International Business Machines CorporationIBMNYSE
Loading

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating
Hold
19 analysts·Moderate coverage
47%
Rating Distribution
Strong Buy
00%
Buy
947%
Hold
947%
Sell
15%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Earnings & Revenue Estimates

Earnings Surprises

Recent Analyst Actions

Jan 30, 2026Argus Research
IBM price target raised to $360 from $340 at Argus
Target:$360.00
+18.4%from $304.06
Jan 29, 2026UBS
Evercore ISI Drops IBM (IBM) from Tactical Outperform List
Target:$345.00
+13.5%from $303.99
Jan 29, 2026RBC Capital
IBM (IBM) PT Raised to $361 at RBC Capital
Target:$361.00
+16.1%from $310.87
Jan 29, 2026Oppenheimer
IBM price target raised to $380 from $360 at Oppenheimer
Target:$380.00
+21.0%from $314.15
Jan 29, 2026Stifel Nicolaus
IBM price target raised to $340 from $325 at Stifel
Target:$340.00
+8.1%from $314.44
Jan 29, 2026Evercore ISI
IBM price target raised to $345 from $330 at Evercore ISI
Target:$345.00
+10.0%from $313.63
Jan 29, 2026Wedbush
IBM price target raised to $340 from $325 at Wedbush
Target:$340.00
+15.6%from $294.16
Jan 29, 2026BMO Capital
IBM price target raised to $350 from $305 at BMO Capital
Target:$350.00
+19.0%from $294.16
Jan 29, 2026UBS
IBM (IBM) PT Raised to $317 at JPMorgan
Target:$317.00
+1.4%from $312.55
Jan 29, 2026UBS
IBM price target raised to $236 from $210 at UBS
Target:$236.00
-19.8%from $294.16
Jan 29, 2026Morgan Stanley
IBM price target raised to $304 from $252 at Morgan Stanley
Target:$304.00
+3.3%from $294.16
Jan 29, 2026Jefferies
IBM price target raised to $370 from $360 at Jefferies
Target:$370.00
+25.8%from $294.16
Jan 20, 2026Evercore ISI
IBM price target raised, added to 'Tactical Outperform' list at Evercore ISI
Target:$330.00
+8.0%from $305.67
Jan 5, 2026RBC Capital
IBM price target raised to $350 from $300 at RBC Capital
Target:$350.00
+20.1%from $291.50
Jan 5, 2026Jefferies
IBM upgraded to Buy from Hold at Jefferies
Target:$360.00
+23.5%from $291.50
Dec 9, 2025Stifel Nicolaus
IBM price target raised to $325 at Stifel after 'solid deal'
Target:$325.00
+5.1%from $309.18
Nov 21, 2025Oppenheimer
IBM initiated with an Outperform at Oppenheimer
Target:$360.00
+24.0%from $290.40
Oct 23, 2025RBC Capital
IBM price target lowered to $300 from $315 at RBC Capital
Target:$300.00
+8.1%from $277.58
Oct 23, 2025Morgan Stanley
IBM price target lowered to $252 from $256 at Morgan Stanley
Target:$252.00
-10.1%from $280.27
Oct 23, 2025UBS
IBM price target raised to $210 from $200 at UBS
Target:$210.00
-27.0%from $287.51
Oct 23, 2025BMO Capital
IBM price target raised to $305 from $300 at BMO Capital
Target:$305.00
+6.1%from $287.51
Oct 23, 2025Stifel Nicolaus
IBM price target lowered to $295 from $310 at Stifel
Target:$295.00
+2.6%from $287.51
Oct 21, 2025Jefferies
IBM price target raised to $305 from $280 at Jefferies
Target:$305.00
+7.5%from $283.65
Oct 21, 2025Jefferies
IBM (IBM) PT Raised to $300 at Jefferies
Target:$300.00
+5.8%from $283.65
Oct 15, 2025Morgan Stanley
IBM price target raised to $256 from $253 at Morgan Stanley
Target:$256.00
-7.3%from $276.15