IBMIBM
IBM
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
218% more first-time investments, than exits
New positions opened: 347 | Existing positions closed: 109
49% more call options, than puts
Call options by funds: $4.83B | Put options by funds: $3.24B
6% more funds holding
Funds holding: 2,896 [Q3] → 3,066 (+170) [Q4]
1.13% more ownership
Funds ownership: 60.78% [Q3] → 61.9% (+1.13%) [Q4]
3% more capital invested
Capital invested by funds: $128B [Q3] → $132B (+$3.77B) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 1,152 | Existing positions reduced: 1,152
6% less funds holding in top 10
Funds holding in top 10: 88 [Q3] → 83 (-5) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$228
5%
downside
Avg. target
$267
11%
upside
High target
$320
33%
upside
8 analyst ratings
4 positive
50%
4 neutral
50%
0 negative
0%
RBC Capital Matthew Swanson 16% 1-year accuracy 7 / 43 met price target | 15%upside $276 | Outperform Reiterated | 14 Apr 2025 |
Jefferies Brent Thill 29% 1-year accuracy 22 / 77 met price target | 10%upside $265 | Hold Maintained | 31 Mar 2025 |
Oppenheimer Param Singh 0% 1-year accuracy 0 / 6 met price target | 33%upside $320 | Outperform Initiated | 11 Feb 2025 |
JP Morgan Brian Essex 44% 1-year accuracy 14 / 32 met price target | 2%upside $244 | Neutral Maintained | 30 Jan 2025 |
B of A Securities Wamsi Mohan 51% 1-year accuracy 44 / 86 met price target | 12%upside $270 | Buy Maintained | 30 Jan 2025 |
Financial journalist opinion
Based on 51 articles about IBM published over the past 30 days
Neutral
Zacks Investment Research
18 hours ago
IBM (IBM) Exceeds Market Returns: Some Facts to Consider
IBM (IBM) concluded the recent trading session at $239.06, signifying a +1.52% move from its prior day's close.

Positive
Schwab Network
3 days ago
Tech Corner: IBM
IBM, or International Business Machines (IBM), is a legacy tech company with big roots in cloud and bigger growth prospects in its A.I. business. George Tsilis looks at the company's comprehensive business model, as well as its burgeoning growth in its quantum computing division.

Negative
The Motley Fool
3 days ago
Want to Invest in Quantum Computing? 3 Stocks That Are Great Buys Right Now
Quantum computing will change the world. The technology promises to solve computing problems that are way beyond the powers of today's digital chips.

Neutral
GlobeNewsWire
4 days ago
The Rise of Graph Database Market: A $2,143.0 million Industry Dominated by IBM Corporation (US), Oracle (US), Graphwise (Australia)| MarketsandMarkets™
Delray Beach, FL, April 11, 2025 (GLOBE NEWSWIRE) -- The Graph Database Market is estimated to grow USD 2,143.0 million by 2030 from USD 507.6 million in 2024, at a Compound Annual Growth Rate (CAGR) of 27.1 % during the forecast period , according to a new report by MarketsandMarkets™. Graph databases ensure enterprise knowledge management by rebuilding complex data with interconnected nodes and relationships and providing a more straightforward way to navigate and retrieve information. It helps businesses build a comprehensive knowledge graph uniting disparate data sources and enables complex semantic search, context-aware recommendations, and data discovery. Graph databases support better decision-making, foster innovation, and improve team cooperation by mapping relationships between organizational knowledge. They are handy for large organizations, which depend on accessing and utilizing vast amounts of structured and unstructured data to be productive and competitive.

Positive
The Motley Fool
4 days ago
3 Top Stocks to Buy and Hold for 20 Years
As the stock market swings wildly thanks to erratic, unpredictable, and potentially economically damaging tariff policies from the Trump administration, predicting anything in the near term about stocks has become next to impossible. For long-term investors, focusing on solid companies that can make it through a severe economic storm is likely the best approach for now.

Positive
Benzinga
6 days ago
Meta, IBM, Palo Alto Networks: Why Stephanie Link Is Doubling Down On These Tariff-Proof Tech Titans
As tariffs and trade war chatter send shivers down tech's spine, Stephanie Link of Hightower Advisors sees opportunity – especially in software and services names with recurring revenue and minimal exposure to global shocks.

Neutral
PRNewsWire
6 days ago
IBM to Announce First-Quarter 2025 Financial Results
ARMONK, N.Y. , April 9, 2025 /PRNewswire/ -- IBM (NYSE: IBM) will hold its quarterly conference call to discuss its first-quarter 2025 financial results on Wednesday, April 23, 2025 at 5:00 p.m.

Neutral
GlobeNewsWire
6 days ago
IBM's Nickle LaMoreaux to Deliver Keynote on Agentic AI at HR Tech 2025
WEST PALM BEACH, Fla., April 09, 2025 (GLOBE NEWSWIRE) -- Focused on helping HR professionals drive change within their organizations, HR Tech 2025 today shared details of this year's keynote presenters.

Positive
The Motley Fool
6 days ago
IBM's AI Mainframe Will Boost Revenue This Year
While International Business Machines (IBM -2.19%) generates most of its revenue from software and consulting services, the company's hardware business is still an important piece of the puzzle. IBM's mainframe systems, known for their extreme reliability, remain a workhorse in certain industries.

Neutral
Business Wire
6 days ago
IBM Joins CMMI Institute's AI Content Development Initiative
SCHAUMBURG, Ill.--(BUSINESS WIRE)--ISACA's CMMI Institute announced today that IBM has joined ISACA's CMMI Performance Solutions as a founding sponsorship lead of the CMMI Artificial Intelligence Working Group (AI WG). This working group is leveraging industry experience and curating best practices for planned updates to the CMMI Model to incorporate AI content. The AI WG has been providing best practice research, examples, process and tool demonstrations, and other curated information to add t.

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