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IBM Stock Forecast: International Business Machines Corp. Price Predictions for 2026-2027

Last close, 21 Sept 2026
$232
+1.04% on the day

The 25 Wall Street analysts covering International Business Machines Corp. hold a median 12-month price target of $245 — +5.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 65 of 100 as at 19 Sept 2026 — in the upper half.

Market cap
$216.3B
Ticker Nerd rank
65 / 100
Median analyst target
$245
Analysts covering
25
Revenue$17.2B+1.1% y/y
Operating income$2.8B
Net income$2.2B
Free cash flow$2.2B
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−6.9%
1M
−1.6%
YTD
−20.1%
1Y
−10.7%
From 52W high
−29.1%
From 52W low
+13.5%
$204
$327
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

IBM stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores International Business Machines Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 19 Sept 2026
65 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
88
Issuance
76
Quality
75
Growth
75
Momentum
56
Revisions
55
Value
55
Accruals
51
Size
1

Volatility (88): The share price has been relatively steady.

Accruals (51): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

IBM stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on IBM, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$200$250$300$350Oct 25Jan 26Apr 26Jul 26IBMHigh $350Median $245Low $174

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says25 analysts
13 Buy10 Hold2 Sell
Low $174Median $245High $350

The green dot is the last close — the median target sits +5.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
31 Aug 2026SusquehannaMaintainsNeutral—
31 Aug 2026SusquehannaMaintainsNeutral$225 → $235
24 July 2026CitigroupMaintainsBuy—
24 July 2026CitigroupMaintainsBuy$255 → $245
24 July 2026SusquehannaMaintainsNeutral—
24 July 2026SusquehannaMaintainsNeutral$303 → $225
23 July 2026BarclaysMaintainsOverweight$288 → $262
23 July 2026BarclaysMaintainsOverweight—
23 July 2026BMO CapitalMaintainsMarket Perform$270 → $230
23 July 2026BMO CapitalMaintainsMarket Perform—
23 July 2026Morgan StanleyMaintainsEqual-Weight$293 → $190
23 July 2026Morgan StanleyMaintainsEqual-Weight—
23 July 2026RBC CapitalReiteratesOutperform$270
23 July 2026RBC CapitalReiteratesOutperform—
22 July 2026BairdInitiatesNeutral—
22 July 2026BairdInitiatesNeutral$230
21 July 2026BarclaysMaintainsOverweight$350 → $288
21 July 2026BarclaysMaintainsOverweight—
21 July 2026JefferiesMaintainsBuy$320 → $260
21 July 2026JefferiesMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. IBM appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

IBM vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 21 Sept 2026, International Business Machines Corp. returned −10.7% against +15.7% for the S&P 500, dividends included.

IBM vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Oct 25Jan 26Apr 26Jul 26IBMS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

IBM analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−0.8%
Analysts raising
11
Analysts cutting
1
Fundamentals

International Business Machines Corp. (IBM) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
21.1×

Cheaper than 35% of US stocks

Price / sales
3.1×

Cheaper than 39% of US stocks

Price / book
6.3×

Cheaper than 16% of US stocks

EV / EBITDA
16.6×

Cheaper than 19% of US stocks

Growth & margins
Revenue growth (YoY)
1.1%

Higher than 30% of US stocks

Earnings growth (YoY)
−1.3%

Higher than 34% of US stocks

Gross margin
57.7%

Higher than 71% of US stocks

Operating margin
16.5%

Higher than 74% of US stocks

Net margin
15.5%

Higher than 78% of US stocks

Returns & dividend
Return on equity
34.5%

Higher than 89% of US stocks

Return on assets
5.3%

Higher than 78% of US stocks

Dividend yield
2.9%

Higher than 62% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

International Business Machines Corp. (IBM) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • International Business Machines Corp. has a market value of $216.3B and an enterprise value of $273.5B.

  • Revenue in the twelve months to 30 June 2026: $69.1B. The latest quarter grew 1.1% year on year.

  • Net income over the same four quarters: $10.7B, a 15.5% net margin.

  • Diluted earnings per share, trailing twelve months: $11.27.

  • Free cash flow in the twelve months to 30 June 2026: $13.1B, after $1.1B of capital spending.

  • International Business Machines Corp. spent $1.0B on share buybacks and $6.3B on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 942.1M.

  • Trailing P/E: 21.1×; forward P/E: 17.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.94%, paying out 60% of earnings.

  • International Business Machines Corp. employs 264,300 people — $261K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 19 Sept 2026

Data provided by Twelve Data

Peers

IBM vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInformation Technology Services
CompanyMarket capTKN rank
IBMInternational Business Machines Corp.$216.3B
65
ACNAccenture PLC$111.5B
66
CTSHCognizant Technology Solutions Corp.$27.0B
61
BRBroadridge Financial Solutions, Inc.$19.0B
72
CDWCDW Corp.$19.0B
67
FISFidelity National Information Services, Inc.$18.4B
48
LDOSLeidos Holdings, Inc.$16.0B
64

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own International Business Machines Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest IBM news & analysis

New IBM CHRO Study: AI Puts Critical Thinking at the Center of Workforce Priorities

PRNewsWire · 21 Sept 2026neutral

IBM's Institute for Business Value released a global study flagging a disconnect between the skills CHROs identify as needed for AI and those employees prioritize. The study found 60% of employees worry AI is eroding their skills, with critical thinking most often reported declining, and that nearly half of organizations do not involve the CHRO when AI strategy is being defined.

