Bernstein and Stifel Lift IBM Price Targets After Q4 Results

International Business Machines Corporation (NYSE:IBM) is 1 of the 10 Best AI Software Stocks to Buy Right Now. On January 30, Bernstein expert Mark C. Newman accrued the terms people connected International Business Machines Corporation (NYSE:IBM) from $280 to $330 and kept a Market Perform standing aft the institution reported its fourth-quarter results.

The expert noted that though International Business Machines Corporation (NYSE:IBM) has important vulnerability to bundle and consulting sectors that could beryllium pressured by AI-driven devaluation, the company’s valuation “has been remarkably resilient and continues to expand.” Bernstein’s updated sum-of-the-parts investigation indicates that “part of the semipermanent upside from IBM’s nascent Quantum concern is already successful the stock.”

On January 29, Stifel besides raised its terms people connected International Business Machines Corporation (NYSE:IBM) from $325 to $340 and kept its Buy standing pursuing the company’s fourth-quarter 2025 performance.

International Business Machines Corporation’s (NYSE:IBM) escaped currency travel stood retired arsenic a cardinal positive. The institution delivered a $0.7 billion, oregon 10%, outperformance successful the quarter. The guidance for 2026 escaped currency travel besides came successful astir $0.7 billion, oregon 4-5%, supra marketplace expectations.

The banal traded higher successful pre-market trading and Stifel noted that it is present trading astatine astir a 35% premium to the equal-weight S&P 500, successful enactment with its inclination implicit the past 12 months.

International Business Machines Corporation (NYSE:IBM) is an American multinational exertion and bundle institution that specializes successful AI, bundle products, IT infrastructure, and consulting services.

While we admit the imaginable of IBM arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.