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

Last close, 28 Aug 2026
$236
−1.34% on the day

The 25 Wall Street analysts covering International Business Machines Corp. hold a median 12-month price target of $245 — +4.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 62 of 100 as at 29 Aug 2026 — in the upper half.

Market cap
$222.0B
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
−0.0%
1M
+4.3%
YTD
−18.9%
1Y
−1.7%
From 52W high
−27.9%
From 52W low
+15.3%
$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 29 Aug 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
84
Growth
77
Issuance
76
Quality
75
Revisions
56
Value
53
Accruals
50
Momentum
49
Size
1

Volatility (84): The share price has been relatively steady.

Momentum (49): The shares have been drifting down relative to others.

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 +4.0% 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.

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 28 Aug 2026, International Business Machines Corp. returned −1.7% against +19.9% for the S&P 500, dividends included.

IBM vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120130140Oct 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
−0.9%
Analysts raising
6
Analysts cutting
14
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
21.2×

Cheaper than 38% of US stocks

Price / sales
3.2×

Cheaper than 39% of US stocks

Price / book
6.4×

Cheaper than 16% of US stocks

EV / EBITDA
16.9×

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 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 $222.0B and an enterprise value of $279.2B.

  • 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: 21.2×; forward P/E: 17.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.87%, 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 30 Aug 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.$222.0B
62
ACNAccenture PLC$116.7B
56
CTSHCognizant Technology Solutions Corp.$28.8B
61
FISFidelity National Information Services, Inc.$21.5B
47
BRBroadridge Financial Solutions, Inc.$21.4B
70
CDWCDW Corp.$19.2B
66
LDOSLeidos Holdings, Inc.$17.7B
65

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 Could Be a Massive Winner as the Encryption Reset Becomes Urgent

The Motley Fool · 29 Aug 2026neutral

The Motley Fool reports that IBM may have a multiyear opportunity in the shift to post-quantum security, with potential upside depending on whether the company can convert its technical credibility and enterprise footprint into recurring software, consulting, and infrastructure spending.

Why it matters — IBM watchers would care because the article highlights a potential long-term revenue opportunity in post-quantum security that hinges on IBM's ability to capitalize on its enterprise relationships.

Investor Notice: IBM (NYSE:IBM) Investigated for Potentially Misleading Investors in Securities Fraud Investigation – Contact BFA Law if You Lost Money

GlobeNewsWire · 28 Aug 2026negative

Law firm Bleichmar Fonti & Auld LLP announced an investigation into International Business Machines Corp. (NYSE:IBM) for potential securities fraud following a significant drop in its share price. The firm is inviting IBM investors who may have lost money to seek information about a possible class-action lawsuit.

Why it matters — A securities-fraud investigation by a leading law firm signals legal and reputational risk for IBM tied to its recent stock decline.

IBM Brings AI-Powered US Open Fan Experience Back to Madison Square Park

PRNewsWire · 27 Aug 2026positive

IBM, the official AI and Cloud sponsor of the US Open, is bringing its AI-powered fan experience back to Madison Square Park in New York City from September 10-13, 2026. The free four-day event during Championship Weekend will feature AI-powered tennis activations, a live viewing experience, US Open merchandise, and giveaways.

Why it matters — The event highlights IBM's role as AI and Cloud sponsor of the US Open, showcasing its technology to the public in a high-visibility consumer setting.

Quantum Computing Is Raising the Stakes for Cybersecurity: 5 Stocks to Watch

MarketBeat · 26 Aug 2026neutral

The article reports that the risk of quantum computing breaking traditional encryption is moving from theoretical debate to a real corporate compliance deadline. Quantum advances are narrowing estimates of the resources needed to threaten current cryptographic systems, bringing that risk closer than many sectors expected.

Why it matters — IBM, as a participant in quantum computing and cybersecurity, would be directly relevant to this shift in encryption risk and compliance pressures.

IBM Completes Acquisition of HRL Laboratories to Accelerate the Future of Quantum

PRNewsWire · 26 Aug 2026positive

IBM announced it has completed its acquisition of HRL Laboratories, a research and development institution with expertise spanning quantum computing, quantum sensing, advanced communications, electronics, manufacturing, and materials science. The combination is intended to bring together complementary expertise to accelerate future innovation in quantum and advanced technologies.

Why it matters — An IBM watcher would care because the acquisition strengthens IBM's quantum computing and materials science capabilities, potentially advancing its position in quantum-related innovation.

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 29 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IBM?

As at 29 Aug 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 (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 +4.0% from the last close, and Ticker Nerd's factor model ranks International Business Machines Corp. 62 out of 100 as at 29 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 -1.7% over the 12 months to 28 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 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 (The Motley Fool, 29 Aug 2026): "IBM Could Be a Massive Winner as the Encryption Reset Becomes Urgent". The Motley Fool reports that IBM may have a multiyear opportunity in the shift to post-quantum security, with potential upside depending on whether the company can convert its technical credibility and enterprise footprint into recurring software, consulting, and infrastructure spending.

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