IBM International Business Machines

$302.11

*Only the 1D chart reflects 15-min delayed quotes during market hours. Other timeframes update after market close.

Reporting for fiscal period ending 2025-12-31
Expected on Jan 28, 2026
Report Time: After the Bell
The Whisper Number
$4.59
Consensus Estimate: $4.32
Revenue Estimate: $19.23B

Latest Earnings Insight

As International Business Machines (IBM) approaches its earnings announcement on October 22, investors are keenly focused on the company's ability to sustain its strategic pivot towards cloud computing and AI-driven solutions, which have been pivotal in its recent transformation. With an EPS estimate of $2.44 and a revenue forecast of $16.09 billion, IBM's performance will be closely scrutinized against the whisper number of $2.21, which suggests a slightly more conservative market sentiment. This earnings season, IBM's substantial market cap of approximately $259 billion underscores its significant presence in the tech industry, and any deviation from expectations could influence investor confidence. As IBM continues to navigate its strategic initiatives, the upcoming results will be a critical indicator of its success in capturing growth opportunities in the evolving digital landscape.

Updated On 12/31/2025

About International Business Machines

International Business Machines Corporation (IBM) is an American multinational technology company headquartered in Armonk, New York, with operations in over 170 countries. The company began in 1911, founded in Endicott, New York, as the Computing-Tabulating-Recording Company (CTR) and was renamed International Business Machines in 1924. IBM is incorporated in New York. IBM produces and sells computer hardware, middleware and software, and provides hosting and consulting services in areas ranging from mainframe computers to nanotechnology. IBM is also a major research organization, holding the record for most annual U.S. patents generated by a business (as of 2020) for 28 consecutive years. Inventions by IBM include the automated teller machine (ATM), the floppy disk, the hard disk drive, the magnetic stripe card, the relational database, the SQL programming language, the UPC barcode, and dynamic random-access memory (DRAM). The IBM mainframe, exemplified by the System/360, was the dominant computing platform during the 1960s and 1970s.

Website: https://www.ibm.com

Sector
TECHNOLOGY
Industry
COMPUTER & OFFICE EQUIPMENT
Exchange
NYSE
Country
USA
Currency
USD
Fiscal Year End
December
CIK
51143
Address
1 NEW ORCHARD ROAD, ARMONK, NY, US
Valuation
Market Cap
$221.44B
P/E Ratio
37.20
PEG Ratio
1.64
Price to Book
8.11
Performance
EPS
$6.42
Dividend Yield
2.80%
Profit Margin
9.60%
ROE
24.10%
Technicals
50D MA
$248.76
200D MA
$221.89
52W High
$266.45
52W Low
$157.33
Fundamentals
Shares Outstanding
927M
Target Price
$255.49
Beta
0.66

