International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next
IBM shares traded near $304 on Dec. 25, with a market cap of about $284 billion and a consensus “Moderate Buy” rating, though average price targets now sit below the stock price. Institutional filings show mixed activity, with some firms cutting and others raising stakes. Analysts remain split on valuation, with some calling IBM “ultra expensive” and others seeing it as fairly valued. The next earnings report is scheduled for Jan. 28, 2026.