IBM

Oct 22, 6:34 AMJefferies, Citi and Barclays raise IBM price targets but warn accelerated software growth may be hard to sustain into 2027

Peers: ACN KD CTSH INFY ORCL GIB WIT HPE EPAM LDOS

| Held by: VTI VOO IVV SPY VTV XLK VGT DIA VIG VYM

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Index	DJIA, S&P 500
Market Cap	237.95B
Enterprise Value	294.66B
Income	11.17B
Sales	69.87B
Book/sh	37.61
Cash/sh	11.79
Dividend Est.	6.76 (2.68%)
Dividend TTM	6.74 (2.67%)
Dividend Ex-Date	Nov 10, 2026
Dividend Gr. 3/5Y	0.60% 0.61%
Payout	60.09%
Employees	286800
IPO	Nov 11, 1915

P/E	21.54
Forward P/E	19.09
PEG	2.48
P/S	3.41
P/B	6.72
P/C	21.43
P/FCF	16.24
EV/EBITDA	14.73
EV/Sales	4.22
Quick Ratio	0.77
Current Ratio	0.82
Debt/Eq	1.89
LT Debt/Eq	1.67
Option/Short	Yes / Yes

EPS (ttm)	11.72
EPS next Y	13.23
EPS next Q	4.63
EPS this Y	7.01%
EPS next Y	6.67%
EPS next 5Y	7.70%
EPS past 3/5Y	83.86% 12.36%
Sales past 3/5Y	3.72% 4.12%
EPS Y/Y TTM	39.80%
Sales Y/Y TTM	6.83%
EPS Q/Q	24.96%
Sales Q/Q	4.73%
Earnings	Oct 21 AMC
EPS/Sales Surpr.	3.41% 1.68%

Insider Own	0.10%
Insider Trans	-2.58%
Inst Own	67.56%
Inst Trans	1.29%
ROA	7.41%
ROE	35.18%
ROIC	11.77%
Gross Margin	57.41%
Oper. Margin	21.04%
Profit Margin	15.99%
SMA20	9.52%
SMA50	8.39%
SMA200	0.85%
Trades

Shs Outstand	945.00M
Shs Float	941.21M
Short Float	2.57%
Short Ratio	3.92
Short Interest	24.16M
52W High	332.46 -24.03%
52W Low	199.19 26.80%
Volatility	4.21% 2.79%
ATR (14)	7.52
RSI (14)	70.56
Beta	0.79
Rel Volume	0.61
Avg Volume	6.16M
Volume	3,124,318

Perf Week	8.80%
Perf Month	11.23%
Perf Quarter	16.78%
Perf Half Y	8.87%
Perf YTD	-14.73%
Perf Year	-11.38%
Perf 3Y	85.19%
Perf 5Y	106.77%
Perf 10Y	76.72%
Recom	2.36
Target Price	258.52
Prev Close	252.11
Price	252.57
Change %	0.18%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-09-26	Initiated	Truist	Hold	$240
Jul-22-26	Initiated	Robert W. Baird	Neutral	$230
Jul-15-26	Downgrade	Oppenheimer	Outperform → Perform
Jul-14-26	Downgrade	HSBC Securities	Hold → Reduce	$191
Jul-10-26	Initiated	Susquehanna	Neutral	$303
Jun-23-26	Upgrade	JP Morgan	Neutral → Overweight	$291
Jun-01-26	Initiated	Barclays	Overweight	$350
Apr-28-26	Upgrade	HSBC Securities	Reduce → Hold	$231
Apr-24-26	Upgrade	DZ Bank	Hold → Buy	$295
Apr-10-26	Initiated	Citigroup	Buy	$285
Feb-25-26	Upgrade	UBS	Sell → Neutral	$236
Feb-18-26	Downgrade	Erste Group	Buy → Hold
Jan-20-26	Reiterated	Evercore ISI	Outperform	$315 → $330
Jan-05-26	Upgrade	Jefferies	Hold → Buy	$360
Dec-05-25	Upgrade	Erste Group	Hold → Buy
Nov-21-25	Initiated	Oppenheimer	Outperform	$360
Sep-16-25	Initiated	Bernstein	Mkt Perform	$280
Aug-14-25	Downgrade	Erste Group	Buy → Hold
Feb-11-25	Initiated	Oppenheimer	Outperform	$320
Feb-03-25	Resumed	Wedbush	Outperform

Show Previous Ratings

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Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Thomas Robert David	Senior Vice President	Aug 26 '26	Sale	230.32	25,000	5,758,088	47,800	Aug 28 04:23 PM
Robert Thomas	Officer	Aug 26 '26	Proposed Sale	230.32	25,000	5,758,088		Aug 26 04:03 PM
Robinson Anne	Senior Vice President	Jul 01 '26	Option Exercise	0.00	7,295	0	16,271	Jul 02 04:19 PM
HOWARD MICHELLE J	Director	Feb 25 '26	Buy	237.83	50	11,891	194	Feb 25 04:34 PM
Miebach Michael	Director	Feb 25 '26	Buy	233.33	434	101,264	434	Feb 25 04:32 PM
COHN GARY D	Vice Chairman	Feb 21 '26	Option Exercise	0.00	7,582	0	111,833	Feb 23 09:08 PM
KAVANAUGH JAMES J	Sr. VP and CFO	Feb 21 '26	Option Exercise	0.00	9,832	0	176,834	Feb 23 09:06 PM
KRISHNA ARVIND	Chairman, President & CEO	Feb 21 '26	Option Exercise	0.00	16,903	0	374,708	Feb 23 09:05 PM
Fehring Nicolas A.	VP, Controller	Feb 21 '26	Option Exercise	0.00	1,568	0	17,296	Feb 23 09:04 PM
LAMOREAUX NICKLE JACLYN	Senior Vice President	Feb 21 '26	Option Exercise	0.00	4,391	0	57,572	Feb 23 09:03 PM
Thomas Robert David	Senior Vice President	Feb 21 '26	Option Exercise	0.00	8,414	0	74,149	Feb 23 09:01 PM
KAVANAUGH JAMES J	Sr. VP and CFO	Feb 18 '26	Option Exercise	0.00	2,719	0	171,851	Feb 19 04:59 PM
KRISHNA ARVIND	Chairman, President & CEO	Feb 18 '26	Option Exercise	0.00	5,664	0	366,300	Feb 19 04:58 PM
Robinson Anne	Senior Vice President	Feb 18 '26	Option Exercise	0.00	1,722	0	11,286	Feb 19 04:52 PM
LAMOREAUX NICKLE JACLYN	Senior Vice President	Feb 18 '26	Option Exercise	0.00	1,586	0	55,417	Feb 19 04:51 PM
Thomas Robert David	Senior Vice President	Feb 18 '26	Option Exercise	0.00	2,549	0	69,929	Feb 19 04:50 PM
Fehring Nicolas A.	VP, Controller	Feb 18 '26	Option Exercise	0.00	696	0	16,556	Feb 19 04:46 PM
COHN GARY D	Vice Chairman	Feb 18 '26	Option Exercise	0.00	2,322	0	108,487	Feb 19 04:44 PM
FARR DAVID N	Director	Jan 30 '26	Buy	304.00	1,000	304,000	9,258	Jan 30 05:35 PM

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients' acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

CEOMr. Arvind Krishna

CFO and Senior VP of Finance & OperationsMr. James J. Kavanaugh

Senior VP & Chief Legal OfficerMs. Anne E. Robinson

Senior VP of IBM Software & Chief Commercial OfficerMr. Robert D. Thomas

Executive Vice ChairmanMr. Gary D. Cohn

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International Business Machines Corp

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