Nama Insights

International Business Machines (IBM)

Technology · Information Technology Services · NYSE

S&P 500
International Business Machines (IBM) is a Technology company in the Information Technology Services industry. It has a market capitalization of $231.55B, a trailing price-to-earnings ratio of 19.9 and a free-cash-flow yield of 4.9%. Over the most recent reported fiscal year, revenue grew 7.6% and free cash flow per share fell 3.8%. Nama's AI scorecard rates it Hold, 5.6 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Hold · 5.6/10
The sections balance. As of Nov 7, 2026.
Momentum
Trailing · -29.4% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-26.3%
How far the last close sits under the highest price of the past five years.
Market cap$231.55B
Trailing P/E19.9
Price / book6.5
Price / sales3.3
FCF yield4.9%
Dividend yield2.8%
Gross margin58.0%
Operating margin18.3%
Net margin16.0%
Revenue growth (YoY)+7.6%
Revenue growth (3-yr annual)+3.7%
EPS growth (YoY)+12.0%
FCF/share growth (YoY)-3.8%
Beta0.7
ExchangeNYSE
SectorTechnology
IndustryInformation Technology Services

IBM earnings

Next report: Jan 27, 2027 (Q4 2026, EPS estimate $4.63). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 21, 2026 $2.95 $2.87 +2.8% $17.10B
Q2 2026 Jul 22, 2026 $2.93 $2.93 +0.0% $17.16B
Q1 2026 Apr 22, 2026 $1.91 $1.81 +5.5% $15.92B
Q4 2025 Jan 28, 2026 $4.52 $4.29 +5.4% $19.69B

IBM analyst price target

Median target $265.00 from 23 analysts, ranging $174.00 – $300.00.

Information Technology Services peers

TickerCompanyMarket capP/E
ACN Accenture $153.89B 18.7
INFY Infosys $50.63B 14.9
CTSH Cognizant Technology Solutions $28.93B 11.5
BR Broadridge Financial Solutions $21.54B 19.6
WIT Wipro $21.37B 15.4
CDW CDW $19.60B 14.2
GIB CGI $17.25B 13.2
LDOS Leidos $16.19B 10.4
Explore live IBM data on Nama Insights →

Recent Congressional trades

International Business Machines trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Pete Sessions House Sell $1,001 - $15,000 Oct 27, 2026
Maria Elvira Salazar House Sell $1,001 - $15,000 Oct 7, 2026
Maria Elvira Salazar House Sell $1,001 - $15,000 Sep 9, 2026
Josh Gottheimer House Sell $1,001 - $15,000 Aug 10, 2026
Josh Gottheimer House Sell $1,001 - $15,000 Aug 10, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Maria Elvira Salazar House Buy $15,001 - $50,000 Jun 8, 2026
Josh Gottheimer House Sell $1,001 - $15,000 May 19, 2026
Jonathan Jackson House Sell $50,001 - $100,000 Mar 12, 2026
Julia Letlow House Buy $1,001 - $15,000 Mar 12, 2026
David J. Taylor House Sell $15,001 - $50,000 Mar 6, 2026
David J. Taylor House Buy $15,001 - $50,000 Jan 21, 2026

IBM FAQ

Is IBM a buy?
Nama's AI scorecard currently rates International Business Machines Hold (5.6 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is IBM's P/E ratio?
International Business Machines trades at a trailing price-to-earnings ratio of 19.9.
When does IBM report earnings?
International Business Machines's next scheduled report is on Jan 27, 2027. Analysts expect EPS of $4.63.
What is the IBM price target?
The median analyst price target from 23 analysts is $265.00, with a range of $174.00 – $300.00.
Is IBM Shariah compliant?
Nama's AAOIFI-style screen reads International Business Machines as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does IBM pay a dividend?
Yes — International Business Machines's dividend yield is 2.8%.