AI Ecosystem And Hardware Mix Will Shape Balanced Long Term Outlook

AnalystLowTarget

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

Published

18 Dec 25

Updated

26 Jun 26

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Shared on 26 Jun 26

Fair value Increased 24%

INGM: AI Infrastructure Demand And Fair Value View Will Shape Next Phase

Big banks are turning less negative on Ingram Micro as demand for enterprise servers and AI infrastructure holds up, helped by new partner wins and momentum with major vendors. But the tone stays cautious, with many analysts suggesting the stock may already reflect a lot of the good news and that execution will matter from here.

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Fair Value vs Share Price

US$26

vs US$29.0411.7% overvalued

Revenue growth

1.1%

Profit margin

Recent News & Updates

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Company analysis

Undervalued with proven track record.

Market capUS$6.3b

PB1.6x

Estimated Growth3.4%

Dividend Yield1.2%

Full analysis

CEO & management

Paul Bay

CEO

6.6yrs

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.