InsidersTradesSigma
Track the International Business Machines CORP share price and the full insider trade history of the company, a listed issuer based in United States. Shares are listed on the US market, under the authority of SEC (Form 4). Operating in the Technology sector, International Business Machines CORP has recorded 37 reports. Market capitalisation: €216.6bn. The latest transaction was disclosed on 28 August 2026 (Cession). Among the most active insiders: Fehring Nicolas A.. The full history is accessible without an account.
37
Insider Decl.
n/a
Thresholds
€350,155
3 ops.
Buy Volume
€5m
1 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate International Business Machines CORP Buy (bullish), based on 23 analysts. Average price target: US$244.91.
45Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 8,465 of 29,063 companies
61.9
score / 100
Value54
Quality70
FCF yld5.2%
Earn yld4.8%
EV/EBITDA16.6x
ROE34%
Gross mgn58%
Net mgn16%
Debt/EBITDA3.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 28 August 2026
Declarations37 total
25,000 shares@ US$230.3235Common StockSEC:0002005007-26-000005:0
25,000 shares@ US$230.32350.0027% mcap100.0% of flowCommonSEC144:0001969223-26-000960
400 shares0Common StockSEC:0001875415-26-000005:0
434 shares@ US$233.3261100.0% of flowCommon StockSEC:0001771933-26-000002:0
Canonical exit: 26 May 2026 (T+90)
50 shares@ US$237.8293100.0% of flowCommon StockSEC:0001769389-26-000002:0
Canonical exit: 26 May 2026 (T+90)
2,631 shares0Common StockSEC:0002005007-26-000003:0
396 shares0Common StockSEC:0001875415-26-000003:0
1,053 shares0Common StockSEC:0001837510-26-000003:0
5,166 shares0Common StockSEC:0001629898-26-000003:0
2,725 shares0Common StockSEC:0001366945-26-000003:0
3,380 shares0Common StockSEC:0001433640-26-000003:0
1,722 shares0Common StockSEC:0002026599-26-000002:0
2,549 shares0Common StockSEC:0002005007-26-000002:0
696 shares0Common StockSEC:0001875415-26-000002:0
1,586 shares0Common StockSEC:0001837510-26-000002:0
5,664 shares0Common StockSEC:0001629898-26-000002:0
2,719 shares0Common StockSEC:0001433640-26-000002:0
2,322 shares0Common StockSEC:0001366945-26-000002:0
6,318 shares0Common StockSEC:0002026599-26-000001:0
42,247 shares0Common StockSEC:0002005007-26-000001:0
4,070 shares0Common StockSEC:0001875415-26-000001:0
23,566 shares0Common StockSEC:0001837510-26-000001:0
83,028 shares0Common StockSEC:0001629898-26-000001:0
48,474 shares0Common StockSEC:0001433640-26-000001:0
35,410 shares0Common StockSEC:0001366945-26-000001:0
25 of 37 declarations
关于 International Business Machines CORP
International Business Machines Corporation (IBM) 是全球科技领域最知名的公司之一，在美国纽约证券交易所 (NYSE) 上市，股票代码为 IBM。IBM 成立于 1911 年，在企业计算、大型机、软件基础设施和技术服务领域建立了其传统，此后一直致力于向混合云、人工智能和更高价值的咨询服务转型。公司总部位于纽约州阿蒙克，拥有自有场地。([sec.gov](https://www.sec.gov/Archives/edgar/data/51143/000005114325000015/ibm-20241231.htm?utm_source=openai)) 从投资者的角度来看，IBM 最好被理解为一家成熟的企业技术公司，消费者业务相对有限，与企业和政府 IT 支出密切相关。其核心业务线包括软件、基础设施、咨询以及以 watsonx 为中心不断扩展的人工智能解决方案组合。IBM 还强调其 IBM Z 大型机生态系统、存储、自动化、网络安全、数据管理和量子计算计划，这些共同构成了广泛的企业堆栈，而非单一产品的故事。([sec.gov](https://www.sec.gov/Archives/edgar/data/51143/000005114325000015/ibm-20241231.htm?utm_source=openai)) 在竞争方面，IBM 在一个拥挤的市场中运营，竞争对手包括云超大规模厂商、企业软件供应商、基础设施参与者和大型咨询公司。其主要优势在于庞大的安装基础、全球公认的品牌、深厚的企业关系、行业特定专业知识以及在复杂混合环境中结合硬件、软件、服务和咨询的能力。这种组合对于在不中断关键任务运营的情况下实现传统系统现代化的重要客户尤其重要。([sec.gov](https://www.sec.gov/Archives/edgar/data/51143/000005114325000015/ibm-20241231.htm?utm_source=openai)) IBM 拥有真正的全球业务足迹，服务于北美、欧洲和亚太地区的客户。其客户群多元化，涵盖金融服务、工业、电信、公共部门和其他受监管行业。这种地域和终端市场广度使公司比许多纯软件公司具有更强的防御性，同时仍受企业技术支出周期的影响。([sec.gov](https://www.sec.gov/Archives/edgar/data/51143/000005114325000015/ibm-20241231.htm?utm_source=openai)) 最近的发展强调了 IBM 向企业人工智能的战略转型。在 2025 年和 2026 年，公司宣布了围绕 watsonx、新自动化工具、云合作伙伴关系以及量子计算和智能基础设施方面的多项举措。IBM 强调了旨在帮助客户使用其企业数据构建和部署人工智能代理的能力，同时还扩展了混合产品和集成合作伙伴关系，例如 Oracle。对于投资者而言，关键信息是 IBM 正在继续向大型组织的混合云和人工智能平台转型，这得益于其传统创收业务的持久性。([newsroom.ibm.com](https://newsroom.ibm.com/2025-05-06-ibm-accelerates-enterprise-gen-ai-revolution-with-hybrid-capabilities?utm_source=openai))
