Ingram Micro Holding (INGM) Aktievy
Ingram Micro Holding Corporation, genom sina dotterbolag, distribuerar produkter, molntjänster och andra tjänster inom informationsteknologi (IT) i Nordamerika, Europa, Mellanöstern, Afrika, Asien-Stillahavsområdet och Latinamerika. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 4/6 |
| Framtida tillväxt | 1/6 |
| Tidigare resultat | 4/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 1/6 |
Belöningar
Riskanalys
INGM Community Fair Values
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Analyst Price Targets
Ingram Micro Holding Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$26.11 |
| 52 veckors högsta | US$31.69 |
| 52 veckors lägsta | US$19.03 |
| Beta | 0 |
| 1 månads förändring | -6.72% |
| 3 månaders förändring | -7.74% |
| 1 års förändring | 25.53% |
| 3 års förändring | n/a |
| 5 års förändring | n/a |
| Förändring sedan börsintroduktionen | 6.14% |
Senaste nyheter och uppdateringar
INGM: AI Infrastructure Cycles And Duopoly Position Will Shape Balanced Outlook
Analysts have raised their blended price target on Ingram Micro Holding to $30 from $29, pointing to a modestly higher fair value. They maintain steady expectations for revenue growth, profit margins, and future P/E as they factor in recent research highlighting the company's durable distribution position and a still supportive global IT spending backdrop.Ingram Micro Q2: The Cash Flow Dip Creates A Buying Opportunity
Summary Ingram Micro Holding Corporation delivered a fifth consecutive earnings beat, with Q2 net sales up 13.6% YoY and non-GAAP EPS up 34.4%. Despite strong results, INGM shares dropped around 7% post-earnings early this month due to significant negative free cash flow driven by inventory build. Operating leverage is increasingly visible, with adjusted operating income up 40% and ROIC improving to 10.8%, supporting the reiterated Buy case. My DCF-based intrinsic value is $49 per INGM share, implying ~78% upside; I reiterate a Buy rating, emphasizing cash conversion as the key risk. Read the full article on Seeking Alpha
INGM: Enterprise And GPU Demand Will Support A Stronger Outlook
Ingram Micro Holding's analyst fair value estimate has shifted from $31.31 to $37.00, as analysts factor in stronger recent results, a firmer global IT spending backdrop, and ongoing enterprise and GPU-related demand highlighted in recent Street research price target revisions. Analyst Commentary Recent Street research around Ingram Micro Holding points to a more constructive tone, with several price target increases and rating changes that align with the higher fair value estimate.
INGM: Enterprise Server And AI Infrastructure Demand Will Drive Future Upside Potential
Analysts have nudged the fair value estimate for Ingram Micro Holding higher to $33.17 from $31.85, as recent price target increases to as much as $33 reflect views that stronger Q2 revenue, resilient enterprise server demand and continued GPU distribution interest support a modestly higher valuation multiple despite slightly softer modeled growth and margins. Analyst Commentary Recent research on Ingram Micro Holding points to a more balanced stance, with several firms adjusting price targets higher while still emphasizing execution risks and the need for proof that current demand trends can persist.Recent updates
INGM: AI Infrastructure Cycles And Duopoly Position Will Shape Balanced Outlook
Analysts have raised their blended price target on Ingram Micro Holding to $30 from $29, pointing to a modestly higher fair value. They maintain steady expectations for revenue growth, profit margins, and future P/E as they factor in recent research highlighting the company's durable distribution position and a still supportive global IT spending backdrop.Ingram Micro Q2: The Cash Flow Dip Creates A Buying Opportunity
Summary Ingram Micro Holding Corporation delivered a fifth consecutive earnings beat, with Q2 net sales up 13.6% YoY and non-GAAP EPS up 34.4%. Despite strong results, INGM shares dropped around 7% post-earnings early this month due to significant negative free cash flow driven by inventory build. Operating leverage is increasingly visible, with adjusted operating income up 40% and ROIC improving to 10.8%, supporting the reiterated Buy case. My DCF-based intrinsic value is $49 per INGM share, implying ~78% upside; I reiterate a Buy rating, emphasizing cash conversion as the key risk. Read the full article on Seeking AlphaINGM: Enterprise And GPU Demand Will Support A Stronger Outlook
Ingram Micro Holding's analyst fair value estimate has shifted from $31.31 to $37.00, as analysts factor in stronger recent results, a firmer global IT spending backdrop, and ongoing enterprise and GPU-related demand highlighted in recent Street research price target revisions. Analyst Commentary Recent Street research around Ingram Micro Holding points to a more constructive tone, with several price target increases and rating changes that align with the higher fair value estimate.INGM: Enterprise Server And AI Infrastructure Demand Will Drive Future Upside Potential
Analysts have nudged the fair value estimate for Ingram Micro Holding higher to $33.17 from $31.85, as recent price target increases to as much as $33 reflect views that stronger Q2 revenue, resilient enterprise server demand and continued GPU distribution interest support a modestly higher valuation multiple despite slightly softer modeled growth and margins. Analyst Commentary Recent research on Ingram Micro Holding points to a more balanced stance, with several firms adjusting price targets higher while still emphasizing execution risks and the need for proof that current demand trends can persist.INGM: AI Infrastructure Demand And Server Refresh Cycles Will Guide Next Phase
