Stock Detail
$IBM
Technology · 36 tracked mentions in the last 90 days across 20 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
IBM leans undervalued across 6 creators and 13 classified valuation claims, with 5 direct claims carrying most of the signal.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: market mispricing
And anytime you get that type of combination in a company, the valuation does need to be much higher for this because you carry the the lower risk really from the strong profits but also the big growth potential longer term. That's a company that needs to trade for a significant premium. Yet because of this crash, IBM actually trades significantly cheaper than the sector by around 20 to 30% on a P basis.
Explicit claim • strong conviction • basis: multiple relative
forward earnings ratio sitting almost 40% below its 5-year average
Explicit claim • strong conviction • basis: growth vs multiple
And I think IBM continues to be one that has massive upside.
Explicit claim • strong conviction • basis: price target upside
And I think IBM continues to be one that has massive upside
Mention History
Latest mentions across all history
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