Analyst Consensus ?
ConsensusHold51 ratings
Bullish2447.1%
Neutral2243.1%
Bearish59.8%
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
$223.65Previous close
$112Low
$243.27Average
$380High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Aug 1, 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 |
|---|---|---|---|---|
| Susquehanna | Neutral | Neutral | Maintain | Jul 24, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 24, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Jul 23, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jul 23, 2026 |
| BMO Capital | Market Perform | Market Perform | Maintain | Jul 23, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jul 23, 2026 |
| Jefferies | Buy | Buy | Maintain | Jul 21, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 20, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jul 17, 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 |
| UBS | Neutral | Sell | Upgrade | Feb 25, 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 previous close $223.65. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Susquehanna | James Friedman | $225 | $211.99 | +0.6% | Jul 24, 2026 |
| BMO Capital | Analyst unavailable | $230 | $203.62 | +2.8% | Jul 23, 2026 |
| Goldman Sachs | Analyst unavailable | $270 | $205.77 | +20.7% | Jul 23, 2026 |
| Morgan Stanley | Analyst unavailable | $190 | $205.77 | -15.0% | Jul 23, 2026 |
| Barclays | Analyst unavailable | $262 | $205.77 | +17.1% | Jul 23, 2026 |
| Robert W. Baird | Analyst unavailable | $230 | $210.5 | +2.8% | Jul 21, 2026 |
| RBC Capital | Matthew Swanson | $270 | $210.66 | +20.7% | Jul 21, 2026 |
| Barclays | Raimo Lenschow | $288 | $213 | +28.8% | Jul 21, 2026 |
| Jefferies | Brent Thill | $260 | $213 | +16.3% | Jul 21, 2026 |
| Stifel Nicolaus | David Grossman | $235 | $212.67 | +5.1% | Jul 20, 2026 |
| HSBC | Abhishek Shukla | $175 | $214.05 | -21.8% | Jul 16, 2026 |
| Argus Research | Jim Kelleher | $280 | $210.5 | +25.2% | Jul 16, 2026 |
| Oppenheimer | Analyst unavailable | $350 | $220.02 | +56.5% | Jul 14, 2026 |
| Morgan Stanley | Analyst unavailable | $293 | $290.23 | +31.0% | Jul 14, 2026 |
| HSBC | Analyst unavailable | $191 | $290.23 | -14.6% | Jul 14, 2026 |
| Susquehanna | Analyst unavailable | $303 | $295.3 | +35.5% | Jul 10, 2026 |
| Morgan Stanley | Analyst unavailable | $267 | $252.22 | +19.4% | Jun 23, 2026 |
| Wedbush | Analyst unavailable | $350 | $320.42 | +56.5% | Jun 2, 2026 |
| Barclays | Raimo Lenschow | $350 | $297.8 | +56.5% | Jun 1, 2026 |
| Stifel Nicolaus | David Grossman | $290 | $252.97 | +29.7% | May 22, 2026 |
| HSBC | Analyst unavailable | $231 | $228.05 | +3.3% | Apr 28, 2026 |
| Morgan Stanley | Analyst unavailable | $225 | $226.52 | +0.6% | Apr 23, 2026 |
| BMO Capital | Analyst unavailable | $270 | $224.71 | +20.7% | Apr 23, 2026 |