Analysts have raised the fair value estimate for Ingram Micro Holding from $26.00 to $29.00, citing slightly higher projected revenue growth and profit margins, a modestly lower discount rate, and a higher future P/E assumption supported by recent Street price target increases related to resilient enterprise server demand and AI related infrastructure needs. Analyst Commentary Recent Street research on Ingram Micro Holding points to a mix of optimism around enterprise and AI related demand, alongside more cautious commentary about how much of that strength is already reflected in valuation.INGM: Enterprise Server And AI Infrastructure Demand Will Test Fair Valuation
The analyst price target for Ingram Micro Holding has been raised from $25.42 to $31.85, as analysts incorporate stronger enterprise server and AI-related infrastructure demand, along with continued GPU distribution momentum, into their updated assumptions. Analyst Commentary Recent research on Ingram Micro Holding centers on how resilient enterprise server demand and growing AI-related infrastructure needs may affect the company’s ability to execute and support the higher price targets now in place.INGM: AI Infrastructure Demand And Fair Value View Will Shape Next Phase
Ingram Micro Holding's fair value estimate has been revised from $21.00 to $26.00 as analysts reflect higher long-term revenue growth assumptions, a modestly lower discount rate, and stronger demand signals in enterprise servers and AI-related infrastructure, highlighted in recent price target increases across the Street. Analyst Commentary Recent Street commentary on Ingram Micro Holding highlights a mix of optimism about enterprise server and AI infrastructure demand alongside pockets of caution around how much of that strength is already reflected in the stock.These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Investors Continue Waiting On Sidelines For Ingram Micro Holding Corporation (NYSE:INGM)
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Ingram Micro: Technology Distributor Going Public Again
Summary Ingram Micro's IPO saw modest gains, with a reasonable valuation but challenges from sales declines, thin margins, and high-interest expenses. The company, a leading technology distributor, offers custom solutions and has a broad product range, but operates in a competitive and cyclical environment. I remain cautious, awaiting improved sales momentum and clarity on earnings before reconsidering my neutral stance on Ingram Micro. Read the full article on Seeking AlphaAktieägarnas avkastning
| INGM | US Electronic | US Marknad | |
|---|---|---|---|
| 7D | -0.6% | -6.2% | -1.6% |
| 1Y | 25.5% | 37.8% | 12.1% |
Avkastning vs industri: INGM presterade sämre än US Electronic branschen som gav 37.8 % under det senaste året.
Avkastning vs Marknaden: INGM översteg US marknaden som gav 12.1 % under det senaste året.
Prisvolatilitet
| INGM volatility | |
|---|---|
| INGM Average Weekly Movement | 5.5% |
| Electronic Industry Average Movement | 9.3% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: INGM har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: INGM s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1979 | 22,200 | Paul Bay | www.ingrammicro.com |
Ingram Micro Holding Corporation, genom sina dotterbolag, distribuerar IT-produkter, molntjänster och andra tjänster i Nordamerika, Europa, Mellanöstern, Afrika, Asien-Stillahavsområdet och Latinamerika. Företaget erbjuder klient- och slutpunktslösningar, inklusive stationära persondatorer, bärbara datorer, surfplattor, skrivare, hårddiskar, moderkort, grafikkort, applikationsprogramvara, kringutrustning, tillbehör, telefoner, surfplattor, smarta telefoner och telefoner med funktioner, mobiltelefontillbehör, wearables och programvara för mobilitet för företag och enskilda slutanvändare. Företaget erbjuder även hård- och mjukvaruprodukter i företagsklass, t.ex. servrar, lagring, nätverk, hybridlösningar och mjukvarudefinierade lösningar, cybersäkerhet, kraftförsörjning och kylning, utbildning, professionella tjänster och relaterade finansieringslösningar samt produkter för datainsamling/försäljning, fysisk säkerhet, audiovisuell och digital skyltning, enhetlig kommunikation och samarbete samt smarta kontor/hemautomation och artificiell intelligens.
Ingram Micro Holding Corporation Sammanfattning av grunderna
| INGM grundläggande statistik | |
|---|---|
| Börsvärde | US$6.07b |
| Vinst(TTM) | US$430.60m |
| Intäkter(TTM) | US$55.98b |
Är INGM övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| INGM resultaträkning (TTM) | |
|---|---|
| Intäkter | US$55.98b |
| Kostnad för intäkter | US$52.25b |
| Bruttovinst | US$3.72b |
| Övriga kostnader | US$3.29b |
| Intäkter | US$430.60m |
Senast redovisade vinst
Jun 27, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 1.87 |
| Bruttomarginal | 6.65% |
| Nettovinstmarginal | 0.77% |
| Skuld/egenkapitalförhållande | 88.7% |
Hur har INGM utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/16 00:23 |
| Aktiekurs vid dagens slut | 2026/09/16 00:00 |
| Intäkter | 2026/06/27 |
| Årlig intjäning | 2025/12/27 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Ingram Micro Holding Corporation bevakas av 24 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Benjamin Reitzes | Barclays |
| Karl Ackerman | BNP Paribas |
| Ruplu Bhattacharya | BofA Global Research |