International Business Machines (NYSE:IBM) Rating Increased to Neutral at UBS Group

International Business Machines (NYSE:IBM) was upgraded by equities researchers at UBS Group from a “sell” rating to a “neutral” rating in a report issued on Wednesday, Marketbeat.com reports. The brokerage presently has a $236.00 price objective on the technology company’s stock. UBS Group’s price target would indicate a potential upside of 2.90% from the stock’s previous close.

Several other equities analysts also recently weighed in on IBM. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Argus set a $360.00 target price on International Business Machines in a research report on Friday, January 30th. Finally, DZ Bank raised International Business Machines to a “hold” rating in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $324.67.

International Business Machines Trading Up 2.7%

NYSE:IBM opened at $229.34 on Wednesday. International Business Machines has a 12 month low of $214.50 and a 12 month high of $324.90. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The firm’s 50 day moving average is $290.87 and its 200 day moving average is $284.17. The stock has a market capitalization of $214.37 billion, a PE ratio of 20.57, a price-to-earnings-growth ratio of 2.24 and a beta of 0.69.

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 the consensus estimate of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same period in the prior year, the company earned $3.92 earnings per share. International Business Machines’s revenue was up 12.2% compared to the same quarter last year. Sell-side analysts expect that International Business Machines will post 10.78 earnings per share for the current year.

Insiders Place Their Bets

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction on Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this hyperlink. 0.18% of the stock is owned by insiders.

Institutional Trading of International Business Machines

Several hedge funds have recently added to or reduced their stakes in the business. MidFirst Bank purchased a new stake in International Business Machines during the 4th quarter valued at about $3,210,000. DGS Capital Management LLC boosted its stake in shares of International Business Machines by 22.3% during the fourth quarter. DGS Capital Management LLC now owns 1,356 shares of the technology company’s stock valued at $402,000 after purchasing an additional 247 shares during the period. Coastline Complete Wealth LLC bought a new position in shares of International Business Machines in the fourth quarter worth approximately $251,000. SG Trading Solutions LLC purchased a new position in shares of International Business Machines in the fourth quarter worth $1,249,000. Finally, Lynch Investment Planning LLC bought a new stake in International Business Machines during the 4th quarter valued at $291,000. 58.96% of the stock is owned by institutional investors.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Analysts say the Feb. 23 sell‑off was overdone and are calling this a buying opportunity — firms including Wedbush and Evercore highlighted IBM’s durable mainframe position and encouraged investors to buy the dip. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Positive Sentiment: Strong fundamentals: IBM recently beat Q4 estimates, generated record free cash flow and has a large, recurring hybrid‑cloud/AI services book — factors analysts cite to justify the rebound. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Positive Sentiment: IBM is pushing into adjacent enterprise demand areas: it opened an AI GovTech Innovation Center and continues partnerships (e.g., Deepgram) that expand watsonx and hybrid cloud reach — supportive for services and software revenue. IBM Opens New Center to Help Governments Use AI
• Positive Sentiment: Security/revenue angle: IBM’s 2026 X‑Force Threat Index highlights AI‑accelerated cyberattacks — a market signal that can increase demand for IBM’s security services and managed offerings. IBM Threat Index Report: AI is Speeding Up Cyberattacks, IBM Cautions Canadian Organizations
• Neutral Sentiment: Macro and market context: broader tech sector swings and a Nasdaq rebound (after other AI/chip news) helped stabilize sentiment today — IBM’s move is part stock‑specific, part market recovery. Nasdaq Bounces Back After AMD-Meta Deal on AI Chips
• Negative Sentiment: Primary near‑term risk — Anthropic’s Claude Code announced COBOL modernization capabilities, sparking fears the automation could undercut IBM’s mainframe/consulting revenue and triggering a ~13% one‑day plunge that erased billions in market value. That announcement remains the biggest driver of recent volatility. IBM is the latest AI casualty. Shares are tanking on Anthropic programming language threat
• Negative Sentiment: Heightened volatility and contagion risk — the Anthropic story triggered sector‑wide selling and pushed IBM toward its worst single‑day drop in 25+ years; lingering uncertainty about how fast legacy workloads can be automated keeps downside risk elevated. IBM’s stock heads for worst month in 34 years — and Anthropic is partly to blame

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.