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

Last close, 14 Oct 2026
$228
−1.26% on the day

The 25 Wall Street analysts covering International Business Machines Corp. hold a median 12-month price target of $240 — +5.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 67 of 100 as at 13 Oct 2026 — in the upper half.

Market cap
$217.4B
Ticker Nerd rank
67 / 100
Median analyst target
$240
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
+3.3%
1M
−8.5%
YTD
−21.5%
1Y
−15.3%
From 52W high
−30.3%
From 52W low
+11.5%
$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 13 Oct 2026
67 / 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
84
Quality
79
Growth
77
Issuance
76
Revisions
57
Momentum
56
Value
56
Accruals
51
Size
1

Volatility (84): 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$300Jan 26Apr 26Jul 26Oct 26IBMHigh $297Median $240Low $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
12 Buy11 Hold2 Sell
Low $174Median $240High $297

The green dot is the last close — the median target sits +5.3% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
9 Oct 2026Truist SecuritiesInitiatesHold$240
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—
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$270
23 July 2026RBC CapitalReiteratesOutperform—
22 July 2026BairdInitiatesNeutral$230
22 July 2026BairdInitiatesNeutral—
21 July 2026BarclaysMaintainsOverweight—
21 July 2026BarclaysMaintainsOverweight$350 → $288
21 July 2026JefferiesMaintainsBuy$320 → $260

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 14 Oct 2026, International Business Machines Corp. returned −15.3% against +17.5% for the S&P 500, dividends included.

IBM vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Jan 26Apr 26Jul 26Oct 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
−1.3%
Analysts raising
0
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
20.5×

Cheaper than 36% of US stocks

Price / sales
3.1×

Cheaper than 38% of US stocks

Price / book
6.3×

Cheaper than 15% of US stocks

EV / EBITDA
16.5×

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 35% 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 85% 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 $217.4B and an enterprise value of $271.1B.

  • 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: 20.5×; forward P/E: 17.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.93%, 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 15 Oct 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.$217.4B
67
ACNAccenture Plc$131.4B
60
CTSHCognizant Technology Solutions Corp.$27.6B
66
CDWCDW Corp.$19.8B
68
BRBroadridge Financial Solutions, Inc.$19.7B
75
FISFidelity National Information Services, Inc.$18.2B
48
LDOSLeidos Holdings, Inc.$15.0B
62

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 Study: Eight in Ten EMEA Enterprises Escalate AI Incidents to Board or C-Suite as AI Agents Test Governance

PRNewsWire · 14 Oct 2026neutral

An IBM study found that 80% of surveyed EMEA executives had an AI-related incident reach their board or C-suite in the past year, but only 40% changed governance policies or frameworks in response. While 75% expect AI agents to have some decision-making autonomy by 2027, just 37% say their governance is designed to scale with agentic AI deployment.

Why it matters — The findings highlight governance gaps around AI incidents and agent autonomy, an issue relevant to IBM watchers following enterprise AI adoption.

IBM (IBM) Dips More Than Broader Market: What You Should Know

Zacks Investment Research · 14 Oct 2026negative

IBM closed the recent trading session at $227.88, down 1.26% from the prior day's close. The headline says the decline exceeded the broader market's move.

Why it matters — IBM watchers may note the stock's session decline relative to the broader market.

Mulberry: WDAY Vastly Oversold; PLTR, NOW, IBM Strongholds in Software

Schwab Network · 14 Oct 2026positive

Brian Mulberry of Zacks Investment Research described Workday as vastly oversold and said it and other key software peers are crucial as agentic AI scales. The headline identifies PLTR, NOW, and IBM as software strongholds.

Why it matters — The item groups IBM with software companies viewed as important amid the accelerating scale of agentic AI.

Here's Why IBM Is a Buy After a 25% Crash (and Why It Isn't)

The Motley Fool · 14 Oct 2026neutral

IBM attributed much of its Q2 weakness to delayed deals rather than lost demand. Its Q3 results could test that explanation.

Why it matters — IBM watchers may look to Q3 to assess whether delayed deals, rather than weaker demand, drove the Q2 weakness.

IBM Stock Before Q3 Earnings Release: To Buy or Not to Buy?

Zacks Investment Research · 14 Oct 2026neutral

IBM faces a crucial Q3 earnings test, with AI and hybrid cloud growth opportunities weighed against mounting competition, margin pressures and a premium valuation.

Why it matters — IBM watchers may focus on how these opportunities and challenges frame the company’s upcoming earnings release.

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 $240, with estimates ranging from $174 to $297. 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., 12 rate it a Buy, 11 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks International Business Machines Corp. 67 out of 100 across roughly 4,600 US stocks as at 13 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IBM?

As at 13 Oct 2026, International Business Machines Corp. ranks 67 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 (84 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 +5.3% from the last close, and Ticker Nerd's factor model ranks International Business Machines Corp. 67 out of 100 as at 13 Oct 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 $297 over the next 12 months.

How has IBM stock performed over the past year?

International Business Machines Corp. returned -15.3% over the 12 months to 14 Oct 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, 14 Oct 2026): "IBM Study: Eight in Ten EMEA Enterprises Escalate AI Incidents to Board or C-Suite as AI Agents Test Governance". An IBM study found that 80% of surveyed EMEA executives had an AI-related incident reach their board or C-suite in the past year, but only 40% changed governance policies or frameworks in response. While 75% expect AI agents to have some decision-making autonomy by 2027, just 37% say their governance is designed to scale with agentic AI deployment.

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