International Business Machines (NYSE:IBM) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

International Business Machines (NYSE:IBM) had its price target boosted by equities researchers at JPMorgan Chase & Co. from $290.00 to $312.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a “neutral” rating on the technology company’s stock. JPMorgan Chase & Co.‘s price target points to a potential upside of 5.90% from the company’s previous close.

A number of other equities analysts have also recently weighed in on the company. UBS Group restated a “sell” rating on shares of International Business Machines in a report on Tuesday, December 9th. Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday. Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating in a research note on Friday, December 5th. Finally, Oppenheimer assumed coverage on shares of International Business Machines in a report on Friday, November 21st. They issued an “outperform” rating and a $360.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $306.86.

International Business Machines Stock Performance

NYSE:IBM opened at $294.61 on Wednesday. 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 company has a market cap of $275.38 billion, a P/E ratio of 35.24, a P/E/G ratio of 2.88 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. The firm’s 50 day moving average is $302.39 and its two-hundred day moving average is $282.69.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, beating the consensus estimate of $2.45 by $0.20. The business had revenue of $16.33 billion for the quarter, compared to analyst estimates of $16.10 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The company’s revenue was up 9.1% compared to the same quarter last year. During the same period in the previous year, the company posted $2.30 EPS. Analysts expect that International Business Machines will post 10.78 EPS for the current year.

Institutional Trading of International Business Machines

Institutional investors and hedge funds have recently made changes to their positions in the stock. tru Independence LLC acquired a new position in International Business Machines during the 4th quarter valued at approximately $204,000. Richardson Financial Services Inc. lifted its stake in International Business Machines by 4.0% in the fourth quarter. Richardson Financial Services Inc. now owns 1,429 shares of the technology company’s stock valued at $423,000 after buying an additional 55 shares during the last quarter. Apollon Financial LLC boosted its holdings in shares of International Business Machines by 71.3% during the fourth quarter. Apollon Financial LLC now owns 1,797 shares of the technology company’s stock valued at $532,000 after acquiring an additional 748 shares during the period. Premier Path Wealth Partners LLC grew its position in shares of International Business Machines by 8.0% during the fourth quarter. Premier Path Wealth Partners LLC now owns 6,682 shares of the technology company’s stock worth $1,979,000 after acquiring an additional 493 shares during the last quarter. Finally, DDD Partners LLC bought a new position in shares of International Business Machines during the fourth quarter worth about $204,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: Researchers at IBM (with Ansys and DARPA support) unveiled a new machine‑learning model aimed at optimizing next‑generation chip design — a potential long‑term differentiator for IBM’s hardware and AI stack. Why IBM’s New Machine-Learning Model Is a Big Deal for Next-Generation Chips
• Positive Sentiment: Jefferies expects IBM’s software growth to reaccelerate in 2026 and reiterated a Buy rating — a catalyst for upside if Q4 results show durable software momentum. IBM software growth seen reaccelerating ahead of earnings: Jefferies
• Positive Sentiment: Analysts highlight consulting and WatsonX-driven software tailwinds (including benefits from the Confluent deal and Microsoft partnership) that could lift Q4 revenue and margins. Will Healthy Consulting Revenue Growth Benefit IBM’s Q4 Earnings?
• Positive Sentiment: Evercore raised its price target to $330 and added IBM to a tactical outperform list, signaling continued analyst confidence that could support the stock on a strong print. Evercore ISI raises IBM price target to $330
• Neutral Sentiment: Pre‑earnings pieces advise investors to weigh IBM’s AI/cloud momentum against its premium valuation — guidance and execution on Jan. 28 will likely drive the next meaningful move. Should You ‘Buy’ or ‘Sell’ IBM Stock Ahead of Q4 Earnings?
• Neutral Sentiment: JPMorgan raised its price target to $312 but kept a neutral rating — an acknowledgement of upside but also of limited near‑term conviction from a major bank. JPMorgan raises price target to $312
• Neutral Sentiment: Multiple outlets are flagging Jan. 28 as the key event (earnings/guidance) that will re‑rate IBM; calendar risk is keeping some traders on the sidelines. Dear IBM Stock Fans, Mark Your Calendars for January 28
• Negative Sentiment: Despite analyst target raises, the stock has pulled back as some investors lock in gains ahead of earnings — coverage pieces note the slide and short‑term volatility. IBM Stock: Slides Even as Analysts Raise Targets Ahead of Earnings
• Negative Sentiment: Analysts warn that IBM’s premium valuation and stiff competition in AI/cloud could cap upside if growth or guidance disappoints — a reminder that beat/miss on Jan. 28 matters a lot. IBM Q4 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?

International Business Machines Company Profile

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.