IBM Designated as Critical ICT Provider Under DORA Regulation
Written by Emily J. Thompson, Senior Investment Analyst
Source: PRnewswire
Updated: 50 minutes ago0mins
- Critical Role Confirmation: IBM has been designated by European Supervisory Authorities as a critical ICT third-party provider under DORA, reflecting its essential role in supporting the resilience of Europe's financial sector, which is expected to enhance client trust in its services.
- Commitment to Compliance Support: As a critical provider, IBM will closely collaborate with European regulators to ensure operational and technical resilience, which not only helps meet DORA compliance requirements but also enhances its competitiveness in the financial services sector.
- Ongoing Technological Innovation: Ahead of DORA's implementation, IBM has integrated its technology and services units to proactively address compliance requirements, aiming to strengthen its cybersecurity technologies and governance to maintain its clients' competitive edge in a rapidly changing financial landscape.
- Future Collaboration Outlook: IBM looks forward to constructive engagement with European regulators, leveraging its deep expertise in risk management and cybersecurity to help clients confidently navigate evolving compliance requirements, thereby promoting the security and resilience of the entire financial ecosystem.
IBM.N
$0.0000%Past 6 months
Line
|
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
No Data
Powered By
Intellectia
Analyst Views on IBM
Wall Street analysts forecast IBM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for IBM is 295.18 USD with a low forecast of 210.00 USD and a high forecast of 350.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
7 Buy
5 Hold
1 Sell
Moderate Buy
Current: 302.620
Low
210.00
Averages
295.18
High
350.00
Current: 302.620
Low
210.00
Averages
295.18
High
350.00
Oppenheimer
Oppenheimer
Outperform
initiated
$360
2025-11-21
Reason
Oppenheimer
Oppenheimer
Price Target
$360
2025-11-21
initiated
Outperform
Reason
Oppenheimer initiated coverage of IBM with an Outperform rating and $360 price target. The firm says its bullish stance is predicated on its belief IBM's software portfolio should see sustained "double-digit" revenue growth driven by strength in Automation and improving growth in RedHat, consulting should grow at a sustained "low single digits" with recovery in application development/management, and additional revenue optionality with creation and management of AI applications. Oppenheimer believes these drivers will result in strong expansion activity with existing customers, and drive continued gross and pre-tax margin expansion. The stock should also re-rate higher when IBM's pivot to software is more widely appreciated, it adds.
Melius Research
Benjamin Reitzes
Buy
maintain
2025-10-31
Reason
Melius Research
Benjamin Reitzes
Price Target
2025-10-31
maintain
Buy
Reason
After having spent a day at IBM's quantum lab and meeting with Jay Gambetta, Director of IBM Research, Melius Research analyst Benjamin Reitzes reiterates a Buy rating on the shares, telling investors that IBM has the most quantum computers in use today, "by far," and arguing that its potential in quantum "looks like it could amount to billions of high-margin annualized revenue" starting in 2029. The "Starling" line of quantum computers has the potential to unlock capabilities to run revolutionary applications on a 200 qubit platform with an error correction rate that "finally allows this technology cross the chasm," according to the analyst, who adds that IBM seems to have "the ingredients to win in Quantum since it arguably has the best hardware roadmap and the mindshare of developers with its Qiskit platform."
UBS
Sell
maintain
$200 -> $210
2025-10-23
Reason
UBS
Price Target
$200 -> $210
2025-10-23
maintain
Sell
Reason
UBS raised the firm's price target on IBM to $210 from $200 and keeps a Sell rating on the shares. The firm, which raised its price target as it rolls its valuation basis to calendar year 2027, argues that "key metrics flash caution" into 2026 and that it is "not too early to focus on the puts and takes heading into" the outlook for next year as Red Hat and TP constant currency growth "disappoint" in Q3.
Morgan Stanley
Equal Weight
maintain
$256 -> $252
2025-10-23
Reason
Morgan Stanley
Price Target
$256 -> $252
2025-10-23
maintain
Equal Weight
Reason
Morgan Stanley lowered the firm's price target on IBM to $252 from $256 and keeps an Equal Weight rating on the shares. Software results surprised to the downside, with Red Hat and TP decelerations "standing out," the analyst tells investors. While Infrastructure and Consulting beats were "positive surprises," IBM now has more work cutout to reaccelerate software growth to hit 5%-plus revenue growth in 2026, the analyst added.
See All Ratings
About IBM
International Business Machines Corporation is a provider of global hybrid cloud and artificial intelligence (AI) and consulting expertise. The Company’s segments include Software, Consulting, Infrastructure and Financing. The Software segment includes hybrid cloud and AI platforms, which allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment is focused on the hybrid cloud infrastructure market, providing on-premises and cloud-based server and storage solutions. In addition, it offers a portfolio of life-cycle services for hybrid cloud infrastructure deployment. The Financing segment provides client and commercial financing, facilitating its clients’ acquisition of hardware, software and services. It helps clients in more than 175 countries.
About the author
Preview
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sigh Up to Get Intellectia Insights
What factors are driving IBM's growth in multi-cloud management services?
How is IBM leveraging its Watsonx platform to address market challenges?
Will IBM's quantum computing investments yield significant returns within five years?
Can IBM maintain its profit margins in the competitive cloud computing market?