International Business Machines (NYSE:IBM) Price Target Lowered to $290.00 at BMO Capital Markets

International Business Machines (NYSE:IBM) had its target price decreased by investment analysts at BMO Capital Markets from $350.00 to $290.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has a “market perform” rating on the technology company’s stock. BMO Capital Markets’ target price would indicate a potential upside of 15.39% from the company’s previous close.

Other equities analysts have also recently issued research reports about the company. Jefferies Financial Group reaffirmed a “buy” rating on shares of International Business Machines in a report on Monday, February 23rd. Oppenheimer set a $380.00 target price on International Business Machines and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Argus set a $360.00 price target on shares of International Business Machines in a research note on Friday, January 30th. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Finally, Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. One 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 company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $314.60.

International Business Machines Stock Down 1.9%

IBM stock opened at $251.31 on Thursday. International Business Machines has a one year low of $214.50 and a one year high of $324.90. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The firm’s fifty day moving average is $274.07 and its 200 day moving average is $284.72. The firm has a market cap of $235.74 billion, a PE ratio of 22.54, a P/E/G ratio of 2.57 and a beta of 0.73.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter in the prior year, the firm posted $3.92 earnings per share. The company’s revenue was up 12.2% compared to the same quarter last year. On average, research analysts forecast that International Business Machines will post 10.78 EPS for the current year.

Insider Buying and Selling at International Business Machines

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average price of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael Miebach acquired 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have acquired 1,484 shares of company stock worth $417,157. 0.27% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in IBM. Brighton Jones LLC lifted its position in International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after buying an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in International Business Machines by 10.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after buying an additional 186 shares in the last quarter. Traub Capital Management LLC acquired a new stake in shares of International Business Machines in the 2nd quarter worth $169,000. FineMark National Bank & Trust raised its holdings in shares of International Business Machines by 10.1% during the 2nd quarter. FineMark National Bank & Trust now owns 10,246 shares of the technology company’s stock worth $3,020,000 after acquiring an additional 937 shares during the period. Finally, Ensign Peak Advisors Inc boosted its position in shares of International Business Machines by 1.5% during the 2nd quarter. Ensign Peak Advisors Inc now owns 439,599 shares of the technology company’s stock valued at $129,585,000 after acquiring an additional 6,370 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM completed its ~$11 billion acquisition of Confluent, adding real‑time data streaming to its stack — IBM says day‑one integrations with watsonx.data, MQ, webMethods and IBM Z are in place. This strengthens IBM’s ability to power AI agents and hybrid real‑time workflows, creating cross‑sell and backlog upside for software and consulting. IBM Closes Confluent Buyout
• Positive Sentiment: IBM Consulting is partnering with The Hackett Group to help clients prioritize AI use cases tied to existing workflows (Hackett AI XPLR™). That collaboration can accelerate deal conversion for consulting services and improve ROI metrics for enterprise AI adoption. IBM & The Hackett Group Collaborate
• Positive Sentiment: IBM expanded its partnership with Nvidia to help customers deploy AI at scale, reinforcing access to GPU‑optimized stacks and go‑to‑market motion for high‑value AI workloads — supportive for software, cloud and services revenue growth. IBM and Nvidia Partner
• Neutral Sentiment: Corporate reputation/innovation headlines — IBM research scientist Charles H. Bennett received the A.M. Turing Award, boosting long‑term branding and talent attraction but with limited immediate revenue impact. Turing Award Announcement
• Neutral Sentiment: Several market writeups note recent share‑price weakness and mixed short‑term performance despite solid earnings; these analyses may influence investor sentiment but don’t change fundamentals immediately. Is It Time To Reconsider IBM?
• Negative Sentiment: JPMorgan lowered its price target from $317 to $283 and set a “neutral” rating — the cut and the neutral stance may weigh on near‑term sentiment and selling pressure, especially given the stock’s gap below key moving averages. JPMorgan Price Target Change

About International Business Machines

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.