IBM
IBM
Information Technology · IT Consulting & Other Services · US
$229.76
Close 2026-05-10
✗ ETHICAL FAIL

MODERATE MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$215.9B
Trailing P/E
20.30
Forward P/E
17.10
Rev Growth
+9.5%
Profit Margin
15.6%
ROE
35.8%
Analyst Target
$278.18
Recommendation
BUY
About IBM

International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers hybrid cloud and AI platforms that allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment delivers strategy and technology services and intelligent operations, providing business transformation, technology implementation, managed services, application modernization, and AI-powered solutions. The Infrastructure segment provides on-premises and cloud-based server, and storage solutions, as well as life-cycle services for hybrid cloud infrastructure deployment. Its Financing segment offers client and commercial financing, and facilitates IBM clients' acquisition of hardware, software, and services. It has strategic partnerships with various companies, including hyperscalers, service providers, global system integrators, and software and hardware vendors that include Adobe, Amazon Web Services, Microsoft, Oracle, Salesforce, Samsung Electronics and SAP, and others. Additionally, the company operate a data streaming platform. The company has a strategic collaboration with Arm Holdings plc for the development of new dual-architecture hardware that helps enterprises run future AI and data intensive workloads. The company was formerly known as Computing-Tabulating-Recording Co. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.

Opportunity Summary
Trading at $230 against a fair value of $269, a 15% discount. Moderate competitive position. Fails ethical screen (Debt ratio). Ranks better than 15% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.43%)FAIL
Cash Ratio (0.01%)PASS
Receivables Ratio (0.14%)PASS
Revenue Ratio (0.01%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 67.0
Score Quality: 57.0
Score Combined: 43.5
Fair Value Est: $269.00 · Margin of Safety: +17.1% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation99.6
Quality58.1
Cash Flow76.2
Moat50.0
Balance Sheet17.0
Debt Purity0.0
Liquid Purity98.3
Rev Purity80.9
Compliance52.7
Tier: SILVER · Score: 64.7 · Rank: #379
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-223.03Pending--
2026-04-221.811.91+5.5%
2026-01-284.294.52+5.3%
2025-10-222.452.65+8.3%
2025-07-232.652.80+5.5%
2025-04-231.431.60+12.1%
2025-01-293.783.92+3.8%
2024-10-232.232.30+3.3%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$15.9B$1.2B$3.1B$8.9B$2.2B1.30
2025-12-31$19.7B$5.6B$5.9B$11.9B$4.8B5.98
2025-09-30$16.3B$1.7B$4.2B$9.4B$2.8B1.87
2025-06-30$17.0B$2.2B$4.4B$10.0B$3.1B2.36
2025-03-31$14.5B$1.1B$2.8B$8.0B$1.8B1.14
Insider Transactions
DateNameRoleSharesValue
2026-02-25HOWARD MICHELLE J.Director50$11.9K
2026-02-25MIEBACH MICHAELDirector434$101.3K
2026-02-20LAMOREAUX NICKLE JACLYNOfficer4,391--
2026-02-20FEHRING NICOLAS A.Officer1,568--
2026-02-20THOMAS ROBERT DAVIDOfficer8,414--
2026-02-20KAVANAUGH JAMES J.Chief Financial Officer9,832--
2026-02-20KRISHNA ARVINDChief Executive Officer16,903--
2026-02-20COHN GARY DOfficer7,582--
2026-02-18LAMOREAUX NICKLE JACLYNOfficer1,586--
2026-02-18FEHRING NICOLAS A.Officer696--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.77.6M$19.7B0.1%
Vanguard Capital Management LLC60.8M$15.4B0.1%
State Street Corporation54.6M$13.9B0.1%
Vanguard Portfolio Management LLC27.7M$7.0B0.0%
Geode Capital Management, LLC23.1M$5.9B0.0%
Morgan Stanley19.6M$5.0B0.0%
JPMORGAN CHASE & CO18.5M$4.7B0.0%
Capital World Investors17.1M$4.3B0.0%
Bank of America Corporation16.1M$4.1B0.0%
Northern Trust Corporation10.3M$2.6B0.0%
Analyst Recommendations
3 Months Ago
1
10
9
21 analysts
2 Months Ago
2
9
8
21 analysts
Last Month
2
9
8
21 analysts
Current
2
11
7
21 analysts
Strong Buy Buy Hold Sell Strong Sell
Recent Price History
2026-05-10
$229.76
2026-05-09
$229.76
2026-05-08
$225.74
2026-05-08
$225.74
5D Range
May 8
May 8
May 9
May 10
Additional Fundamentals
Enterprise Value
$296.7B
Price/Book
7.24
Beta
0.581
Analysts
20
Total Revenue (TTM)
$68.9B
Total Debt
$69.8B
Earnings Growth
+14.2%
Dividend Yield
294.0%
Rec. Mean
1.90
Short Ratio
3.64
Short % Float
0.0%
Employees
264,300

Elite Intelligence

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Trade Consideration
The Opportunity
Score 43.5 (P54 — top 45.8% of scored tickers). Moderate Moat. Ethical FAIL. 20 analysts at Buy.
Price: $229.76 | Target: $277.68 (+21%) | Fair Value: $269.00 (+17%)
Score
44
Moat
MODERATE
Conviction
Standard
Upside
+21%
The Fundamentals
Revenue Growth+9.5%
Profit Margin0.0%
ROE35.8%
Forward P/E17.1
Market Cap$215.9B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-22$3.03Pending
2026-04-22$1.81$1.91+5.5%
2026-01-28$4.29$4.52+5.3%
2025-10-22$2.45$2.65+8.3%
2025-07-23$2.65$2.80+5.5%
2025-04-23$1.43$1.60+12.1%
Position Sizing Scenarios
Stop: $195.30 (-15%) | Entry: $229.76
SharesCostProfit to TargetR:R
To Consensus ($277.68, 20 analysts)
10$2,297.60+$479.20 (21%)1.4R
50$11,488.00+$2,396.00 (21%)1.4R
100$22,976.00+$4,792.00 (21%)1.4R
To Fair Value ($269.00)
10$2,297.60+$392.40 (17%)1.1R
50$11,488.00+$1,962.00 (17%)1.1R
100$22,976.00+$3,924.00 (17%)1.1R
Risk Factors
  • Elevated short interest (3.64 days to cover)
The Verdict
IBM holds a moderate competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
61.1
Risk Grade
LOW_RISK
Layers
8
Quality: CONSISTENT_BEATER
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.7%
worst expected daily loss, 19 in 20 days
CVaR 95%
-4.9%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.86
above 1.0 is good
Max Drawdown
-31.0%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
95
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
DEATH_CROSS
Bollinger Position
ABOVE_UPPER
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
100.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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Inverse Correlated
TickerCorrelation
EXCL.JK-0.168
ESTERAD.BH-0.160
WDAM.QA-0.153
IPG.KW-0.133
SUKOONTAKAFL.AE-0.128
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Monday
Worst Day
Tuesday
Best Month
Sep
Worst Month
Feb
Fri-Mon Effect
-0.09185879471388002
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-2.5%
Beat Drift Positive %
50.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+8.9%
3M Return
+10.1%
6M Return
-12.5%
12M Return
-0.5%
Momentum Rank
#2149
Momentum Signal
FLAT

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