International Business Machines
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 1962年1月2日
- 従業員数
- 264,300
- 公式サイト
- www.ibm.com
総合バリュエーションレンジ · 保守的 $190–$220 / 妥当 $220–$280 / 楽観的 $300–$380。$216.28 時点で 保守的な本源的価値レンジ内 · 十分な安全マージン。
レポート公開時 $253.84（2026年5月25日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers hybrid cloud and AI platforms that allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment delivers strategy and technology services and intelligent operations, providing business transformation, technology implementation, managed services, application modernization, and AI-powered solutions. The Infrastructure segment provides on-premises and cloud-based server, and storage solutions, as well as life-cycle services for hybrid cloud infrastructure deployment. The Financing segment offers client and commercial financing, and facilitates IBM clients' acquisition of hardware, software, and services. It operates a data streaming platform. The company has strategic partnerships with various companies, including hyperscalers, service providers, global system integrators, and software and hardware vendors that include Adobe, Amazon Web Services, Microsoft, Oracle, Salesforce, Samsung Electronics and SAP, and others. It also has a strategic collaboration with Arm Holdings plc for the development of new dual-architecture hardware that helps enterprises run future AI and data intensive workloads; strategic partnership with three.ws to advance ai-powered 3d agent technology; and collaboration with Lightwell to help strengthen open source software supply chain. Additionally, it offers operational resilience, logistics, and future-ready technology to the UK Ministry of Defence through Team ORION. The company was formerly known as Computing-Tabulating-Recording Co. and changed its name to International Business Machines Corporation in 1924. International Business Machines Corporation was incorporated in 1911 and is headquartered in
沿革
International Business Machines Corporation, formerly known as Computing-Tabulating-Recording Co., was incorporated in 1911 and is headquartered in Armonk, New York, with an IPO date of January 2, 1962. The company has paid a quarterly dividend since 1916 and in 2026 reached its 31st consecutive year of raising the quarterly dividend, to $1.69 per share. Arvind Krishna has served as CEO since 2020. Since 2019 IBM has pursued sustained acquisitions, including nine acquisitions in 2023, eleven in 2024, HashiCorp (about $7.433 billion) in 2025, and Confluent (about $11.59 billion) in 2026.
業界での地位
IBM operates through Software, Consulting, Infrastructure, and Financing segments, generating 2025 revenue of $67.535 billion and employing 264,300 people. It is described not as a single-category leader but as a mix of enterprise software, IT consulting, and enterprise infrastructure, with Oracle viewed as a software/database comparable, Accenture as a consulting comparable, and Microsoft as a higher-quality platform peer. As of Q1 2026, software ARR reached $24.6 billion, remaining performance obligations (RPO) were about $69 billion, and consulting backlog was about $31.3 billion. The company maintains strategic partnerships with firms including Adobe, Amazon Web Services, Microsoft, Oracle, Salesforce, Samsung Electronics, SAP, and Arm Holdings.
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