IBM Seeks Recovery Following Disappointing Initial Results: Insights from Analysts and Investors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 23 2025
0mins
Source: CNBC
Analyst Opinions on IBM's Performance: Analysts are divided on IBM's future following its third-quarter earnings report, which showed a revenue beat but concerning metrics in Red Hat and transaction processing growth. Some analysts recommend buying the dip, while others maintain sell or neutral ratings.
Price Targets and Forecasts: Various firms have adjusted their price targets for IBM, with UBS setting a target of $210 (30% downside), Morgan Stanley at $252 (12% downside), and Goldman Sachs at $350 (22% upside), reflecting differing views on the company's growth potential.
Concerns Over Growth Metrics: Analysts highlighted that key software metrics are increasingly worrisome, particularly as IBM faces headwinds in software growth and lacks significant M&A tailwinds for 2026, which could impact its valuation.
Investor Reactions: Despite the mixed analyst sentiments, some investors are taking advantage of the stock's recent selloff, indicating a belief in IBM's long-term transition and potential in software and AI markets.
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Analyst Views on UPLD
Wall Street analysts forecast UPLD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UPLD is 4.33 USD with a low forecast of 3.50 USD and a high forecast of 5.00 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.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 1.440
Low
3.50
Averages
4.33
High
5.00
Current: 1.440
Low
3.50
Averages
4.33
High
5.00
About UPLD
Upland Software, Inc. provides artificial intelligence (AI)-powered knowledge and content management software. The Company provides cloud-based software applications. Its solutions cover knowledge management, content lifecycle and workflow automation, and digital marketing. It provides knowledge management solutions designed to help organizations capture, organize, and distribute information to employees and customers. It also offers content lifecycle and workflow automation solutions that support document management, compliance, and process efficiency across various industries. Digital marketing solutions provide tools for audience engagement, campaign management, and content distribution across digital channels. The Company’s customers operate in a range of industries, including financial services, consulting services, technology, manufacturing, media, telecommunications, government, insurance, non-profit, healthcare, life sciences, legal, retail and hospitality.
About the author
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.
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