Stifel Nicolaus Lowers International Business Machines (NYSE:IBM) Price Target to $290.00

International Business Machines (NYSE:IBM) had its price objective dropped by Stifel Nicolaus from $340.00 to $290.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the technology company’s stock. Stifel Nicolaus’ price target indicates a potential upside of 22.20% from the company’s previous close.

Other analysts have also issued research reports about the company. Wedbush reissued an “outperform” rating and set a $340.00 price target on shares of International Business Machines in a report on Tuesday, February 24th. JPMorgan Chase & Co. lowered their price objective on International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research report on Wednesday, March 18th. DZ Bank upgraded International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. Weiss Ratings restated a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. Finally, Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and a consensus price target of $311.27.

International Business Machines Stock Performance

NYSE:IBM opened at $237.31 on Wednesday. The stock has a 50-day simple moving average of $255.75 and a two-hundred day simple moving average of $283.31. International Business Machines has a 52-week low of $220.72 and a 52-week high of $324.90. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The firm has a market capitalization of $222.61 billion, a PE ratio of 21.28, a P/E/G ratio of 2.41 and a beta of 0.69.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating 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 business had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same quarter in the previous year, the company posted $3.92 earnings per share. International Business Machines’s revenue for the quarter was up 12.2% on a year-over-year basis. Analysts forecast that International Business Machines will post 10.78 EPS for the current year.

Insider Activity

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of the stock in a transaction dated Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders bought 1,484 shares of company stock worth $417,157 over the last 90 days. Company insiders own 0.27% of the company’s stock.

Institutional Investors Weigh In On International Business Machines

Hedge funds have recently made changes to their positions in the company. Family CFO Inc purchased a new stake in shares of International Business Machines in the fourth quarter worth about $25,000. Basepoint Wealth LLC purchased a new stake in shares of International Business Machines in the fourth quarter worth about $25,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of International Business Machines in the third quarter worth about $28,000. Joseph Group Capital Management purchased a new stake in shares of International Business Machines in the fourth quarter worth about $28,000. Finally, Cornerstone Financial Management LLC purchased a new stake in shares of International Business Machines in the fourth quarter worth about $28,000. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

More International Business Machines News

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

• Positive Sentiment: IBM helped launch the Shared AI License Foundation (SAIL), a cross‑industry patent-sharing framework for foundation models. This could strengthen IBM’s long‑term AI moat, reduce litigation/friction for deploying models, and speed commercial adoption of IBM’s tooling and services. IBM’s SAIL Move Reframes AI Patent Sharing And Long Term Moat
• Positive Sentiment: Recent insider purchases (several executives bought shares in the past six months) are a constructive signal about management’s view of the stock at current levels. $IBM stock is down 3% today. Here’s what we see in our data.
• Neutral Sentiment: Institutional holdings are mixed: some large managers (e.g., Capital World Investors, T. Rowe) added material positions while others (notably a large UBS unit) trimmed drastically. This creates offsetting demand/supply dynamics for the stock. $IBM stock is down 3% today. Here’s what we see in our data.
• Neutral Sentiment: IBM set its Q1 2026 earnings/call for April 22 — an event that will likely drive near‑term volatility as investors reassess growth and margin trends. IBM to Announce First-Quarter 2026 Financial Results
• Negative Sentiment: Analysts have trimmed price targets (Stifel moved its target down to $290 from $340), citing currency and geopolitical/conflict headwinds — this can pressure sentiment and reduce near‑term upside expectations. Stifel Resets IBM Stock Price Target Ahead of Earnings
• Negative Sentiment: The stock is down today and has shown short‑term weakness in recent sessions; higher trading volume accompanies the drop, indicating conviction behind the selloff. This immediate technical pressure can amplify downside ahead of the earnings call. $IBM stock is down 3% today. Here’s what we see in our data. IBM (IBM) Stock Declines While Market Improves

About International Business Machines

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.