| Wedbush | Daniel Ives | $320 | $251.86 | +43.1% | Apr 23, 2026 |
| Jefferies | Analyst unavailable | $320 | $253.47 | +43.1% | Apr 20, 2026 |
| RBC Capital | Matthew Swanson | $330 | $253.25 | +47.6% | Apr 17, 2026 |
| Oppenheimer | Analyst unavailable | $320 | $247.36 | +43.1% | Apr 16, 2026 |
| Morgan Stanley | Erik Woodring | $215 | $237.82 | -3.9% | Apr 14, 2026 |
| Argus Research | Analyst unavailable | $360 | $304.06 | +61.0% | Jan 30, 2026 |
| UBS | Analyst unavailable | $345 | $303.99 | +54.3% | Jan 29, 2026 |
| RBC Capital | Matthew Swanson | $361 | $310.87 | +61.4% | Jan 29, 2026 |
| Oppenheimer | Param Singh | $380 | $314.15 | +69.9% | Jan 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $340 | $314.44 | +52.0% | Jan 29, 2026 |
| Evercore ISI | Analyst unavailable | $345 | $313.64 | +54.3% | Jan 29, 2026 |
| Wedbush | Daniel Ives | $340 | $294.16 | +52.0% | Jan 29, 2026 |
| BMO Capital | Keith Bachman | $350 | $294.16 | +56.5% | Jan 29, 2026 |
| UBS | Analyst unavailable | $317 | $312.54 | +41.7% | Jan 29, 2026 |
| UBS | David Vogt | $236 | $294.16 | +5.5% | Jan 29, 2026 |
| Morgan Stanley | Analyst unavailable | $304 | $294.16 | +35.9% | Jan 29, 2026 |
| Jefferies | Analyst unavailable | $370 | $294.16 | +65.4% | Jan 29, 2026 |
| Evercore ISI | Analyst unavailable | $330 | $305.67 | +47.6% | Jan 20, 2026 |
| RBC Capital | Analyst unavailable | $350 | $291.5 | +56.5% | Jan 5, 2026 |
| Jefferies | Analyst unavailable | $360 | $291.5 | +61.0% | Jan 5, 2026 |
| Stifel Nicolaus | David Grossman | $325 | $309.18 | +45.3% | Dec 9, 2025 |
| Oppenheimer | Analyst unavailable | $360 | $290.4 | +61.0% | Nov 21, 2025 |
| RBC Capital | Analyst unavailable | $300 | $277.58 | +34.1% | Oct 23, 2025 |
| Morgan Stanley | Analyst unavailable | $252 | $280.27 | +12.7% | Oct 23, 2025 |
| UBS | Analyst unavailable | $210 | $287.51 | -6.1% | Oct 23, 2025 |
| BMO Capital | Analyst unavailable | $305 | $287.51 | +36.4% | Oct 23, 2025 |
| Stifel Nicolaus | David Grossman | $295 | $287.51 | +31.9% | Oct 23, 2025 |
| Jefferies | Brent Thill | $305 | $283.65 | +36.4% | Oct 21, 2025 |
| Jefferies | Brent Thill | $300 | $283.65 | +34.1% | Oct 21, 2025 |
| Morgan Stanley | Erik Woodring | $256 | $276.15 | +14.5% | Oct 15, 2025 |
| KGI Securities | Rob Chang | $242 | $229.33 | +8.2% | Apr 24, 2025 |
| UBS | David Vogt | $170 | $229.33 | -24.0% | Apr 24, 2025 |
| Loop Capital Markets | Keith Bachman | $260 | $217.63 | +16.3% | Oct 24, 2024 |
| BMO Capital | Keith Bachman | $260 | $216.94 | +16.3% | Oct 24, 2024 |
| Goldman Sachs | James Schneider | $250 | $232.75 | +11.8% | Oct 24, 2024 |
| Stifel Nicolaus | David Grossman | $246 | $232.96 | +10.0% | Oct 16, 2024 |
| Evercore ISI | Amit Daryanani | $240 | $220.84 | +7.3% | Sep 27, 2024 |
| Bernstein | Toni Sacconaghi | $185 | $220.97 | -17.3% | Sep 25, 2024 |
