Price (90d)
$237.14Signal Score (90d)
123Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $67.54B | $10.59B | $11.36 |
| 2024 | $62.75B | $6.02B | $6.53 |
| 2023 | $61.86B | $7.50B | $8.23 |
| 2022 | $60.53B | $1.64B | $1.82 |
| 2021 | $57.35B | $5.74B | $6.41 |
Social Signal Score
Earnings
Wed, Oct 21(in 2 months)
Consensus estimate $2.90 per share
Typical surprise +5.5% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 22$2.93 vs $2.93beat
- Wed, Apr 22$1.91 vs $1.81beat
- Wed, Jan 28$4.52 vs $4.31beat
- Wed, Oct 22$2.65 vs $2.45beat
- Wed, Jul 23$2.80 vs $2.65beat
- Wed, Apr 23$1.60 vs $1.42beat
Estimates and results for IBM via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from IBM's reported EPS growth of 15.4% a year over 4 years.
- EPS in 5 years
- $23.25
- Implied price
- $604.60
- Return from $234.32
- 20.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $300.59 — today's price is already 22.0% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 18 | 22 | 26 | 30 | 34 |
|---|---|---|---|---|---|
| 5.4% | 2.6% | 6.8% | 10.4% | 13.6% | 16.5% |
| 10.4% | 7.4% | 11.8% | 15.6% | 19.0% | 22.0% |
| 15.4% | 12.3% | 16.9% | 20.9% | 24.4% | 27.5% |
| 20.4% | 17.2% | 22.0% | 26.1% | 29.8% | 33.1% |
| 25.4% | 22.0% | 27.0% | 31.3% | 35.2% | 38.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (19)
- Newsgurufocus.com·23h ago·Neutral
IBM Stock Drops Despite Major OpenAI Partnership International Business Machines (IBM), the enterprise-tech heavyweight betting hard on AI and hybrid cloud, announced a major partnership with OpenAI. IBM share
View source ↗ - Newszacks.com·1d ago·Positive
AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now? IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.
View source ↗ - News (RSS)fortune·1d ago·Neutral
OpenAI swaps chief revenue officer amid executive departures In today's edition: OpenAI's leadership musical chairs; Microsoft's "super app," Tim Cook in Texas, Databricks, Flock cameras, IBM, and China's AI influence.
View source ↗ - Newsglobenewswire.com·1d ago·Negative
IBM Reminder: BFA Law Reminds IBM Investors of the Pending Securities Fraud Investigation to Recover Losses NEW YORK, Aug. 14, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into International Business Machines Corporation (NYSE:IBM) for potential securities fraud after its significant stock drop. If you invested in IBM, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/ibm-class-action-lawsu…
View source ↗ - Newstechcrunch.com·1d ago·Neutral
IBM partners with OpenAI to bolster enterprise AI push IBM on Thursday announced its partnership with OpenAI to bring the AI company's models and tools to more enterprise customers, opening another avenue for OpenAI to connect with some of the world's largest companies through IBM's global consulting business as competition for corporate AI spending intensifies.
View source ↗ - Newspymnts.com·1d ago·Neutral
What IBM's Quantum Breakthrough Means for the $100 Million CFO CFOs with a soft spot for science fiction have traditionally viewed quantum computing as something both intriguing conceptually and consequential enough to monitor.
View source ↗ - Newszacks.com·2d ago·Positive
Can IBM's Together AI Cloud Deal Boost Its Growth Prospects? IBM's $240 million Together AI deal is set to expand AI cloud infrastructure with NVIDIA systems, targeting high-performance inference and long-term growth.
View source ↗ - Newsseekingalpha.com·2d ago·Neutral
Wall Street Lunch: Trump's MMR Split Plan Faces FDA, Manufacturing Hurdles Merck (MRK) and GSK face regulatory and manufacturing hurdles to producing individual MMR vaccines, with FDA approval likely to take years. IBM (IBM) is deepening its AI capabilities by integrating OpenAI models into its consulting platform, targeting enterprise AI and cybersecurity solutions.
