Evercore ISI Issues Positive Forecast for International Business Machines (NYSE:IBM) Stock Price

International Business Machines (NYSE:IBM) had its target price boosted by Evercore ISI from $330.00 to $345.00 in a report published on Thursday morning, MarketBeat.com reports. The brokerage currently has an outperform rating on the technology company’s stock.

A number of other equities research analysts also recently weighed in on IBM. BMO Capital Markets reiterated a “market perform” rating and issued a $350.00 price target on shares of International Business Machines in a research report on Thursday. Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Wedbush raised their price target on International Business Machines from $325.00 to $340.00 and gave the stock an “outperform” rating in a research report on Thursday. UBS Group upped their price objective on shares of International Business Machines from $210.00 to $236.00 and gave the stock a “sell” rating in a research report on Thursday. Finally, Royal Bank Of Canada raised their target price on shares of International Business Machines from $350.00 to $361.00 and gave the company an “outperform” rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $327.93.

International Business Machines Stock Performance

Shares of NYSE IBM opened at $308.67 on Thursday. The company has a market capitalization of $288.53 billion, a P/E ratio of 27.68, a P/E/G ratio of 2.85 and a beta of 0.70. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. International Business Machines has a 12 month low of $214.50 and a 12 month high of $324.90. The stock has a 50 day moving average of $302.67 and a 200-day moving average of $282.98.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a return on equity of 39.96% and a net margin of 15.69%.The company had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter in the previous year, the company posted $3.92 earnings per share. The business’s revenue was up 12.2% on a year-over-year basis. As a group, equities research analysts predict that International Business Machines will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be paid a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.2%. International Business Machines’s dividend payout ratio is presently 80.38%.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of IBM. Brighton Jones LLC raised its stake in shares of International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after acquiring an additional 2,323 shares during the last quarter. Trinity Legacy Partners LLC acquired a new stake in International Business Machines in the second quarter valued at $203,000. Sivia Capital Partners LLC raised its position in International Business Machines by 10.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after purchasing an additional 186 shares during the last quarter. Impact Capital Partners LLC lifted its holdings in International Business Machines by 12.1% during the 2nd quarter. Impact Capital Partners LLC now owns 1,227 shares of the technology company’s stock worth $362,000 after buying an additional 132 shares during the period. Finally, SOA Wealth Advisors LLC. grew its position in shares of International Business Machines by 17.6% in the 2nd quarter. SOA Wealth Advisors LLC. now owns 3,526 shares of the technology company’s stock valued at $1,039,000 after buying an additional 527 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Key International Business Machines News

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

• Positive Sentiment: Q4 beat and upbeat 2026 outlook: IBM reported stronger-than-expected Q4 results (EPS $4.52; revenue $19.69B) and raised its revenue outlook for 2026 (management expects >5% revenue growth and higher free cash flow). Those results and guidance are being cited as the core reason investors are buying the stock. IBM beats fourth-quarter estimates, forecasts 5% revenue growth in 2026
• Positive Sentiment: AI and software momentum: Management said AI-related revenue topped ~$12.5B and software and infrastructure businesses showed double‑digit growth — driving margins, free cash flow, and investor confidence in IBM’s AI strategy. IBM Q4 Earnings Surpass Estimates on Strong Cloud and AI Momentum
• Positive Sentiment: Analyst upgrades and higher price targets: Several firms reacted positively — Evercore raised its target to $345 (outperform), Bank of America reiterated a buy with $340, and RBC highlighted IBM as a defensive AI play — adding buying pressure. Analyst price-target coverage
• Positive Sentiment: Strategic M&A — Confluent acquisition: IBM announced an ~$11B deal for Confluent to bolster real‑time data streaming and AI deployment, which investors view as accelerating IBM’s AI platform capabilities. Cloud Stocks: Analysis Of IBM’s Confluent Acquisition
• Neutral Sentiment: Dividend maintained: IBM declared a quarterly dividend of $1.68 per share (ex-dividend Feb 10), supporting income investors but not a growth catalyst. Dividend announcement / press release
• Neutral Sentiment: Small mixed analyst moves: JPMorgan nudged its target to $317 but kept a neutral rating — a modest endorsement that contrasts with higher targets from others and tempers upside expectations. JPMorgan price target update
• Negative Sentiment: Risks and skeptics: Some commentary (e.g., Seeking Alpha) points to execution risks, Red Hat headwinds previously noted by analysts, and concerns about integration/price of the Confluent deal — factors that could pressure the stock if results or synergies miss expectations. IBM: Limping Into 2026

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.