| Jefferies | Brent Thill | $200 | $203.53 | -10.6% | Sep 10, 2024 |
| Needham | Matt Dezort | $256.79 | $130.75 | +14.8% | Aug 20, 2024 |
| Stifel Nicolaus | David Grossman | $205 | $184.02 | -8.3% | Jul 25, 2024 |
| J.P. Morgan | Brian Essex | $185 | $174.95 | -17.3% | Jul 2, 2024 |
| RBC Capital | Matthew Swanson | $200 | $173.25 | -10.6% | May 22, 2024 |
| BMO Capital | Keith Bachman | $190 | $167.8 | -15.0% | Apr 25, 2024 |
| Morgan Stanley | Erik Woodring | $179 | $184.1 | -20.0% | Apr 25, 2024 |
| Jefferies | Brent Thill | $190 | $184.1 | -15.0% | Apr 25, 2024 |
| Evercore ISI | Amit Daryanani | $215 | $184.1 | -3.9% | Apr 24, 2024 |
| Jefferies | Brent Thill | $210 | $181.9 | -6.1% | Apr 23, 2024 |
| BMO Capital | Keith Bachman | $210 | $189.82 | -6.1% | Apr 9, 2024 |
| RBC Capital | Matthew Swanson | $179 | $143.88 | -20.0% | Oct 26, 2023 |
| Loop Capital Markets | Keith Bachman | $152 | $137.9 | -32.0% | Jul 20, 2023 |
| Bernstein | Toni Sacconaghi | $145 | $127.08 | -35.2% | Apr 20, 2023 |
| Morgan Stanley | Erik Woodring | $143 | $130.42 | -36.1% | Apr 11, 2023 |
| Cantor Fitzgerald | Joseph Foresi | $138 | $131.22 | -38.3% | Feb 27, 2023 |
| Loop Capital Markets | Keith Bachman | $148 | $128.72 | -33.8% | Oct 20, 2022 |
| UBS | David Vogt Vogt | $112 | $121.63 | -49.9% | Sep 30, 2022 |
| Credit Suisse | Sami Badri | $156 | $130.79 | -30.2% | Jul 31, 2022 |
| Morgan Stanley | Analyst unavailable | $155 | $138.13 | -30.7% | Jul 19, 2022 |
| Tigress Financial | Analyst unavailable | $139 | $138.32 | -37.8% | Apr 21, 2022 |
| BMO Capital | Analyst unavailable | $152 | $136.82 | -32.0% | Apr 20, 2022 |
| Credit Suisse | Analyst unavailable | $166 | $135.96 | -25.8% | Apr 20, 2022 |
| Morgan Stanley | Erik Woodring | $157 | $129.15 | -29.8% | Apr 20, 2022 |
| Rosenblatt Securities | Analyst unavailable | $118.06 | $43.07 | -47.2% | Apr 19, 2022 |
| BMO Capital | Keith Bachman | $148 | $126.56 | -33.8% | Apr 17, 2022 |
| Morgan Stanley | Erik Woodring | $150 | $126.14 | -32.9% | Apr 14, 2022 |
| Evercore ISI | Amit Daryanani | $140 | $130.15 | -37.4% | Apr 3, 2022 |
| BMO Capital | Keith Bachman | $155 | $137.15 | -30.7% | Feb 5, 2022 |
| Credit Suisse | Sami Badri | $165 | $134.5 | -26.2% | Jan 28, 2022 |
| UBS | David Vogt | $118 | $134.48 | -47.2% | Jan 25, 2022 |
| Goldman Sachs | Brian Essex | $144 | $134.48 | -35.6% | Jan 25, 2022 |
| Morgan Stanley | Katy Huberty | $147 | $129.35 | -34.3% | Jan 22, 2022 |
| Goldman Sachs | Brian Essex | $140 | $134.21 | -37.4% | Jan 15, 2022 |
| Argus Research | Jim Kelleher | $165 | $133.39 | -26.2% | Oct 8, 2021 |
| Societe Generale | Richard Nguyen | $140 | $128.88 | -37.4% | Jul 20, 2021 |
| DZ BANK AG | Ingo Wermann | $155 | $130.72 | -30.7% | Apr 21, 2021 |
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