Analyst Consensus ?
ConsensusHold52 ratings
Bullish2446.2%
Neutral2344.2%
Bearish59.6%
FN2 Earnings Intelligence
International Business Machines Corporation analyst ratings
International Business Machines Corporation (IBM) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Analyst 52W Price Targets
$253.69Current
$112Low
$246.8Average
$380High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 26, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Neutral | Neutral | Maintain | Oct 22, 2026 |
| Susquehanna | Neutral | Neutral | Maintain | Oct 22, 2026 |
| Stifel | Buy | Buy | Maintain | Oct 22, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Oct 22, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 22, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Oct 22, 2026 |
| Jefferies | Buy | Buy | Maintain | Oct 22, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 22, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Oct 22, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 22, 2026 |
| Baird | Neutral | Neutral | Maintain | Oct 22, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 16, 2026 |
| Argus Research | Buy | Buy | Maintain | Jul 16, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jul 14, 2026 |
| HSBC | Reduce | Hold | Downgrade | Jul 14, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 6, 2026 |
| Wedbush | Outperform | Outperform | Maintain | May 29, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Jul 2, 2025 |
| Bernstein | Market Perform | Market Perform | Maintain | Jan 3, 2025 |
| Societe Generale | Sell | Hold | Downgrade | Jan 5, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Jul 11, 2023 |
| Edward Jones | Hold | Buy | Downgrade | Feb 6, 2023 |
| MoffettNathanson | Market Perform | Underperform | Upgrade | Jan 19, 2023 |
| Tigress Financial | Neutral | Neutral | Maintain | Apr 21, 2022 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Apr 14, 2020 |
| Nomura | Buy | Buy | Maintain | Mar 23, 2020 |
| Cantor Fitzgerald | Neutral | Neutral | Maintain | Jan 22, 2020 |
| Bank of America | Buy | Buy | Maintain | Aug 5, 2019 |
| Argus | Hold | Buy | Downgrade | Oct 18, 2018 |
| Moffett Nathanson | Sell | Sell | Maintain | Oct 4, 2018 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jul 19, 2018 |
| Pivotal Research | Buy | Buy | Maintain | Oct 27, 2017 |
| Standpoint Research | Buy | Hold | Upgrade | Jul 19, 2017 |
| Pacific Crest | Equal Weight | Sector Weight | Maintain | May 19, 2017 |
| Berenberg | Sell | Sell | Maintain | Apr 4, 2017 |
| Guggenheim | Neutral | Neutral | Maintain | Jan 4, 2017 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Jul 19, 2016 |
| Drexel Hamilton | Buy | Buy | Maintain | Jul 19, 2016 |
| Deutsche Bank | Hold | Hold | Maintain | Jul 19, 2016 |
| Atlantic Equities | Underweight | Neutral | Downgrade | Mar 2, 2015 |
| Evercore Partners | Hold | Buy | Downgrade | Oct 21, 2014 |
| CLSA | Buy | Buy | Maintain | Sep 30, 2014 |
| J. Safra Sarasin | Neutral | Buy | Downgrade | Apr 24, 2014 |
