Ingram Micro Holding Corp (INGM)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-10-30
$28.40-0.73%
Close 2026-10-30 · 1-day change
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-10-30
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Put INGM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
IT Consulting & Other Services is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 15% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHealthy across the board
Ingram Micro’s AI infrastructure and platform growth has to sustain profitable growth. Revenue growth accelerated from 13.6% to 20.8% year over year, and Q3 non-GAAP EPS beat consensus. Shares trade at 8× P/E versus a 15× peer median and 9× historical multiple. The price reflects less growth than our view expects. Fragile cash backing for reported profits makes earnings quality the key risk. The 17% next-quarter miss probability adds uncertainty. Peer multiples imply a price about 13% above where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. INGM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering INGM (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for INGM in the last 4 months.
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Compare INGM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| INGM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus IT Consulting & Other Services — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put INGM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive profitable growth and expand market opportunities
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $28.40
The last 12 months of price, then the range of analyst 12-month targets from today’s $28.40.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Official Q4 outlook and continued AI infrastructure demand support growth, though guidance is not a major thesis change.
Advances: Drive profitable growth and expand market opportunities
Record sales and AI-platform-led growth support profitable growth and market expansion.
Advances: Drive profitable growth and expand market opportunities
EPS beat and raised outlook provide evidence of stronger growth and earnings prospects.
Advances: Drive revenue growth and expand market opportunities
Focus on small businesses aligns with revenue growth strategy.
Advances: Drive revenue growth and expand market opportunities
AI growth potential aligns with revenue expansion goals.
Narrower loss indicates potential for improved future performance.
Advances: Return capital to shareholders via dividends and share repurchases
Higher dividend supports capital return objectives.
Advances: Drive revenue growth and expand market opportunities
Q3 guidance indicates strong revenue growth potential.