Yahoo · Sep 15, 2026
IBM's New AI Deal Must Handle 23 Million Transactions Daily
The Turkish credit-bureau deployment offers production-scale evidence, although IBM disclosed no contract value.
NASDAQ · IBM
International Business Machines Corporation
Technology · Information Technology Services
$248.37
Down-$0.72 (-0.29%)
Updated Sep 16, 2026, 11:01 AM
SID Score
5.9/10
Composite research score
Smart Money
55/100
Neutral
- Market cap
- 290.29B
- P/E ratio
- 36.68
- Dividend yield
- 2.70%
- 52-week range
- $199.19 – $332.46
- Volume
- 4.52M
- Avg. volume
- 5.25M
Price performance
IBM price history
1M range · 20 trading sessions · Daily adjusted prices
IBM closed at $248.37 after 20 trading sessions, up 6.75% for the selected period.
- Last close
- $248.37
- Period change
- +6.75%
- Period low
- $229.87
- Period high
- $249.09
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $246.19 | $251.815 | $246.15 | $248.37 | 4.52M |
| Sep 14, 2026 | $249.41 | $251.37 | $244.1201 | $249.09 | 6.82M |
| Sep 11, 2026 | $235.78 | $243.63 | $235.00 | $243.29 | 4.92M |
| Sep 10, 2026 | $238.18 | $242.31 | $231.83 | $234.02 | 5.82M |
| Sep 9, 2026 | $232.65 | $241.50 | $230.36 | $239.94 | 6.4M |
| Sep 8, 2026 | $232.95 | $233.40 | $230.20 | $232.09 | 4.79M |
| Sep 4, 2026 | $233.33 | $236.17 | $231.68 | $234.89 | 3.72M |
| Sep 3, 2026 | $234.38 | $238.29 | $232.815 | $234.71 | 4.38M |
| Sep 2, 2026 | $230.545 | $232.88 | $229.10 | $231.70 | 4.65M |
| Sep 1, 2026 | $231.00 | $233.09 | $229.90 | $231.40 | 3.24M |
| Aug 31, 2026 | $232.73 | $235.9379 | $232.18 | $233.87 | 6.1M |
| Aug 28, 2026 | $238.30 | $239.08 | $235.09 | $235.59 | 3.95M |
| Aug 27, 2026 | $232.80 | $240.8065 | $231.45 | $238.79 | 5.51M |
| Aug 26, 2026 | $230.70 | $234.23 | $228.96 | $229.87 | 4.63M |
| Aug 25, 2026 | $230.00 | $234.435 | $229.51 | $234.19 | 3.02M |
| Aug 24, 2026 | $234.37 | $234.49 | $230.47 | $231.04 | 4.09M |
| Aug 21, 2026 | $233.71 | $238.72 | $233.12 | $235.68 | 3.89M |
| Aug 20, 2026 | $236.00 | $237.50 | $233.03 | $233.69 | 4.99M |
| Aug 19, 2026 | $232.26 | $238.615 | $230.51 | $237.16 | 5.34M |
| Aug 18, 2026 | $229.73 | $234.4499 | $229.415 | $232.67 | 4.65M |
Latest IBM news
The latest Smart Investors Daily articles mentioning IBM.
Stock researchCompany · Overview
IBM research
Overview
Company profile and research snapshot.
Company profile
Incorporated in 1911, International Business Machines, or IBM, is one of the oldest technology companies in the world. It provides software, IT consulting services, and hardware to help business customers modernize their technology workflows. IBM operates in 175 countries and employs approximately 300,000 people. The company has a robust roster of business partners to service its clients, which includes 95% of all Fortune 500 companies. IBM's products, including Red Hat, watsonx, and mainframes, handle some of the world's most important data workloads in areas like finance and retail.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $293.86
- Implied upside
- —
- Analysts
- 17
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 31, 2026 | Susquehanna | Neutral | — |
| Jul 24, 2026 | Citigroup | Buy | — |
| Jul 24, 2026 | Susquehanna | Neutral | — |
| Jul 23, 2026 | RBC Capital | Outperform | — |
| Jul 23, 2026 | BMO Capital | Market Perform | — |
News briefing
Generated Sep 15, 2026, 9:14 PM
Why Is IBM Moving Slightly Down Today?
IBM is trading down just $0.72 (0.29%) today in a relatively flat market session, though the company is generating notable headlines around strategic initiatives and market positioning. Despite the minor intraday decline, IBM is garnering attention for potential breakout patterns and significant developments in AI and quantum computing partnerships. The modest downward movement appears disconnected from underlying business momentum, as the company continues to secure growth opportunities in emerging technology sectors.
Bottom line: IBM's modest 0.29% decline masks underlying momentum in strategic growth areas including AI innovation, quantum computing partnerships, and green IT software expansion. While near-term stock performance remains subdued, the company is securing positioning in high-growth markets and emerging technologies that could drive outperformance. Investors should monitor the technical breakout signals and track execution on AI/quantum initiatives while remaining watchful of competitive dynamics in crowded software markets.
Yahoo · Sep 15, 2026
The Vendor Rush Is Here: Agent Governance Hits Its Tipping Point
Four major infrastructure vendors have now shipped standalone agent governance products at general availability. The vendor rush itself has become the signal. Okta’s July 2026 product innovations pushed the furthest into new territory. The company shipped Agent-to-Agent Connections at general availability, enabling secure multi-agent workflows by issuing temporary runtime tokens that enforce which agents may […]
Yahoo · Sep 15, 2026
How Much Slowdown Is Rubrik Stock Priced For?
