International Business Machines Corporation
239.94USD
+7.8500 (+3.38%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $2.89▼ | $2.93 | 6 | 9 |
| Next quarter | $4.6▲ | $4.57 | 7 | 8 |
| Current year | $12.32▼ | $12.43 | 11 | 1 |
| Next year | $13.16▼ | $13.42 | 11 | 10 |
Beat in 3 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $2.93 | $2.93 | -0.00 (-0.1%) |
| 2026-03-31 | $1.81 | $1.91 | +0.10 (+5.5%) |
| 2025-12-31 | $4.29 | $4.52 | +0.23 (+5.3%) |
| 2025-09-30 | $2.45 | $2.65 | +0.20 (+8.3%) |
347 ratings from 45 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Susquehanna | Maintained | Neutral | $225 $235 | Aug 31, 2026 |
| Citigroup | Maintained | Buy | $255 $245 | Jul 24, 2026 |
| Susquehanna | Maintained | Neutral | $303 $225 | Jul 24, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $293 $190 | Jul 23, 2026 |
| BMO Capital | Maintained | Market Perform | $270 $230 | Jul 23, 2026 |
| RBC Capital | Reiterated | Outperform | $270 | Jul 23, 2026 |
| Barclays | Maintained | Overweight | $288 $262 | Jul 23, 2026 |
| Baird | Initiated | Neutral | $230 | Jul 22, 2026 |
| Barclays | Maintained | Overweight | $350 $288 | Jul 21, 2026 |
| Jefferies | Maintained | Buy | $320 $260 | Jul 21, 2026 |
| Stifel | Maintained | Buy | $290 $235 | Jul 20, 2026 |
| Citigroup | Maintained | Buy | $375 $255 | Jul 17, 2026 |
| JP Morgan | Maintained | Overweight | $291 $250 | Jul 17, 2026 |
| Argus Research | Maintained | Buy | $360 $280 | Jul 16, 2026 |
| Evercore ISI Group | Maintained | Outperform | $310 $250 | Jul 16, 2026 |
| HSBC | Downgraded from Hold | Reduce | $231 $191 | Jul 14, 2026 |
| Oppenheimer | Reiterated | Outperform | $320 $350 | Jul 14, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $267 $293 | Jul 14, 2026 |
| Susquehanna | Initiated | Neutral | $303 | Jul 10, 2026 |
| B of A Securities | Maintained | Buy | $315 $330 | Jul 6, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $225 $267 | Jun 23, 2026 |
| JP Morgan | Upgraded from Neutral | Overweight | $270 $291 | Jun 23, 2026 |
| Citigroup | Maintained | Buy | $285 $375 | Jun 3, 2026 |
| Barclays | Initiated | Overweight | $350 | Jun 1, 2026 |
| Wedbush | Reiterated | Outperform | $320 | May 29, 2026 |
61 filings from 11 insiders · 2 buy / 1 sell over 6m
Officers and directors of IBM, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| THOMAS ROBERT DAVIDOfficer | Sell | 25.0k | $230.32 | $5.76M | Aug 26, 2026 |
| ROBINSON ANNEOfficer | Other | 7.3k | — | — | Jul 1, 2026 |
| FEHRING NICOLAS A.Officer | Gift | 400 | — | — | Jun 4, 2026 |
| HOWARD MICHELLE J.Director | Buy | 50 | $237.83 | $12k | Feb 25, 2026 |
| MIEBACH MICHAELDirector | Buy | 434 | $233.33 | $101k | Feb 25, 2026 |
| FEHRING NICOLAS A.Officer | Other | 1.6k | — | — | Feb 20, 2026 |
| THOMAS ROBERT DAVIDOfficer | Other | 8.4k | — | — | Feb 20, 2026 |
| LAMOREAUX NICKLE JACLYNOfficer | Other | 4.4k | — | — | Feb 20, 2026 |
| KAVANAUGH JAMES J.Chief Financial Officer | Other | 9.8k | — | — | Feb 20, 2026 |
| KRISHNA ARVINDChief Executive Officer | Other | 16.9k | — | — | Feb 20, 2026 |
| COHN GARY DOfficer | Other | 7.6k | — | — | Feb 20, 2026 |
| FEHRING NICOLAS A.Officer | Other | 696 | — | — | Feb 18, 2026 |
| THOMAS ROBERT DAVIDOfficer | Other | 2.5k | — | — | Feb 18, 2026 |
| ROBINSON ANNEOfficer | Other | 1.7k | — | — | Feb 18, 2026 |
| LAMOREAUX NICKLE JACLYNOfficer | Other | 1.6k | — | — | Feb 18, 2026 |
| KAVANAUGH JAMES J.Chief Financial Officer | Other | 2.7k | — | — | Feb 18, 2026 |
| KRISHNA ARVINDChief Executive Officer | Other | 5.7k | — | — | Feb 18, 2026 |
| COHN GARY DOfficer | Other | 2.3k | — | — | Feb 18, 2026 |
| FARR DAVID NDirector | Buy | 1.0k | $304.00 | $304k | Jan 30, 2026 |
| COHN GARY DOfficer | Grant | 35.4k | — | — | Jan 30, 2026 |
No analyst notes on IBM yet.
Analyst Ratings
23 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 3 | 10 | 10 | 1 | 1 | Buy2.48 |
| 1 mo ago | 3 | 10 | 10 | 1 | 1 | Buy2.48 |
| 2 mo ago | 3 | 11 | 9 | 1 | 1 | Buy2.44 |
| 3 mo ago | 3 | 12 | 7 | 0 | 1 | Buy2.30 |