| Cowen & Co. | Market Perform | Outperform | Downgrade | Dec 6, 2013 |
| Argus Capital | Hold | Buy | Downgrade | Oct 18, 2013 |
| S&P Capital IQ | Strong Buy | Buy | Upgrade | Sep 9, 2013 |
| Topeka | Buy | Buy | Maintain | Dec 21, 2012 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Oct 17, 2012 |
| Janney Capital | Neutral | Buy | Downgrade | Oct 17, 2012 |
| Canaccord Genuity | Hold | Hold | Maintain | Apr 18, 2012 |
| Bank oferica | Neutral | Neutral | Maintain | Apr 4, 2012 |
| Oxen Group | Buy | Buy | Maintain | Mar 14, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $253.69. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| BMO Capital | Analyst unavailable | $265 | $248.85 | +4.5% | Oct 22, 2026 |
| Truist Financial | Analyst unavailable | $260 | $246.58 | +2.5% | Oct 22, 2026 |
| Stifel Nicolaus | David Grossman | $260 | $251.46 | +2.5% | Oct 22, 2026 |
| Susquehanna | Analyst unavailable | $256 | $251.46 | +0.9% | Oct 22, 2026 |
| Goldman Sachs | Analyst unavailable | $300 | $251.46 | +18.3% | Oct 22, 2026 |
| UBS | David Vogt | $243 | $251.46 | -4.2% | Oct 22, 2026 |
| Robert W. Baird | Analyst unavailable | $260 | $251.46 | +2.5% | Oct 22, 2026 |
| Morgan Stanley | Analyst unavailable | $240 | $251.46 | -5.4% | Oct 22, 2026 |
| Barclays | Raimo Lenschow | $277 | $251.46 | +9.2% | Oct 22, 2026 |
| Jefferies | Brent Thill | $280 | $251.46 | +10.4% | Oct 22, 2026 |
| Truist Financial | Arvind Ramnani | $240 | $226.61 | -5.4% | Oct 9, 2026 |
| Susquehanna | James Friedman | $235 | $233.51 | -7.4% | Aug 31, 2026 |
| Susquehanna | James Friedman | $225 | $211.99 | -11.3% | Jul 24, 2026 |
| BMO Capital | Analyst unavailable | $230 | $203.62 | -9.3% | Jul 23, 2026 |
| Goldman Sachs | Analyst unavailable | $270 | $205.77 | +6.4% | Jul 23, 2026 |
| Morgan Stanley | Analyst unavailable | $190 | $205.77 | -25.1% | Jul 23, 2026 |
| Barclays | Analyst unavailable | $262 | $205.77 | +3.3% | Jul 23, 2026 |
| Robert W. Baird | Analyst unavailable | $230 | $210.5 | -9.3% | Jul 21, 2026 |
| RBC Capital | Matthew Swanson | $270 | $210.66 | +6.4% | Jul 21, 2026 |
| Barclays | Raimo Lenschow | $288 | $213 | +13.5% | Jul 21, 2026 |
| Jefferies | Brent Thill | $260 | $213 | +2.5% | Jul 21, 2026 |
| Stifel Nicolaus | David Grossman | $235 | $212.67 | -7.4% | Jul 20, 2026 |
| HSBC | Abhishek Shukla | $175 | $214.05 | -31.0% | Jul 16, 2026 |
| Argus Research | Jim Kelleher | $280 | $210.5 | +10.4% | Jul 16, 2026 |
| Oppenheimer | Analyst unavailable | $350 | $220.02 | +38.0% | Jul 14, 2026 |
| Morgan Stanley | Analyst unavailable | $293 | $290.23 | +15.5% | Jul 14, 2026 |
| HSBC | Analyst unavailable | $191 | $290.23 | -24.7% | Jul 14, 2026 |
| Susquehanna | Analyst unavailable | $303 | $295.3 | +19.4% | Jul 10, 2026 |
| Morgan Stanley | Analyst unavailable | $267 | $252.22 | +5.2% | Jun 23, 2026 |
| Wedbush | Analyst unavailable | $350 | $320.42 | +38.0% | Jun 2, 2026 |
| Barclays | Raimo Lenschow | $350 | $297.8 | +38.0% | Jun 1, 2026 |
