IBM

INTERNATIONAL BUSINESS MACHINES CORP

NYSE · Computer & office Equipment · Inc. NY · CIK 0000051143
$284.84 -5.61% $267.7B
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)Congressional Activity (3)
Vol
Market Cap$267.7B
Cap SizeMega Cap
Analyst ConsensusBuy (61%)
Inst. Holders10 funds
Inst. Value$45.5B
Inst. Activity2 buys / 0 sells
Insider Activity2B / 0S
Insider Net $$113.2K
Reddit Sentiment53° Neutral
SEC Reports7
Congressional10 trades
Exchange NYSE·Sector Computer & office Equipment·Inc. NY·CIK 0000051143·Prev Close $301.77

Recent Activity

Jun 1, 2026 short_volume
Short Volume: IBM — 59.8% short (7.9M / 13.1M)
Short: 7,856,255 | Exempt: 110,135 | TRF Vol: 13,131,460 | Short Ratio: 59.8% | Off-exchange volume
May 28, 2026 SEC
IBM announced plans to invest more than $10 billion over the next 5 years to advance its quantum computing leadership, i
8-K — Impact 4/10
May 1, 2026 SEC
IBM filed its 8-K reporting the results of its 2026 Annual Meeting, including the election of 13 directors, approval of
8-K — Impact 3/10
Apr 22, 2026 SEC
IBM reported strong first-quarter 2026 results with $15.9 billion in revenue (9% YoY growth) and GAAP EPS of $1.28, beat
8-K — Impact 7/10
Apr 22, 2026 Event
EPINEPHRINE Injection, USP, 1 mg/10mL (0.1 mg/mL), Rx only, INTERNATIONAL MEDICATION SYSTEMS, LIMITED, So. EL Monte, CA 91733, An Amphastar Pharmaceutical Company, NDC 76329-3318-1
Class II: Lack of Assurance of Sterility
Mar 31, 2026 Insider
Laguarta Ramon sold 126 shares
Director @ $242.39 ($30.5K)
Mar 31, 2026 Insider
ZOLLAR ALFRED W sold 377 shares
Director @ $242.39 ($91.4K)
Mar 31, 2026 Insider
Pollack Martha E sold 243 shares
Director @ $242.39 ($58.9K)

Price Targets

$290.17 +1.9% upside Hold
Current $284.84 Low $195.00 Median $290.00 High $390.00 21 analysts
$195.00 $390.00

Analyst Ratings

Buy61% buy · 28 analysts
9Strong Buy
8Buy
10Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 Citigroup MAINTAIN Buy → Buy
Jun 1, 2026 Barclays INITIATE Overweight
May 29, 2026 Wedbush REITERATE Outperform → Outperform
May 6, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 6, 2026 Wedbush REITERATE Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.02 ▲ +1.3% $2.77 — $3.16 8% YoY 19
Next Q $2.93 ▼ -1.3% $2.78 — $3.14 11% YoY 18
Current FY $12.43 $12.10 — $12.69 7% YoY 22
Next FY $13.42 $12.67 — $14.01 8% YoY 22

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$28.8B
BANK OF AMERICA CORP$4.4B
MORGAN STANLEY$4.4B
NORGES BANK$2.4BNEW
FMR LLC$2.0BADD

Recent Insider Trades

DateInsiderTypeValue
Mar 31, 2026Laguarta RamonA$30.5K
Mar 31, 2026ZOLLAR ALFREDA$91.4K
Mar 31, 2026Pollack MarthaA$58.9K
Mar 31, 2026WADDELL FREDERICKA$97.7K
Mar 31, 2026VOSER PETERA$100.1K

