International Business Machines Corp.

International Business Machines provides integrated solutions and products that utilize data, information technology and business processes. The company's business segments, include: Cognitive Solutions, comprises a portfolio that assist clients to identify insights and inform decision-making; Global Business Services, which provides consulting, application management and business process services; Technology Services & Cloud Platforms, which provides infrastructure, technical support and integration software services; Systems, which provides infrastructure platforms to clients; and Global Financing, which encompasses of two primary businesses: financing and remanufacturing and remarketing.
  • TickerIBM
  • ISINUS4592001014
  • ExchangeNew York Stock Exchange
  • SectorSoftware & Computer Services
  • CountryUnited States

Analysts

ValuEngine Rating and Forecast Report for IBM

ValuEngine Rating and Forecast Report for IBM

Valens Research

Valens Equity Insights and Inflections - 2019 08 14

NKE currently trades at historical highs relative to UAFRS-based (Uniform) Earnings, with a 28.7x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 24% in 2019 to 32% in 2024, accompanied by 5% Uniform Asset growth going forward. However, analysts have less bullish expectations, projecting Uniform ROA to only expand to 27% in 2021, accompanied by 5% Uniform Asset growth. Moreover, management may be concerned about growth in China, consumer engagement in Nike Digital, and product innovation. Should NKE see profitability remain flat or even fall f...

ValuEngine Rating and Forecast Report for IBM

ValuEngine Rating and Forecast Report for IBM

INTL.BUS.MCHS.CORP. with less fundamental stars is reduced to Neutral

INTL.BUS.MCHS.CORP. (US), a company active in the Computer Services industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date August 9, 2019, the closing price was USD 136.13 and its expected value was estimated at USD...

Valens Research

Valens Equity Insights and Inflections - 2019 08 07

FB currently trades above historical averages relative to UAFRS-based (Uniform) Earnings, with a 26.5x Uniform P/E. Even at these levels, the market is pricing in expectations for Uniform ROA to decline significantly, from 45% in 2018 to 23% in 2023, accompanied by 15% Uniform Asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to fade to 25% by 2020, accompanied by 38% Uniform Asset growth. That said, although management's concerns about privacy controls, government regulation, and expenses suggest the potential for near-term headwinds, the firm maintains a ...

International Business Machines Corporation: Update to Credit Analysis

Lower rating reflects higher leverage post RedHat acquisition, although we expect steady leverage reduction to low 2x level over next couple of years

International Business Machines Corporation: Update to Credit Analysis

IBM’s long term rating is under review for downgrade following its announcement that it has agreed to purchase Red Hat, Inc. (unrated) for $34 billion.

International Business Machines Corporation - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers

International Business Machines Corporation - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

International Business Machines Corporation: Update to Credit Analysis

IBM’s long term rating is under review for downgrade following its announcement that it has agreed to purchase Red Hat, Inc. (unrated) for $34 billion.

Valens Research

Valens Equity Insights and Inflections - 2019 08 14

NKE currently trades at historical highs relative to UAFRS-based (Uniform) Earnings, with a 28.7x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 24% in 2019 to 32% in 2024, accompanied by 5% Uniform Asset growth going forward. However, analysts have less bullish expectations, projecting Uniform ROA to only expand to 27% in 2021, accompanied by 5% Uniform Asset growth. Moreover, management may be concerned about growth in China, consumer engagement in Nike Digital, and product innovation. Should NKE see profitability remain flat or even fall f...

Valens Research

Valens Equity Insights and Inflections - 2019 08 07

FB currently trades above historical averages relative to UAFRS-based (Uniform) Earnings, with a 26.5x Uniform P/E. Even at these levels, the market is pricing in expectations for Uniform ROA to decline significantly, from 45% in 2018 to 23% in 2023, accompanied by 15% Uniform Asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to fade to 25% by 2020, accompanied by 38% Uniform Asset growth. That said, although management's concerns about privacy controls, government regulation, and expenses suggest the potential for near-term headwinds, the firm maintains a ...

Valens Research

IBM - Embedded Expectations Analysis - 2019 08 07

International Business Machines Corporation (IBM:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 14.5x Uniform P/E, implying bearish expectations for the firm. Moreover, management has concerns about free cash flow, EPS, and their product portfolio. Specifically, management may be concerned about the sustainability of recent free cash flow generation and about further contraction in revenue. Furthermore, they may be concerned about the Red Hat acquisition being dilutive to full-year EPS, and may be concerned about their ability to continue gen...

Ahmad Khalil ...
  • Austin Williams
  • Steve Koenig

Bigger Challenges Than Expected, But Reasons for Optimism

1 director sold

A director at International Business Machines Corp sold 13,000 shares at 139.007USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rule...

ValuEngine Rating and Forecast Report for IBM

ValuEngine Rating and Forecast Report for IBM

ValuEngine Rating and Forecast Report for IBM

ValuEngine Rating and Forecast Report for IBM

INTL.BUS.MCHS.CORP. with less fundamental stars is reduced to Neutral

INTL.BUS.MCHS.CORP. (US), a company active in the Computer Services industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date August 9, 2019, the closing price was USD 136.13 and its expected value was estimated at USD...

David Holt

International Business Machines Corporation

David Holt

International Business Machines Corporation

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Valérie GASTALDY

Analyse court terme - IBM : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 114,70 $, puis 106,02 $. Le franchissement de 131,70 $ remettrait en cause la suite de la baisse.

Valérie GASTALDY

Short term view - IBM : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at $114.70, then $106.02. Passing $131.70 would question the continuation of the fall.

Valérie GASTALDY

Short term view - IBM : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at $114.70, then $106.02. Passing $131.70 would question the continuation of the fall.

Valérie GASTALDY

Analyse court terme - IBM : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 114,70 $, puis 106,02 $. Le franchissement de 131,70 $ remettrait en cause la suite de la baisse.

Jérôme VINERIER

Medium term view - IBM : The movement goes on.

The trend is bearish. The movement goes on. The next target is at $118.32, then $106.10. Passing $154.00 would question the continuation of the fall.

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