International Business Machines (NYSE:IBM) Upgraded by Barclays to “Strong-Buy” Rating

International Business Machines (NYSE:IBM) was upgraded by stock analysts at Barclays to a “strong-buy” rating in a research report issued to clients and investors on Monday,Zacks.com reports.

A number of other equities research analysts have also issued reports on IBM. JPMorgan Chase & Co. dropped their price target on International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. Wedbush set a $350.00 price target on International Business Machines in a research report on Tuesday. Stifel Nicolaus set a $290.00 price target on International Business Machines in a research report on Friday, May 22nd. Weiss Ratings lowered International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, May 21st. Finally, BMO Capital Markets dropped their price target on International Business Machines from $290.00 to $270.00 and set a “market perform” rating for the company in a research report on Thursday, April 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $299.17.

International Business Machines Price Performance

IBM stock opened at $329.72 on Monday. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. The business has a 50 day simple moving average of $241.55 and a 200-day simple moving average of $270.75. The firm has a market capitalization of $309.90 billion, a PE ratio of 29.15, a price-to-earnings-growth ratio of 3.32 and a beta of 0.67. International Business Machines has a 1 year low of $212.34 and a 1 year high of $332.46.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. The business had revenue of $15.92 billion during the quarter, compared to analyst estimates of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The business’s revenue was up 9.5% compared to the same quarter last year. During the same period in the prior year, the business earned $1.60 earnings per share. Equities research analysts anticipate that International Business Machines will post 12.4 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Blue Edge Capital LLC grew its position in International Business Machines by 22.9% in the first quarter. Blue Edge Capital LLC now owns 8,316 shares of the technology company’s stock worth $2,016,000 after acquiring an additional 1,551 shares during the period. Caerus Investment Advisors LLC grew its position in International Business Machines by 35.7% in the first quarter. Caerus Investment Advisors LLC now owns 1,418 shares of the technology company’s stock worth $344,000 after acquiring an additional 373 shares during the period. First Nebraska Trust Co purchased a new position in International Business Machines in the first quarter worth approximately $3,422,000. Foguth Wealth Management LLC. grew its position in International Business Machines by 10.0% in the first quarter. Foguth Wealth Management LLC. now owns 2,603 shares of the technology company’s stock worth $631,000 after acquiring an additional 236 shares during the period. Finally, Integrated Investment Consultants LLC grew its position in International Business Machines by 0.4% in the first quarter. Integrated Investment Consultants LLC now owns 12,296 shares of the technology company’s stock worth $2,980,000 after acquiring an additional 50 shares during the period. 58.96% of the stock is currently 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: IBM’s $10 billion quantum-computing investment plan boosted investor enthusiasm by signaling a long-term push to lead in fault-tolerant quantum systems. IBM Commits More Than $10 Billion to Quantum Computing
• Positive Sentiment: Barclays initiated coverage with an Overweight rating and a $350 price target, while Wedbush also raised its target, suggesting Wall Street sees more upside despite the run-up. Wedbush lifts IBM price target as AI transformation fears give way to execution confidence
• Positive Sentiment: Coverage highlighting IBM as a top quantum-computing beneficiary in 2026 added to momentum, with investors viewing IBM as a potential leader in the sector. Why IBM Could Be One of the Biggest Quantum Computing Winners in 2026
• Neutral Sentiment: Recent articles also pointed to IBM’s stock being expensive after the rally, with some analysts flagging overvaluation risk as expectations rose quickly. IBM Stock Surges on Trump Video, $10B Quantum Bet: Analysts Flag Overvaluation Risk
• Neutral Sentiment: IBM also benefited from broader AI/software optimism after Nvidia-related commentary eased fears that AI would displace enterprise software vendors, supporting the stock’s move. Arm, IBM and Hewlett Packard soar as Nvidia chip ‘reinvention’ extends software rally

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.