International Business Machines Corp vs STMicroelectronics NV — how do they compare? International Business Machines Corp trades at $224.7 (market cap $213.50B), while STMicroelectronics NV trades at $53.08 (market cap $48.14B). The key difference: International Business Machines Corp is far larger — about 4.4× STMicroelectronics NV's market cap, and International Business Machines Corp pays the higher dividend (2.98%). Which is the better fit depends on your goals — on Pluang, investors hold International Business Machines Corp for 88 Days and STMicroelectronics NV for 66 Days on average.
| IBM | STM | |
|---|---|---|
Market Cap | $213.50B | $48.14B |
Volume | 8,908,687 | 9,776,015 |
Sector | Technology | Technology |
52-Week High | $329.23 | $79.91 |
52-Week Low | $205.77 | $21.20 |
Typical Hold Time | 88 Days | 66 Days |
Enterprise Value | $270.64B | $45.66B |
Dividend Yield | 2.98% | 0.68% |
Signals from Pluang's Aura AI — not financial advice
IBM trades at $220.51, down 0.35% with a bearish technical signal. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue growth accelerated to $67.54B in 2025 with improved net margin of 15.52%. Recent news highlights IBM's AI platform expansion with self-hosted deployment options, while analyst consensus remains positive with a $256.69 price target representing 16% upside potential.
IBM presents a mixed investment case with solid fundamentals offset by technical weakness. The company's pivot to hybrid cloud and AI consulting shows promise with $5.5B in generative AI bookings, but faces execution risks amid cyclical mainframe weakness. Current valuation at 20.13 P/E appears reasonable given the 34.62% ROE, though near-term price pressure may persist until Q3 earnings clarity emerges.
STM trades at $56.18, down 4.33% today, with a bullish technical signal from moving averages. The company shows mixed fundamentals with declining revenue from $17.3B in 2023 to $11.8B in 2025 and negative net income margin of -0.39%, though Q2 2026 earnings beat expectations. Analyst consensus is bullish with a $77.31 price target, and recent news highlights AI data-center revenue potential exceeding $2B by 2027.
Outlook is cautiously optimistic driven by AI and automotive growth catalysts, but risks include profitability challenges and competitive pressures. The stock offers 37% upside to consensus target if execution improves, though investors should monitor margin recovery and debt levels amid volatile semiconductor cycles.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →