Snapshot · International Business Machines Corporation (IBM)

Data as of 2026-09-02T01:15:44.904Z

Fundamentals check

Market cap

$218.0B

P/E (TTM)

20.2

Gross margin

58.4%

Net margin

15.5%

ROE

33.5%

R&D / revenue

12.7%

Dividend yield

2.9%

FCF yield

6.3%

Latest dividend: $1.69/share (ex-date 2026-08-10, quarterly)

Summary

International Business Machines Corporation (IBM) delivers comprehensive technology solutions and services across the globe. The company's operations are structured into four primary segments: Software, Consulting, Infrastructure, and Financing. The Software division provides hybrid cloud platforms and a range of software offerings, including Red Hat's enterprise open-source solutions. It also develops software for business automation, AIOps and management, integration, and application servers, in addition to data and artificial intelligence tools. This segment further supplies security software and services for threat, data, and identity management, and offers critical transaction processing software that supports essential on-premise workloads for industries such as banking, airlines, and retail. The Consulting arm delivers business transformation services, which encompass strategy development, business process design and operational improvements, data and analytics insights, and system integration. It additionally provides technology consulting and specialized application and cloud platform services. IBM's Infrastructure segment offers both on-premises and cloud-based server and storage solutions, specifically tailored for clients' crucial and regulated operations. It also extends support and solutions for hybrid cloud infrastructure, alongside remanufacturing and remarketing services for used equipment. The Financing segment provides various financial services, such as leasing, installment payment plans, loan financing, and short-term working capital solutions. Originally established in 1911 as the Computing-Tabulating-Recording Co., the company is now known as International Business Machines Corporation and maintains its headquarters in Armonk, New York.

How it makes money

Revenue mix, latest fiscal year

• Software44.4%
• Consulting31.2%
• Infrastructure Services23.3%
• Financing1.1%

Recent Events

• 2026-08-31T11:16:10.000Zneutral

  Can IBM's HRL Acquisition Boost Its Quantum Computing Capabilities?

  恰逢并购报道，或有助于量子计算能力提升的潜在影响，但未直接证成股价变化。

  Source: zacks.com

• 2026-08-31T10:39:00.000Znegative

  Can Quantum Computing Save IBM Stock?

  恰逢相关分析报道，或有助于对未来股价的谨慎判断，存在不确定性。

  Source: barrons.com

• 2026-08-31T04:42:13.000Zneutral

  Convergence Investment Partners LLC Grows Stake in International Business Machines Corporation $IBM

  增持可能反映机构看好，但与股价变动并非直接因果，需进一步观察。

  Source: defenseworld.net

• 2026-08-29T09:30:00.000Zpositive

  IBM Could Be a Massive Winner as the Encryption Reset Becomes Urgent

  可能与加密与量子安全相关的潜在催化因素有关，存在不确定性。

  Source: fool.com

• 2026-08-29T04:00:22.000Zneutral

  Ethic Inc. Increases Stock Holdings in International Business Machines Corporation $IBM

  可能与股东增持相关，尚存在不确定性因素，需结合后续市场因素确认。

  Source: defenseworld.net

• 2026-08-27T00:00:00.000Zpositive

  Price move: IBM rose 3.9%

  IBM 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-08-04T00:00:00.000Zpositive

  Price move: IBM rose 3.9%

  IBM 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-28T00:00:00.000Zpositive

  Price move: IBM rose 5.2%

  IBM 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-14T00:00:00.000Znegative

  Price move: IBM fell 25.2%

  IBM 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-06-26T00:00:00.000Zpositive

  Price move: IBM rose 5.2%

  IBM 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

Analyst view

Avg price target $258.11 from 19 analysts (last quarter)

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-08-26SellThomas Robert David(officer: Senior Vice President)25,000 shares

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