International Business Machines (NYSE:IBM) Upgraded by UBS Group to “Neutral” Rating

International Business Machines (NYSE:IBM) was upgraded by UBS Group from a “sell” rating to a “neutral” rating in a research note issued to investors on Wednesday, MarketBeat Ratings reports. The brokerage currently has a $236.00 target price on the technology company’s stock. UBS Group’s price objective points to a potential upside of 2.90% from the stock’s current price.

Several other research analysts also recently issued reports on the stock. Stifel Nicolaus upped their price target on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Wall Street Zen cut International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. JPMorgan Chase & Co. raised their price objective on shares of International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a report on Thursday, January 29th. Oppenheimer set a $380.00 target price on shares of International Business Machines and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, Argus set a $360.00 price target on shares of International Business Machines in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $324.67.

International Business Machines Price Performance

NYSE:IBM opened at $229.34 on Wednesday. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The stock’s 50 day moving average price is $290.87 and its two-hundred day moving average price is $284.17. The firm has a market capitalization of $214.37 billion, a price-to-earnings ratio of 20.57, a P/E/G ratio of 2.24 and a beta of 0.69. International Business Machines has a 12-month low of $214.50 and a 12-month high of $324.90.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping the consensus estimate of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The company had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the previous year, the company posted $3.92 EPS. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, analysts anticipate that International Business Machines will post 10.78 earnings per share for the current year.

Insider Buying and Selling at International Business Machines

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 0.18% of the company’s stock.

Institutional Trading of International Business Machines

Several large investors have recently modified their holdings of IBM. CVA Family Office LLC boosted its position in shares of International Business Machines by 1.4% during the 4th quarter. CVA Family Office LLC now owns 2,389 shares of the technology company’s stock worth $708,000 after purchasing an additional 33 shares in the last quarter. Foster Group Inc. grew its stake in International Business Machines by 1.3% in the fourth quarter. Foster Group Inc. now owns 2,507 shares of the technology company’s stock valued at $742,000 after acquiring an additional 33 shares during the period. New Covenant Trust Company N.A. grew its stake in International Business Machines by 3.8% in the fourth quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company’s stock valued at $264,000 after acquiring an additional 33 shares during the period. McGowan Group Asset Management Inc. raised its position in shares of International Business Machines by 1.2% during the fourth quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company’s stock worth $798,000 after purchasing an additional 33 shares during the period. Finally, CFS Investment Advisory Services LLC lifted its holdings in shares of International Business Machines by 0.4% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock worth $2,878,000 after purchasing an additional 34 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Analysts say the Feb. 23 sell‑off was overdone and are calling this a buying opportunity — firms including Wedbush and Evercore highlighted IBM’s durable mainframe position and encouraged investors to buy the dip. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Positive Sentiment: Strong fundamentals: IBM recently beat Q4 estimates, generated record free cash flow and has a large, recurring hybrid‑cloud/AI services book — factors analysts cite to justify the rebound. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Positive Sentiment: IBM is pushing into adjacent enterprise demand areas: it opened an AI GovTech Innovation Center and continues partnerships (e.g., Deepgram) that expand watsonx and hybrid cloud reach — supportive for services and software revenue. IBM Opens New Center to Help Governments Use AI
• Positive Sentiment: Security/revenue angle: IBM’s 2026 X‑Force Threat Index highlights AI‑accelerated cyberattacks — a market signal that can increase demand for IBM’s security services and managed offerings. IBM Threat Index Report: AI is Speeding Up Cyberattacks, IBM Cautions Canadian Organizations
• Neutral Sentiment: Macro and market context: broader tech sector swings and a Nasdaq rebound (after other AI/chip news) helped stabilize sentiment today — IBM’s move is part stock‑specific, part market recovery. Nasdaq Bounces Back After AMD-Meta Deal on AI Chips
• Negative Sentiment: Primary near‑term risk — Anthropic’s Claude Code announced COBOL modernization capabilities, sparking fears the automation could undercut IBM’s mainframe/consulting revenue and triggering a ~13% one‑day plunge that erased billions in market value. That announcement remains the biggest driver of recent volatility. IBM is the latest AI casualty. Shares are tanking on Anthropic programming language threat
• Negative Sentiment: Heightened volatility and contagion risk — the Anthropic story triggered sector‑wide selling and pushed IBM toward its worst single‑day drop in 25+ years; lingering uncertainty about how fast legacy workloads can be automated keeps downside risk elevated. IBM’s stock heads for worst month in 34 years — and Anthropic is partly to blame

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.