Reddit Sentiment

53°
Neutral
Bearish Neutral Bullish
34 mentions 9 bullish 7 bearish

Congressional Trades

8 members: 4 buys, 6 sells
MemberPartyTypeAmount
Josh GottheimerDSELL$1,001 - $15,000
Ro KhannaDBUY$1,001 - $15,000
Lloyd DoggettDBUY$1,001 - $15,000
10 institutional holders with $45.5B total value (153,555,337 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC97,216,131$28.8B63.3%
2BANK OF AMERICA CORP /DE/15,014,051$4.4B9.8%
3MORGAN STANLEY14,859,806$4.4B9.7%
4NORGES BANK8,259,103$2.4B5.4%NEW
5FMR LLC6,652,924$2.0B4.3%ADD +28.9%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,583,297$2.0B4.3%NEW
7WELLS FARGO & COMPANY/MN4,717,735$1.4B3.1%
8Cullen Capital Management, LLC154,588$45.8M0.1%
9TWO SIGMA INVESTMENTS, LP51,000$15.1M0.0%NEW
10DODGE & COX46,702$13.8M0.0%ADD +41.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW8,259,103$2.4B2025-Q4
TWO SIGMA INVESTMENTS, LPNEW51,000$15.1M2025-Q4
FMR LLCADD5,005,0546,452,353+28.9%$1.8B2025-Q3
NORGES BANKEXIT6,822,4520-100.0%$0.002025-Q3
NORGES BANKNEW6,822,452$2.0B2025-Q2
DODGE & COXADD33,89948,071+41.8%$14.2M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT2,6160-100.0%$0.002025-Q2
NORGES BANKEXIT5,623,3270-100.0%$0.002025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW6,538,709$1.4B2024-Q3
20 unique insiders with 2 transactions. Net insider value: $113.2K ($113.2K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 31, 2026Laguarta RamonDirectorA126$242.39$30.5K
Mar 31, 2026ZOLLAR ALFRED WDirectorA377$242.39$91.4K
Mar 31, 2026Pollack Martha EDirectorA243$242.39$58.9K
Mar 31, 2026WADDELL FREDERICK HDirectorA403$242.39$97.7K
Mar 31, 2026VOSER PETER R.DirectorA413$242.39$100.1K
Mar 31, 2026MCNABB FREDERICK WILLIAM IIIDirectorA377$242.39$91.4K
Mar 31, 2026LIVERIS ANDREW NDirectorA403$242.39$97.7K
Mar 31, 2026HOWARD MICHELLE JDirectorA264$242.39$64.0K
Mar 31, 2026FARR DAVID NDirectorA243$242.39$58.9K
Mar 31, 2026Gorsky AlexDirectorA444$242.39$107.6K
Mar 31, 2026Buberl ThomasDirectorA377$242.39$91.4K
Mar 31, 2026Miebach MichaelDirectorA377$242.39$91.4K
Mar 31, 2026Brown Marianne CatherineDirectorA377$242.39$91.4K
Feb 26, 2026Robinson AnneSenior Vice PresidentA6,341$0.00$0.00
Feb 26, 2026Robinson AnneSenior Vice PresidentA25,363$0.00$0.00
Feb 26, 2026KRISHNA ARVINDChairman, President & CEOA22,518$0.00$0.00
Feb 26, 2026KRISHNA ARVINDChairman, President & CEOA90,071$0.00$0.00
Feb 26, 2026Fehring Nicolas A.VP, ControllerA2,844$0.00$0.00
Feb 26, 2026Fehring Nicolas A.VP, ControllerA7,584$0.00$0.00
Feb 26, 2026COHN GARY DVice ChairmanA10,565$0.00$0.00
Feb 26, 2026COHN GARY DVice ChairmanA42,258$0.00$0.00
Feb 26, 2026LAMOREAUX NICKLE JACLYNSenior Vice PresidentA6,285$0.00$0.00
Feb 26, 2026LAMOREAUX NICKLE JACLYNSenior Vice PresidentA25,138$0.00$0.00
Feb 26, 2026Thomas Robert DavidSenior Vice PresidentA10,565$0.00$0.00
Feb 26, 2026Thomas Robert DavidSenior Vice PresidentA42,258$0.00$0.00
Feb 26, 2026KAVANAUGH JAMES JSr. VP and CFOA10,364$0.00$0.00
Feb 26, 2026KAVANAUGH JAMES JSr. VP and CFOA41,455$0.00$0.00
Feb 25, 2026HOWARD MICHELLE JDirectorBUY50$237.83$11.9K
Feb 25, 2026Miebach MichaelDirectorBUY434$233.33$101.3K
Feb 21, 2026KRISHNA ARVINDChairman, President & CEOM5,166$0.00$0.00
Feb 21, 2026KRISHNA ARVINDChairman, President & CEOF2,587$256.42$663.4K
