International Business Machines (NYSE:IBM) Stock Price Expected to Rise, Evercore ISI Analyst Says

International Business Machines (NYSE:IBM) had its target price raised by research analysts at Evercore ISI from $330.00 to $345.00 in a research note issued to investors on Thursday, Marketbeat Ratings reports. The firm currently has an “outperform” rating on the technology company’s stock. Evercore ISI’s price objective would suggest a potential upside of 12.57% from the stock’s previous close.

Several other equities analysts have also issued reports on IBM. Stifel Nicolaus boosted their price target on International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Bank of America boosted their target price on shares of International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Wedbush increased their target price on shares of International Business Machines from $325.00 to $340.00 and gave the stock an “outperform” rating in a research note on Thursday. Oppenheimer initiated coverage on shares of International Business Machines in a research note on Friday, November 21st. They issued an “outperform” rating and a $360.00 price target for the company. Finally, UBS Group increased their price objective on shares of International Business Machines from $210.00 to $236.00 and gave the stock a “sell” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $330.07.

International Business Machines Price Performance

Shares of NYSE IBM opened at $306.48 on Thursday. The company has a quick ratio of 0.89, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The company has a market capitalization of $286.48 billion, a PE ratio of 27.49, a P/E/G ratio of 2.99 and a beta of 0.70. The firm has a fifty day simple moving average of $302.85 and a 200 day simple moving average of $283.14. International Business Machines has a twelve month low of $214.50 and a twelve month high of $324.90.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping the consensus estimate of $4.33 by $0.19. The firm had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period last year, the company posted $3.92 EPS. On average, sell-side analysts forecast that International Business Machines will post 10.78 EPS for the current year.

Insider Buying and Selling at International Business Machines

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average price of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director owned 9,258 shares in the company, valued at $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.18% of the stock is owned by corporate insiders.

Institutional Trading of International Business Machines

Several institutional investors and hedge funds have recently modified their holdings of the stock. Family CFO Inc purchased a new position in International Business Machines during the 2nd quarter worth $25,000. Winnow Wealth LLC bought a new position in shares of International Business Machines during the second quarter valued at about $27,000. Mountain Hill Investment Partners Corp. bought a new stake in International Business Machines in the 3rd quarter worth about $28,000. Joseph Group Capital Management bought a new stake in International Business Machines in the 4th quarter worth about $28,000. Finally, SWAN Capital LLC purchased a new stake in International Business Machines in the 3rd quarter valued at about $28,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

More International Business Machines News

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

• Positive Sentiment: Q4 beat and upgraded 2026 revenue outlook — IBM reported better‑than‑expected Q4 EPS and revenue, highlighted strong software and AI (watsonx/Red Hat) momentum, and gave FY‑2026 revenue guidance above Street consensus. These fundamentals are the primary driver of recent upside interest. IBM Q4 Earnings Surpass Estimates
• Positive Sentiment: AI & software growth narrative strengthened — Management said AI‑related revenue and software growth powered the quarter (software +14%, infrastructure +21%), and IBM is positioning with its Confluent acquisition to expand data streaming for AI workloads — a strategic tailwind for valuation. Analysis Of IBM’s Confluent Acquisition
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms lifted price targets and reiterated buy/outperform views after the quarter (Evercore to $345 outperf; JPMorgan raised its target). Upgrades add buying pressure and validate management’s AI story. Evercore Raises Target JPMorgan Raises IBM Target
• Positive Sentiment: Shareholder returns intact — IBM declared its quarterly dividend ($1.68 per share), supporting income investors and signaling confidence in cash flow. (Ex‑dividend date noted in company disclosures.)
• Positive Sentiment: Board addition brings operating experience — IBM elected Ramon L. Laguarta (former PepsiCo CEO) to the board, adding consumer‑sector and global ops expertise that investors often view as governance strength. IBM Elects Ramon L. Laguarta
• Neutral Sentiment: Large bond sale draws attention to funding and leverage — IBM has launched multi‑part bond offerings (euro and dollar) to fund deals and operations; investors are parsing issuance size, yields and the impact on balance‑sheet leverage. This is a funding update rather than an earnings surprise, so impact is mixed. IBM Bond Sale Puts Fresh Funding And Valuation In Investor Focus
• Negative Sentiment: Bearish/critical takes remain — Some analysts and commentaries highlight risks (execution, macro sensitivity, or areas of weakness) and published critical pieces framing cautionary scenarios that can pressure sentiment after initial euphoria. IBM: Limping Into 2026

International Business Machines Company Profile

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.