International Business Machines (NYSE:IBM) Lowered to “Sell” Rating by Wall Street Zen

Wall Street Zen cut shares of International Business Machines (NYSE:IBM) from a hold rating to a sell rating in a report issued on Saturday morning,Wall Street Zen reports.

A number of other equities research analysts have also issued reports on the company. Piper Sandler upgraded International Business Machines to an “overweight” rating in a research note on Tuesday, June 23rd. Citigroup lowered their price objective on International Business Machines from $255.00 to $245.00 and set a “buy” rating on the stock in a research report on Friday, July 24th. Oppenheimer lowered International Business Machines from an “outperform” rating to a “market perform” rating in a research note on Wednesday, July 15th. Morgan Stanley cut their target price on International Business Machines from $293.00 to $190.00 and set an “equal weight” rating for the company in a research report on Thursday, July 23rd. Finally, Robert W. Baird assumed coverage on International Business Machines in a research note on Tuesday, July 21st. They set a “neutral” rating and a $230.00 target price on the stock. Seventeen research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $265.90.

International Business Machines Trading Up 3.9%

International Business Machines stock opened at $243.14 on Friday. The firm has a market capitalization of $229.07 billion, a price-to-earnings ratio of 21.57, a P/E/G ratio of 2.32 and a beta of 0.71. International Business Machines has a 12-month low of $199.19 and a 12-month high of $332.46. The firm has a 50 day moving average of $236.88 and a 200 day moving average of $246.36. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $2.93. The firm had revenue of $17.16 billion during the quarter, compared to analysts’ expectations of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The company’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same period in the prior year, the company posted $2.80 earnings per share. As a group, research analysts predict that International Business Machines will post 12.33 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Shareholders of record on Monday, August 10th were issued a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Monday, August 10th. International Business Machines’s payout ratio is currently 59.98%.

Insider Buying and Selling

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the business’s stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the sale, the senior vice president owned 47,800 shares in the company, valued at $11,009,296. The trade was a 34.34% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.27% of the stock is currently owned by insiders.

Institutional Investors Weigh In On International Business Machines

Several large investors have recently made changes to their positions in the company. Basepoint Wealth LLC purchased a new stake in shares of International Business Machines during the 4th quarter worth approximately $25,000. Portus Wealth Advisors LLC bought a new position in shares of International Business Machines during the 1st quarter valued at approximately $26,000. Harborfront Financial Group LLC purchased a new position in shares of International Business Machines in the second quarter valued at $27,000. Cornerstone Financial Management LLC purchased a new position in shares of International Business Machines in the fourth quarter valued at $28,000. Finally, Hara Capital LLC bought a new stake in International Business Machines in the second quarter worth $28,000. 58.96% of the stock is owned by institutional investors.

International Business Machines News Summary

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

• Positive Sentiment: Lunar AI partnership with NASA: IBM and NASA released the open-source Lunar Foundation Model, trained on decades of lunar observation data. The model reportedly outperformed widely used mapping methods by up to 23% in identifying features such as ice deposits, craters and volcanic formations. The announcement strengthens IBM’s profile in scientific AI, although near-term revenue is likely limited. IBM and NASA Release Open-Source AI Model to Support Lunar Exploration
• Positive Sentiment: Swiss quantum-computing hub: IBM and Lockheed Martin are establishing a quantum innovation hub at ETH Zurich through Switzerland’s defense-offset program. The Swiss National Supercomputing Centre is expected to host the country’s first IBM Quantum System Two, powered by IBM’s Nighthawk r2 processor and integrated with the Alps supercomputer. The arrangement could provide IBM with a government-supported, multi-year deployment while expanding access to researchers and businesses. Research will focus on quantum sensing, navigation and advanced materials. IBM and Lockheed Martin Announce Swiss Quantum Innovation Hub
• Neutral Sentiment: Analyst coverage continues to frame IBM as a diversified way to gain exposure to enterprise AI, hybrid cloud and quantum computing. However, the announcements are primarily strategic and research-oriented, so their effect on revenue and earnings may take years to materialize.
• Negative Sentiment: IBM recently underperformed the broader market, while a shareholder-rights law firm announced an investigation tied to management’s prior preview of weak second-quarter 2026 results. The investigation is not an allegation of wrongdoing, but it adds headline and legal risk. IBM Shareholder Investigation

International Business Machines Company Profile

International Business Machines Corporation (IBM) is a global technology and consulting company that provides enterprise-focused hardware, software and services. Its offerings include hybrid cloud solutions, artificial intelligence, data and automation software, cybersecurity tools, IT infrastructure and technology consulting.

IBM develops and supports enterprise systems such as IBM Z mainframes, Power servers and storage products. Its software portfolio includes Red Hat hybrid cloud technologies, the watsonx platform for artificial intelligence and data management, application integration tools and cybersecurity solutions.