

Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Oct 1, 26 | Baker Frank | 0 | — | ||
| Sep 30, 26 |
| Laguarta Ramon |
| director |
| A-Award |
| 415 |
| — |
| Sep 30, 26 | Gorsky Alex | director | A-Award | 489 | — |
| Sep 30, 26 | Howard Michelle J | director | A-Award | 291 | — |
| Sep 30, 26 | Liveris Andrew N | director | A-Award | 444 | — |
| Sep 30, 26 | Mcnabb Frederick William Iii | director | A-Award | 415 | — |
| Sep 30, 26 | Miebach Michael | director | A-Award | 415 | — |
| Sep 30, 26 | Pollack Martha E | director | A-Award | 268 | — |
Stock news · updated daily
Treasury yields have turned dividend investing into a minefield, but five mega-caps have quietly raised their payouts through every rate spike, recession, and patent cliff of the past four decades.
IBM's software revenue growth sped up to 9% at constant currency in the third quarter, from 5% in the second. IBM lifted its full-year free cash flow outlook but kept its forecast for 4% to 5% revenue growth at constant currency.
International Business Machines Corporation delivers strong profitability and recurring software revenue, but organic growth remains modest, and competition is persistent. IBN's Q3 2026 saw revenue rise 5% to $17.1B and adjusted EPS up 11%, yet much of software growth was non-organic and investor sentiment remains cautious. Recurring software revenue approaches $24.9B, aided by Red Hat and recent acquisitions, but IBM trades at a premium with a forward PEG of 3.07.
HBAR needs a massive rally to reclaim a price level it held for weeks in mid-2025, but network activity is surging while the token keeps sliding. A specific chain of events must unfold in sequence before $0.25 becomes realistic again.
Every quarter, IBM (NYSE: IBM) | IBM Price Prediction CEO Arvind Krishna says IBM is doing great. Every quarter, investors are reminded that what was the greatest American tech company for decades had its chance to stay great.
IBM's revenue growth accelerated to 5%, and it raised its free cash flow outlook, yet shares slipped the next day. Roughly half of the company's software's 9% growth came from its Confluent acquisition, and management's outlook points to a slower fourth quarter.
IBM beat Q3 earnings and revenue estimates as Software growth accelerated, margins expanded and stronger free cash flow lifted its 2026 outlook.
IBM shares gained 11.1% in three months as stronger Software growth and margin expansion boosted momentum, but valuation and Consulting challenges raise questions.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Oct 21, 2026 | 2.85 | 2.95 | Beat 3.5% | $17.10B |
| Jul 22, 2026 | 2.95 | 2.93 | Miss -0.7% | $17.16B |
| Apr 22, 2026 | 1.81 | 1.91 | Beat 5.5% | $15.92B |
| Jan 28, 2026 | 4.31 | 4.52 | Beat 4.9% | $19.69B |
| Oct 22, 2025 | 2.45 | 2.65 | Beat 8.2% | $16.33B |
| Jul 23, 2025 | 2.65 | 2.80 | Beat 5.7% | $16.98B |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 10-Q | Oct 22, 2026 | 2026-10-21 18:15:58 | View |
| 8-K | Oct 21, 2026 | 2026-10-21 16:19:17 | View |
| 3 | Oct 8, 2026 | 2026-10-08 17:09:21 | View |
| 4 | Oct 1, 2026 | 2026-10-01 16:31:59 | View |
| 4 | Oct 1, 2026 | 2026-10-01 16:30:35 | View |
| 4 | Oct 1, 2026 | 2026-10-01 16:29:48 | View |
| 4 | Oct 1, 2026 | 2026-10-01 16:28:41 | View |
| 4 | Oct 1, 2026 | 2026-10-01 16:27:00 | View |
| 4 | Oct 1, 2026 | 2026-10-01 16:23:44 | View |
| 4 | Oct 1, 2026 | 2026-10-01 16:21:10 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | IBM | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 21.3x | 35.6x · sector 44.2x | Discount |
| Forward P/E (FY26E) | 20.4x | EPS est. 12.39 | In line |
| Price / Book | 6.7x | 6.9x | In line |
| Price / Sales | 3.4x | 2.8x | Elevated |
| EV / EBITDA | 16.7x | 18.1x | In line |
| Return on equity | 32.9% | — | Top tier |
| Gross margin | 58.0% | 55.8% | In line |
| Debt / Equity | 1.89 | 2.45 | Levered |
| Piotroski / Altman Z | 5/9 | Z 3.28 | Safe zone |
Discounted cash flow model
1255 daily bars · split adjusted
FY2025 · 10-K disclosure
FY2025 · 10-K disclosure
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 70.78 | Oscillator | Sell |
| Stochastic %K (14, 3, 3) | 93.17 | Oscillator | Sell |
| Williams %R (14) | -8.75 | Oscillator | Sell |
| MACD (12, 26, 9) | 4.72 (Hist 3.41) | Oscillator | Strong Buy |
| Average Directional Index (14) | 20.10 (+DI 31.0 / -DI 10.9) | Trend | Buy |
Current price $253.00
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| EMA 20 | 236.09 | MA | Strong Buy |
| SMA 20 | 230.64 | MA | Strong Buy |
| EMA 50 | 234.90 | MA | Strong Buy |
| SMA 50 | 233.03 | MA | Strong Buy |
| SMA 200 | 250.45 | MA | Buy |
| Oct 22, 26 |
| Morgan Stanley |
| maintain |
| Equal Weight |
| Equal Weight |
| Oct 22, 26 | Barclays | maintain | Overweight | Overweight |
| Oct 22, 26 | BMO Capital | maintain | Market Perform | Market Perform |
| Oct 22, 26 | Citigroup | maintain | Buy | Buy |
| Oct 22, 26 | UBS | maintain | Neutral | Neutral |
| Oct 22, 26 | Jefferies | maintain | Buy | Buy |
| Oct 22, 26 | RBC Capital | maintain | Outperform | Outperform |
| Oct 22, 26 | JP Morgan | maintain | Overweight | Overweight |
| Oct 22, 26 | Stifel | maintain | Buy | Buy |