IBM EPS Estimates vs Actual

● Estimated
● Actual

IBM News & Sentiment

Dec 31, 2025 • MarketBeat SOMEWHAT-BULLISH
Shum Financial Group Inc. Buys Shares of 3,574 International Business Machines Corporation $IBM
Shum Financial Group Inc. initiated a new position in International Business Machines (IBM) during the third quarter, acquiring 3,574 shares valued at approximately $1,008,000. IBM recently surpassed earnings and revenue expectations, reporting $2.65 EPS and $16.33 billion in revenue, with a consensus analyst rating of "Moderate Buy" and an average target price of $293.38. The company also declared a quarterly dividend of $1.68 per share.
Dec 31, 2025 • Kalkine Media NEUTRAL
McKesson (NYSE:MCK) Shares Hold Flat Within NYSE Composite Index
McKesson (NYSE:MCK) shares are holding flat within the NYSE Composite Index, performing consistently. The article provides a detailed look into McKesson Corporation's healthcare distribution activities, operational segments, and market positioning, emphasizing its supply chain infrastructure and technology-enabled services. It highlights the company's role in the healthcare sector and its inclusion in broad market indexes.
Dec 31, 2025 • MarketBeat SOMEWHAT-BULLISH
Calamos Wealth Management LLC Purchases 3,589 Shares of International Business Machines Corporation $IBM
Calamos Wealth Management LLC increased its stake in International Business Machines (IBM) by 75.7%, adding 3,589 shares to own a total of 8,328 shares valued at approximately $2.35 million. Other institutional investors like Vanguard, State Street, and Geode Capital Management also significantly boosted their positions in IBM. The article also highlights IBM's strong Q3 earnings, its strategic positioning in AI and quantum computing, and a consensus "Moderate Buy" rating from analysts with an average price target of $293.38.
Dec 31, 2025 • MarketBeat SOMEWHAT-BULLISH
S&P Global Inc. $SPGI Shares Sold by Calamos Advisors LLC
Calamos Advisors LLC reduced its stake in S&P Global Inc. by 11.9% in the third quarter, while several other institutional investors significantly increased their positions. Despite Calamos's sale, the consensus Wall Street rating for S&P Global remains "Buy" with an average price target of $614.93, suggesting potential upside from its current share price. The article also provides a financial overview of S&P Global, highlighting its market capitalization, P/E ratio, and recent earnings data.
Dec 31, 2025 • MarketBeat BULLISH
International Business Machines Corporation $IBM Shares Sold by Calamos Advisors LLC
Calamos Advisors LLC reduced its stake in International Business Machines (NYSE:IBM) by 25.2% in the third quarter, selling 40,335 shares and retaining 119,870 shares valued at approximately $33.82 million. Despite this, IBM has a "Moderate Buy" consensus rating with an average target price of $293.38, driven by positive sentiment around its AI and quantum computing advancements, and strong institutional ownership. The company recently reported an EPS beat and revenue growth, paying a quarterly dividend of $1.68 per share.
Dec 30, 2025 • MarketBeat SOMEWHAT-BULLISH
International Business Machines (NYSE:IBM) Stock Price Down 1.2% - Here's What Happened
International Business Machines (NYSE:IBM) stock fell 1.2% on Tuesday to $302.06 with lighter trading volume. Despite positive sentiment around IBM's transformation into an AI leader, propelled by an $11 billion AI-related deal and partnerships, recent media coverage related to the death of former CEO Lou Gerstner may have created short-term sentiment pressure. Analysts have a "Moderate Buy" consensus rating with a target price of $293.38, and IBM continues to attract income investors with a $6.72 annual dividend.
Sentiment Snapshot

Average Sentiment Score:

0.296
50 articles with scored sentiment

Overall Sentiment:

Bullish

IBM Reported Earnings

Jul 23, 2025
Jun 30, 2025 (Post market)
0.15 Surprise
  • Reported EPS: $2.80
  • Estimate: $2.65
  • Whisper: —
  • Surprise %: 5.7%
Apr 23, 2025
Mar 31, 2025 (Post market)
0.04 Surprise
  • Reported EPS: $1.12
  • Estimate: $1.08
  • Whisper: —
  • Surprise %: 3.7%
Jan 29, 2025
Dec 31, 2024 (Post market)
-0.39 Surprise
  • Reported EPS: $3.09
  • Estimate: $3.48
  • Whisper: —
  • Surprise %: -11.2%
Oct 23, 2024
Sep 30, 2024 (Post market)
0.07 Surprise
  • Reported EPS: $2.30
  • Estimate: $2.23
  • Whisper: —
  • Surprise %: 3.1%
Jul 24, 2024
Jun 30, 2024 (Post market)
0.26 Surprise
  • Reported EPS: $2.43
  • Estimate: $2.17
  • Whisper: —
  • Surprise %: 12.0%
Apr 24, 2024
Mar 31, 2024 (Post market)
0.08 Surprise
  • Reported EPS: $1.68
  • Estimate: $1.60
  • Whisper: —
  • Surprise %: 5.0%
Jan 24, 2024
Dec 31, 2023 (Post market)
0.09 Surprise
  • Reported EPS: $3.87
  • Estimate: $3.78
  • Whisper: —
  • Surprise %: 2.4%
Oct 25, 2023
Sep 30, 2023 (Post market)
0.07 Surprise
  • Reported EPS: $2.20
  • Estimate: $2.13
  • Whisper: —
  • Surprise %: 3.3%
Jul 19, 2023
Jun 30, 2023 (Post market)
0.18 Surprise
  • Reported EPS: $2.18
  • Estimate: $2.00
  • Whisper: —
  • Surprise %: 9.0%

Financials