Brokerages Set International Business Machines Corporation (NYSE:IBM) Target Price at $293.38

International Business Machines Corporation (NYSE:IBM) has been given a consensus rating of “Moderate Buy” by the seventeen analysts that are currently covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, five have issued a hold recommendation, ten have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price target among brokerages that have issued a report on the stock in the last year is $301.8462.

Several equities research analysts have commented on IBM shares. Bank of America upped their price target on shares of International Business Machines from $310.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Royal Bank Of Canada upped their target price on International Business Machines from $300.00 to $350.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Stifel Nicolaus lifted their price target on International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday. Finally, Jefferies Financial Group raised shares of International Business Machines from a “hold” rating to a “buy” rating and raised their price objective for the stock from $300.00 to $360.00 in a research note on Monday, January 5th.

International Business Machines Price Performance

Shares of NYSE:IBM opened at $304.36 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. International Business Machines has a twelve month low of $214.50 and a twelve month high of $324.90. The company’s 50 day moving average is $303.55 and its 200 day moving average is $281.97. The company has a market cap of $284.49 billion, a PE ratio of 36.41, a price-to-earnings-growth ratio of 2.82 and a beta of 0.70.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, October 22nd. The technology company reported $2.65 EPS for the quarter, beating the consensus estimate of $2.45 by $0.20. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The business had revenue of $16.33 billion for the quarter, compared to the consensus estimate of $16.10 billion. During the same period in the prior year, the firm earned $2.30 EPS. The business’s revenue for the quarter was up 9.1% on a year-over-year basis. On average, sell-side analysts forecast that International Business Machines will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Monday, November 10th were issued a $1.68 dividend. The ex-dividend date of this dividend was Monday, November 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. International Business Machines’s payout ratio is presently 80.38%.

Institutional Investors Weigh In On International Business Machines

Institutional investors have recently modified their holdings of the business. Family CFO Inc acquired a new stake in International Business Machines in the second quarter valued at approximately $25,000. Winnow Wealth LLC acquired a new stake in International Business Machines in the 2nd quarter valued at $27,000. Mountain Hill Investment Partners Corp. purchased a new stake in International Business Machines in the 3rd quarter worth $28,000. SWAN Capital LLC acquired a new position in International Business Machines during the third quarter worth $28,000. Finally, Silicon Valley Capital Partners lifted its holdings in International Business Machines by 322.6% during the first quarter. Silicon Valley Capital Partners now owns 131 shares of the technology company’s stock valued at $32,000 after purchasing an additional 100 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Key International Business Machines News

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: IBM finalized its acquisition of Confluent and hit a quantum milestone, reinforcing its data-streaming and advanced-computing strategy — a clear strategic catalyst for revenue and tech leadership. IBM’s Strategic Expansion: Confluent Acquisition Finalized and Quantum Milestone Reached
• Positive Sentiment: Analysts and research note that the Confluent deal should boost EBITDA and free cash flow through margin and scale improvements, supporting valuation upside and cash-return capacity. IBM’s (IBM) Confluent Deal Expected to Boost EBITDA and Free Cash Flow
• Positive Sentiment: Several analysts issued buy/upbeat commentary citing software acceleration and stronger growth prospects for 2026, which lifts investor confidence in forward earnings momentum. IBM Earns Buy Rating as Analysts See Software Acceleration Ahead in 2026
• Neutral Sentiment: Preview pieces outline expectations for IBM’s next earnings report (consensus looking for continued top-line and margin progress); results that beat/confirm guidance could reinforce the current rally. Here’s What to Expect From International Business Machines’ Next Earnings Report
• Neutral Sentiment: IBM research (with the National Retail Federation) finds AI influences shoppers before store visits, supporting demand for IBM’s AI/analytics offerings in retail — a positive narrative but not an immediate revenue shock. AI Is Influencing Shoppers Before They Enter Stores, IBM Study Says
• Neutral Sentiment: Market commentary asks whether it’s too late to buy IBM after a strong multi-year run — discussion focuses on valuation metrics (higher P/E) versus continued growth potential. Is It Too Late To Consider Buying IBM (IBM) After Its Strong Five Year Run?
• Neutral Sentiment: Feature pieces projecting a stronger 2026 point to upside if IBM sustains software/AI momentum, but they are forward-looking and contingent on execution. IBM Stock Had a Good 2025. It Could Have an Even Better 2026.
• Neutral Sentiment: Coverage of Datavault AI’s expanded collaboration with IBM highlights partner-led adoption of IBM edge/AI tech; Datavault’s own stock volatility is not a material event for IBM but signals ecosystem demand. What’s Going On With Datavault AI Stock Thursday?
• Neutral Sentiment: Reporting that Datavault shares fell after a major shareholder sale notes short-term partner-stock noise; this is relevant to the partnership narrative but not materially negative for IBM. Datavault AI (DVLT) Stock Falls Friday After Major Shareholder Dumps 14.7M Shares

About International Business Machines

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.