Bernstein and Stifel Lift IBM Price Targets After Q4 Results

Bernstein and Stifel Lift IBM Price Targets After Q4 Results

By Ali Ahmed
Publication Date: 2026-02-03 11:55:00

International Business Machines Corporation (NYSE:IBM) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 30, Bernstein analyst Mark C. Newman increased the price target on International Business Machines Corporation (NYSE:IBM) from $280 to $330 and kept a Market Perform rating after the company reported its fourth-quarter results.

The analyst noted that although International Business Machines Corporation (NYSE:IBM) has significant exposure to software and consulting sectors that could be pressured by AI-driven devaluation, the company’s valuation “has been remarkably resilient and continues to expand.” Bernstein’s updated sum-of-the-parts analysis indicates that “part of the long-term upside from IBM’s nascent Quantum business is already in the stock.”

Bernstein and Stifel Lift IBM Price Targets After Q4 Results

On January 29, Stifel also raised its price target on International Business Machines Corporation (NYSE:IBM) from $325…