Published

03 Dec 25

Updated

07 Aug 26

Views

93

Not Invested

Ingram Micro HoldingINGM

Fair Value

US$33.17

Share price07 Aug

US$27.517.1% undervalued

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1Y36.54%

7D-3.68%

AI Infrastructure Demand Will Drive Long Term Earnings Expansion

AN

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

03 Dec 25

Updated

07 Aug 26

Views

93

Not Invested

Shared on 07 Aug 26

Fair value Increased 4.15%

INGM: Enterprise Server And AI Infrastructure Demand Will Drive Future Upside Potential

Ingram Micro rides strong demand for enterprise servers and GPUs, and new partner tools that help customers plug AI assistants into real business systems and automate everyday work. But many analysts still hold back on calling it a clear win until the company shows this demand can last and execution stays on track.

4 views

Shared on 10 Jul 26

Fair value Increased 25%

INGM: Enterprise Server And AI Infrastructure Demand Will Test Fair Valuation

Wall Street turns more optimistic on Ingram Micro as enterprise server and AI hardware demand stays stronger than expected, pushing expectations higher. But with the stock now seen as closer to “fair,” the upside may depend on whether that demand keeps holding up—and doesn’t cool off or become less constrained.

1 view

Fair Value vs Share Price

US$33.17

vs US$27.517.1% undervalued

3.1%

Revenue growth

1.1%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Good value with proven track record.

Market capUS$6.3b

PB1.5x

Estimated Growth3.8%

Dividend Yield1.3%

CEO & management

Paul Bay

CEO

6.7yrs

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.