| Stifel Nicolaus | David Grossman | $290 | $252.97 | +14.3% | May 22, 2026 |
| HSBC | Analyst unavailable | $231 | $228.05 | -8.9% | Apr 28, 2026 |
| Morgan Stanley | Analyst unavailable | $225 | $226.52 | -11.3% | Apr 23, 2026 |
| BMO Capital | Analyst unavailable | $270 | $224.71 | +6.4% | Apr 23, 2026 |
| Wedbush | Daniel Ives | $320 | $251.86 | +26.1% | Apr 23, 2026 |
| Jefferies | Analyst unavailable | $320 | $253.47 | +26.1% | Apr 20, 2026 |
| RBC Capital | Matthew Swanson | $330 | $253.25 | +30.1% | Apr 17, 2026 |
| Oppenheimer | Analyst unavailable | $320 | $247.36 | +26.1% | Apr 16, 2026 |
| Morgan Stanley | Erik Woodring | $215 | $237.82 | -15.3% | Apr 14, 2026 |
| Argus Research | Analyst unavailable | $360 | $304.06 | +41.9% | Jan 30, 2026 |
| UBS | Analyst unavailable | $345 | $303.99 | +36.0% | Jan 29, 2026 |
| RBC Capital | Matthew Swanson | $361 | $310.87 | +42.3% | Jan 29, 2026 |
| Oppenheimer | Param Singh | $380 | $314.15 | +49.8% | Jan 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $340 | $314.44 | +34.0% | Jan 29, 2026 |
| Evercore ISI | Analyst unavailable | $345 | $313.64 | +36.0% | Jan 29, 2026 |
| Wedbush | Daniel Ives | $340 | $294.16 | +34.0% | Jan 29, 2026 |
| BMO Capital | Keith Bachman | $350 | $294.16 | +38.0% | Jan 29, 2026 |
| UBS | Analyst unavailable | $317 | $312.54 | +25.0% | Jan 29, 2026 |
| UBS | David Vogt | $236 | $294.16 | -7.0% | Jan 29, 2026 |
| Morgan Stanley | Analyst unavailable | $304 | $294.16 | +19.8% | Jan 29, 2026 |
| Jefferies | Analyst unavailable | $370 | $294.16 | +45.8% | Jan 29, 2026 |
| Evercore ISI | Analyst unavailable | $330 | $305.67 | +30.1% | Jan 20, 2026 |
| RBC Capital | Analyst unavailable | $350 | $291.5 | +38.0% | Jan 5, 2026 |
| Jefferies | Analyst unavailable | $360 | $291.5 | +41.9% | Jan 5, 2026 |
| Stifel Nicolaus | David Grossman | $325 | $309.18 | +28.1% | Dec 9, 2025 |
| Oppenheimer | Analyst unavailable | $360 | $290.4 | +41.9% | Nov 21, 2025 |
| RBC Capital | Analyst unavailable | $300 | $277.58 | +18.3% | Oct 23, 2025 |
| Morgan Stanley | Analyst unavailable | $252 | $280.27 | -0.7% | Oct 23, 2025 |
| UBS | Analyst unavailable | $210 | $287.51 | -17.2% | Oct 23, 2025 |
| BMO Capital | Analyst unavailable | $305 | $287.51 | +20.2% | Oct 23, 2025 |
| Stifel Nicolaus | David Grossman | $295 | $287.51 | +16.3% | Oct 23, 2025 |
| Jefferies | Brent Thill | $305 | $283.65 | +20.2% | Oct 21, 2025 |
| Jefferies | Brent Thill | $300 | $283.65 | +18.3% | Oct 21, 2025 |
| Morgan Stanley | Erik Woodring | $256 | $276.15 | +0.9% | Oct 15, 2025 |
| KGI Securities | Rob Chang | $242 | $229.33 | -4.6% | Apr 24, 2025 |
| UBS | David Vogt | $170 | $229.33 | -33.0% | Apr 24, 2025 |
| Loop Capital Markets | Keith Bachman | $260 | $217.63 | +2.5% | Oct 24, 2024 |
| BMO Capital | Keith Bachman | $260 | $216.94 | +2.5% | Oct 24, 2024 |
| Goldman Sachs | James Schneider | $250 | $232.75 | -1.5% | Oct 24, 2024 |
| Stifel Nicolaus | David Grossman | $246 | $232.96 | -3.0% | Oct 16, 2024 |
| Evercore ISI | Amit Daryanani | $240 | $220.84 | -5.4% | Sep 27, 2024 |
