AI Ecosystem And Hardware Refresh Cycle Will Support Long Term Upside Potential

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

10 Jan 26

Updated

21 Aug 26

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Not Invested

Shared on 21 Aug 26

Fair value Increased 18%

INGM: Enterprise And GPU Demand Will Support A Stronger Outlook

Demand from business customers for servers and high-end chips is improving how people see Ingram Micro’s near-term prospects, even as most analysts stay cautious. The company is also pushing new tools that help partners connect AI helpers to everyday business systems, which could make its network stickier if adoption keeps growing.

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Fair Value vs Share Price

US$37

vs US$27.5525.5% undervalued

6.6%

Revenue growth

1.3%

Profit margin

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Market capUS$6.1b

PB1.5x

Estimated Growth3.7%

Dividend Yield1.2%

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CEO & management

Paul Bay

CEO

6.8yrs

CEO Tenure

Through its subsidiaries, distributes information technology (IT) products, cloud, and other services in North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America.