Morgan Stanley Forecasts Strong Price Appreciation for Ingram Micro (NYSE:INGM) Stock

by · The Markets Daily

Ingram Micro (NYSE:INGM – Get Free Report) had its price objective increased by equities research analysts at Morgan Stanley from $21.00 to $23.00 in a report released on Tuesday,Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Morgan Stanley’s price objective points to a potential downside of 8.18% from the company’s previous close.

Other research analysts also recently issued research reports about the company. Royal Bank Of Canada reissued an “outperform” rating and issued a $24.00 price target on shares of Ingram Micro in a report on Monday, December 22nd. The Goldman Sachs Group downgraded shares of Ingram Micro from a “strong-buy” rating to a “neutral” rating and set a $24.00 price target for the company. in a research report on Tuesday, January 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Ingram Micro in a report on Monday, December 29th. Wall Street Zen upgraded Ingram Micro from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Finally, JPMorgan Chase & Co. restated an “underweight” rating and set a $24.00 price objective on shares of Ingram Micro in a research note on Monday, December 15th. Six equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $24.67.

Get Our Latest Report on Ingram Micro

Ingram Micro Stock Up 17.3%

Shares of INGM stock traded up $3.70 on Tuesday, hitting $25.05. The stock had a trading volume of 1,689,910 shares, compared to its average volume of 447,580. The stock’s 50 day moving average is $21.33 and its 200-day moving average is $21.21. The firm has a market capitalization of $5.89 billion, a price-to-earnings ratio of 20.37, a P/E/G ratio of 0.74 and a beta of 2.27. Ingram Micro has a 52-week low of $14.25 and a 52-week high of $25.51. The company has a debt-to-equity ratio of 0.75, a quick ratio of 0.95 and a current ratio of 1.41.

Ingram Micro (NYSE:INGM – Get Free Report) last issued its quarterly earnings data on Monday, March 2nd. The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.90 by $0.06. The firm had revenue of $14.88 billion for the quarter, compared to analyst estimates of $14.18 billion. Ingram Micro had a net margin of 0.57% and a return on equity of 17.03%. The company’s quarterly revenue was up 11.5% compared to the same quarter last year. As a group, research analysts expect that Ingram Micro will post 2.71 earnings per share for the current year.

Hedge Funds Weigh In On Ingram Micro

A number of institutional investors and hedge funds have recently added to or reduced their stakes in INGM. Synergy Asset Management LLC bought a new position in shares of Ingram Micro in the third quarter worth $2,262,000. AXQ Capital LP acquired a new stake in Ingram Micro in the second quarter worth about $432,000. American Century Companies Inc. increased its stake in Ingram Micro by 24.0% during the 2nd quarter. American Century Companies Inc. now owns 2,859,753 shares of the company’s stock valued at $59,597,000 after buying an additional 552,620 shares during the period. Squarepoint Ops LLC bought a new stake in shares of Ingram Micro during the 2nd quarter worth about $1,099,000. Finally, Lind Value II ApS raised its position in shares of Ingram Micro by 83.3% during the 3rd quarter. Lind Value II ApS now owns 2,198,567 shares of the company’s stock worth $47,247,000 after buying an additional 999,172 shares in the last quarter.

Key Ingram Micro News

Here are the key news stories impacting Ingram Micro this week:

  • Positive Sentiment: Q4 results beat revenue and consensus estimates: net sales of ~$14.9B (up ~11.5% YoY) and adjusted EPS that topped Street estimates, underscoring stronger-than-expected demand. BusinessWire: Q4 results
  • Positive Sentiment: Robust cash flow and operating efficiency highlighted on the call — management noted record/strong operating cash generation, which supports balance-sheet flexibility and reduces execution risk. Yahoo/earnings highlights
  • Positive Sentiment: Growth drivers for 2026: management called out double-digit cloud growth and increasing AI-driven revenue as Xvantage expands — this provides a higher-margin growth narrative that investors favor. Seeking Alpha: Cloud & AI growth
  • Neutral Sentiment: Q1 2026 guidance is roughly in line with expectations but carries a range: EPS $0.670–$0.750 (consensus ~$0.710) and revenue $12.5B–$12.8B (consensus ~$12.6B). The range leaves room for both upside and downside, so near-term reaction will track execution against the midpoint.
  • Negative Sentiment: Some headline confusion and mixed market signals: a third‑party report referenced a materially different EPS figure (GAAP vs. adjusted differences were cited) and noted intraday swings after the release; analyst coverage remains mixed with some cautious notes and a median price target below recent highs. Quiver: conflicting metrics & market reaction

Ingram Micro Company Profile

(Get Free Report)

Ingram Micro, headquartered in Irvine, California, is a global technology distributor and supply chain services provider. Listed on the New York Stock Exchange under the ticker INGM, the company connects leading technology manufacturers, cloud providers and channel partners through an integrated portfolio of products and services. Ingram Micro’s end-to-end solutions span product distribution, cloud enablement, e-commerce, logistics and lifecycle management, enabling customers of all sizes to bring new technology to market efficiently.

The company’s offerings are organized across several core areas.

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