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How recommendation distribution changed over time
Covered by 5 analysts
Mixed views among analysts
Last evaluation 50+ days ago - stale data
Both buy and sell recommendations exist
Decreasing interest recently
Chronological view of analyst recommendations for this asset
Özgür Hatipoğlu examines the volatility in IBM shares following Anthropic updates and analyzes the market valuations of infrastructure software companies.
MidasThe speaker interprets the growth in AI business volume and the operational impacts of the Claude Code announcement.
CNBC TelevisionThe speaker examines the impact of uncertainties in the software sector on technology giants and the market pressure specifically on IBM.
CNBC-eThe speaker addresses the recent downward trend in IBM shares and the market implications of the weakness in the company's software group.
CNBC TelevisionThe speaker examines the risks of disruptive changes in AI technologies on the company's market share.
BloombergHTThe speaker scrutinizes the impacts of AI-driven competition on the company's market value and business models.
CNBC TelevisionThe speaker evaluates the negative impact of AI developments on traditional software companies and the value loss in IBM shares.
Barış SoydanThe speaker analyzes the competitive effects of AI agents on IBM's traditional software and consulting services.
Bora ÖzkentThe speaker scrutinizes the risks of competition in the artificial intelligence field to the existing business models of tech giants and market pricing.
BloombergHTThe speaker analyzes IBM CEO's positive statements regarding new graduate employment and the impacts of artificial intelligence on the job market.
CNBC TelevisionThe speaker evaluates the company's AI business volume doubling compared to last year and the growth potential in this sector.
CNBC TelevisionThe speaker reports on the effects of AI demand and diversified portfolio structure on the stock, along with current analyst price target revisions.
Yahoo FinanceThe speaker examines the growth in the company's software revenues and management performance in terms of stock valuation.
CNBC TelevisionExamines the company's better-than-expected Q4 earnings, strong growth in the software segment, and the upward revision in 2026 revenue guidance.
Yahoo FinanceThe speaker scrutinizes the company's financial outlook within the scope of the general earnings calendar in the technology sector.
CNBC TelevisionThe analyst references price movements from the previous quarter and questions whether investors understand the company's true value.
CNBC TelevisionThe speaker evaluates the partnership with the tech giant in quantum computing and the tangible outcomes of this collaboration in financial markets.
BloombergHTThe speaker examines the potential of the legacy tech giant, noting that its valuation remains at attractive levels.
CNBC TelevisionThe analyst conveys positive expectations for the stock due to the expected improvement in demand outlook within the software segment.
Yahoo FinanceThe speaker commemorates the news of the passing of the company's legendary former CEO and his leadership era that saved the company from bankruptcy in the past.
CNBC TelevisionÖzgür Hatipoğlu examines the volatility in IBM shares following Anthropic updates and analyzes the market valuations of infrastructure software companies.
* Does not constitute investment advice
The speaker interprets the growth in AI business volume and the operational impacts of the Claude Code announcement.
* Does not constitute investment advice
The speaker examines the impact of uncertainties in the software sector on technology giants and the market pressure specifically on IBM.
* Does not constitute investment advice
The speaker addresses the recent downward trend in IBM shares and the market implications of the weakness in the company's software group.
* Does not constitute investment advice
The speaker examines the risks of disruptive changes in AI technologies on the company's market share.
* Does not constitute investment advice
The speaker scrutinizes the impacts of AI-driven competition on the company's market value and business models.
* Does not constitute investment advice
The speaker evaluates the negative impact of AI developments on traditional software companies and the value loss in IBM shares.
* Does not constitute investment advice
The speaker analyzes the competitive effects of AI agents on IBM's traditional software and consulting services.
* Does not constitute investment advice
The speaker scrutinizes the risks of competition in the artificial intelligence field to the existing business models of tech giants and market pricing.
* Does not constitute investment advice
The speaker analyzes IBM CEO's positive statements regarding new graduate employment and the impacts of artificial intelligence on the job market.
* Does not constitute investment advice
The speaker evaluates the company's AI business volume doubling compared to last year and the growth potential in this sector.
* Does not constitute investment advice
The speaker reports on the effects of AI demand and diversified portfolio structure on the stock, along with current analyst price target revisions.
* Does not constitute investment advice
The speaker examines the growth in the company's software revenues and management performance in terms of stock valuation.
* Does not constitute investment advice
Examines the company's better-than-expected Q4 earnings, strong growth in the software segment, and the upward revision in 2026 revenue guidance.
* Does not constitute investment advice
The speaker scrutinizes the company's financial outlook within the scope of the general earnings calendar in the technology sector.
* Does not constitute investment advice
The analyst references price movements from the previous quarter and questions whether investors understand the company's true value.
* Does not constitute investment advice
The speaker evaluates the partnership with the tech giant in quantum computing and the tangible outcomes of this collaboration in financial markets.
* Does not constitute investment advice
The speaker examines the potential of the legacy tech giant, noting that its valuation remains at attractive levels.
* Does not constitute investment advice
The analyst conveys positive expectations for the stock due to the expected improvement in demand outlook within the software segment.
* Does not constitute investment advice
The speaker commemorates the news of the passing of the company's legendary former CEO and his leadership era that saved the company from bankruptcy in the past.
* Does not constitute investment advice