JP Morgan has downgraded Ingram Micro Holding Corp (INGM) to Underweight from Neutral, effective December 14, 2025. The current price stands at $21.89.
This downgrade suggests increased caution regarding the company's outlook. Concerns may revolve around competitive pressures, market conditions, or execution risks that could affect performance.
Ingram Micro, headquartered in Irvine, California, operates as a holding company in the electrical equipment industry, distributing information technology products and services globally. With a market capitalisation of $4.9 billion, the company recorded a P/E ratio of 16.84 and an EPS of 1.23. Its dividend yield is notably high at 154.2%.
The company's recent earnings performance has shown positive surprises, with Q3 2025 EPS reported at $0.72 against an estimate of $0.69. Ingram Micro's analyst consensus, as of December 1, 2025, includes 5 Strong Buy, 8 Buy, and 7 Hold ratings, reflecting a general optimism despite the recent downgrade.
Analyst ratings and price targets are informed opinions based on research and financial models. They should be considered alongside company fundamentals, competitive positioning, and industry trends, rather than as the sole basis for investment decisions. Ratings can evolve over time as new information becomes available, illustrating the dynamic nature of market assessments.