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gurufocus.comOCT 152 min read$IBM

IBM Maintained by Morgan Stanley -- Price Target Raised to $238

Morgan Stanley maintained an Equal-Weight rating for IBM but raised its price target to $238, a 25.26% increase from $190. GuruFocus values IBM at $243.33, suggesting it is 4.3% undervalued. IBM's GF Score is 79/100, indicating strong performance in profitability and valuation. Insiders sold $5.76M in shares over the past three months.

Original reporting
gurufocus.com
Published Oct 15, 2026, 5:32 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 15, 2026, 8:59 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefFinancial news
Primary signal
$IBM
Bullish
high confidence
Mentioned
$IBM
Relevance
7/10
AlphAI data visualization · based on gurufocus.com
Decision brief

The 30-second read

$IBMBullishMed
01

Why it matters

The upgrade suggests confidence in IBM's hybrid cloud and AI services, potentially prompting buying pressure.

02

Market read

Analyst target changes can move stock price, especially for a large‑cap like IBM.

03

What to watch

Insider selling of $5.8 M could temper enthusiasm despite the higher target.

Relevance 7/10Novelty 6/10Timing: today

Background

Morgan Stanley analyst Erik Woodring maintained an Equal‑Weight rating while raising IBM's price target from $190 to $238.

Company-level read

Ticker impact

$IBMBullishHigh confidence
Context

Morgan Stanley raised IBM's price target to $238, indicating a bullish outlook and potential upside.

Expected impact

likely upward pressure as investors price in the higher target

Evidence & confidence

Target increase of 25% signals confidence in IBM's growth prospects, prompting potential demand.

Market effects

Sector

May lift sentiment in the broader technology/services sector.

Regional

Limited to US markets where IBM trades.

Global

Minor, as IBM is a large cap but the news is company‑specific.

Counterpoint

What could challenge this read

Some investors may view the target raise as insufficient given IBM's slower growth.

Key entities

  • analyst_firm
    Morgan Stanley

    Provided the rating and target update.

  • company
    IBM

    Subject of the rating update.

Read at source← All news

StoryMorgan Stanley raises IBM price target to $238 and maintains Equal‑Weight rating

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