Recent discussions on X about International Business Machines Corporation (IBM) have centered around the company's latest quarterly earnings report and its strategic focus on AI and hybrid cloud services. Many users highlighted the company's beat on earnings per share and revenue, with some expressing optimism about the reaffirmed full-year revenue growth projection of at least 5% in constant currency. The raised free cash flow outlook also sparked positive reactions, though a subsequent dip in stock price post-earnings has led to mixed opinions.
Additionally, there’s notable chatter about IBM’s long-term investments, particularly in AI-driven services and infrastructure upgrades, which some argue position the company as a key player in tech transformation. However, a portion of the conversation questions whether the stock’s recent surge reflects genuine growth or merely market hype. Posts on X reveal a divide between those who see IBM as a sustainable innovator and others who remain skeptical of its ability to compete in a rapidly evolving sector.
Note: This discussion summary was generated from an AI condensation of post data.
International Business Machines Corporation Congressional Stock Trading
Members of Congress have traded $IBM stock 10 times in the past 6 months. Of those trades, 9 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $IBM stock by members of Congress over the last 6 months:
- REPRESENTATIVE LLOYD DOGGETT has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/10, 03/10 and 0 sales.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 2 purchases worth up to $150,000 on 06/03, 05/14 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 3 purchases worth up to $45,000 on 03/26, 03/11, 03/10 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 03/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
International Business Machines Corporation Insider Trading Activity
International Business Machines Corporation insiders have traded $IBM stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $IBM stock by insiders over the last 6 months:
- ROBERT DAVID THOMAS (Senior Vice President) sold 26,543 shares for an estimated $6,715,639
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
International Business Machines Corporation Hedge Fund Activity
We have seen 1,511 institutional investors add shares of International Business Machines Corporation stock to their portfolio, and 1,399 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 7,568,066 shares (+57.5%) to their portfolio in Q1 2025, for an estimated $1,881,875,291
- GAMMA INVESTING LLC removed 4,380,126 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $1,291,173,542
- GQG PARTNERS LLC added 4,182,647 shares (+inf%) to their portfolio in Q1 2025, for an estimated $1,040,057,003
- CAPITAL WORLD INVESTORS added 3,544,033 shares (+29.6%) to their portfolio in Q1 2025, for an estimated $881,259,245
- MORGAN STANLEY added 2,486,922 shares (+17.8%) to their portfolio in Q1 2025, for an estimated $618,398,024
- CASTLEKEEP INVESTMENT ADVISORS LLC removed 1,371,064 shares (-99.6%) from their portfolio in Q1 2025, for an estimated $340,928,774
- VANGUARD GROUP INC added 1,298,515 shares (+1.4%) to their portfolio in Q1 2025, for an estimated $322,888,739
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
International Business Machines Corporation Government Contracts
We have seen $1,182,469,622 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:
- BENEFITS TRANSFORMATION PLATFORM: $146,872,181
- E-GOV TRAVEL SERVICE, NEXT GENERATION (ETSNEXT) TRAVEL AND EXPENSE (T&E) TECHNOLOGY MANAGED SERVICE: $120,222,950
- NAVY ENTERPRISE RESOURCE PLANNING (ERP) TECHNICAL SUPPORT SERVICES (NETSS).: $95,344,002
- SUSTAINMENT, ENHANCEMENT AND TRANSITION SUPPORT OF VAS ENTERPRISE CORE HR SOLUTION - HRSMART. THE CONTRACT...: $79,250,649
- CDS BRIDGE CONTRACT POP 09/08/2023 - 09/07/2025: $65,873,350
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
International Business Machines Corporation 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:
- B of A Securities issued a "Buy" rating on 07/24/2025
- UBS issued a "Sell" rating on 07/24/2025
- RBC Capital issued a "Outperform" rating on 07/17/2025
- Stifel issued a "Buy" rating on 07/16/2025
- Goldman Sachs issued a "Buy" rating on 07/02/2025
- Wedbush issued a "Outperform" rating on 06/20/2025
- Oppenheimer issued a "Outperform" rating on 02/11/2025
To track analyst ratings and price targets for International Business Machines Corporation, check out Quiver Quantitative's $IBM forecast page.
International Business Machines Corporation Price Targets
Multiple analysts have issued price targets for $IBM recently. We have seen 11 analysts offer price targets for $IBM in the last 6 months, with a median target of $310.0.
Here are some recent targets:
- David Vogt from UBS set a target price of $200.0 on 07/24/2025
- Wamsi Mohan from B of A Securities set a target price of $310.0 on 07/24/2025
- Brian Essex from JP Morgan set a target price of $290.0 on 07/24/2025
- Keith Bachman from BMO Capital set a target price of $300.0 on 07/18/2025
- Matthew Swanson from RBC Capital set a target price of $315.0 on 07/17/2025
- David Grossman from Stifel set a target price of $310.0 on 07/16/2025
- James Schneider from Goldman Sachs set a target price of $310.0 on 07/02/2025
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.
