IBM Market Sentiment

SPY769.30−0.04%QQQ749.04−0.07%BTC/USD84,516.89−0.40%DIA511.11+0.00%GLD380.53+0.10%TLT77.53+0.06%

International Business Machines Corp

IBMNYSE

Trade with Public

$222.64

-2.98-1.32%

Last update: Oct 2, 6:38 PM

$222.45

-3.17-1.41%

Overview News Earnings Forecast Events Price Targets FinancialsSentimentOwnership Dividends Compare Options Stock Report

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Why Is It Moving?™:International Business Machine shares are trading higher after the company ...

IBM Market Sentiment - Benzinga

IBM Market Sentiment

Market sentiment signals for IBM (IBM): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus— Outperform

Short Interest▼ 2.6% short float

Options Flow▲ 0.79 P/C ratio

Insider Activity— N/A

Analyst Consensus

Outperform

21 analysts

Options Flow (P/C)

0.79

More calls — Bullish

28,052 calls · 22,267 puts

Avg Consensus PT

$264

+18.7%

Highest Price Target

$350

+57.3%

Oppenheimer

Lowest Price Target

$190

-14.6%

Morgan Stanley

Short Interest

2.6%

Rising — Bearish

Insider Activity (30d)

—

Short Interest — % of Float

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 31, 2026	Susquehanna	James Friedman—	+5.6%	$225 → $235	Maintained	Neutral
Jul 24, 2026	Citigroup	Fatima Boolani—	+10.1%	$255 → $245	Maintained	Buy
Jul 24, 2026	Susquehanna	James Friedman—	+1.1%	$303 → $225	Maintained	Neutral
Jul 23, 2026	Morgan Stanley	Erik Woodring—	-14.6%	$293 → $190	Maintained	Equal-Weight
Jul 23, 2026	BMO Capital	Keith Bachman—	+3.4%	$270 → $230	Maintained	Market Perform
Jul 23, 2026	RBC Capital	Matthew Swanson —	+21.4%	$270 → $270	Maintained	Outperform
Jul 23, 2026	Barclays	Raimo Lenschow—	+17.8%	$288 → $262	Maintained	Overweight
Jul 22, 2026	Baird	Rob Oliver—	+3.4%	$230	Initiate	Neutral
Jul 21, 2026	Barclays	Raimo Lenschow—	+29.5%	$350 → $288	Maintained	Overweight
Jul 21, 2026	Jefferies	Brent Thill—	+16.9%	$320 → $260	Maintained	Buy
Jul 20, 2026	Stifel	David Grossman—	+5.6%	$290 → $235	Maintained	Buy
Jul 17, 2026	Citigroup	Fatima Boolani—	+14.6%	$375 → $255	Maintained	Buy
Jul 17, 2026	JP Morgan	Brian Essex—	+12.4%	$291 → $250	Maintained	Overweight
Jul 16, 2026	Argus Research	Jim Kelleher—	+25.9%	$360 → $280	Maintained	Buy
Jul 16, 2026	Evercore ISI Group	Amit Daryanani—	+12.4%	$310 → $250	Maintained	Outperform
Jul 14, 2026	HSBC	Abhishek Shukla—	-14.1%	$231 → $191	Downgrade	Hold→Reduce
Jul 14, 2026	Oppenheimer	Param Singh—	+57.3%	$320 → $350	Maintained	Outperform
Jul 14, 2026	Morgan Stanley	Erik Woodring—	+31.7%	$267 → $293	Maintained	Equal-Weight
Jul 10, 2026	Susquehanna	James Friedman—	+36.2%	$303	Initiate	Neutral
Jul 6, 2026	B of A Securities	Wamsi Mohan—	+48.3%	$315 → $330	Maintained	Buy
Jun 23, 2026	Morgan Stanley	Erik Woodring—	+20.0%	$225 → $267	Maintained	Equal-Weight
Jun 23, 2026	JP Morgan	Brian Essex—	+30.8%	$270 → $291	Upgrade	Neutral→Overweight
Jun 3, 2026	Citigroup	Fatima Boolani—	+68.6%	$285 → $375	Maintained	Buy
Jun 1, 2026	Barclays	Raimo Lenschow—	+57.3%	$350	Initiate	Overweight
May 29, 2026	Wedbush	Dan Ives—	+43.9%	$320 → $320	Maintained	Outperform