Companies /Technology

International Business Machines Corp

NYSE: IBM Information Technology Services
$227.88
▼ $2.90 (−1.26%) today
Markets closed · 1:57am ET

24/7 Wall St. View

IBM at a Glance

Valuation
Market cap
$217.4B
P/E ratio
20.5
Dividend yield
2.96%
Profitability
Revenue (TTM)
$69.1B
Profit margin
15.5%
EPS (TTM)
$11.25
Price
52-week range
$198 – $330
24/7 target
$245.83
Street target
$240.56
Earnings
Next report
Oct 21, 2026
Q2 2026 EPS
$2.93
vs. $2.97 est.
−1.3%

Headquartered in Armonk, NY Fiscal year ends December NYSE: IBM ibm.com

About IBM

International Business Machines Corporation (IBM) is a global technology and consulting company that provides hybrid cloud and AI solutions to enterprises. Its operations are organized into four reportable segments: Software (including Red Hat, automation, data and AI platforms, and transaction processing), Consulting (strategy, technology, and intelligent operations services), Infrastructure (IBM Z mainframes, distributed infrastructure including Power and Storage systems), and Financing (client and commercial financing). IBM's portfolio is centered on helping enterprise clients modernize IT infrastructure, deploy AI-ready solutions, and manage hybrid cloud environments. The company has made significant acquisitions including HashiCorp and Confluent to bolster its software capabilities, and maintains a major investment in quantum computing. IBM serves clients across industries globally, with its watsonx AI platform and Red Hat's open-source hybrid cloud technologies forming core pillars of its growth strategy. Updated

Revenue by Segment · Q2 2026
  1. Software45%
  2. Consulting31%
  3. Infrastructure22%
  4. Financing1%

Latest Activity

Now director at INTERNATIONAL BUSINESS MACHINES CORP

Private equity gets a seat at the table of a $213.5 billion tech giant. Baker, co-founder of Siris Capital, built his career carving up and reshaping aging technology companies, and his first Form 3 puts that playbook inside IBM's boardroom as the hybrid cloud and AI buildout eats capital.

Mad Money w/ Jim Cramer 10/7/26

  • Cramer splits the market in two: credit-dependent names like Caterpillar, Ford and IBM versus AI borrowers that price near Treasuries
  • SpaceX seeking $40 billion to buy Nvidia chips at triple-B rating, while Paramount Skydance bondholders got hit at 8%
  • Oracle flagged as the one data-center name still exposed to credit market scrutiny
  • Caller advice: swap Western Digital into cheaper Micron; Vertiv the pick after GE Vernova on data center infrastructure

AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.

Mad Money w/ Jim Cramer 10/1/26

  • Cramer still buys Palantir at $190 after the stock gained 60% in Q3 and stalled short of his $250 target
  • Salesforce, up 46.5%, called the better SaaS-apocalypse rebound than Veeva at 30 times earnings
  • Caterpillar's 24% Q3 profit taking framed as a buying chance on data center engine demand
  • IBM, down 22% on its miss, gets the wait-a-quarter rule; Home Depot stays hostage to rates

Cramer wants to add software as the bounce-back trade and the beaten-down industrial names tied to data center power. He also warns that rising rates are the real threat heading into earnings season in a couple of weeks.

Biggest movers · On the open
  • ACNAccenture$224.22+22.3%
  • SNPSSynopsys$472.79+8.7%
  • APPSDigital Turbine$11.87+6.9%
  • MCKMcKesson$904.75+6.0%
  • IBMIBM$232.95+5.9%
  • CTVACorteva$13.96-82.0%
  • NWGNatWest Group$17.54-3.4%
  • MTArcelorMittal$64.71-3.0%
  • HSBCHSBC$96.31-3.0%
  • APDAir Products & Chemicals$270.24-2.9%

Accenture opened 22% higher, a move you almost never see from a mega-cap IT services name, while Corteva dropped 82% to $13.96 at the other end of the board. Synopsys, McKesson and IBM round out a gainers list that is all up at least 5.9%.

Mad Money w/ Jim Cramer 9/24/26

  • Cramer pushes back on index-fund supremacy, calling the absolutist version of it wrong
  • Still recommends 50% of savings in an S&P 500 fund as a hedge against your own mistakes
  • Argues the S&P holds far fewer than 500 good stocks, so you buy the bad with the good
  • Caller questions on portfolio structure for young investors, 529 plans, and retirement vs. mad money

Put half in an index fund as insurance, the other half in individual names you have actually done the homework on. Cramer's case is that an S&P 500 fund gives you 8% to 10% a year and mediocrity alongside the winners, which is why he says it will not make you rich on its own.

  • BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B)Buy$1K – $15KAug 7
  • CBUBS IRA Account Chubb Limited Common Stock (CB)Sell$15K – $50KAug 19
  • IBMUBS Brokerage Account International Business Machines Corporation Common Stock (Partial sell$1K – $15KAug 24
  • IBMUBS Brokerage Account International Business Machines Corporation Common Stock (Partial sell$1K – $15KAug 24
  • MRKUBS IRA Account Merck & Company, Inc. Common Stock (MRK)Buy$15K – $50KAug 19
  • MRKUBS IRA Account Merck & Company, Inc. Common Stock (MRK)Buy$15K – $50KAug 19
  • MRNAUBS Brokerage Account Moderna, Inc. - Common Stock (MRNA)Partial sell$1K – $15KAug 19
  • MRNAUBS Brokerage Account Moderna, Inc. - Common Stock (MRNA)Buy$1K – $15KAug 19
+ 4 more trades in this filing
Made public 33 days after the earliest trade

Salazar rotated out of insurance and legacy tech and into big pharma, with two Merck buys of up to $50,000 each landing the same August day she sold Chubb. The filing also shows private SpaceX shares bought in two separate accounts, a reminder that members are accessing pre-IPO names retail investors cannot touch. Disclosed 33 days after the trades.

IBM Coverage

Frequently Asked Questions

What does IBM do?

International Business Machines Corporation (IBM) is a global technology and consulting company that provides hybrid cloud and AI solutions to enterprises.

What is the IBM stock price target?

24/7 Wall St.'s 12-month price target for IBM is $245.83, rated Buy. The Wall Street consensus target is $240.56. IBM price prediction →