Added to YB: 2026-02-02
Pitch date: 2026-01-29
IBM [neutral]
International Business Machines Corporation
-16.21%
current return
Author Info
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Company Info
International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$243.8B
Pitch Price
$305.86
Price Target
N/A
Dividend
2.58%
EV/EBITDA
16.26
P/E
23.41
EV/Sales
4.35
Sector
IT Services
Category
growth
IBM Q4 2025 Snapshot
IBM (earnings): Q4 rev $19.7B +12.2% YoY, gross margin 61% (+110bps), op margin 23% (+130bps). Software 46% of rev, +14% growth w/ 80%+ margins. Infrastructure +20.6% on z17 cycle. EPS +90% on leverage. FCF margin fell 520bps but mgmt guides 5%+ rev growth, +100bps op margin expansion. 26x fwd P/E but strong mix shift to software-first platform.
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