BMO Capital Markets Lowers International Business Machines (NYSE:IBM) Price Target to $290.00

International Business Machines (NYSE:IBM) had its price target decreased by investment analysts at BMO Capital Markets from $350.00 to $290.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has a “market perform” rating on the technology company’s stock. BMO Capital Markets’ price target would suggest a potential upside of 17.83% from the company’s previous close.

IBM has been the topic of a number of other research reports. DZ Bank raised shares of International Business Machines to a “hold” rating in a research note on Wednesday, February 11th. Morgan Stanley lowered their price target on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 25th. Jefferies Financial Group restated a “buy” rating on shares of International Business Machines in a research report on Monday, February 23rd. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. Finally, Oppenheimer set a $380.00 price objective on shares of International Business Machines and gave the stock an “outperform” rating in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $314.60.

International Business Machines Stock Performance

Shares of IBM stock opened at $246.12 on Thursday. International Business Machines has a 52-week low of $214.50 and a 52-week high of $324.90. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The stock has a market cap of $230.87 billion, a PE ratio of 22.07, a price-to-earnings-growth ratio of 2.51 and a beta of 0.73. The business has a 50-day simple moving average of $271.85 and a 200-day simple moving average of $284.50.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping the consensus estimate of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The firm had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same period last year, the company earned $3.92 earnings per share. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, equities analysts expect that International Business Machines will post 10.78 EPS for the current year.

Insider Activity at International Business Machines

In other news, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction that occurred on Wednesday, February 25th. The shares were purchased at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the acquisition, the director directly owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David N. Farr purchased 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. The trade was a 12.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders purchased 1,484 shares of company stock worth $417,157. 0.27% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On International Business Machines

A number of institutional investors and hedge funds have recently modified their holdings of IBM. Basepoint Wealth LLC acquired a new stake in International Business Machines in the fourth quarter valued at $25,000. Family CFO Inc acquired a new position in shares of International Business Machines during the 4th quarter worth about $25,000. Winnow Wealth LLC purchased a new position in shares of International Business Machines in the 2nd quarter valued at about $27,000. Joseph Group Capital Management acquired a new stake in shares of International Business Machines during the 4th quarter worth about $28,000. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of International Business Machines during the 4th quarter worth about $28,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Key International Business Machines News

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

• Positive Sentiment: Completed Confluent acquisition bolsters IBM’s AI and hybrid-cloud stack by adding real-time data streaming to feed AI models and automation—supports longer-term revenue synergies and positioning in enterprise AI. IBM Confluent Deal Puts Real Time Data At Core Of AI Story
• Positive Sentiment: Retail and TV-commentator attention has boosted short-term interest; previous endorsements (e.g., Jim Cramer mentions) continue to draw flows and chatter. International Business Machines Corporation (IBM) Shares Higher After Jim Cramer Advised In August To Step In Due To Fundamentals
• Neutral Sentiment: Zacks notes IBM as a trending/search interest stock — increased attention can amplify moves but does not by itself change fundamentals. International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: JPMorgan lowered its price target after the Confluent deal (from $317 to $283) and kept a Neutral rating—signal that some analysts see limited near-term upside or acquisition integration risk. JPMorgan Lowers IBM Target after Confluent Deal, Sees Balanced Risk/Reward
• Negative Sentiment: BMO cut its target from $350 to $290 (now Market Perform), and other outlets report analyst downgrades and pessimistic forecasts—these re-ratings increase selling pressure and reduce near-term upside expectations. BMO Lowers IBM Target
• Negative Sentiment: Unusually large options activity: traders bought a surge of put contracts (reported 88,456 puts), signaling significant hedging or bearish speculative bets that can amplify downside volatility. (Options flow reported 3/19)
• Negative Sentiment: Several recent articles highlight mixed/declining short-term momentum and Wall Street reassessment amid diverging analyst views—reinforces the narrative of uncertainty around near-term growth and valuation. Wall Street Reassesses IBM’s Trajectory Amid Diverging Analyst Views

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.