International Business Machines Corporation logo IBM - International Business Machines Corporation

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
1
BUY 21
HOLD 24
SELL 4
STRONG
SELL
0
| PRICE TARGET: $305.09 DETAILS
HIGH: $360.00
LOW: $225.00
MEDIAN: $320.00
CONSENSUS: $305.09
UPSIDE: 20.19%

Stock News

Forward S&P 500 Earnings Estimates Power Higher Once Again; Quick Notes On IBM And Ford

Forward S&P 500 Earnings Estimates Power Higher Once Again; Quick Notes On IBM And Ford

One key part of last week's blog post was the late 1990s “tech market cap vs. earnings (EPS) weight”. Today, the tech sector's market cap is roughly 37%, versus the earnings weight of 30.8%, while in March 2000, the tech sector's market cap weight was 33-35%, while the earnings weight was just 13%. For semiconductors and semi-cap equipment, which has been the tech sector's juice this year, the semiconductors complex's market cap weight is 18.7%, while its earnings weight in mid-May '26 is 15.1%. There is still no slowdown in forward EPS estimates for the S&P 500.

May 24, 2026 08:30 AM seekingalpha.com
IBM shares extend rally as Wedbush calls US quantum investment a "new catalyst"

IBM shares extend rally as Wedbush calls US quantum investment a "new catalyst"

International Business Machines Corp (NYSE:IBM) shares are on track to close the week nearly 18% higher after the US Department of Commerce's $2 billion quantum computing investment package, which Wedbush analysts called a significant new catalyst for the industry. IBM confirmed it would work with the US government to develop the country's first quantum chip foundry, with the Commerce Department committing $1 billion and IBM matching that figure with its own capital.

May 22, 2026 08:22 AM proactiveinvestors.com

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