Susquehanna analyst James Friedman has maintained a Hold rating on International Business Machines (IBM) with a price target of $256.00. Friedman, who covers the Technology sector, has an average return of 1.0% and a 51.65% success rate on recommended stocks according to TipRanks.
IBM has also received a Hold rating from Bernstein’s Mark Newman in a report issued yesterday. However, Bank of America Securities reiterated a Buy rating on IBM on October 23, 2026.
In its latest earnings release for the quarter ending September 30, 2026, IBM reported a quarterly revenue of $17.1 billion and a net profit of $2.19 billion. This compares to last year’s revenue of $16.33 billion and a net profit of $1.74 billion.
Corporate insider sentiment on IBM stock is currently negative, with 37 insiders showing increased selling activity over the past quarter. Most recently, Thomas Robert David, the SVP of IBM, sold 25,000 shares for a total of $5,758,000 in August 2026.