International Business Machines Corp vs STMicroelectronics NV — how do they compare? International Business Machines Corp trades at $236.25 (market cap $224.62B), while STMicroelectronics NV trades at $56.62 (market cap $49.21B). The key difference: International Business Machines Corp is far larger — about 4.6× STMicroelectronics NV's market cap, and International Business Machines Corp pays the higher dividend (2.84%). Which is the better fit depends on your goals.
| IBM | STM | |
|---|---|---|
Market Cap | $224.62B | $49.21B |
Volume | 4,481,527 | — |
Sector | Technology | Financials |
52-Week High | $329.23 | $79.91 |
52-Week Low | $205.77 | $21.20 |
Enterprise Value | $281.76B | $47.21B |
Dividend Yield | 2.84% | 0.65% |
Signals from Pluang's Aura AI — not financial advice
IBM trades at $236.31, down 0.41% today, with a mixed technical picture showing bearish moving averages but bullish overall signals. Recent earnings beat expectations in Q4 2025 and Q1 2026, with Q2 2026 meeting estimates, while revenue grew to $67.54 billion in 2025. The company secured a $240 million AI deal with Together AI, boosting sentiment despite ongoing securities fraud investigations.
Outlook: IBM's strong profitability and AI growth present upside potential, but legal risks and high valuation ratios pose challenges. The consensus price target of $257.38 suggests moderate growth, supported by institutional buy ratings, though investors should monitor legal developments and competitive pressures in the tech sector.
STM trades at $54.35, down 3.12% on the day, with a neutral technical signal and bearish moving averages. The company reported Q2 2026 EPS of $0.31, beating expectations, but faces declining revenue and net income margins. Analyst consensus is a Buy with a $74.63 price target, supported by strong AI data center growth prospects highlighted in recent earnings calls (Zacks Investment Research, 2026-07-24).
Outlook is mixed; growth catalysts in AI and automotive sectors offer upside potential, but high P/E of 107.92 and recent earnings misses pose valuation and execution risks. Cash flow improved in 2025, yet profitability remains pressured. The stock's near-term direction hinges on Q3 2026 results and demand trends in key markets.
Trailing returns across standard periods
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 →