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stock, IBM.
Morningstar Rating

Stock Research and Analysis

by Peter Wahlstrom, CFA

Bulls Say

Mainframes tend to be popular in the financial services and telecom sectors. Increasing emerging-market investments in these areas provide growth opportunities for the mainframe business.
IBM has been continually adjusting its product portfolio to focus on the noncommodified portions of IT, enabling the company to generate healthy profits.
IBM's services relationships provide great insight into customer requirements, which benefits new product development and research initiatives. Read more 

Bears Say

The mainframe's addressable market will shrink as new virtualization technologies enable IT personnel to cost effectively deploy and manage workloads across collections of commodity x86 servers.
The advent of cloud computing is making large amounts of computing capacity available for rent on-demand and will reduce customers' purchases of IBM's high-end systems.
Customer appetite for multimillion-dollar IT systems has been dampened by the economic downturn and will not return for a long time. Read more 

Management

We view IBM's stewardship of shareholder capital as Exemplary. IBM's management team has adroitly navigated the secular trend toward distributed, open standards computing by diversifying its hardware platforms, broadening its software portfolio, and   Read more 

Profile

IBM is one of the largest IT companies with an array of offerings, including system hardware, infrastructure software, outsourcing, and systems integration services. The   Read more 

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