International Business Machines Corporation (NYSE:IBM) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Jan. 28.
Analysts expect the Armonk, New York-based company to report quarterly earnings at $4.29 per share, up from $3.92 per share in the year-ago period. The consensus estimate for IBM’s quarterly revenue is $19.21 billion, versus $17.55 billion a year earlier, according to data from Benzinga Pro.
On Dec. 8, IBM agreed to acquire Confluent, Inc. (NASDAQ:CFLT) for $31 per share.
IBM shares fell 0.8% to close at $293.86 on Tuesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
- JP Morgan analyst Brian Essex maintained a Neutral rating and raised the price target from $290 to $312 on Jan. 21, 2026. This analyst has an accuracy rate of 61%.
- Evercore ISI Group analyst Amit Daryanani maintained the stock with an Outperform rating and raised the price target from $315 to $330 on Jan. 20, 2026. This analyst has an accuracy rate of 79%.
- B of A Securities analyst Wamsi Mohan maintained the stock with a Buy rating and raised the price target from $315 to $335 on Jan. 13, 2026. This analyst has an accuracy rate of 82%.
- Jefferies analyst Brent Thill upgraded the stock from Hold to Buy and raised the price target from $300 to $360 on Jan. 5, 2026. This analyst has an accuracy rate of 73%.
- Stifel analyst David Grossman maintained a Buy rating and boosted the price target from $295 to $325 on Dec. 9, 2025. This analyst has an accuracy rate of 61%.
Considering buying IBM stock? Here’s what analysts think:
Photo via Shutterstock
Recent Comments