Ingram Micro Holding Corporation (INGM)

Ingram Micro reported strong fiscal third-quarter results on October 30, 2025, with net sales up 7.2% year-over-year. The company's diluted earnings per share (EPS) of $0.42 and non-GAAP diluted EPS of $0.72 for Q3 2025 surpassed analysts' consensus estimates. Following these positive results, Ingram Micro's stock received an upgrade from a "hold" to a "buy" rating by Wall Street Zen on January 11, 2026. Other analyst ratings in late 2025 included an "outperform" rating with a $24.00 price objective from Royal Bank of Canada (December 22, 2025), a decreased target price to $21.00 and an "equal weight" rating from Morgan Stanley (December 17, 2025), a "hold (c)" rating from Weiss Ratings (December 29, 2025), and an "underweight" rating with a $24.00 price objective from JPMorgan Chase & Co. (December 15, 2025). The stock price as of January 2, 2026, was $21.31 per share, representing a 7.68% increase from January 3, 2025. The 52-week high for INGM was $24.81, and the 52-week low was $14.25.

Ingram Micro's financial reports suggest predictable fluctuations in demand throughout the year, influenced by technology refresh cycles, budget cycles of its business-to-business clients, and potentially holiday seasons for certain endpoint solutions. The company's Q3 2025 results noted stronger cash flow metrics than typical Q3 seasonal norms, indicating an awareness and management of seasonal patterns.

Ingram Micro distributes IT products, cloud services, and other services, operating in the Technology Services sector. Its offerings include client and endpoint solutions, enterprise-grade hardware and software, cloud-based solutions, and services like IT Asset Disposition, reverse logistics, repair, and financing. The company uses the Xvantage platform for its digital experience ecosystem and operates the CloudBlue platform for subscription management and billing.

Ingram Micro has a global presence with operations segmented across North America, Europe, the Middle East, Africa (EMEA), Asia-Pacific, and Latin America.

Ingram Micro focused on strengthening its community and digital platforms, uniting its partner communities under the Trust X Alliance brand and launching its Xvantage Integrations Hub in Australia. However, the company's reputation was impacted by a cybersecurity incident identified on July 5, 2025, where ransomware was found on certain internal systems.

Institutional investors hold approximately 97.64% to 98.51% of Ingram Micro's stock, while insiders hold around 1.11%. Major institutional owners include Platinum Equity Advisors, LLC/DE, SMCWX - SMALLCAP WORLD FUND INC Class A, American Century Companies Inc, SSGSX - Victory Sycamore Small Company Opportunity Fund Class A, Victory Capital Management Inc, Capital World Investors, Lind Value II ApS, Wellington Management Group Llp, and Jpmorgan Chase & Co. Ingram Holdco LLC and Platinum Equity LLC are also significant owners, with Ingram Holdco LLC owning 89.74% of the company's shares.