Bernstein sets a USD 250 target for IBM stock
Published on 10/27/2026 at 16:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst and company figures
- Bernstein set a USD 250.00 IBM price target on October 26, 2026.
- Third-quarter revenue reached USD 17.10 billion, up 5.00 percent year over year.
- IBM stock costs EUR 224.53 at Lang & Schwarz on October 27, 2026, 0.61 percent below the Xetra close of October 26, 2026.
- The dividend record date is November 10, 2026.
IBM (ISIN US4592001014) has a USD 250.00 analyst target from Bernstein, which maintained its Hold rating on October 26, 2026, according to Markets Insider. The target is 0.10 percent below IBM's USD 250.26 price on the NYSE at 11:50 a.m. ET on October 27, 2026. At Lang & Schwarz, IBM stock was trading at EUR 224.53 on October 27, 2026 at 4:41 p.m. CET, 0.61 percent below the Xetra close of October 26, 2026 at EUR 225.90.
Third-quarter revenue reaches USD 17.10 billion
IBM's third-quarter revenue rose 5.00 percent from USD 16.33 billion in the third quarter of 2025 to USD 17.10 billion in the third quarter of 2026. IBM reported GAAP net income of USD 2.19 billion and diluted earnings per share of USD 2.30 for the quarter ended September 30, 2026.
The operating picture was uneven across segments. Software revenue increased 8.00 percent to USD 7.80 billion in the third quarter of 2026, while Consulting revenue was flat at USD 5.30 billion. IBM also generated USD 4.03 billion in operating cash flow during the quarter, up from USD 3.08 billion in the third quarter of 2025.
Stock sits 23.28 percent below high
The EUR 224.53 Lang & Schwarz price is 23.28 percent below the EUR 292.65 52-week high and EUR 49.25 above the EUR 175.28 low, based on the October 27, 2026 market snapshot. IBM's market capitalization was EUR 212.3 billion, and its price-to-earnings ratio was 21.27 on the same date.
Dividend record date is November 10
IBM's board approved a USD 1.69 quarterly dividend on October 21, 2026, for shareholders of record on November 10, 2026. The payment date is December 10, 2026, according to IBM.
Price remains below the yearly high
For investors, the key contrast is between IBM's latest operating growth and its market position below the yearly high. The third-quarter revenue increase was 5.00 percent, while the stock remained 23.28 percent below its EUR 292.65 high.
At Lang & Schwarz, IBM stock was trading at EUR 224.53 on October 27, 2026 at 4:41 p.m. CET, 0.61 percent below the Xetra close of October 26, 2026 at EUR 225.90. The further course of trading is shown by the continuously updated real-time quote of IBM stock.
IBM market facts
- Company: International Business Machines Corporation
- ISIN: US4592001014
- Ticker: IBM
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 27, 2026, 4:41 p.m. CET): EUR 224.53
- Change versus Xetra close: minus 0.61 percent
- Xetra close (October 26, 2026): EUR 225.90
- Market capitalization: EUR 212.3 billion (as of October 27, 2026)
- 52-week range: EUR 175.28-292.65 (as of October 27, 2026)
- Sector / Industry: Technology / Information Technology Services
Market context: Market report S&P 500.
