International Business Machines Corporation (NYSE:IBM) Stock Has Consensus Price Target of $253.52 According to Brokerages

International Business Machines Corporation (NYSE:IBM) has received an average rating of “Moderate Buy” from the thirty-two analysts that are covering the firm, MarketBeat reports. Two research analysts have rated the stock with a sell recommendation, twelve have assigned a hold recommendation and eighteen have assigned a buy recommendation to the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $253.52.

Several analysts have recently issued reports on IBM shares. Morgan Stanley decreased their price objective on International Business Machines from $293.00 to $190.00 and set an “equal weight” rating on the stock in a report on Thursday, July 23rd. Susquehanna raised their target price on shares of International Business Machines from $225.00 to $235.00 and gave the company a “neutral” rating in a report on Monday, August 31st. Weiss Ratings cut shares of International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, September 29th. Robert W. Baird began coverage on shares of International Business Machines in a research report on Tuesday, July 21st. They set a “neutral” rating and a $230.00 price objective for the company. Finally, Citigroup dropped their price objective on shares of International Business Machines from $255.00 to $245.00 and set a “buy” rating for the company in a research note on Friday, July 24th.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Quantum computing milestone: IBM advanced to Stage C, the final phase of DARPA’s Quantum Benchmarking Initiative. Independent experts will test IBM’s hardware, architecture and systems engineering, providing important third-party validation of its roadmap toward a fault-tolerant quantum computer. IBM is targeting 2029 for that milestone. IBM Advances to Stage C of DARPA Quantum Benchmarking Initiative
• Positive Sentiment: AI and consulting recovery hopes: Coverage argues IBM’s valuation has become more attractive following its recent decline, while a rebound in consulting demand and continued hybrid-cloud and AI adoption could support growth. IBM’s self-hosted “Bob” AI offering also targets customers that require secure, customer-managed infrastructure. IBM’s Valuation is Getting Interesting as AI and Consulting Rebound
• Positive Sentiment: Enterprise partnerships: IBM launched IBM Ready for SAP Solutions, combining its consulting capabilities with SAP cloud ERP to help midsize companies modernize operations and prepare their data for AI. The offering adds a potential channel for consulting and cloud-related revenue. IBM Teams Up with SAP
• Neutral Sentiment: Upcoming earnings: IBM will report third-quarter 2026 results on October 21, giving investors a near-term catalyst to assess whether delayed large deals have begun returning and whether AI and consulting growth are improving. IBM Third-Quarter 2026 Results Announcement
• Negative Sentiment: Execution concerns remain: Analysts highlighted IBM’s recent underperformance and the risk that a slowdown could persist after tens of large deals failed to close on time in the second quarter. Management said customers delayed rather than canceled those deals, but the timing of a recovery remains uncertain. What Happens To IBM Stock If Its Slowdown Lasts?
• Negative Sentiment: Customer attrition in VMware services: 11:11 Systems acquired select IBM VMware Cloud Service Provider enterprise customers. The transaction may modestly pressure IBM’s managed infrastructure and VMware-related business, although the financial impact was not disclosed. 11:11 Systems Acquires Select IBM VMware Cloud Service Provider Enterprise Customers

International Business Machines Price Performance

IBM stock opened at $226.70 on Tuesday. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. The company’s fifty day moving average price is $232.24 and its 200-day moving average price is $244.09. International Business Machines has a one year low of $199.19 and a one year high of $332.46. The company has a market capitalization of $213.58 billion, a PE ratio of 20.12, a price-to-earnings-growth ratio of 2.10 and a beta of 0.73.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $2.93. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The company had revenue of $17.16 billion for the quarter, compared to the consensus estimate of $17.46 billion. During the same period in the previous year, the firm posted $2.80 EPS. International Business Machines’s revenue for the quarter was up 1.1% compared to the same quarter last year. On average, equities analysts anticipate that International Business Machines will post 12.33 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Monday, August 10th were issued a $1.69 dividend. The ex-dividend date of this dividend was Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 3.0%. International Business Machines’s dividend payout ratio (DPR) is presently 59.98%.

Insiders Place Their Bets

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the company’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the sale, the senior vice president directly owned 47,800 shares in the company, valued at approximately $11,009,296. This represents a 34.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.27% of the stock is currently owned by company insiders.

Institutional Trading of International Business Machines

Institutional investors and hedge funds have recently made changes to their positions in the company. Portus Wealth Advisors LLC purchased a new stake in shares of International Business Machines in the 1st quarter worth approximately $26,000. Harborfront Financial Group LLC bought a new position in International Business Machines in the second quarter worth approximately $27,000. Cornerstone Financial Management LLC bought a new position in International Business Machines in the fourth quarter worth approximately $28,000. Hara Capital LLC bought a new stake in International Business Machines during the 2nd quarter valued at $28,000. Finally, Bare Financial Services Inc boosted its position in International Business Machines by 114.6% during the 2nd quarter. Bare Financial Services Inc now owns 103 shares of the technology company’s stock valued at $29,000 after acquiring an additional 55 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors.

International Business Machines Company Profile

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology company that provides hybrid cloud, artificial intelligence, software, consulting and infrastructure solutions. Its offerings help businesses and government organizations manage data, modernize applications, automate processes and improve cybersecurity.

IBM’s portfolio includes the Red Hat hybrid cloud platform, the watsonx suite of artificial intelligence and data tools, consulting services, and enterprise software for areas such as automation, application management, security and asset management.