IBMIBM
About: IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 350,000 people. The company has a robust roster of 80,000 business partners to service 5,200 clients, which includes 95% of all Fortune 500. While IBM is a B2B company, IBM's outward impact is substantial. For example, IBM manages 90% of all credit card transactions globally and is responsible for 50% of all wireless connections in the world.
Employees: 282,200
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
205% more first-time investments, than exits
New positions opened: 336 | Existing positions closed: 110
49% more call options, than puts
Call options by funds: $4.83B | Put options by funds: $3.24B
5% more funds holding
Funds holding: 2,894 [Q3] → 3,045 (+151) [Q4]
1% more capital invested
Capital invested by funds: $131B [Q3] → $132B (+$1.16B) [Q4]
0.16% less ownership
Funds ownership: 62.09% [Q3] → 61.93% (-0.16%) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 1,145 | Existing positions reduced: 1,151
6% less funds holding in top 10
Funds holding in top 10: 88 [Q3] → 83 (-5) [Q4]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Oppenheimer Param Singh 20% 1-year accuracy 1 / 5 met price target | 25%upside $320 | Outperform Initiated | 11 Feb 2025 |
JP Morgan Brian Essex 53% 1-year accuracy 17 / 32 met price target | 5%downside $244 | Neutral Maintained | 30 Jan 2025 |
Jefferies Brent Thill 48% 1-year accuracy 26 / 54 met price target | 5%upside $270 | Hold Maintained | 30 Jan 2025 |
B of A Securities Wamsi Mohan 70% 1-year accuracy 60 / 86 met price target | 5%upside $270 | Buy Maintained | 30 Jan 2025 |
BMO Capital Keith Bachman 57% 1-year accuracy 30 / 53 met price target | 9%upside $280 | Market Perform Maintained | 30 Jan 2025 |
Financial journalist opinion
Based on 48 articles about IBM published over the past 30 days









