Stock Markets February 25, 2026

UBS Moves IBM to Neutral After Sharp Drop, Cites Improved Risk-Reward on Valuation Reset

Analysts say share price decline has narrowed downside, while growth and AI-related execution risks remain key variables

By Nina Shah IBM
UBS Moves IBM to Neutral After Sharp Drop, Cites Improved Risk-Reward on Valuation Reset
IBM

UBS upgraded IBM from Sell to Neutral, arguing that a roughly 22% decline in 2026 has realigned the stock’s risk-reward profile. The bank highlighted modest mid-single-digit organic revenue growth expectations, a valuation now trading below the broader market, and both upside and downside scenarios tied to software growth and AI-driven disruption.

Key Points

  • UBS upgraded IBM from Sell to Neutral, saying the risk-reward is more balanced after recent share price declines.
  • IBM shares have fallen about 22% in 2026 and have underperformed the S&P 500 by nearly 27% over the past 12 months; valuation sits near 18.5x 2026 earnings and 17.5x 2027 earnings.
  • UBS expects 3% to 4% organic revenue growth and highlighted a 2026 free cash flow guidance of $15.7 billion, implying roughly a 7% free cash flow yield; scenarios range from $312 in a bull case to $134 in a bear case.

UBS has revised its stance on IBM, raising the stock to Neutral from Sell as the brokerage concluded that a recent pullback has moved downside risk closer into balance with potential gains. "We upgrade IBM shares to Neutral from Sell as the risk/reward going forward is more balanced in our view," UBS analysts said.

Shares of IBM have fallen about 22% so far in 2026 and have lagged the S&P 500 by nearly 27% over the last 12 months. The stock currently trades at around 18.5 times UBS’s 2026 earnings estimate of $12.43 per share, and roughly 17.5 times the 2027 estimate of $13.13.

UBS projects IBM will produce 3% to 4% organic revenue growth over the coming years. The firm noted that prior market worries - including uneven execution, a reliance on acquisitions for growth, and a previously high valuation - appear to have been at least partly priced into the shares. UBS observed that IBM now trades at a mid-teens discount relative to the broader market.

The note detailed several pressures facing the company. UBS pointed to slowing growth at Red Hat and cited uncertainty in the Consulting business as artificial intelligence reshapes customer demand. The brokerage also highlighted concerns that AI-enabled tools could modernize legacy COBOL systems, posing a potential headwind to IBM’s infrastructure franchise.

Despite those concerns, UBS said competitive threats to IBM’s Z mainframe platform seem largely reflected in the share price. The analysts pointed to factors supporting pricing - customer stickiness, data sovereignty requirements, and IBM’s vertically integrated stack - as mitigating elements to direct competitive erosion.

On capital returns and cash generation, IBM guided to 2026 free cash flow of $15.7 billion, or about $16.25 per share, which implies a free cash flow yield near 7%. UBS noted that this cash generation is consistent with other large software companies that are growing revenue in the mid-single-digit range.

UBS maintained its price target at $236, which the brokerage said is based on roughly 18 times its 2027 earnings estimate. The firm outlined a bullish scenario in which the stock could reach $312 if software growth accelerates and margins expand. Conversely, UBS set a bearish case at $134 should AI coding tools meaningfully disrupt IBM’s software and infrastructure revenue.


Context for investors

The upgrade to Neutral reflects a valuation-driven recalibration rather than a decisive change in IBM’s near-term growth trajectory. Key variables for future performance include organic revenue trends across software and consulting, the pace of margin expansion, and the extent to which AI adoption alters demand for legacy infrastructure.

Risks

  • Slowing growth at Red Hat could weigh on IBM’s software segment and overall revenue - impacts technology and software sectors.
  • Uncertainty in the Consulting unit as AI reshapes demand could depress Consulting revenue - impacts professional services and technology spending.
  • AI-driven modernization of legacy COBOL systems could reduce demand for IBM’s infrastructure offerings, creating downside pressure on hardware and infrastructure-related revenue.

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