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

Last close, 7 Aug 2026
$237
+1.65% on the day

The 25 Wall Street analysts covering International Business Machines Corp. hold a median 12-month price target of $240 — +1.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 65 of 100 as at 8 Aug 2026 — in the upper half.

Market cap
$223.5B
Ticker Nerd rank
65 / 100
Median analyst target
$240
Analysts covering
25
Total return, dividends reinvested
1W
+6.1%
1M
−22.5%
YTD
−18.9%
1Y
−2.7%
From 52W high
−27.9%
From 52W low
+15.3%
$206
$329
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 8 Aug 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
86
Growth
79
Quality
76
Issuance
75
Momentum
59
Value
52
Revisions
52
Accruals
51
Size
1

Volatility (86): 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.

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

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 $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.

What Wall Street says25 analysts
14 Buy9 Hold2 Sell
Low $174Median $240High $350

The green dot is the last close — the median target sits +1.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 13 moved it down.

DateFirmActionRatingTarget
24 July 2026CitigroupMaintainsBuy$255 → $245
24 July 2026SusquehannaMaintainsNeutral$303 → $225
23 July 2026BarclaysMaintainsOverweight$288 → $262
23 July 2026BMO CapitalMaintainsMarket Perform$270 → $230
23 July 2026Morgan StanleyMaintainsEqual-Weight$293 → $190
23 July 2026RBC CapitalReiteratesOutperform$270
22 July 2026BairdInitiatesNeutral$230
21 July 2026BarclaysMaintainsOverweight$350 → $288
21 July 2026JefferiesMaintainsBuy$320 → $260
20 July 2026StifelMaintainsBuy$290 → $235
17 July 2026CitigroupMaintainsBuy$375 → $255
17 July 2026JP MorganMaintainsOverweight$291 → $250
16 July 2026Argus ResearchMaintainsBuy—
16 July 2026Argus ResearchMaintainsBuy$360 → $280
16 July 2026Evercore ISI GroupMaintainsOutperform$310 → $250
16 July 2026Evercore ISI GroupMaintainsOutperform—
14 July 2026HSBCDowngradeReduce—
14 July 2026HSBCDowngradeReduce$231 → $191
14 July 2026Morgan StanleyMaintainsEqual-Weight—
14 July 2026Morgan StanleyMaintainsEqual-Weight$267 → $293

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

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
2
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 38% of US stocks

Price / sales
3.2×

Cheaper than 39% of US stocks

Price / book
6.5×

Cheaper than 17% of US stocks

EV / EBITDA
17.0×

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 72% of US stocks

Operating margin
16.5%

Higher than 75% 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.

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.$223.5B
65
ACNAccenture PLC$108.1B
56
CTSHCognizant Technology Solutions Corp.$26.0B
62
FISFidelity National Information Services, Inc.$22.1B
8
BRBroadridge Financial Solutions, Inc.$19.4B
78
CDWCDW Corp.$17.7B
68
LDOSLeidos Holdings, Inc.$17.6B
61
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.

News

Latest IBM news & analysis

$IBM Investigation News: IBM Securities Fraud Investigation is Ongoing – Contact BFA Law if You Suffered Losses

GlobeNewsWire · 7 Aug 2026negative

Bleichmar Fonti & Auld LLP has announced an ongoing investigation into International Business Machines Corp. for potential securities fraud following a significant drop in IBM's stock price, and is encouraging affected investors to seek information about a possible class-action lawsuit.

Why it matters — IBM watchers would care because an active securities fraud investigation and potential class action could signal legal and reputational risk tied to the company's recent stock decline.

IBM's Post-Collapse Rebound: A Complex Risk Reward Profile Today at $233

24/7 Wall Street · 7 Aug 2026neutral

The article notes that IBM, trading at $233.43, sits in an unresolved setup following its post-collapse rebound, presenting a complex risk-reward profile at the current price level.

Why it matters — IBM watchers would care because the stock's unresolved positioning at this price point signals an uncertain near-term trajectory for the company.

International Business Machines Corporation (IBM) $68 Billion Wipeout Amid Z Shortfall Triggers Investigation - HBSS

PRNewsWire · 6 Aug 2026negative

National shareholder rights firm Hagens Berman is investigating potential U.S. securities law violations by IBM after CEO Arvind Krishna previewed poor Q2 2026 financial results on July 14, 2026. The announcement caused IBM shares to fall 25% in a single day, erasing over $68 billion in market capitalization.

Why it matters — IBM watchers would care because the company now faces a securities-law investigation on top of a severe one-day stock decline tied to its surprise weak quarterly preview.

IBM: New And Agile Is Nice, But Don't Underestimate Classic Size And Power

Seeking Alpha · 5 Aug 2026positive

The article notes that while IBM was once seen as a slow, bureaucratic giant, it has taken longer than peers to reinvent itself but has now become a modern powerhouse.

Why it matters — For IBM watchers, the piece underscores that the company's long-running transformation effort has ultimately succeeded in establishing it as a competitive and agile force.

IBM Legal News: IBM Hit with Securities Fraud Investigation over Alleged Misrepresentations about its IBM Z Product Slowdown – Contact BFA Law

GlobeNewsWire · 5 Aug 2026negative

A securities law firm, Bleichmar Fonti & Auld LLP, has announced an investigation into IBM for potential securities fraud over alleged misrepresentations concerning a slowdown of its IBM Z product, after a significant drop in the company's stock.

Why it matters — IBM watchers would care because an official securities fraud investigation tied to the IBM Z product line could expose the company to legal and reputational risk.

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 $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., 14 rate it a Buy, 9 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 8 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IBM?

As at 8 Aug 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 (86 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 +1.0% from the last close, and Ticker Nerd's factor model ranks International Business Machines Corp. 65 out of 100 as at 8 Aug 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 -2.7% over the 12 months to 7 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does International Business Machines Corp. do?

International Business Machines Corporation is a multinational technology and consulting company based in Armonk, New York. It provides integrated information technology solutions that combine software, services, and infrastructure for enterprise and government clients worldwide.

What is the latest news on IBM?

The most recent item we track (GlobeNewsWire, 7 Aug 2026): "$IBM Investigation News: IBM Securities Fraud Investigation is Ongoing – Contact BFA Law if You Suffered Losses". Bleichmar Fonti & Auld LLP has announced an ongoing investigation into International Business Machines Corp. for potential securities fraud following a significant drop in IBM's stock price, and is encouraging affected investors to seek information about a possible class-action lawsuit.

Company

About International Business Machines Corp.

International Business Machines Corporation is a multinational technology and consulting company based in Armonk, New York. It provides integrated information technology solutions that combine software, services, and infrastructure for enterprise and government clients worldwide. Today, International Business Machines Corporation focuses on areas such as hybrid cloud, artificial intelligence, data and analytics, cybersecurity, and automation, delivering end-to-end platforms and expertise to support complex IT and business operations. The company organizes its activities into four main segments: software, consulting, infrastructure, and financing, allowing it to address a broad range of digital transformation, modernization, and operational resilience needs. International Business Machines Corporation plays a significant role in critical sectors including financial services, manufacturing, healthcare, transportation, and the public sector, where reliable IT services, enterprise software, and large-scale systems integration are essential to daily operations. Founded in 1911 and headquartered in the United States, it operates in more than 170 countries and remains a central provider of enterprise technology solutions across global markets.

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