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

Last close, 4 Sept 2026
$235
+0.08% on the day

The 25 Wall Street analysts covering International Business Machines Corp. hold a median 12-month price target of $245 — +4.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 62 of 100 as at 5 Sept 2026 — in the upper half.

Market cap
$221.1B
Ticker Nerd rank
62 / 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
−0.3%
1M
+0.6%
YTD
−19.1%
1Y
−2.5%
From 52W high
−28.1%
From 52W low
+15.0%
$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 5 Sept 2026
62 / 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
83
Growth
76
Issuance
76
Quality
75
Revisions
56
Value
53
Momentum
52
Accruals
51
Size
1

Volatility (83): 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 +4.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 8 moved it down.

DateFirmActionRatingTarget
31 Aug 2026SusquehannaMaintainsNeutral$225 → $235
24 July 2026CitigroupMaintainsBuy—
24 July 2026CitigroupMaintainsBuy$255 → $245
24 July 2026SusquehannaMaintainsNeutral—
24 July 2026SusquehannaMaintainsNeutral$303 → $225
23 July 2026BarclaysMaintainsOverweight—
23 July 2026BarclaysMaintainsOverweight$288 → $262
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—
23 July 2026RBC CapitalReiteratesOutperform$270
22 July 2026BairdInitiatesNeutral—
22 July 2026BairdInitiatesNeutral$230
21 July 2026BarclaysMaintainsOverweight—
21 July 2026BarclaysMaintainsOverweight$350 → $288
21 July 2026JefferiesMaintainsBuy$320 → $260
21 July 2026JefferiesMaintainsBuy—
20 July 2026StifelMaintainsBuy$290 → $235

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 4 Sept 2026, International Business Machines Corp. returned −2.5% against +20.0% for the S&P 500, dividends included.

IBM vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120130Oct 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
20.6×

Cheaper than 37% of US stocks

Price / sales
3.2×

Cheaper than 40% of US stocks

Price / book
6.4×

Cheaper than 16% of US stocks

EV / EBITDA
16.9×

Cheaper than 20% 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 90% of US stocks

Return on assets
5.3%

Higher than 78% of US stocks

Dividend yield
2.9%

Higher than 63% 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 $221.1B and an enterprise value of $278.4B.

  • 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: 20.6×; forward P/E: 17.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.88%, 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 6 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.$221.1B
62
ACNAccenture PLC$114.9B
62
CTSHCognizant Technology Solutions Corp.$28.1B
60
FISFidelity National Information Services, Inc.$21.7B
47
BRBroadridge Financial Solutions, Inc.$20.2B
68
CDWCDW Corp.$19.8B
67
LDOSLeidos Holdings, Inc.$16.7B
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

IBM (NYSE:IBM) Shares Fall 25% Following IBM Z Product Slowdown -- Investors with Losses Notified to Contact BFA Law

GlobeNewsWire · 7 Sept 2026negative

IBM shares fell 25% following a slowdown in its IBM Z product line. A securities law firm has announced an investigation into IBM for potential securities fraud related to the significant stock drop, and is notifying affected investors.

Why it matters — IBM watchers would care because the sharp stock decline and the securities fraud investigation raise legal and reputational concerns that could affect the company's outlook and investor confidence.

Arista Networks vs. IBM: Comparing Quarterly Revenue Trends Between These Artificial Intelligence Giants

The Motley Fool · 6 Sept 2026neutral

This article compares quarterly revenue trends between artificial intelligence companies Arista Networks and IBM. The excerpt describes Arista Networks' business model, which earns operating income through cloud networking solutions, high-performance switching hardware, and post-contract technical support for major internet companies and financial services organizations.

Why it matters — IBM watchers may be interested in how IBM's quarterly revenue performance compares with another AI-focused technology company amid broader industry trends.

IBM Stock Drop: IBM Faces Securities Fraud Investigation by BFA Law Over IBM Z Product Slowdown; Investors are Reminded to Contact the Firm

GlobeNewsWire · 4 Sept 2026negative

Bleichmar Fonti & Auld LLP, a securities law firm, has announced an investigation into International Business Machines Corp. for potential securities fraud following a significant drop in its stock price, reportedly linked to a slowdown in IBM Z products. The firm is reminding investors to contact them regarding the matter.

Why it matters — An ongoing securities fraud investigation into IBM could carry legal and reputational consequences for the company that watchers would want to monitor.

IBM (IBM) Beats Stock Market Upswing: What Investors Need to Know

Zacks Investment Research · 3 Sept 2026positive

IBM shares rose during the latest trading day, closing at $234.31, a +1.13% gain from the prior close, according to Zacks Investment Research.

Why it matters — IBM watchers would care because the stock's gain outpaced the broader market upswing, indicating positive momentum in the company's share price.

Dogs Of The Dow: No Buys And Few Worth Watching

Seeking Alpha · 3 Sept 2026neutral

Seeking Alpha's analysis of the Dogs of the Dow finds the strategy generally overvalued, with no stocks meeting the ideal fair-price threshold. Analyst forecasts project average net gains of 28.46% for the top ten Dow Dogs by September 2027, but the piece suggests waiting for pullbacks or dividend increases before entering.

Why it matters — IBM watchers would care because the report assesses the Dow's dividend-paying stocks, including potential IBM, against yield-based value thresholds and entry timing.

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. 62 out of 100 across roughly 4,600 US stocks as at 5 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IBM?

As at 5 Sept 2026, International Business Machines Corp. ranks 62 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 (83 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 +4.3% from the last close, and Ticker Nerd's factor model ranks International Business Machines Corp. 62 out of 100 as at 5 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 -2.5% over the 12 months to 4 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 (GlobeNewsWire, 7 Sept 2026): "IBM (NYSE:IBM) Shares Fall 25% Following IBM Z Product Slowdown -- Investors with Losses Notified to Contact BFA Law". IBM shares fell 25% following a slowdown in its IBM Z product line. A securities law firm has announced an investigation into IBM for potential securities fraud related to the significant stock drop, and is notifying affected investors.

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