International Business Machines Corporation (IBM) Analyst Ratings & Price Targets

International Business Machines Corporation

IBM · NYSE

Analyst Consensus

Hold

14 analysts

$236

Current

—

Low

$245

Average

—

High

Average target implies +3.68% versus the current price.

Analyst Ratings Synthesis

The consensus rating is Hold, backed by 14 analysts, with a mean price target of $245; the supplied consensus provides no low or high target, so the target spread cannot be measured. No named analyst is identified as the most or least bullish, and no attributable rating or target revisions are explicitly reported during the week. The evidence does point to rising estimates around hybrid-cloud demand, Red Hat momentum, AI consulting backlog and the Sarvam sovereign-AI partnership, but it does not establish how many analysts revised forecasts or in which direction. The substantive disagreement is whether IBM’s AI and recurring-software initiatives can produce durable growth quickly enough to justify the valuation, given mainframe weakness, deal timing, leverage and dividend cash requirements.

Rating Actions

1 firm captured

Firm	Analyst	Rating	Price Target	Upside	Date	Source
Weiss Ratings	—	Hold Downgraded rating from buy (b-) to hold (c+)	—	—	Jun 24, 2026	Open the report this row came from

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

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Symbol: IBM
Type: Stock
Sector: Technology
Industry: Computer & office Equipment
Exchange: NYSE

IBM is a leading provider of global hybrid cloud and AI, and consulting expertise. We help clients in more than 175 countries capitalize on insights from their data, streamline business processes, reduce costs and gain the competitive edge in their industries. Thousands of governments and corporate entities in critical infrastructure areas such as financial services, telecommunications and healthcare rely on IBM's hybrid cloud platform and Red Hat OpenShift to affect their digital transformations quickly, efficiently and securely. IBM's breakthrough innovations in AI, quantum computing, industry-specific cloud solutions and consulting deliver open and flexible options to our clients. All of this is backed by IBM's long-standing commitment to trust, transparency, responsibility, inclusivity and service. Visit www.ibm.com for more information.

Key Issues

Bullish view

AI momentum, an expanding consulting backlog and demand for enterprise solutions centered on security, governance and control could convert IBM’s positioning into recurring software and services growth.

Bearish view

The enterprise-AI strategy may take time to monetize, and the evidence says converting demand into durable revenue remains gradual, leaving growth dependent on execution.

Analyst Consensus

See all

Hold

14 analysts

$236

Current

—

Low

$245

Average

—

High

Average target implies +3.68% versus the current price.

Earnings History

BeatMissNo estimate

International Business Machines Corporation

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

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