Snapshot · International Business Machines Corporation (IBM)

Data as of 2026-10-17T17:08:13.224Z

Fundamentals check

Market cap

$218.7B

P/E (TTM)

20.3

Gross margin

58.4%

Net margin

15.5%

ROE

33.5%

R&D / revenue

12.7%

Dividend yield

2.9%

FCF yield

6.2%

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

• 2026-10-16T11:15:53.000Zpositive

  Can Slightly Higher Consulting Revenues Aid IBM's Q3 Earnings?

  可能与IBM的咨询收入小幅增长相关，恰逢Q3盈利预期受关注。

  Source: zacks.com

• 2026-10-14T19:01:00.000Zneutral

  IBM Study: Eight in Ten EMEA Enterprises Escalate AI Incidents to Board or C-Suite as AI Agents Test Governance

  恰逢AI治理议题 Hotspot，可能与行业趋势相关，未明确因果。

  Source: prnewswire.com

• 2026-10-14T18:45:52.000Znegative

  IBM Dips More Than Broader Market: What You Should Know

  或有助于理解IBM相对市场的回撤，但不构成因果关系的断言。

  Source: zacks.com

• 2026-10-14T08:00:00.000Zneutral

  IBM and Siemens Collaborate on Research to Advance Nanostack Architecture

  恰逢联合研究新闻，可能对长期技术路线有影响，但不构成直接因果。

  Source: prnewswire.com

• 2026-10-13T12:15:01.000Zneutral

  Arista Networks vs. International Business Machines: Which Technology Stock Is a Better Buy in 2026?

  或与行业对比分析相关，未直接指向IBM业绩因果关系。

  Source: fool.com

• 2026-09-16T00:00:00.000Znegative

  Price move: IBM fell 4.4%

  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。

• 2026-09-11T00:00:00.000Zpositive

  Price move: IBM rose 4.0%

  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。

• 2026-08-27T00:00:00.000Zpositive

  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。

Analyst view

Avg price target $244.58 from 12 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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本内容仅为信息整理，不构成任何投资建议。