Goldman Sachs·2026-10-21CompanyBuy$300International Business Machines Corp. (IBM.US): Solid quarter, with upside in Software and inflection in Consulting as execution improves
Goldman Sachs·2026-09-09CompanyBuy$270International Business Machines Corp. (IBM.US): Communacopia + Technology 2026 — Key Takeaways
HSBC·2026-07-24CompanyReduce$175 → $174▼IBM (IBM.US) Reduce: Impressive margin guidance but better value elsewhere
Bernstein·2026-07-23CompanyMarket-Perform$280 → $230▼International Business Machines Corp (IBM.US) IBM FQ2'26: Nothing broken; Market-perform TP $230
Goldman Sachs·2026-10-07SectorBuy$270Americas Technology: IT Services,3Q Earnings Preview: Expect macro pressures to result in unchanged guidance; sentiment remains weak, but off the lows
Barclays·2026-08-14SectorU.S. Software Raimo's Roundup: Q2 On-Cycle Earnings Recap – Greater Differentiation