International Business Machines (NYSE:IBM) Trading 2.7% Higher – Time to Buy?

International Business Machines Corporation (NYSE:IBM)’s stock price traded up 2.7% during trading on Monday . The company traded as high as $251.35 and last traded at $248.3750. 4,797,709 shares changed hands during trading, a decline of 21% from the average session volume of 6,074,848 shares. The stock had previously closed at $241.77.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM led an open-source push for AI infrastructure by contributing the llm-d project to the Cloud Native Computing Foundation — a move that can deepen IBM’s footprint in enterprise AI stacks, attract contributors/partners, and reduce friction for customers adopting watsonx and related tools. IBM Pushes Open-Source AI Infrastructure with New llm-d Project
• Positive Sentiment: IBM expanded watsonx Orchestrate’s capabilities by partnering with ElevenLabs to add premium TTS/STT — enhances agentic AI use-cases for enterprises (multilingual voice, richer UX), strengthening product differentiation. Enterprise AI Finds its Voice: ElevenLabs and IBM Bring Premium Voice Capabilities to Agentic AI
• Positive Sentiment: BofA reiterated a Buy and $340 price target based on IBM’s agentic AI expansion — analyst backing can support investor confidence and buying interest in the near term. BofA Reaffirms Buy on IBM Stock Amid Agentic AI Expansion
• Positive Sentiment: CEO Arvind Krishna said the regulatory environment is friendlier for M&A — implies IBM can more quickly execute strategic tuck-ins to accelerate AI/cloud capabilities and revenue growth. IBM CEO: Regulatory environment much friendlier for M&A deals now
• Positive Sentiment: Cloudera named IBM among its 2026 Global Partner Award winners — another signal of channel strength and ecosystem validation for IBM’s data/AI offerings. Cloudera Announces 2026 Global Partner Awards Winners at IMPACT26
• Positive Sentiment: High-visibility deployments — IBM’s watsonx features at the Masters (Vault Search, Hole Insights) showcase its Granite SLMs and agentic tools to large audiences, useful for marketing and customer proof points. Masters AI Experience Launch Could Be A Game Changer For International Business Machines (IBM)
• Positive Sentiment: Consensus brokerage coverage sits around a “Moderate Buy,” supporting broader analyst sentiment that IBM’s AI strategy can drive earnings — a tailwind for investor sentiment. International Business Machines Corporation (NYSE:IBM) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Morgan Stanley’s note on Kyndryl highlights evolving partner dynamics with IBM — worth watching for service/partner revenue implications but not a direct near-term hit to IBM’s core AI story. Kyndryl: Limited Near-Term Upside Amid Uncertain Growth Outlook and Evolving IBM Partnership
• Neutral Sentiment: Industry coverage lists IBM among leading integration/iPaaS solutions — supportive for long-term positioning but not a catalyst by itself. Top Integration Tools in 2026: iPaaS, MuleSoft & IBM Solutions
• Negative Sentiment: Broader tech selling is exerting pressure on IBM and peers (Dow saw tech weakness), and IBM remains below its 50- and 200-day moving averages — technical/residual market risk could cap near-term upside. Dow Wavers. It’s Getting Hit by Tech Now, Too.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the company. Bank of America boosted their price objective on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Stifel Nicolaus lifted their target price on International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Argus set a $360.00 price target on shares of International Business Machines in a research report on Friday, January 30th. Morgan Stanley lowered their price objective on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 25th. Finally, UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective for the company in a report on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $314.60.

International Business Machines Trading Up 0.3%

The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The stock has a market cap of $226.28 billion, a price-to-earnings ratio of 21.63, a PEG ratio of 2.49 and a beta of 0.73. The company’s fifty day moving average is $269.34 and its two-hundred day moving average is $285.04.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The business had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The company’s revenue was up 12.2% on a year-over-year basis. During the same period last year, the business earned $3.92 EPS. On average, research analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend was Tuesday, February 10th. International Business Machines’s payout ratio is 60.27%.

Insider Activity

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the acquisition, the director owned 9,258 shares in the company, valued at $2,814,432. The trade was a 12.11% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed 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 shares were acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the purchase, the director owned 434 shares of the company’s stock, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have bought 1,484 shares of company stock valued at $417,157. Insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. J. Derek Lewis & Associates Inc. acquired a new stake in shares of International Business Machines during the fourth quarter worth about $465,000. Purpose Unlimited Inc. acquired a new stake in shares of International Business Machines in the 4th quarter valued at about $817,000. Cornerstone Planning LLC purchased a new position in International Business Machines during the 4th quarter worth approximately $4,366,000. Forty three Eighteen Advisors LLC acquired a new position in International Business Machines during the fourth quarter worth approximately $2,063,000. Finally, Rockefeller Capital Management L.P. increased its position in International Business Machines by 20.3% during the fourth quarter. Rockefeller Capital Management L.P. now owns 564,188 shares of the technology company’s stock worth $167,118,000 after buying an additional 95,065 shares during the period. 58.96% of the stock is owned by hedge funds and other institutional investors.

International Business Machines Company Profile

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.