International Business Machines (IBM) Projected to Post Earnings on Wednesday

International Business Machines (NYSE:IBM) will likely be announcing its Q4 2025 results after the market closes on Wednesday, January 28th. Analysts expect International Business Machines to post earnings of $4.33 per share and revenue of $19.2319 billion for the quarter. Interested persons can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Wednesday, January 28, 2026 at 5:00 PM ET.

International Business Machines Price Performance

Shares of NYSE IBM opened at $292.43 on Monday. International Business Machines has a 1 year low of $214.50 and a 1 year high of $324.90. The stock has a market capitalization of $273.35 billion, a P/E ratio of 34.98, a P/E/G ratio of 2.83 and a beta of 0.70. The company’s 50-day moving average is $302.13 and its 200 day moving average is $282.58. The company has a debt-to-equity ratio of 1.97, a current ratio of 0.93 and a quick ratio of 0.89.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on IBM. Weiss Ratings reissued a “buy (b)” rating on shares of International Business Machines in a research report on Thursday. Morgan Stanley decreased their price objective on International Business Machines from $256.00 to $252.00 and set an “equal weight” rating for the company in a report on Thursday, October 23rd. Bank of America raised their price objective on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. JPMorgan Chase & Co. upped their target price on shares of International Business Machines from $290.00 to $312.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 21st. Finally, Stifel Nicolaus lifted their price target on shares of International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $306.86.

Hedge Funds Weigh In On International Business Machines

A number of hedge funds have recently added to or reduced their stakes in the company. SWAN Capital LLC purchased a new stake in International Business Machines during the third quarter valued at $28,000. Darwin Wealth Management LLC bought a new stake in shares of International Business Machines during the 2nd quarter valued at about $127,000. Binnacle Investments Inc increased its position in shares of International Business Machines by 10.1% during the 2nd quarter. Binnacle Investments Inc now owns 468 shares of the technology company’s stock valued at $138,000 after purchasing an additional 43 shares during the last quarter. Truefg LLC bought a new position in shares of International Business Machines in the 2nd quarter worth approximately $203,000. Finally, Jump Financial LLC purchased a new position in shares of International Business Machines in the second quarter worth approximately $211,000. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting International Business Machines

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: JPMorgan and other analysts are bullish — a JPMorgan analyst said IBM’s stock is likely to rise, and other outlets report the stock trading higher following an analyst upgrade, providing near‑term buying interest ahead of earnings. International Business Machines (NYSE:IBM) Stock Price Expected to Rise Trading 2.1% Higher After Analyst Upgrade
• Positive Sentiment: Evercore ISI raised its price target to $330 and added IBM to a tactical outperform list — a clear signal that some brokers see upside from current levels. Evercore ISI raises IBM price target to $330
• Positive Sentiment: Jefferies reiterates a Buy and sees potential reacceleration in software growth heading into the print — this supports expectations for upward estimate revisions in 2026. IBM software growth seen reaccelerating ahead of earnings: Jefferies
• Positive Sentiment: Research and product catalysts: IBM’s new machine‑learning model for chip design (with Ansys and DARPA) is being touted as meaningful for next‑gen chips — a longer‑term tech differentiator tied to its AI strategy. Why IBM’s New Machine‑Learning Model Is a Big Deal
• Positive Sentiment: Multiple earnings previews (Seeking Alpha, Zacks, The Motley Fool) highlight stronger Q4 prospects driven by consulting (AI uptake, Microsoft partnership), software/watsonx tailwinds and the Confluent deal — these previews raise the odds of an upside surprise. IBM Q4 Earnings Preview Unlocking Q4 Potential of IBM
• Neutral Sentiment: Reminder: IBM’s earnings date is Jan. 28 — expectations are elevated, so the report could amplify volatility. Mark Your Calendars for January 28
• Neutral Sentiment: Analyst commentary and roundup pieces (CNBC/Benzinga, Yahoo) largely expect a solid quarter but differ on valuation timing — useful for positioning but not immediate catalysts. CNBC Final Trades
• Negative Sentiment: Short‑term price weakness: coverage notes and market pieces report the stock has slid recently despite higher targets — signaling profit‑taking and that upgrades aren’t fully translating into immediate gains. IBM Stock Slides Even as Analysts Raise Targets

About International Business Machines

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.