Rubrik (RBRK) trades near $100, just off its 52-week high, and the market is paying for agentic cyber resilience: machine-speed recovery and governance for AI agents. The risk here is more ordinary than the story. The revenue growth that supports a price like this is already slowing, and the product carrying the AI story is not the one producing the revenue yet.
Yahoo · Sep 15, 2026
How Far Can Accenture Stock Move On You In Twelve Months?
Accenture (ACN) stock trades near $195, and the options market prices roughly a two-in-three chance that it ends the coming twelve months between about $123 and about $308. That floor is about where the stock bottomed over the past year, and the ceiling is above the high it has already given back. For a holder, the question is whether a band that wide is more than you signed up for.
AI research layers
Interpretive context generated from the platform’s current data sources.
International Business Machines Corporation Stock Performance
International Business Machines Corporation shares traded at $248.37, reflecting a single-day decline of approximately 1.10%, per SID market data. Over the trailing one-month period, IBM gained 6.0%, though the stock has declined 7.57% over the past three months and 20.07% over the trailing twelve months, indicating significant longer-term underperformance. The 50-day moving average stands at $236.16, placing the current price above this short-term trend line, while the 200-day moving average of $254.28 remains overhead, suggesting the stock faces technical resistance. The 14-day RSI reads 62.6, positioning IBM in neutral-to-slightly-overbought territory. Average daily trading volume registers at approximately 5.25 million shares, according to Massive/Polygon data. IBM's beta of 0.689 indicates the stock exhibits lower volatility relative to the broader market, consistent with its classification as a large-cap technology name with a market capitalization of approximately $290.3 billion.
International Business Machines Corporation Valuation Analysis
IBM currently trades at a price-to-earnings ratio of 36.68, a premium multiple relative to the broader technology sector, according to SID market data. The PEG ratio stands at 1.03, suggesting the stock's earnings growth rate is roughly aligned with its valuation, placing it near fair value on a growth-adjusted basis per this metric. The price-to-book ratio of 10.39 reflects significant goodwill and intangible assets on IBM's balance sheet, consistent with the company's acquisition-driven strategy as documented in SEC filings. IBM offers a dividend yield of approximately 2.16%, providing an income component that distinguishes it from many technology peers. With a market capitalization of $290.3 billion, IBM ranks among the largest enterprise technology companies globally. The elevated P/E ratio relative to historical norms reflects investor expectations for sustained revenue acceleration driven by the company's hybrid cloud and artificial intelligence segments.
Smart Money Activity for IBM
IBM's composite smart money score registers at 55, reflecting a neutral overall signal, per SID market data. The institutional component scores a perfect 25 out of 25, indicating robust positioning by large asset managers and pension funds, while dark pool activity scores 13.0 out of 25, suggesting moderate off-exchange trading interest. According to SEC Form 4 filings, IBM recorded 20 insider transactions over the past 90 days, comprising 15 purchases and 5 sales, resulting in a favorable three-to-one buy-to-sell ratio. The insider score of 9.5 out of 25 remains relatively modest despite the buy-heavy transaction mix, potentially reflecting smaller average purchase sizes. Congressional trading activity scores 7.6 out of 25, indicating limited engagement from members of Congress. The divergence between maximum institutional conviction and moderate insider scores presents a nuanced picture, with large institutional holders demonstrating strong confidence based on 13F institutional filings while insider activity remains tempered in scale.
International Business Machines Corporation Earnings Outlook
IBM has delivered mixed quarterly earnings results over recent reporting periods, according to company earnings reports. In the most recent quarter reported on July 22, 2026, IBM posted earnings per share of $2.93 against analyst estimates of $3.02, resulting in a miss of $0.09. This followed three consecutive quarters of beats: the April 2026 quarter produced EPS of $1.91 versus estimates of $1.81, a $0.10 positive surprise; the January 2026 quarter delivered $4.52 against expectations of $4.31, a $0.21 beat; and the September 2025 quarter reported $2.65 versus estimates of $2.47, a $0.18 beat. The January quarter's $4.52 EPS marked the strongest absolute result in the four-quarter window, per analyst estimates. The recent earnings miss in Q1 2026 broke a streak of outperformance and may prompt analysts to reassess near-term growth assumptions for the company's enterprise software and consulting segments.
Wall Street Analyst Ratings for IBM
Wall Street consensus on IBM reflects a balanced mix of viewpoints, per SID consensus data. In the most recent coverage actions, Susquehanna reiterated a Neutral rating on August 31, 2026, maintaining its stance following the latest earnings report. Citigroup reiterated a Buy rating on July 24, 2026, representing the most constructive view among recent analyst updates. RBC Capital maintained an Outperform rating on July 23, 2026, aligning with the bullish camp, while BMO Capital reiterated a Market Perform rating on the same date, according to Wall Street analyst reports. Among the five most recent analyst actions, two firms hold bullish ratings (Citigroup at Buy, RBC Capital at Outperform), while three maintain neutral stances (Susquehanna and BMO Capital at Neutral/Market Perform). No recent downgrades or Sell ratings appear in the latest coverage window, suggesting analysts broadly view IBM's risk-reward profile as balanced at current price levels near $248.
