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IBM International Business Machines Corporation

USTechnology
$296.33-1.89%OpenMarket Cap: $278.52B

As of 2026-07-09 10:42

Why IBM matters now

International Business Machines Corporation (IBM) is a US stock in Technology. The latest InvestLog snapshot shows $296.33 with -1.89% on the session and $278.52B in market capitalization; recent performance reads 1-month +12.04% and YTD -15.90%.

The latest financial table shown here is Q1 2026, with revenue of $15.92B, net income of $1.22B, and EPS of $1.28. Investors can compare that operating picture with valuation signals such as P/E 20.43 and FCF yield 5.6%.

InvestLog's latest related AI research is a SEC Material Disclosure note titled "INTERNATIONAL BUSINESS MACHINES CORP files 8-K Item 2.03 debt financing — $2.50B". The latest indexable market news headline is "IBM—and Quantum Computing—Gets an Unlikely Celebrity Endorsement" from Barrons.

Additional event context on this page matters because analyst consensus is Hold with a median target of $325.00; recent insider activity includes Fehring Nicolas A. filing G-Gift; recent congressional disclosure data includes Matt Van Epps Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

20.43

PEG

0.27

P/B

7.09

P/S

3.40

EV/EBITDA

16.62

DCF Value

$407.93

FCF Yield

5.6%

Div Yield

2.7%

Margins & Returns

Gross Margin

59.0%

Operating Margin

16.4%

Net Margin

15.6%

ROE

35.5%

ROA

6.9%

ROIC

9.0%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$15.92B$1.22B$1.28
Q4 2025$19.69B$5.60B$5.88
FY 2025$67.53B$10.59B$11.17
Q3 2025$16.33B$1.74B$1.84

Analyst Ratings

Consensus

Hold

Target (Consensus)

$311.33

Target (Median)

$325.00

Target Range

$225.00 - $360.00

Strong Buy: 2Buy: 11Hold: 8Sell: 0Strong Sell: 2
CitigroupBuy
2026-06-03
WedbushOutperform
2026-05-29
RBC CapitalOutperform
2026-05-06
HSBCHold
2026-04-28
Morgan StanleyEqual Weight
2026-04-23

Trading Activity

Insider Trades

Fehring Nicolas A.officer: VP, Controller
Sell2026-06-04
Pollack Martha Edirector
Sell2026-04-01
ZOLLAR ALFRED Wdirector
Sell2026-04-01
WADDELL FREDERICK Hdirector
Sell2026-04-01
VOSER PETER R.director
Sell2026-04-01

Congress Trades

Matt Van EppsSell
2026-06-17
Maria Elvira SalazarBuy
2026-06-09
Gilbert CisnerosSell
2026-06-09
Josh GottheimerSell
2026-05-20
Ro KhannaBuy
2026-05-13

Company Info

Sector

Technology

Industry

Information Technology Services

Country

US

Exchange

Beta

0.67

International Business Machines Corporation (IBM) delivers comprehensive technology solutions and services across the globe. The company's operations are structured into four primary segments: Software, Consulting, Infrastructure, and Financing. The Software division provides hybrid cloud platforms and a range of software offerings, including Red Hat's enterprise open-source solutions. It also develops software for business automation, AIOps and management, integration, and application servers, in addition to data and artificial intelligence tools. This segment further supplies security software and services for threat, data, and identity management, and offers critical transaction processing software that supports essential on-premise workloads for industries such as banking, airlines, and retail. The Consulting arm delivers business transformation services, which encompass strategy development, business process design and operational improvements, data and analytics insights, and system integration. It additionally provides technology consulting and specialized application and cloud platform services. IBM's Infrastructure segment offers both on-premises and cloud-based server and storage solutions, specifically tailored for clients' crucial and regulated operations. It also extends support and solutions for hybrid cloud infrastructure, alongside remanufacturing and remarketing services for used equipment. The Financing segment provides various financial services, such as leasing, installment payment plans, loan financing, and short-term working capital solutions. Originally established in 1911 as the Computing-Tabulating-Recording Co., the company is now known as International Business Machines Corporation and maintains its headquarters in Armonk, New York.