| Bernstein | Toni Sacconaghi | $185 | $220.97 | -27.1% | Sep 25, 2024 |
| Jefferies | Brent Thill | $200 | $203.53 | -21.2% | Sep 10, 2024 |
| Needham | Matt Dezort | $256.79 | $130.75 | +1.2% | Aug 20, 2024 |
| Stifel Nicolaus | David Grossman | $205 | $184.02 | -19.2% | Jul 25, 2024 |
| J.P. Morgan | Brian Essex | $185 | $174.95 | -27.1% | Jul 2, 2024 |
| RBC Capital | Matthew Swanson | $200 | $173.25 | -21.2% | May 22, 2024 |
| BMO Capital | Keith Bachman | $190 | $167.8 | -25.1% | Apr 25, 2024 |
| Morgan Stanley | Erik Woodring | $179 | $184.1 | -29.4% | Apr 25, 2024 |
| Jefferies | Brent Thill | $190 | $184.1 | -25.1% | Apr 25, 2024 |
| Evercore ISI | Amit Daryanani | $215 | $184.1 | -15.3% | Apr 24, 2024 |
| Jefferies | Brent Thill | $210 | $181.9 | -17.2% | Apr 23, 2024 |
| BMO Capital | Keith Bachman | $210 | $189.82 | -17.2% | Apr 9, 2024 |
| Loop Capital Markets | Keith Bachman | $155 | $143.88 | -38.9% | Oct 26, 2023 |
| Loop Capital Markets | Keith Bachman | $152 | $137.9 | -40.1% | Jul 20, 2023 |
| Bernstein | Toni Sacconaghi | $145 | $127.08 | -42.8% | Apr 20, 2023 |
| Morgan Stanley | Erik Woodring | $143 | $130.42 | -43.6% | Apr 11, 2023 |
| Cantor Fitzgerald | Joseph Foresi | $138 | $131.22 | -45.6% | Feb 27, 2023 |
| Loop Capital Markets | Keith Bachman | $148 | $128.72 | -41.7% | Oct 20, 2022 |
| UBS | David Vogt Vogt | $112 | $121.63 | -55.9% | Sep 30, 2022 |
| Credit Suisse | Sami Badri | $156 | $130.79 | -38.5% | Jul 31, 2022 |
| Morgan Stanley | Analyst unavailable | $155 | $138.13 | -38.9% | Jul 19, 2022 |
| Tigress Financial | Analyst unavailable | $139 | $138.32 | -45.2% | Apr 21, 2022 |
| BMO Capital | Analyst unavailable | $152 | $136.82 | -40.1% | Apr 20, 2022 |
| Credit Suisse | Analyst unavailable | $166 | $135.96 | -34.6% | Apr 20, 2022 |
| Morgan Stanley | Erik Woodring | $157 | $129.15 | -38.1% | Apr 20, 2022 |
| Rosenblatt Securities | Analyst unavailable | $118.06 | $43.07 | -53.5% | Apr 19, 2022 |
| BMO Capital | Keith Bachman | $148 | $126.56 | -41.7% | Apr 17, 2022 |
| Morgan Stanley | Erik Woodring | $150 | $126.14 | -40.9% | Apr 14, 2022 |
| Evercore ISI | Amit Daryanani | $140 | $130.15 | -44.8% | Apr 3, 2022 |
| BMO Capital | Keith Bachman | $155 | $137.15 | -38.9% | Feb 5, 2022 |
| Credit Suisse | Sami Badri | $165 | $134.5 | -35.0% | Jan 28, 2022 |
| UBS | David Vogt | $118 | $134.48 | -53.5% | Jan 25, 2022 |
| Goldman Sachs | Brian Essex | $144 | $134.48 | -43.2% | Jan 25, 2022 |
| Morgan Stanley | Katy Huberty | $147 | $129.35 | -42.1% | Jan 22, 2022 |
| Goldman Sachs | Brian Essex | $140 | $134.21 | -44.8% | Jan 15, 2022 |
| Argus Research | Jim Kelleher | $165 | $133.39 | -35.0% | Oct 8, 2021 |
| Societe Generale | Richard Nguyen | $140 | $128.88 | -44.8% | Jul 20, 2021 |
| DZ BANK AG | Ingo Wermann | $155 | $130.72 | -38.9% | Apr 21, 2021 |
Track every rating change on IBM the moment it posts. Free to start.
Start freeGet the IBM recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.