IBM, US4592001014

Goldman Sachs lifts IBM stock target to USD 300.00

Published on 10/26/2026 at 16:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

IBM's dividend record date is November 10, 2026. IBM stock costs EUR 228.23 on October 26, 2026, 1.28 percent above the Xetra close.

Goldman Sachs target reset

Goldman Sachs raised its IBM target from USD 270.00 to USD 300.00 on October 22, 2026.
IBM's board approved a USD 1.69 dividend per share, with a November 10, 2026 record date.
IBM stock costs EUR 228.23 at Lang & Schwarz on October 26, 2026 at 4:37 p.m. CET, 1.28 percent above the Xetra close of October 23, 2026.
IBM's US share price stood at USD 255.10, with a USD 241.1 billion market capitalization on October 26, 2026.

IBM, US4592001014, Illustration mit AI erstellt.

IBM (ISIN US4592001014) has drawn a higher valuation bar after MarketScreener reported that Goldman Sachs raised its IBM target from USD 270.00 to USD 300.00 on October 22, 2026. At Lang & Schwarz, IBM stock was trading at EUR 228.23 on October 26, 2026 at 4:37 p.m. CET, up 1.28 percent versus the Xetra close of October 23, 2026 at EUR 225.35.

Goldman target leads analyst range

The USD 300.00 target stands 17.60 percent above IBM's USD 255.10 US share price on October 26, 2026. MarketScreener listed an average target of USD 257.22 from 25 analysts, placing Goldman Sachs well above the published consensus level. The same overview also listed UBS at USD 243.00 and Morgan Stanley at USD 240.00 after their October 22 updates.

Dividend date sets the next marker

IBM's board approved a regular quarterly dividend of USD 1.69 per common share, payable on December 10, 2026 to shareholders of record on November 10, 2026, according to the company's IBM release. Those two dates are the next concrete calendar points for income-focused holders.

Where IBM stands in the market

IBM's NYSE share price was USD 255.10 at 11:44 a.m. ET on October 26, 2026. The stock's USD 199.19 to USD 332.46 52-week range places it 23.27 percent below the high, while its price-to-earnings ratio was 21.70 and its dividend yield was 3.00 percent. Market capitalization stood at USD 241.1 billion.

Third-quarter figures sharpen the picture

IBM reported third-quarter 2026 revenue of USD 17.10 billion, up 5.00 percent from USD 16.33 billion a year earlier. GAAP net income rose to USD 2.20 billion from USD 1.74 billion, while diluted earnings per share increased to USD 2.30 from USD 1.84, according to the IBM release. Software revenue reached USD 7.80 billion, up 8.00 percent, making it the largest reported growth driver in the quarter.

Price and target in balance

IBM's current US price sits 17.60 percent below the Goldman Sachs target, but the average analyst target is only USD 2.12 above the share price. That gap makes the USD 300.00 call more distinctive than the broader analyst range.

IBM stock after the Xetra close

IBM stock was trading at EUR 228.23 at Lang & Schwarz on October 26, 2026 at 4:37 p.m. CET, 1.28 percent above the Xetra close of October 23, 2026 at EUR 225.35. The further course of trading is shown by the continuously updated real-time quote of IBM stock.