International Business Machines Corporation
253.56USD
+1.4500 (+0.58%)
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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 | $4.63▲ | $4.61 | 3 | 0 |
| Next quarter | $2.14▲ | $2.14 | 6 | 1 |
| Current year | $12.42▲ | $12.33 | 1 | 1 |
| Next year | $13.24▲ | $13.21 | 1 | 0 |
Beat in 3 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-09-30 | $2.87 | $2.95 | +0.08 (+2.7%) |
| 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%) |
361 ratings from 46 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Jefferies | Maintained | Buy | $270 $280 | Oct 22, 2026 |
| UBS | Maintained | Neutral | $236 $243 | Oct 22, 2026 |
| Citigroup | Maintained | Buy | $245 $280 | Oct 22, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $238 $240 | Oct 22, 2026 |
| BMO Capital | Maintained | Market Perform | $230 $265 | Oct 22, 2026 |
| Barclays | Maintained | Overweight | $262 $277 | Oct 22, 2026 |
| RBC Capital | Reiterated | Outperform | $270 | Oct 22, 2026 |
| JP Morgan | Maintained | Overweight | $250 $269 | Oct 22, 2026 |
| Stifel | Maintained | Buy | $235 $260 | Oct 22, 2026 |
| Susquehanna | Maintained | Neutral | $235 $256 | Oct 22, 2026 |
| Baird | Maintained | Neutral | $230 $260 | Oct 22, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $190 $238 | Oct 15, 2026 |
| RBC Capital | Reiterated | Outperform | $270 | Oct 13, 2026 |
| Truist Securities | Initiated | Hold | $240 | Oct 9, 2026 |
| 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 |
73 filings from 21 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 |
|---|---|---|---|---|---|
| Brown Marianne CatherineDirector | GrantPromised Fee Share | 415 | $219.93 | $91k | Sep 30, 2026 |
| Miebach MichaelDirector | GrantPromised Fee Share | 415 | $219.93 | $91k | Sep 30, 2026 |
| HOWARD MICHELLE JDirector | GrantPromised Fee Share | 291 | $219.93 | $64k | Sep 30, 2026 |
| Pollack Martha EDirector | GrantPromised Fee Share | 268 | $219.93 | $59k | Sep 30, 2026 |
| Buberl ThomasDirector | GrantPromised Fee Share | 444 | $219.93 | $98k | Sep 30, 2026 |
| MCNABB FREDERICK WILLIAM IIIDirector | GrantPromised Fee Share | 415 | $219.93 | $91k | Sep 30, 2026 |
| Laguarta RamonDirector | GrantPromised Fee Share | 415 | $219.93 | $91k | Sep 30, 2026 |
| VOSER PETER R.Director | GrantPromised Fee Share | 455 | $219.93 | $100k | Sep 30, 2026 |
| Gorsky AlexDirector | GrantPromised Fee Share | 489 | $219.93 | $108k | Sep 30, 2026 |
| LIVERIS ANDREW NDirector | GrantPromised Fee Share | 444 | $219.93 | $98k | Sep 30, 2026 |
| ZOLLAR ALFRED WDirector | GrantPromised Fee Share | 415 | $219.93 | $91k | Sep 30, 2026 |
| FARR DAVID NDirector | GrantPromised Fee Share | 268 | $219.93 | $59k | Sep 30, 2026 |
| 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 |
No analyst notes on IBM yet.
Members whose judged calls on IBM have played out most reliably.
No settled calls on IBM yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
Analyst Ratings
23 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 3 | 9 | 11 | 1 | 1 | Hold2.52 |
| 1 mo ago | 3 | 9 | 10 | 1 | 1 | Hold2.50 |
| 2 mo ago | 3 | 10 | 10 | 1 | 1 | Buy2.48 |
| 3 mo ago | 3 | 11 | 9 | 1 | 1 | Buy2.44 |