Analyst Price Targets — IBM
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| January 30, 2026 12:58 pm | — | Argus Research | $360.00 | $304.06 | TheFly | IBM price target raised to $360 from $340 at Argus |
| January 29, 2026 3:32 pm | — | UBS | $345.00 | $303.99 | StreetInsider | Evercore ISI Drops IBM (IBM) from Tactical Outperform List |
| January 29, 2026 1:31 pm | Matthew Swanson | RBC Capital | $361.00 | $310.87 | StreetInsider | IBM (IBM) PT Raised to $361 at RBC Capital |
| January 29, 2026 1:20 pm | Param Singh | Oppenheimer | $380.00 | $314.15 | TheFly | IBM price target raised to $380 from $360 at Oppenheimer |
| January 29, 2026 1:19 pm | — | Stifel Nicolaus | $340.00 | $314.44 | TheFly | IBM price target raised to $340 from $325 at Stifel |
| January 29, 2026 1:00 pm | — | Evercore ISI | $345.00 | $313.64 | TheFly | IBM price target raised to $345 from $330 at Evercore ISI |
| January 29, 2026 12:46 pm | Daniel Ives | Wedbush | $340.00 | $294.16 | TheFly | IBM price target raised to $340 from $325 at Wedbush |
| January 29, 2026 12:33 pm | Keith Bachman | BMO Capital | $350.00 | $294.16 | TheFly | IBM price target raised to $350 from $305 at BMO Capital |
| January 29, 2026 12:15 pm | — | UBS | $317.00 | $312.55 | StreetInsider | IBM (IBM) PT Raised to $317 at JPMorgan |
| January 29, 2026 11:46 am | David Vogt | UBS | $236.00 | $294.16 | TheFly | IBM price target raised to $236 from $210 at UBS |
Latest News for IBM
International Business Machines Corporation IBM stock plummeted 20.6% over the past three months, lagging the industry's 12.8% growth due to a sudden development in artificial intelligence (AI) that could threaten its core legacy businesses. The plunge was primarily triggered by an announcement from AI firm Anthropic that its Claude Code tool can modernize legacy COBOL systems — a foundational programming language…
American Century Companies Inc. raised its position in shares of International Business Machines Corporation (NYSE: IBM) by 9.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 570,306 shares of the technology company's stock after acquiring an additional 47,027 shares during
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International Business Machines is insulated from AI disruption due to its mission-critical, deeply integrated enterprise software and hardware solutions. IBM's mainframes and core systems remain indispensable for regulated industries, with decades-long client relationships and zero-fault tolerance requirements. The recent software sector selloff is overdone for IBM; its fundamentals remain strong, with upgraded…
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