International Business Machines (NYSE:IBM) Price Target Raised to $317.00 at JPMorgan Chase & Co.

International Business Machines (NYSE:IBMGet Free Report) had its price objective increased by research analysts at JPMorgan Chase & Co. from $312.00 to $317.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the technology company’s stock. JPMorgan Chase & Co.‘s price target would suggest a potential upside of 2.70% from the company’s current price.

IBM has been the topic of several other reports. Stifel Nicolaus raised their target price on International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a research report on Thursday. Royal Bank Of Canada set a $361.00 price target on International Business Machines in a report on Thursday. Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Jefferies Financial Group reissued a “buy” rating and set a $370.00 target price on shares of International Business Machines in a research note on Thursday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $327.93.

Check Out Our Latest Stock Analysis on IBM

International Business Machines Stock Performance

IBM stock traded up $14.51 during midday trading on Thursday, reaching $308.67. The company had a trading volume of 10,094,745 shares, compared to its average volume of 4,586,893. The company has a quick ratio of 0.89, a current ratio of 0.93 and a debt-to-equity ratio of 1.97. The stock has a 50 day moving average price of $302.31 and a 200 day moving average price of $282.81. The firm has a market capitalization of $288.53 billion, a PE ratio of 36.92, a P/E/G ratio of 2.85 and a beta of 0.70. International Business Machines has a fifty-two week low of $214.50 and a fifty-two week high of $324.90.

International Business Machines (NYSE:IBMGet Free Report) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The business had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.92 EPS. Analysts anticipate that International Business Machines will post 10.78 earnings per share for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Family CFO Inc purchased a new stake in shares of International Business Machines in the 2nd quarter valued at approximately $25,000. Winnow Wealth LLC purchased a new stake in shares of International Business Machines in the second quarter valued at $27,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of International Business Machines in the third quarter valued at $28,000. SWAN Capital LLC acquired a new stake in shares of International Business Machines in the third quarter worth $28,000. Finally, DecisionPoint Financial LLC raised its position in International Business Machines by 1,666.7% during the fourth quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock valued at $31,000 after buying an additional 100 shares during the period. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines News Summary

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

  • Positive Sentiment: Q4 beat and AI momentum — IBM reported EPS of $4.52 and revenue of $19.69B, topping estimates; management highlighted a >$12.5B AI book of business and double‑digit software and infrastructure growth, which is the main driver of today’s rally. Article Title
  • Positive Sentiment: Confluent acquisition — IBM announced an ~$11B deal for Confluent to strengthen real‑time data streaming and AI platform capabilities, a strategic move that investors see as accelerating IBM’s hybrid‑cloud/AI positioning. Article Title
  • Positive Sentiment: Analyst upgrades and praise — Several firms (Evercore raised its PT to $345; Bank of America reiterated buy; RBC and other analysts reiterated/outperformed) have responded to the results with higher targets and positive notes, supporting upside momentum. Article Title
  • Positive Sentiment: Upbeat 2026 guidance and cash flow — IBM raised FY‑2026 revenue expectations (company cited ~$70.9B) and expects higher free cash flow, which underpins valuations and dividend sustainability. Article Title
  • Neutral Sentiment: Dividend declared — IBM announced a quarterly dividend ($1.68 per share record Feb 10 / pay Mar 10), which supports income investors but is largely priced in.
  • Negative Sentiment: Execution and legacy risks — Some commentary (e.g., Seeking Alpha) warns IBM still faces integration, legacy headwinds and uneven segments — factors that could temper upside if growth or margins slow. Article Title

International Business Machines Company Profile

(Get Free Report)

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.

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