Earnings Anticipation: Social media buzz centers on IBM's upcoming first-quarter earnings next week, listed alongside heavyweights like Tesla and UnitedHealth. Traders anticipate strength in AI-driven software and infrastructure, with analysts projecting a revenue beat near $15.64 billion fueled by Red Hat momentum.
Analyst Perspectives: Recent updates show divided views, as Oppenheimer deems shares 'highly undervalued' despite cutting its price target to $320, while others trim forecasts amid integration concerns. Discussions note IBM's challenging year-to-date performance but highlight AI partnerships like the ARM collaboration for enterprise hardware.
Broader Chatter: IBM features in talks of market rotations toward lagging tech names amid S&P records, often paired with Intel for sector sentiment. Participants eye potential volatility post-earnings in a packed calendar.
Note: This discussion summary was generated from an AI condensation of post data.
IBM Insider Trading Activity
IBM insiders have traded $IBM stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $IBM stock by insiders over the last 6 months:
- DAVID N FARR purchased 1,000 shares for an estimated $304,000
- MICHAEL MIEBACH purchased 434 shares for an estimated $101,263
- MICHELLE J HOWARD purchased 50 shares for an estimated $11,891
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
IBM Revenue
IBM had revenues of $19.7B in Q4 2025. This is an increase of 12.15% from the same period in the prior year.
You can track IBM financials on Quiver Quantitative's IBM stock page.
IBM Congressional Stock Trading
Members of Congress have traded $IBM stock 17 times in the past 6 months. Of those trades, 8 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $IBM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 12/19, 11/12 and 2 sales worth up to $65,000 on 03/13, 02/10.
- REPRESENTATIVE LLOYD DOGGETT has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/10, 12/12 and 0 sales.
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 2 purchases worth up to $65,000 on 01/08 and 2 sales worth up to $65,000 on 02/26.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $115,000 on 02/17.
- REPRESENTATIVE JULIA LETLOW has traded it 2 times. They made 2 purchases worth up to $30,000 on 02/02, 10/22 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- SENATOR SHELLEY MOORE CAPITO sold up to $50,000 on 10/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
IBM Hedge Fund Activity
We have seen 1,612 institutional investors add shares of IBM stock to their portfolio, and 1,474 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 19,784,058 shares (-73.1%) from their portfolio in Q4 2025, for an estimated $5,860,235,820
- CAPITAL WORLD INVESTORS added 4,976,756 shares (+29.2%) to their portfolio in Q4 2025, for an estimated $1,474,164,894
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,553,552 shares (+83.4%) to their portfolio in Q4 2025, for an estimated $756,387,637
- JPMORGAN CHASE & CO removed 1,548,522 shares (-9.2%) from their portfolio in Q4 2025, for an estimated $458,687,701
- CORIENT PRIVATE WEALTH LLC added 1,484,026 shares (+359.6%) to their portfolio in Q4 2025, for an estimated $439,583,341
- VANGUARD GROUP INC added 1,439,824 shares (+1.5%) to their portfolio in Q4 2025, for an estimated $426,490,267
- NORGES BANK added 1,436,651 shares (+21.1%) to their portfolio in Q4 2025, for an estimated $425,550,392
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
IBM Government Contracts
We have seen $1,069,343,871 of award payments to $IBM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NAVY ENTERPRISE RESOURCE PLANNING (ERP) TECHNICAL SUPPORT SERVICES (NETSS).: $139,020,886
- BENEFITS TRANSFORMATION PLATFORM: $123,332,321
- ORDER FOR Z17 CLINS OFF THE IBM CONTRACT: $77,398,572
- SUSTAINMENT, ENHANCEMENT AND TRANSITION SUPPORT OF VAS ENTERPRISE CORE HR SOLUTION - HRSMART. THE CONTRACT...: $74,925,613
- DEVELOPMENT, SECURITY, AND OPERATIONS (DEVSECOPS) SERVICES TO SUPPORT UNITED STATES CITIZENSHIP AND IMMIGRA...: $59,168,005
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
IBM Analyst Ratings
Wall Street analysts have issued reports on $IBM in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 01/29/2026
- UBS issued a "Sell" rating on 01/29/2026
- Evercore ISI Group issued a "Outperform" rating on 01/20/2026
- RBC Capital issued a "Outperform" rating on 01/05/2026
- Stifel issued a "Buy" rating on 12/09/2025
- Oppenheimer issued a "Outperform" rating on 11/21/2025
- B of A Securities issued a "Buy" rating on 10/23/2025
To track analyst ratings and price targets for IBM, check out Quiver Quantitative's $IBM forecast page.
IBM Price Targets
Multiple analysts have issued price targets for $IBM recently. We have seen 12 analysts offer price targets for $IBM in the last 6 months, with a median target of $325.0.
Here are some recent targets:
- Matthew Swanson from RBC Capital set a target price of $330.0 on 04/17/2026
- Daniel Ives from Wedbush set a target price of $340.0 on 04/17/2026
- Param Singh from Oppenheimer set a target price of $320.0 on 04/16/2026
- David Grossman from Stifel set a target price of $290.0 on 04/08/2026
- Keith Bachman from BMO Capital set a target price of $290.0 on 03/19/2026
- Brian Essex from JP Morgan set a target price of $283.0 on 03/18/2026
- David Vogt from UBS set a target price of $236.0 on 02/25/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
