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International Business Machines

IBM Technology Unknown Updated July 11, 2026
$287.54
52W $212.34 – $332.46
57/100
$289.18B
27.0
0.67
Price History (6M)
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+3.0%
-7.8%
0.38:1
100%
Executive Summary
7 analysts weighed in with 57% agreement on a bullish lean. Portfolio Manager: Portfolio position concentration is currently healthy. Risk Analyst: High leverage (debt-to-equity 1.88) amplifies downside in a stress scenario. Overall recommendation: WATCH.
Bull & Bear Case
Bull Case
  • Positive MACD histogram signals bullish momentum.
  • Daily trend: uptrend.
  • Weekly trend: uptrend.
  • Daily and weekly trends are both bullish — multi-timeframe alignment, highest confidence.
  • Higher Highs / Higher Lows structure confirms bullish price action.
Bear Case
  • Risk/reward is unfavorable: 7.8% downside vs 3.0% upside.
AI Investment Committee
Committee Consensus As of July 11, 2026
Overall Committee Score
57/100
Agreement
57%
Analysts
7
Conviction
Contested
Value Analyst neutral
45 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 35.5% shows genuine earnings power backing the valuation
− P/E of 25.1 is moderate-to-rich
Growth Analyst bullish
60 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 94.5% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
63 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst bearish
33 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 1.88) amplifies downside in a stress scenario
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
55 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager bullish
75 / 100 · Low confidence
The existing book is healthy enough that position-sizing here is a matter of stock selection, not portfolio constraints
+ Portfolio position concentration is currently healthy
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Technical Analysis
RSI (14)
52.0
Neutral
MACD Histogram
1.544
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$265.14
Resistance
$296.07
Bollinger %B
0.67
Inside Bands
Price vs Moving Averages
EMA 9
$289.92 Below
EMA 21
$281.38 Above
EMA 50
$269.65 Above
EMA 200
$265.30 Above
Fundamental Analysis
Valuation
26
Growth
79
Profitability
86
Financial Health
22
Valuation
P/E Ratio 27.0×
P/B Ratio 8.48×
PEG Ratio
Dividend Yield 2.21%
52W High $332.46
52W Low $212.34
Quality & Growth
ROE 3553.0%
ROA 713.0%
Gross Margin 5836.0%
Operating Margin 1532.0%
Revenue Growth YoY +967.0%
Debt / Equity 1.88
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 27.0 (moderate relative to a 15-40x range); Price-to-book of 8.5x; Revenue growth (YoY) of 9.7%; EPS growth (YoY) of 94.5%; Return on equity of 35.5%; Return on assets of 7.1%; Net margin of 15.6%; Gross margin of 58.4%; Current ratio of 0.96 (tight short-term liquidity); Debt-to-equity of 1.88; Earnings-history trend unavailable; growth based on TTM year-over-year only.
Key Risks
  • Risk/reward is unfavorable: 7.8% downside vs 3.0% upside.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
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