International Business Machines Corporation (NYSE:IBM) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of International Business Machines Corporation (NYSE:IBM) have been assigned an average recommendation of “Moderate Buy” from the nineteen ratings firms that are currently covering the firm, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, five have assigned a hold rating, twelve have assigned a buy rating and one has given a strong buy rating to the company. The average 1 year price objective among analysts that have issued ratings on the stock in the last year is $306.8571.

A number of research analysts recently issued reports on IBM shares. Erste Group Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Morgan Stanley cut their price target on shares of International Business Machines from $256.00 to $252.00 and set an “equal weight” rating on the stock in a report on Thursday, October 23rd. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Finally, UBS Group reiterated a “sell” rating on shares of International Business Machines in a research report on Tuesday, December 9th.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Q4 earnings beat — IBM reported EPS of $4.52 vs. the Zacks consensus $4.33, beating expectations and marking year-over-year earnings growth. Article Title
• Positive Sentiment: Revenue beat and top-line momentum — Q4 revenue was $19.69B (up ~12% YoY) above estimates, driven by software and infrastructure demand. Strong top-line growth supports multiple expansion expectations. Article Title
• Positive Sentiment: 2026 revenue guidance above consensus — IBM gave FY‑2026 revenue guidance of about $70.9B vs. consensus ~$70.2B and projected >5% revenue growth and ~$1B higher free cash flow, signaling confidence in continued growth execution. Article Title
• Positive Sentiment: Generative AI traction — Management said the generative-AI business tops ~$12.5B, underscoring AI as the growth engine behind software and services momentum. AI revenue scale supports investor enthusiasm for recurring, higher‑margin sales. Article Title
• Positive Sentiment: Bullish analyst support — RBC reiterated an Outperform rating and highlighted IBM as a defensive AI play with a $350 target, adding institutional endorsement to the beat-and-guide narrative. Article Title
• Neutral Sentiment: Company materials available — IBM published a press release and slide deck with detailed results and segment breakdowns (software, infrastructure, consulting) for investors doing deeper diligence. Article Title
• Negative Sentiment: Some analyst caution remains — Evercore ISI reiterated an Underperform ahead of the print, reflecting doubts from some corners about valuation and near-term upside despite solid results. Divergent analyst views could cap gains if conviction weakens. Article Title

International Business Machines Stock Up 0.2%

Shares of IBM opened at $294.47 on Thursday. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.89 and a current ratio of 0.93. International Business Machines has a 52 week low of $214.50 and a 52 week high of $324.90. The stock has a market capitalization of $275.25 billion, a price-to-earnings ratio of 35.22, a PEG ratio of 2.85 and a beta of 0.70. The stock has a fifty day moving average of $302.31 and a 200-day moving average of $282.81.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter in the prior year, the firm earned $3.92 EPS. The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. As a group, sell-side analysts anticipate that International Business Machines will post 10.78 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Family CFO Inc acquired a new position in International Business Machines in the second quarter valued at approximately $25,000. Winnow Wealth LLC acquired a new position in shares of International Business Machines during the 2nd quarter valued at $27,000. Mountain Hill Investment Partners Corp. bought a new position in International Business Machines during the third quarter worth $28,000. SWAN Capital LLC acquired a new stake in International Business Machines in the third quarter worth $28,000. Finally, Trifecta Capital Advisors LLC increased its stake in International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after purchasing an additional 71 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

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.