Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$264.3B
940M shares
52-week range
$212.34 – $332.46
60% from low
Sector
COMPUTER & OFFICE EQUIPMENT
Exchange
NYSE
CS
Borrow rate
0.41%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $79.59B | $57.71B | $55.18B | $57.35B | $60.53B | $61.86B | $62.75B | $67.53B |
| Cost of revenue | $42.66B | $26.18B | $24.31B | $25.86B | $27.84B | $27.56B | $27.20B | $27.35B |
| Gross profit | $36.94B | $31.53B | $30.86B | $31.49B | $32.69B | $34.30B | $35.55B | $40.19B |
| Gross margin | 46.4% | 54.6% | 55.9% | 54.9% | 54.0% | 55.4% | 56.7% | 59.5% |
| R&D | $5.38B | $5.91B | $6.26B | $6.49B | $6.57B | $6.78B | $7.48B | $8.32B |
| Operating income | $13.22B | $7.54B | $4.66B | $6.87B | $8.17B | $9.82B | $10.07B | $10.32B |
| EBITDA | $16.55B | $14.61B | $10.55B | $12.41B | $7.17B | $14.69B | $12.18B | $17.28B |
| Net income | $8.73B | $9.43B | $5.59B | $5.74B | $1.64B | $7.50B | $6.02B | $10.59B |
| Net margin | 11.0% | 16.3% | 10.1% | 10.0% | 2.7% | 12.1% | 9.6% | 15.7% |
| EPS (diluted) | 9.53 | 10.56 | 6.23 | 6.35 | 1.80 | 8.14 | 6.43 | 11.17 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $71.5B | $12.43 | $12.13–$12.57 | 13 |
| 2027 | $74.6B | $13.39 | $12.64–$13.97 | 13 |
| 2028 | $78.9B | $14.72 | $13.60–$16.13 | 5 |
| 2029 | $82.2B | $14.36 | $14.12–$14.60 | 1 |
Forward consensus · source: Financial Modeling Prep
Incorporated in 1911, International Business Machines, or IBM, is one of the oldest technology companies in the world. It provides software, IT consulting services, and hardware to help business customers modernize their technology workflows. IBM operates in 175 countries and employs approximately 300,000 people. The company has a robust roster of business partners to service its clients, which includes 95% of all Fortune 500 companies. IBM's products, including Red Hat, watsonx, and mainframes, handle some of the world's most important data workloads in areas like finance and retail.
www.ibm.comNo one on the platform currently holds IBM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-06-30 | 329,000 | $56.9M |
| Bridgewater Associatesas of 2024-06-30 | 2,332 | $403.3K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-08 | $1.6900 | 2026-06-10 |
| 2026-02-10 | $1.6800 | 2026-03-10 |
| 2025-11-10 | $1.6800 | 2025-12-10 |
| 2025-08-08 | $1.6800 | 2025-09-10 |
| 2025-05-09 | $1.6800 | 2025-06-10 |
| 2025-02-10 | $1.6700 | 2025-03-10 |
| 2024-11-12 | $1.6700 | 2024-12-10 |
| 2024-08-09 | $1.6700 | 2024-09-10 |
| 2024-05-09 | $1.6700 | 2024-06-10 |
| 2024-02-08 | $1.6600 | 2024-03-09 |
No one on the platform has traded IBM yet.
| $4.5B |
| — |
| IIIInformation Services Group, Inc. | $4.19 | +1.95% | $200M | — |
| INFYInfosys Limited | $10.65 | +1.53% | $43.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-09 |
| $1.6600 |
| 2023-12-09 |
| 2023-08-09 | $1.6600 | 2023-09-09 |
| Execution date | Ratio |
|---|---|
| 2021-11-04 | 1046-for-1000 |
Trading at 49.3× earnings vs its 23.8× historical median P/E.
Fair value ≈ $138.50 · price $286.25 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$INFQ fucking bullish as fuck but $20+ rating is still low af for a company directly involved in the intersection of the 2 quantum executive order just signed by trump days ago AND being in the white house together with $GOOGL and $IBM. Lmfao. $QNT $CCXI
View on StockTwits ↗$IBM dude are you fucking kidding me?! Just hold a fucking price the swings are insane
View on StockTwits ↗$IBM and $IBM life is hard being rich. When you’re rich, you don’t wanna be poor so you watch your portfolio like a hawk. The anxiety is insane.
View on StockTwits ↗$AMD very strong technical setup here for bulls currently with price sitting well over the 1H 200 EMA for a full session and into the overnight with strong buying driving price to retrace lower EMA's upwards. Bulls could easily send this over $592 with a proper catalyst. The overnight price action will dictate tomorrow's intraday price action. It's my opinion that we have a high probability to create new ATH's or at least regain Tuesday's intraday levels. $INTC $MRVL $MU $IBM
View on StockTwits ↗Q3 starting strong - early momentum clearly favoring select high-beta leaders. $IBM +300%+ $TSLA +160%+ $TEM +80%+ $HOOD +20% Only a handful of trades this week, but that’s the point - focus on high conviction setups where trend + liquidity align. In this kind of tape, less activity doesn’t mean less opportunity… it usually means more selective positioning. If you’re not following with notifications on, you’re likely seeing the move after it already happened.
View on StockTwits ↗$IBM I might be absolutely cooked on this one
View on StockTwits ↗$ARM The next leg of the AI supercycle won’t be carried by one company—it’ll be an ecosystem. 🔥 $ARM – The CPU architecture powering the future of AI, cloud, edge, and mobile computing. 💾 $WDC – Data is exploding, and AI can’t exist without massive storage. HDDs and flash remain critical infrastructure. ⚛️ $IBM – Quietly becoming a leader in enterprise AI and quantum computing, with decades of customer relationships to monetize both. 🏗️ $IREN – AI compute and data center demand continues to surge. Infrastructure providers stand to benefit as hyperscalers race to add capacity. 🌐 $AVGO – Custom AI silicon, networking, and connectivity are becoming the backbone of every modern AI cluster. The AI revolution isn’t one stock—it’s an entire value chain. Own the companies building the chips, storing the data, connecting the clusters, and powering the infrastructure. The next wave of winners is already taking shape. 🚀📈 #AI #Semiconductors #DataCenters
View on StockTwits ↗$PATH $NOW $IBM rotation into software happening. $$$$
View on StockTwits ↗Super active morning for me When some of the best merchandise in the market.. Gives you an opportunity to buy on weakness I think its worth a shot Trimmed some $IBM at +60% from Monday entry Added $NTAP on wedge breakout Got add buy on $DELL at PDH Tried some $INTC as well off the 8 ema and got stopped out Goal is not to win on every single trade Its to stack your probabilities, keep your losses small, and see which buys stick an push away from your average
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.