$INGM

Ingram Micro projects 11-13% annual adjusted net income growth and 4-6% sales revenue growth for fiscal years 2026-2029. The company shared this outlook at its inaugural Capital Markets Day. Shares of Ingram Micro (NYSE: INGM) fell 2% to $26.65, giving it a market cap of $6.2 billion.

PLATINUM EQUITY, LLC sold 1,968,750 indirectly-held shares of Ingram Micro Holding Corp (INGM) at $27.19 ($53.53M total) on 2026-09-15. Filed jointly with Platinum Equity Investment Holdings, LLC (10% owner), Platinum Equity Investment Holdings IC (Cayman), LLC (10% owner), Platinum Equity InvestCo, L.P. (10% owner), Platinum Equity Investment Holdings V, LLC (10% owner), Platinum Equity Partners V, LLC (10% owner), Platinum Equity Partners V, L.P. (10% owner), Imola JV Holdings, L.P. (10% owner), Ingram Holdco, LLC (10% owner) and Gores Tom (10% owner).

Ingram Micro Holding (INGM) raised $357.7M via a 13.1M share offering at $27.25 each. Its share price is down 2.54% in a day and 6.90% in a week, but up 26% YTD. Analysts debate its valuation, with some seeing it as 19% undervalued at a $33.17 fair value, while others suggest it's overvalued at $17.36.

PLATINUM EQUITY, LLC sold 13,125,000 indirectly-held shares of Ingram Micro Holding Corp (INGM) at $27.19 ($356.84M total) on 2026-09-10. Filed jointly with Platinum Equity Investment Holdings, LLC (10% owner), Platinum Equity Investment Holdings IC (Cayman), LLC (10% owner), Platinum Equity InvestCo, L.P. (10% owner), Platinum Equity Investment Holdings V, LLC (10% owner), Platinum Equity Partners V, LLC (10% owner), Platinum Equity Partners V, L.P. (10% owner), Imola JV Holdings, L.P. (10% owner), Ingram Holdco, LLC (10% owner) and Gores Tom (10% owner).

Ingram Micro's selling stockholder, Ingram Holdco, launched a 13.1M-share secondary offering, with a 30-day option for 1.97M additional shares. Goldman Sachs is the sole underwriter. The company repurchased 625K shares, leaving $53M under its $175M buyback program. Ingram Holdco will receive net proceeds, while Ingram Micro covers offering costs. The agreement was signed on Sep 08 2026.

Ingram Micro Holding Corp (INGM) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 Ingram Micro Holding Corporation Announces Launch of Secondary Offering of 13,125,000 Shares of Common Stock by its Principal Stockholder and a Concurrent Stock Repurchase Irvine, California – September 8, 2026 – Ingram Micro Holding Corporation (the “Company”) today

Ingram Micro (INGM) fell 3.8% in after-hours trading to $27.30 after its principal stockholder, Platinum Equity, announced a secondary offering of 13.1 million shares. The sale, part of a pattern of insider selling, raised concerns about supply overhang despite a concurrent share repurchase. The stock had opened at $29.16 and reached $29.60 before the announcement.

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.