IBM
International Business Machines · Technology · Information Technology Services
ZACKSSellTECHSell
R500#446 today
TARGET+8%
$222.64
-1.32% today · -1.27% 1W
Oct 2 close or latest
PreviewWhy it's moving
Underperforming without a clear catalyst yet
- IBM −1.32% on the last session vs SPY +0.74%: −2.1 pts of stock-specific move.
- 2 Reddit mentions in the past 24 hours, 68% positive over the week.
- Market backdrop (Today): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Mean target
$240.59
+8.1% upside
Median target
$240.50
+8.0% upside
Target range
174.00–297.00
low to high
Analysts
24
as of Oct 2
Price vs. targets
Low $174
Mean $241
High $297
Now $222.64
Consensus
Strong buy 3Buy 9Hold 10Sell 1Strong sell 1
Rating and target changes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Aug 31, 2026 | Susquehanna | Raised target | Neutral | $225.00 → $235.00 |
| Jul 24, 2026 | Susquehanna | Lowered target | Neutral | $303.00 → $225.00 |
| Jul 24, 2026 | Citigroup | Lowered target | Buy | $255.00 → $245.00 |
| Jul 23, 2026 | Barclays | Lowered target | Overweight | $288.00 → $262.00 |
| Jul 23, 2026 | RBC Capital | Reiterated | Outperform | $270.00 |
| Jul 23, 2026 | BMO Capital | Lowered target | Market Perform | $270.00 → $230.00 |
| Jul 23, 2026 | Morgan Stanley | Lowered target | Equal-Weight | $293.00 → $190.00 |
| Jul 22, 2026 | Baird | Initiated | Neutral | $230.00 |
| Jul 21, 2026 | Jefferies | Lowered target | Buy | $320.00 → $260.00 |
| Jul 21, 2026 | Barclays | Lowered target | Overweight | $350.00 → $288.00 |
| Jul 20, 2026 | Stifel | Lowered target | Buy | $290.00 → $235.00 |
| Jul 17, 2026 | JP Morgan | Lowered target | Overweight | $291.00 → $250.00 |
| Jul 17, 2026 | Citigroup | Lowered target | Buy | $375.00 → $255.00 |
| Jul 16, 2026 | Evercore ISI Group | Lowered target | Outperform | $310.00 → $250.00 |
| Jul 16, 2026 | Argus Research | Lowered target | Buy | $360.00 → $280.00 |
| Jul 14, 2026 | Morgan Stanley | Raised target | Equal-Weight | $267.00 → $293.00 |
| Jul 14, 2026 | Oppenheimer | Raised target | Outperform | $320.00 → $350.00 |
| Jul 14, 2026 | HSBC | Downgrade | Hold → Reduce | $231.00 → $191.00 |
| Jul 10, 2026 | Susquehanna | Initiated | Neutral | $303.00 |
| Jul 6, 2026 | B of A Securities | Raised target | Buy | $315.00 → $330.00 |
| Jun 23, 2026 | JP Morgan | Upgrade | Neutral → Overweight | $270.00 → $291.00 |
| Jun 23, 2026 | Morgan Stanley | Raised target | Equal-Weight | $225.00 → $267.00 |
| Jun 3, 2026 | Citigroup | Raised target | Buy | $285.00 → $375.00 |
| Jun 1, 2026 | Barclays | Initiated | Overweight | $350.00 |
| May 29, 2026 | Wedbush | Reiterated | Outperform | $320.00 |
| May 6, 2026 | Wedbush | Reiterated | Outperform | $320.00 |
| May 6, 2026 | RBC Capital | Lowered target | Outperform | $330.00 → $300.00 |
| Apr 28, 2026 | HSBC | Upgrade | Reduce → Hold | $218.00 → $231.00 |
| Apr 23, 2026 | BMO Capital | Lowered target | Market Perform | $290.00 → $270.00 |
| Apr 23, 2026 | Morgan Stanley | Raised target | Equal-Weight | $215.00 → $225.00 |
| Apr 23, 2026 | Evercore ISI Group | Lowered target | Outperform | $345.00 → $310.00 |
| Apr 23, 2026 | Wedbush | Lowered target | Outperform | $340.00 → $320.00 |
| Apr 20, 2026 | Jefferies | Lowered target | Buy | $370.00 → $320.00 |
| Apr 17, 2026 | Wedbush | Reiterated | Outperform | $340.00 |
| Apr 17, 2026 | RBC Capital | Lowered target | Outperform | $361.00 → $330.00 |
| Apr 16, 2026 | Oppenheimer | Lowered target | Outperform | $380.00 → $320.00 |
| Apr 8, 2026 | Stifel | Lowered target | Buy | $340.00 → $290.00 |
| Mar 19, 2026 | BMO Capital | Lowered target | Market Perform | $350.00 → $290.00 |
| Mar 18, 2026 | JP Morgan | Lowered target | Neutral | $317.00 → $283.00 |
| Feb 25, 2026 | UBS | Upgrade | Sell → Neutral | $236.00 |
Source: Yahoo Finance analyst data, collected daily.