Wall Street consensus, price target range, and equity research thesis
Wall Street currently rates IBM buy with a 12-month price target of $272 (+11.2% upside). The sections below cover the bull case, key risks, and latest earnings context for International Business Machines Corporation.
Recent Analyst Actions
12 of 14 analysts raised targets. Recent price target changes and ratings for IBM.
| Firm | Action | Rating | Price Target |
|---|---|---|---|
| Jefferies | Raised | Buy | $270$280 |
| UBS | Raised | Neutral | $236$243 |
| Citigroup | Raised | Buy | $245$280 |
| Morgan Stanley | Raised | Equal-Weight | $238$240 |
| BMO Capital | Raised | Market Perform | $230$265 |
| Barclays | Raised | Overweight | $262$277 |
| RBC Capital | Maintained | Outperform | $270$270 |
| JP Morgan | Raised | Overweight | $250$269 |
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Analyst Research Summary
A structured look at the bull case, the risks, and the most recent earnings execution for IBM.
IBM beat estimates last quarter. Below are the key reasons analysts remain constructive and the risks that could change that view.
What keeps the long thesis intact
Wall Street rates IBM buy, giving the bull case institutional backing from 52 analysts.
What can break the setup quickly
Watch whether new negative commentary on IBM points to these structural risks or is simply reacting to short-term price moves.
Last Quarter
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Quick answers to the most common questions about buying IBM stock.
IBM has modest upside — analysts rate it "Buy" with a $272 target, implying +11.2% from today's $245.00. This is informational only — verify the data and consider your own risk tolerance before deciding.
Timing depends on your horizon, but the data signals are: consensus rating "Buy" with +11.2% upside to the $272 target. In the past 30 days, 12 of 14 covering analysts raised their price targets — a bullish signal.
IBM's consensus 12-month price target is $272, set by 52 Wall Street analysts. The bull case high is $350 and the bear case low is $175. From the current price of $245.00, this implies +11.2% upside.
IBM appears fairly valued — the $272 consensus target is roughly in line with today's $245.00 (+11.2%). It trades at a forward P/E of 19.7x. Targets range from $175 (bear) to $350 (bull), reflecting different assumptions about growth and margins.
IBM reports next quarter. Earnings-week moves are volatile — historically, analyst targets revise upward after a beat and downward after a miss. The current consensus is "Buy" with a $272 target. Consider position sizing rather than going all-in pre-print.
Of 52 analysts covering International Business Machines Corporation (IBM): 1 Strong Buy, 23 Buy, 23 Hold, 5 Sell, 0 Strong Sell — a "Buy" consensus. The 12-month price target is $272 (range $175–$350). Bullish analysts outnumber bearish by more than 2-to-1.
5 of the 52 analysts covering IBM rate it Sell or Strong Sell. Common concerns include valuation stretch, slowing growth, and sector-specific headwinds — see the Bull vs. Risk cards above for the specific theses on International Business Machines Corporation.
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