$INGM

Deutsche Bank analyst Gianmarco Conti initiated coverage on eight hardware stocks, highlighting Lumentum (LITE) and Coherent (COHR) as 'highest conviction' picks due to their roles in AI-driven data-center connectivity. Conti also rated Arista (ANET), Cisco (CSCO), and HPE (HPE) as buys, citing their competitive advantages in networking. LITE and COHR shares have surged 553% and 204% respectively over the past year. Conti noted Nvidia's (NVDA) investments in LITE and COHR, securing purchase comm

Deutsche Bank initiated coverage of AI-related hardware stocks, naming Lumentum (LITE) and Coherent (COHR) as top picks with Buy ratings. The bank cited their laser technologies for AI systems and supply constraints. Arista (ANET), Cisco (CSCO), and HPE also received Buy ratings, while A10, Dell, and Ingram Micro were rated Hold.

Ingram Micro Holding (INGM) received a Zacks Rank #2 upgrade due to higher earnings estimates. Shares are down 3.71% in 7 days and 7.37% in 30 days, but up 28.02% year-to-date and 43.95% in 1 year. Analysts estimate a fair value of $33.17, suggesting a 17.7% undervaluation, while a DCF model estimates a fair value of $17.26, indicating overvaluation.

Ingram Micro (INGM) was upgraded to a Zacks Rank #2 (Buy) due to an upward trend in earnings estimates. The company is expected to earn $3.37 per share for the fiscal year ending December 2026, with the Zacks Consensus Estimate increasing 3.9% over the past three months. This upgrade positions INGM in the top 20% of Zacks-covered stocks, suggesting potential for near-term stock price appreciation.

Ingram Micro (NYSE: INGM) released its 2025 Sustainable Impact Report, citing progress in 2025 on its 10 to Zero initiative. The company said it cut Scope 1 and 2 emissions 45% versus a 2022 baseline, diverted 94% of waste from landfill, and reduced its Days Away Incident Rate 13% year over year.

Ingram Micro (NYSE: INGM) reported Q2 FY2026 net sales of $14.53B, up 13.6% YoY and above consensus of $13.85B. Adjusted operating income rose to $280.4M, and non-GAAP diluted EPS was $0.82. The company attributed growth to AI infrastructure and GPU demand and said its Xvantage platform generated about $1B net revenue. Q3 guidance calls for $13.55B to $13.95B sales.

Ingram Micro reported record Q2 results for the quarter ended June 27, 2026. Net sales rose 13.6% year over year to $14.5 billion. GAAP net income increased 193.1% to $110.9 million, or $0.48 per share, up 200% year over year. The company attributed performance to demand and its Xvantage platform, including AI opportunities.

Amazon shares rally as cloud growth surges and spending outlook climbs Investing.com -- Ingram Micro stock is sliding 6.3% in pre-open trading to reach $28.50, as a post-earnings "sell the news" dynamic takes hold following the technology distributor’s second-quarter fiscal 2026 results released after the close on July 30.

Company says guidance exceeded Electronics distribution giant Ingram Micro reported second-quarter sales of $14.5 billion, topping analysts’ estimates and up nearly 14% over the same quarter of 2025 (NYSE: INGM). Adjusted earnings per share were 82 cents, above analysts’ estimates of 74 cents.

IT distribution giant Ingram Micro (NYSE: INGM) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 13.6% year on year to $14.53 billion. Guidance for next quarter’s revenue was optimistic at $13.75 billion at the midpoint, 2.2% above analysts’ estimates. Its GAAP profit of $0.48 per share was 13.6% above analysts’ consensus estimates. Is now the time to buy Ingram Micro? Find out by accessing our full research report, it’s free.