DZ Bank Upgrades International Business Machines (NYSE:IBM) to Buy

International Business Machines (NYSE:IBM) was upgraded by research analysts at DZ Bank from a “hold” rating to a “buy” rating in a note issued to investors on Friday. The brokerage presently has a $295.00 price target on the technology company’s stock. DZ Bank’s price objective indicates a potential upside of 27.26% from the company’s current price.

A number of other equities analysts also recently commented on the stock. Morgan Stanley lifted their target price on shares of International Business Machines from $215.00 to $225.00 and gave the stock an “equal weight” rating in a research note on Thursday. JPMorgan Chase & Co. cut their price target on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a report on Wednesday, March 18th. Evercore lifted their price target on shares of International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. BMO Capital Markets decreased their price objective on International Business Machines from $290.00 to $270.00 and set a “market perform” rating on the stock in a report on Thursday. Finally, Erste Group Bank lowered International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $300.25.

International Business Machines Stock Down 8.0%

Shares of IBM opened at $231.81 on Friday. International Business Machines has a 52-week low of $220.72 and a 52-week high of $324.90. The company has a market capitalization of $217.44 billion, a PE ratio of 20.50, a price-to-earnings-growth ratio of 2.64 and a beta of 0.69. The stock has a fifty day simple moving average of $246.48 and a two-hundred day simple moving average of $280.87. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating the consensus estimate of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 38.37%. The firm had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. During the same quarter in the previous year, the company posted $1.60 EPS. The company’s revenue was up 9.5% compared to the same quarter last year. As a group, equities analysts forecast that International Business Machines will post 12.34 EPS for the current year.

Insider Buying and Selling

In related news, Director David N. Farr acquired 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This trade represents a 12.11% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Michael Miebach bought 434 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was bought at an average price of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director directly owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders bought a total of 1,484 shares of company stock worth $417,157 over the last three months. Insiders own 0.27% of the company’s stock.

Institutional Investors Weigh In On International Business Machines

A number of institutional investors have recently modified their holdings of IBM. iA Global Asset Management Inc. purchased a new stake in shares of International Business Machines in the 1st quarter valued at $272,000. Impact Partnership Wealth LLC boosted its holdings in International Business Machines by 218.6% during the 1st quarter. Impact Partnership Wealth LLC now owns 4,546 shares of the technology company’s stock valued at $1,102,000 after acquiring an additional 3,119 shares during the period. Financial & Tax Architects LLC grew its position in International Business Machines by 6.7% in the 1st quarter. Financial & Tax Architects LLC now owns 30,477 shares of the technology company’s stock valued at $7,387,000 after acquiring an additional 1,914 shares in the last quarter. Premier Path Wealth Partners LLC grew its position in International Business Machines by 1.1% in the 1st quarter. Premier Path Wealth Partners LLC now owns 6,753 shares of the technology company’s stock valued at $1,637,000 after acquiring an additional 71 shares in the last quarter. Finally, Inman Jager Wealth Management LLC increased its stake in International Business Machines by 5.8% during the first quarter. Inman Jager Wealth Management LLC now owns 8,042 shares of the technology company’s stock worth $1,949,000 after purchasing an additional 438 shares during the period. 58.96% of the stock is owned by institutional investors and hedge funds.

More International Business Machines News

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: IBM beat Q1 revenue and EPS estimates, with revenue up ~9.5% and non‑GAAP EPS of $1.91, showing demand for hybrid cloud and AI-related services. Read More.
• Positive Sentiment: The company raised its quarterly dividend to $1.69 (31st consecutive annual raise), supporting income investors and signaling confidence in free cash flow. Read More.
• Positive Sentiment: Infrastructure/mainframe sales were strong (Z mainframe hardware growth cited), helping margins and offsetting some weakness elsewhere. Read More.
• Neutral Sentiment: Management maintained full‑year guidance rather than raising it after a beat — a cautious stance that investors read as mixed rather than outright negative. Read More.
• Neutral Sentiment: Analysts issued mixed reactions: some trimmed price targets (Wedbush/BMO adjustments noted), while others remain constructive; this created uneven research flow rather than a consensus. Read More.
• Negative Sentiment: Investors reacted to softer-than-expected software momentum and renewed “AI disruption” concerns—market participants worry AI could compress traditional software revenue models. That fear amplified selling pressure across the sector. Read More.
• Negative Sentiment: IBM shares fell sharply (around an 8% intraday decline) as traders digested the cautious tone, sector sell‑off and an analyst price‑target trim from Wedbush that pressured sentiment. Read More.
• Negative Sentiment: Broader market drivers — oil and geopolitical uncertainty around Iran — also reduced risk appetite for tech/software names, exacerbating IBM’s post‑earnings drop. Read More.

International Business Machines Company Profile

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.