November 30, 2025 a 01:00 pm
IBM: Analysts Ratings - International Business Machines Corporation
International Business Machines Corporation (IBM) has seen varied analyst ratings over recent months, indicating a cautious yet optimistic sentiment. While opportunities in cloud and AI continue to hold potential, certain segments face competitive pressures. Tracking these evaluations reveals subtle but significant changes in market perception.
Historical Stock Grades
The following table presents the latest analyst ratings for IBM as of November 1, 2025. Analysts are becoming increasingly cautious, with a balanced distribution across 'Buy', 'Hold', and more conservative recommendations such as 'Sell' and 'Strong Sell'.
| Rating Type | Number of Ratings | Sentiment Score |
|---|---|---|
| Strong Buy | 1 | |
| Buy | 8 | |
| Hold | 8 | |
| Sell | 2 | |
| Strong Sell | 2 |
Sentiment Development
- Over recent months, there is a noticeable increase in 'Hold' ratings, reflecting market caution.
- 'Strong Buy' ratings experienced a slight decline, while 'Buy' ratings remained relatively stable.
- Overall, the sentiment shows a shift towards more neutral positions with an increase in 'Sell' ratings.
- These trends suggest a balanced outlook, with a mixture of optimism and caution.
Percentage Trends
- 'Strong Buy' ratings have decreased from 5 to 1 over the past year, reflecting a significant reduction in optimism.
- 'Hold' ratings continue to dominate, illustrating analysts' increased caution in the current market.
- The presence of 'Sell' and 'Strong Sell' ratings points to caution against overly aggressive positions.
- This trend represents a shift toward more conservative forecasting by analysts.
Latest Analyst Recommendations
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-23 | Outperform | Outperform | RBC Capital |
| 2025-10-23 | Equal Weight | Equal Weight | Morgan Stanley |
| 2025-10-23 | Market Perform | Market Perform | BMO Capital |
| 2025-10-23 | Buy | Buy | B of A Securities |
| 2025-10-23 | Sell | Sell | UBS |
Analyst Recommendations with Change of Opinion
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2024-01-19 | Outperform | In Line | Evercore ISI Group |
| 2024-01-05 | Sell | Hold | Societe Generale |
| 2023-02-06 | Hold | Buy | Edward Jones |
| 2023-02-05 | Hold | Buy | Edward Jones |
| 2023-01-19 | Market Perform | Underperform | MoffettNathanson |
Interpretation
The prevailing sentiment toward IBM reflects a cautious optimism, as indicated by the increasing 'Hold' ratings and mixed recommendations. Analysts appear to be balancing optimism with caution amid shifting tech industry dynamics. While positive developments in cloud and AI advancements fuel interest, concerns persist about competitive pressures and broader economic impacts. These mixed signals reflect a marketplace that is measured yet wary of potential headwinds.
Conclusion
An analysis of IBM's latest analyst ratings reveals an industry underpinned by both optimism and caution. As analysts navigate the evolving tech landscape, IBM's robust product offerings in cloud and AI sectors continue to attract attention. However, fluctuations in ratings illustrate the cautionary approach being adopted amid industry challenges and uncertainties. This balanced perspective provides IBM with potential growth avenues, albeit with a measured approach that acknowledges potential hurdles.