View source ↗ - Newsprnewswire.com·2d ago·Neutral
IBM Partners with OpenAI to Accelerate Secure AI Deployment for Enterprises Across Core Operations Joint go-to-market partnership embeds OpenAI frontier models like GPT-5.6 and other products into IBM Consulting's AI delivery platform and assets to help organizations modernize applications and strengthen security Specialized IBM forward-deployed units trained through the OpenAI Partner Network will help organizations convert legacy workflows into AI-ready operations IBM launches a dedicated O…
View source ↗ - Newsprnewswire.com·3d ago·Negative
International Business Machines Corporation (IBM) $68 Billion Wipeout Amid Z Shortfall Triggers Investigation - HBSS SAN FRANCISCO, Aug. 12, 2026 /PRNewswire/ -- National shareholder rights firm Hagens Berman is investigating potential violations of U.S. securities laws by blue chip company International Business Machines Corporation (NYSE: IBM) after its CEO Arvind Krishna previewed disastrous Q2 2026 financial results on July 14, 2026. The market's immediate reaction was to send the price of I
View source ↗ - Newsglobenewswire.com·3d ago·Negative
IBM Securities Investigation: IBM Securities Fraud Investigation is Pending – Contact BFA Law if You Lost Money after the 25% Stock Drop NEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into International Business Machines Corporation (NYSE:IBM) for potential securities fraud after its significant stock drop. If you invested in IBM, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com
View source ↗ - News (RSS)investing.com·3d ago·Neutral
Why is International Business Machines stock gaining today?
View source ↗ - Newsbenzinga.com·3d ago·Neutral
IBM Lands $240 Million AI Deal with Together AI to Scale Inference IBM (NYSE:IBM) shares are trading higher on Tuesday as the company is expanding its AI capabilities through a $240 million multi-year agreement with Together AI.
View source ↗ - News247wallst.com·4d ago·Neutral
IBM's CEO Just Did the Math on AI Spending — and the Numbers Don't Add Up Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon ( NASDAQ:AMZN | AMZN Price Prediction ), Alphabet ( NASDAQ:GOOG ), Microsoft ( NASDAQ:MSFT ), and Meta Platforms ( NASDAQ:META ) combined, up 77% from $410 billion just last year.
View source ↗ - Newsreuters.com·4d ago·Negative
IBM, Together AI ink $240 million deal for Nvidia-powered AI inference cluster IBM and startup Together AI have signed a $240 million multi-year agreement to build a large-scale artificial intelligence cluster on IBM Cloud using Nvidia systems, the companies said on Tuesday.
View source ↗ - Newsprnewswire.com·4d ago·Neutral
IBM and Together AI Sign Multi-Year Agreement to Scale Open-Source AI Inference with NVIDIA AI Infrastructure on IBM Cloud First large-scale inference cluster with Together AI on IBM Cloud using NVIDIA HGX B300 systems to help enterprises run AI workloads, designed for fast and efficient production ARMONK, N.Y. and SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ -- IBM (NYSE: IBM) announced a collaboration with Together AI to deliver IBM and NVIDIA AI infrastructure.
View source ↗ - Newsglobenewswire.com·5d ago·Negative
IBM (NYSE:IBM) Securities Fraud Investigation: Investors who Lost Money when Stock Plummeted 25% are Notified to Contact BFA Law NEW YORK, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into International Business Machines Corporation (NYSE:IBM) for potential securities fraud after its significant stock drop. If you invested in IBM, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/ib
View source ↗ - 4chan /biz/biz·8d ago·Negative
>>62569801 Too complicated. Mine is just ELF (line go up), IBM (quantum), and MSFT (bags). There was also META, but I sold for a good bundle before the earnings dump
View source ↗ - News (RSS)economist·197d ago·Neutral
How IBM became an AI darling It has pulled off yet another striking turnaround
View source ↗