Why it matters — The study positions IBM's research arm as a thought leader on AI's workforce impact, which is relevant to observers tracking IBM's AI and talent-management initiatives.

I Think IBM Stock Will Be Higher in 5 Years. I Still Wouldn't Buy It Today.

The Motley Fool · 19 Sept 2026neutral

IBM's second-quarter revenue grew about 1% year over year, while management guided to 2026 constant-currency revenue growth of 4% to 5%. Free cash flow is still expected to rise by roughly $1 billion this year, and April's dividend increase marked IBM's 31st consecutive annual increase.

Why it matters — The report highlights IBM's near-term revenue guidance and continued free cash flow and dividend growth, key signals for watchers tracking its financial trajectory.

IBM Has Raised Its Dividend for 31 Years. Inflation Is Still Winning

24/7 Wall Street · 19 Sept 2026negative

IBM has raised its dividend for 31 consecutive years, but its latest increase was only by one penny. The article points out that while the streak continues, the modest raises may not keep up with inflation for income-focused retirees.

Why it matters — For IBM watchers, the piece highlights a key limitation of IBM's dividend streak — the raises may not outpace inflation, which matters to income-focused shareholders.

IBM Software Growth Slows: Will Recurring Revenue Support Recovery?

Zacks Investment Research · 18 Sept 2026neutral

IBM's Software growth slowed in Q2, but recurring revenue, Red Hat, and Data gains may help offset weakness in Transaction Processing, according to the report.

Why it matters — IBM watchers would care about whether recurring revenue streams can offset slowing software growth and weakness in Transaction Processing.

In AI Infrastructure Race, Nokia's Optical Bet Outpaces IBM's Software Pivot

24/7 Wall Street · 18 Sept 2026negative

A 24/7 Wall Street analysis contrasts Nokia's optical infrastructure bet with IBM's software pivot in the AI infrastructure race, noting that 2026 is forcing a reckoning between the two companies' five-year strategies.

Why it matters — The piece suggests IBM's software-centric approach to AI infrastructure may be outpaced by rivals betting on optical hardware, which is relevant for investors tracking IBM's strategic direction.

FAQ

Frequently asked questions about IBM stock

What is the IBM stock price forecast for 2026-2027?

The 25 Wall Street analysts covering International Business Machines Corp. have a median 12-month price target of $245, with estimates ranging from $174 to $350. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is IBM stock a buy right now?

Of the 25 analysts covering International Business Machines Corp., 13 rate it a Buy, 10 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks International Business Machines Corp. 65 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IBM?

As at 19 Sept 2026, International Business Machines Corp. ranks 65 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (88 of 100).

Will IBM stock go up?

No one can know that. What the data says: the median 12-month target from 25 analysts implies +5.6% from the last close, and Ticker Nerd's factor model ranks International Business Machines Corp. 65 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the IBM stock forecast for 2030?

No analyst covering International Business Machines Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for IBM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $174 to $350 over the next 12 months.

How has IBM stock performed over the past year?

International Business Machines Corp. returned -10.7% over the 12 months to 21 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does International Business Machines Corp. do?

International Business Machines Corporation is a global technology and consulting company that provides software, infrastructure, and advisory services to organizations across industries. IBM focuses on hybrid cloud platforms, artificial intelligence tools, enterprise software, and systems designed to help businesses manage data, modernize operations, and support digital transformation.

What is the latest news on IBM?

The most recent item we track (PRNewsWire, 21 Sept 2026): "New IBM CHRO Study: AI Puts Critical Thinking at the Center of Workforce Priorities". IBM's Institute for Business Value released a global study flagging a disconnect between the skills CHROs identify as needed for AI and those employees prioritize. The study found 60% of employees worry AI is eroding their skills, with critical thinking most often reported declining, and that nearly half of organizations do not involve the CHRO when AI strategy is being defined.

Company

About International Business Machines Corp.

International Business Machines Corporation is a global technology and consulting company that provides software, infrastructure, and advisory services to organizations across industries. IBM focuses on hybrid cloud platforms, artificial intelligence tools, enterprise software, and systems designed to help businesses manage data, modernize operations, and support digital transformation. Its current offerings also include consulting services that combine technology implementation with business process expertise, as well as infrastructure solutions such as servers and storage systems for enterprise environments. IBM serves clients in sectors including financial services, healthcare, telecommunications, manufacturing, and government, where secure and scalable technology solutions are critical. The company also operates in financing, supporting customers that acquire IBM systems and services. Headquartered in Armonk, New York, International Business Machines Corporation remains an influential participant in the global information technology market through its broad mix of software, consulting, and infrastructure capabilities.

CEO Mr. Arvind Krishna · 264,300 employees · United States · https://www.ibm.com