Feb 21, 2026KRISHNA ARVINDChairman, President & CEOM5,166$0.00$0.00
Feb 21, 2026Fehring Nicolas A.VP, ControllerM396$0.00$0.00
Feb 21, 2026Fehring Nicolas A.VP, ControllerF201$256.42$51.5K
Feb 21, 2026Fehring Nicolas A.VP, ControllerM396$0.00$0.00
Feb 21, 2026KAVANAUGH JAMES JSr. VP and CFOM3,380$0.00$0.00
Feb 21, 2026KAVANAUGH JAMES JSr. VP and CFOF1,694$256.42$434.4K
Feb 21, 2026KAVANAUGH JAMES JSr. VP and CFOM3,380$0.00$0.00
Feb 21, 2026COHN GARY DVice ChairmanM2,725$0.00$0.00
Feb 21, 2026COHN GARY DVice ChairmanF1,507$256.42$386.4K
Feb 21, 2026COHN GARY DVice ChairmanM2,725$0.00$0.00
Feb 21, 2026Thomas Robert DavidSenior Vice PresidentM2,631$0.00$0.00
Feb 21, 2026Thomas Robert DavidSenior Vice PresidentF1,329$256.42$340.8K
Feb 21, 2026Thomas Robert DavidSenior Vice PresidentM2,631$0.00$0.00
Feb 21, 2026LAMOREAUX NICKLE JACLYNSenior Vice PresidentM1,053$0.00$0.00
Feb 21, 2026LAMOREAUX NICKLE JACLYNSenior Vice PresidentF538$256.42$138.0K
Feb 21, 2026LAMOREAUX NICKLE JACLYNSenior Vice PresidentM1,053$0.00$0.00
Feb 18, 2026COHN GARY DVice ChairmanM2,322$0.00$0.00
Feb 18, 2026Robinson AnneSenior Vice PresidentM1,722$0.00$0.00
Feb 18, 2026Robinson AnneSenior Vice PresidentF953$258.68$246.5K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (61% buy). Based on 28 analysts: 9 strong buy, 8 buy, 10 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$290.17 mean target +1.9% upside Hold (2.00)
$195.00 Low $390.00 High
MetricValue
Current Price$284.84
Target Low$195.00
Target Mean$290.17
Target Median$290.00
Target High$390.00
# Analysts21
RecommendationHold (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.02 $2.77 $3.16 7.8% +1.3% 2↑ 0↓ $17.9B 5.2% 19
Next Q
2026-09-30
$2.93 $2.78 $3.14 10.7% -1.3% 5↑ 9↓ $17.1B 4.8% 18
Current FY
2026-12-31
$12.43 $12.10 $12.69 7.2% +0.0% 17↑ 4↓ $71.5B 5.8% 22
Next FY
2027-12-31
$13.42 $12.67 $14.01 8.0% -0.1% 15↑ 6↓ $74.6B 4.4% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.018
7d ago$3.032-0.014
30d ago$2.978+0.040
60d ago$2.939+0.079
90d ago$3.028-0.010
14 analyst firms have rated this stock: 3 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 Citigroup MAINTAIN Buy Buy
Jun 1, 2026 Barclays INITIATE Overweight
May 29, 2026 Wedbush REITERATE Outperform Outperform
May 6, 2026 RBC Capital MAINTAIN Outperform Outperform
May 6, 2026 Wedbush REITERATE Outperform Outperform
Apr 28, 2026 HSBC UPGRADE Reduce Hold
Apr 23, 2026 Wedbush MAINTAIN Outperform Outperform
Apr 23, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 23, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 23, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Apr 20, 2026 Jefferies MAINTAIN Buy Buy
Apr 17, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 17, 2026 Wedbush REITERATE Outperform Outperform
Apr 16, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 8, 2026 Stifel MAINTAIN Buy Buy
Mar 19, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Mar 18, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 25, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 25, 2026 Wedbush REITERATE Outperform Outperform
Feb 25, 2026 UBS UPGRADE Sell Neutral
Jan 29, 2026 Jefferies MAINTAIN Buy Buy
Jan 29, 2026 UBS MAINTAIN Sell Sell
Jan 29, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 29, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 29, 2026 Stifel MAINTAIN Buy Buy
