Software Renaissance | Discover how IBM's software division, powered by Red Hat reacceleration and virtualization tailwinds, positions for double-digit growth and margin expansion |
Analyst Outlook | Average price target stands at $288, ranging from $236 to $345, reflecting divergent views on IBM's transformation amid AI headwinds and software growth potential |
Confluent Deal Impact | IBM's $11 billion Confluent acquisition reshapes data streaming capabilities, with analysts projecting EBITDA accretion by mid-2027 despite near-term dilution |
AI Disruption Risks | Examine how advanced AI coding tools threaten IBM's mainframe dominance and consulting services, with market concerns driving significant valuation de-rating |

Metrics to compare | IBM | Sector Sector - Average of metrics from a broad group of related sector companies | Relationship RelationshipIBMPeersSector | |
|---|---|---|---|---|
P/E Ratio | 20.7x | 14.7x | 12.3x | |
PEG Ratio | 0.25 | 0.53 | 0.01 | |
Price / Book | 6.4x | 2.4x | 2.4x | |
Price / LTM Sales | 3.2x | 1.0x | 2.2x | |
Upside (Analyst Target) | 4.0% | −7.0% | 34.9% | |
Fair Value Upside | Unlock | 39.5% | 6.0% | Unlock |