity Ratio: 1.75
• Current Ratio: 0.80
• Quick Ratio: 0.76

Sales & Book Value

• Annual Sales: $67.54 billion
• Price / Sales: 3.14
• Cash Flow: $16.86 per share
• Price / Cash Flow: 13.40
• Book Value: $35.17 per share
• Price / Book: 6.42

Miscellaneous

• Outstanding Shares: 939,890,000
• Free Float: 937,347,000
• Market Cap: $212.32 billion
• Optionable: Optionable
• Beta: 0.58