Jan 29, 2026 Wedbush MAINTAIN Outperform Outperform
Jan 29, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 21, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 20, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 13, 2026 B of A Securities MAINTAIN Buy Buy
Jan 5, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 5, 2026 Jefferies UPGRADE Hold Buy
Dec 9, 2025 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202698101061%
May 1, 202697111057%
Apr 1, 202677112052%
Mar 1, 202677112052%
Feb 1, 202677103052%
Jan 1, 202667113048%
Strong BuyBuyHoldSellStrong Sell
8 members of Congress traded this stock: 4 buys, 6 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 24, 2026Josh GottheimerDHOUSESELL$1,001 - $15,000International Business Machines CorpMay 20, 2026 (27d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000International Business Machines CorpMay 13, 2026 (31d)
Mar 10, 2026Lloyd DoggettDHOUSEBUY$1,001 - $15,000International Business Machines CorpApr 8, 2026 (30d)
Mar 4, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000International Business Machines CorpApr 10, 2026 (38d)
Feb 26, 2026David TaylorRHOUSESELL$1,001 - $15,000International Business Machines CorpMar 9, 2026 (12d)
Feb 26, 2026David TaylorRHOUSESELL$15,001 - $50,000International Business Machines CorpMar 9, 2026 (12d)
Feb 17, 2026Jonathan JacksonDHOUSESELL$1,001 - $15,000International Business Machines CorpMar 13, 2026 (25d)
Feb 17, 2026Jonathan JacksonDHOUSESELL$50,001 - $100,000International Business Machines CorpMar 13, 2026 (25d)
Feb 10, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000International Business Machines CorpMar 10, 2026 (29d)
Feb 2, 2026Julia LetlowRHOUSEBUY$1,001 - $15,000International Business Machines CorpMar 13, 2026 (40d)
53°
Neutral
Bearish Neutral Bullish
34 mentions 9 bullish 7 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 7, 2026150° Neutral001
Jun 4, 2026150° Neutral001
Jun 4, 2026150° Neutral001
Jun 4, 2026150° Neutral001
Jun 4, 2026150° Neutral001
Jun 3, 2026140° Cool011
Jun 3, 2026140° Cool011
Jun 2, 2026160° Warm101
Jun 2, 2026160° Warm101
Jun 2, 2026364° Warm203
Jun 2, 2026160° Warm101
Jun 2, 2026160° Warm101
Jun 2, 2026160° Warm101
Jun 2, 2026160° Warm101
Jun 1, 2026242° Neutral012
Jun 1, 2026150° Neutral001
Jun 1, 2026150° Neutral001
Jun 1, 2026150° Neutral001
Jun 1, 2026150° Neutral001
Jun 1, 2026150° Neutral001
Jun 1, 2026140° Cool011
Jun 1, 2026140° Cool011
May 31, 2026150° Neutral001
May 31, 2026150° Neutral001
May 31, 2026244° Neutral002
May 31, 2026144° Neutral001
May 30, 2026144° Neutral001
May 30, 2026140° Cool011
May 30, 2026140° Cool011
May 29, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 3mo ago
IBM just had its worst drop in decades
▲ 456 💬 104 ⚡ 29.1
r/stockmarket Bearish 3mo ago
IBM 3rd biggest crash this century (2nd was covid, 1st was dot com bubble)
▲ 339 💬 48 ⚡ 15.5
r/wallstreetbets Bearish 2mo ago
$750k on SM Energy (Undervalued US Oil Producer)
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
IBM Q1 Earnings Call Live Transcript
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 6d 16h ago
so IBM next?
▲ 1 💬 0 ⚡ 0.5
r/investing Bearish 5d 9h ago
International Business Machines IBM
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 16d 12h ago
