IBMTechnology · Information Technology ServicesThe 25 Wall Street analysts covering International Business Machines Corp. hold a median 12-month price target of $265 — +4.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 62 of 100 as at 4 Nov 2026 — in the upper half.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (85): The share price has been relatively steady.
Issuance (46): The company has been issuing shares or taking on financing, diluting existing holders.
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 systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on IBM, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +4.2% from it.
Of the 20 most recent actions, 12 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | Baird | Maintains | Neutral | $230 → $260 |
| 22 Oct 2026 | Barclays | Maintains | Overweight | $262 → $277 |
| 22 Oct 2026 | BMO Capital | Maintains | Market Perform | $230 → $265 |
| 22 Oct 2026 | Citigroup | Maintains | Buy | $245 → $280 |
| 22 Oct 2026 | Jefferies | Maintains | Buy | $270 → $280 |
| 22 Oct 2026 | JP Morgan | Maintains | Overweight | $250 → $269 |
| 22 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $238 → $240 |
| 22 Oct 2026 | RBC Capital | Reiterates | Outperform | $270 |
| 22 Oct 2026 | Stifel | Maintains | Buy | $235 → $260 |
| 22 Oct 2026 | Susquehanna | Maintains | Neutral | $235 → $256 |
| 22 Oct 2026 | UBS | Maintains | Neutral | $236 → $243 |
| 15 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $190 → $238 |
| 13 Oct 2026 | RBC Capital | Reiterates | Outperform | — |
| 13 Oct 2026 | RBC Capital | Reiterates | Outperform | $270 |
| 9 Oct 2026 | Truist Securities | Initiates | Hold | $240 |
| 9 Oct 2026 | Truist Securities | Initiates | Hold | — |
| 31 Aug 2026 | Susquehanna | Maintains | Neutral | $225 → $235 |
| 31 Aug 2026 | Susquehanna | Maintains | Neutral | — |
| 24 July 2026 | Citigroup | Maintains | Buy | $255 → $245 |
| 24 July 2026 | Citigroup | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
IBM appears in the Radar on the weeks it earns a place.
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AI chips
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, International Business Machines Corp. returned −13.3% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 35% of US stocks
Cheaper than 35% of US stocks
Cheaper than 14% of US stocks
Cheaper than 17% of US stocks
Higher than 39% of US stocks
Higher than 64% of US stocks
Higher than 71% of US stocks
Higher than 75% of US stocks
Higher than 78% of US stocks
Higher than 90% of US stocks
Higher than 78% of US stocks
Higher than 84% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $236.3B and an enterprise value of $295.4B.
Revenue in the twelve months to 30 June 2026: $69.1B. The latest quarter grew 4.7% 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.
Trailing P/E: 21.3×; forward P/E: 18.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.71%, paying out 58% of earnings.
International Business Machines Corp. employs 264,300 people — $261K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| IBMInternational Business Machines Corp. | $236.3B | 62 |
| ACNAccenture Plc | $162.6B | 61 |
| CTSHCognizant Technology Solutions Corp. | $29.6B | 46 |
| BRBroadridge Financial Solutions, Inc. | $22.1B | 64 |
| CDWCDW Corp. | $21.1B | 68 |
| LDOSLeidos Holdings, Inc. | $17.0B | 59 |
| FISFidelity National Information Services, Inc. | $15.4B | 44 |
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 →
The Motley Fool excerpt identifies an episode of Hidden Gems Investing in which contributors Jon Quast, Matt Frankel, and Lou Whiteman discuss IBM and AI, but it provides no details about their discussion.
Why it matters — IBM watchers may note that the item concerns the company’s AI messaging, although the excerpt does not state what was said.
The article says Dow Dogs remain expensive relative to their dividends, although robust free cash flow supports payouts for 21 of the 30 stocks. None of the top ten currently meets the ideal dividend-to-price ratio, and the article notes elevated risks and volatility.
Why it matters — The excerpt offers broad context on dividend valuations and payout safety among Dow stocks, but provides no IBM-specific assessment.
IBM’s stock declined 18.5% over the past year, amid concerns about AI disruption, margin pressures and competition. The excerpt also notes hybrid cloud demand and rising earnings estimates.
Why it matters — IBM watchers may weigh the cited business pressures against the positive indicators mentioned in the excerpt.
Ross Perot left IBM in 1962 after the company capped his commissions and started a business with a borrowed $1,000. General Motors bought the company in 1984 for $2.5 billion.
Why it matters — The account highlights a former IBM employee’s later success building a company that was acquired by a major corporation.
The Motley Fool compared IBM and Salesforce revenue trends, noting that IBM had the larger top line across the last eight quarters but showed quarter-over-quarter volatility, including regular first-calendar-quarter declines. Salesforce was described as having a smoother, more consistent upward trajectory.
Why it matters — IBM watchers may note the contrast between IBM’s higher recent revenue scale and Salesforce’s steadier expansion pattern.
The 25 Wall Street analysts covering International Business Machines Corp. have a median 12-month price target of $265, with estimates ranging from $174 to $300. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
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. 62 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 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 (85 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +4.2% from the last close, and Ticker Nerd's factor model ranks International Business Machines Corp. 62 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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 $300 over the next 12 months.
International Business Machines Corp. returned -13.3% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (The Motley Fool, 5 Nov 2026): "Did IBM Just Tell the Truth About AI?". The Motley Fool excerpt identifies an episode of Hidden Gems Investing in which contributors Jon Quast, Matt Frankel, and Lou Whiteman discuss IBM and AI, but it provides no details about their discussion.
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
