IBM Story Is Underappreciated, Goldman Sachs Says Stock Can Re-Rate Higher
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2025
0mins
Should l Buy IBM?
Source: Benzinga
Analyst's Rating and Growth Projections: Goldman Sachs analyst James Schneider maintains a Buy rating for IBM with a $275 price target, highlighting the company's potential for over 5% revenue growth from 2025 to 2027, driven by strong software growth and market share gains in consulting.
Recent Performance and Investment Opportunities: IBM reported better-than-expected fourth-quarter earnings and revenue, while also showing a decline in stock price. Investors can gain exposure through ETFs like TDIV and TDVI.
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Analyst Views on IBM
Wall Street analysts forecast IBM stock price to rise
16 Analyst Rating
11 Buy
4 Hold
1 Sell
Moderate Buy
Current: 240.590
Low
210.00
Averages
315.80
High
375.00
Current: 240.590
Low
210.00
Averages
315.80
High
375.00
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
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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- Enhanced Hole Insights: The AI-powered Hole Insights feature combines historical scoring probabilities and performance trends to provide more accurate analyses for every shot taken by every player, helping fans understand the impact of each shot, which enhances both the viewing experience and educational value of the event.
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- Multilingual Capabilities: This integration allows businesses to deploy AI agents with multilingual voice capabilities across 70 languages, targeting use cases such as customer support, sales, and internal operations, significantly improving user experience.
- Feature Expansion: IBM stated that the addition expands watsonx Orchestrate from text-based automation to voice-enabled workflows while ensuring enterprise requirements such as security, compliance, and scalability are met.
- Future Collaboration: Although no financial details were disclosed, IBM and ElevenLabs plan to continue working together to advance voice-first AI applications for enterprise use, indicating both companies' commitment to future market potential.
See More
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- Security and Compliance: By incorporating ElevenLabs' premium speech technology, businesses can create voice agents that meet security and compliance requirements, ensuring safety when handling sensitive information, which is crucial for industries like finance and healthcare.
- Global Expansion Capability: This integration allows AI phone agents to support multiple regional accents and voices, helping government agencies and businesses reach broader communities in key areas such as customer support, sales, and internal operations, thus improving service accessibility and effectiveness.
- Enterprise-Grade Protections: IBM watsonx Orchestrate offers enterprise-level protections, including PCI compliance and HIPAA support, ensuring consistency and reliability during high-volume and highly concurrent interactions, thereby laying a solid foundation for enterprise-scale deployments.
See More
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- Stock Price Movement: As of the afternoon of March 20, 2026, IBM's stock rose by 2.72%, indicating a positive market response to its AI strategy, which may attract more investor interest.
- Market Reaction: The video published on March 22, 2026, highlights the market's keen attention to IBM's latest developments in AI, potentially influencing short-term investment decisions.
- Strategic Adjustments: IBM is adjusting its business strategy to better leverage the advantages of AI technologies, aiming to enhance overall performance and market share to maintain a leading position in the competitive tech industry.
See More
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- Improved Investor Sentiment: Trump's statement has shifted market expectations towards a more positive outlook on future economic policies, potentially fostering growth in consumer spending and investments, thereby aiding overall economic recovery.
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