IBM and DoC announce Anderon, a $2B quantum foundry
▲ 1 💬 1 ⚡ 0.5
r/options Bearish 6d 1h ago
Options tomorrow morning
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 5d 9h ago
International Business Machines IBM
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Full Port my NetWorth on IBM
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 5d 21h ago
IBM & HPE Party
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 3mo ago
Everspin Technologies (MRAM) Q4 2025 Earnings Summary & Earnings Call
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 5d 13h ago
Has anyone noticed IBM?
▲ 1 💬 0 ⚡ 0.5
Jun 1, 2026
short_volume
Short Volume: IBM — 59.8% short (7.9M / 13.1M)
Short: 7,856,255 | Exempt: 110,135 | TRF Vol: 13,131,460 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: IBM — 65.6% short (7.6M / 11.5M)
Short: 7,557,249 | Exempt: 56,273 | TRF Vol: 11,525,381 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: IBM — 56.3% short (2.9M / 5.2M)
Short: 2,932,840 | Exempt: 11,024 | TRF Vol: 5,213,002 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: IBM — 59.7% short (2.1M / 3.5M)
Short: 2,089,498 | Exempt: 4,022 | TRF Vol: 3,502,889 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: IBM — 59.9% short (4.9M / 8.2M)
Short: 4,940,311 | Exempt: 28,689 | TRF Vol: 8,244,117 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: IBM — 58.8% short (6.8M / 11.6M)
Short: 6,810,229 | Exempt: 39,438 | TRF Vol: 11,573,821 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: IBM — 56.6% short (1.5M / 2.7M)
Short: 1,546,927 | Exempt: 6,620 | TRF Vol: 2,732,072 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: IBM — 6.4M shares, 134,249 trades
Week starting 2026-05-11. Total ATS volume: 6,378,073 shares across 134,249 trades.
May 4, 2026
dark_pool
Dark Pool: IBM — 6.0M shares, 137,047 trades
Week starting 2026-05-04. Total ATS volume: 5,958,778 shares across 137,047 trades.
Apr 27, 2026
dark_pool
Dark Pool: IBM — 6.4M shares, 171,401 trades
Week starting 2026-04-27. Total ATS volume: 6,358,673 shares across 171,401 trades.
Apr 24, 2026
short_interest
FTD: IBM — 37,581 shares ($8.7M) failed to deliver
Settlement: 20260424, Price: $231.08, FTD Value: $8,684,217.48, INTL BUSINESS MACHINES CORP
Apr 23, 2026
short_interest
FTD: IBM — 103,916 shares ($26.2M) failed to deliver
Settlement: 20260423, Price: $251.86, FTD Value: $26,172,283.76, INTL BUSINESS MACHINES CORP
Apr 22, 2026
earnings_calendar
IBM Q1 2026 Earnings After Market Close — 2026-04-22
Apr 22, 2026
short_volume
Short Volume: IBM — 58.1% short (2.9M / 4.9M)
Short: 2,870,142 | Exempt: 1,991 | TRF Vol: 4,944,150 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_interest
FTD: IBM — 77,827 shares ($19.9M) failed to deliver
Settlement: 20260422, Price: $255.68, FTD Value: $19,898,807.36, INTL BUSINESS MACHINES CORP
Apr 22, 2026
FDA
EPINEPHRINE Injection, USP, 1 mg/10mL (0.1 mg/mL), Rx only, INTERNATIONAL MEDICATION SYSTEMS, LIMITED, So. EL Monte, CA 91733, An Amphastar Pharmaceutical Company, NDC 76329-3318-1
Class II: Lack of Assurance of Sterility
Apr 22, 2026
FDA
EPINEPHRINE Injection, USP, 1 mg/10mL (0.1 mg/mL), Rx only, INTERNATIONAL MEDICATION SYSTEMS, LIMITED, So. EL Monte, CA 91733, An Amphastar Pharmaceutical Company, NDC 76329-3318-1
Class II: Lack of Assurance of Sterility