INGM

Ingram Micro is expected to report Q3 2026 earnings of $0.78 per share (up 8.3% YoY) with revenues of $13.83 billion (up 9.7% YoY) on October 29. However, the company shows a negative Earnings ESP of -0.43%, suggesting recent analyst pessimism, making it difficult to predict an earnings beat despite its Zacks Rank #2 rating. The company has a strong history of beating estimates, having beaten consensus four consecutive quarters.

In a comparison of two Technology Services sector stocks, Ingram Micro (INGM) emerges as the better value opportunity compared to Amplitude, Inc. (AMPL). INGM holds a Zacks Rank #2 (Buy) with a forward P/E of 7.96 and Value grade of A, while AMPL has a Zacks Rank #3 (Hold) with a forward P/E of 211.35 and Value grade of F. INGM's superior valuation metrics and stronger earnings estimate revision activity make it the more attractive choice for value investors.

Ingram Micro (INGM) has been upgraded to Zacks Rank #2 (Buy) based on upward trends in earnings estimates. The company's consensus estimate for fiscal year 2026 remains at $3.40 per share, with analysts raising estimates by 3.6% over the past three months. The upgrade positions INGM in the top 20% of Zacks-covered stocks, suggesting potential near-term stock price appreciation driven by improving business fundamentals.

TD SYNNEX's Hyve Solutions business experienced explosive growth with gross billings jumping 117% YoY to $7 billion in Q3'26, driven by strong demand for AI infrastructure. The company now serves all five top U.S. hyperscalers and secured a major enterprise AI factory deal.

TD SYNNEX reported overall quarterly revenues of $21.6 billion, up 37.7% YoY, with non-GAAP EPS climbing 58.7%. The stock trades at a forward P/E of 10.04, well below the industry average of 19.05, and holds a Zacks Rank #1 (Strong Buy) rating.

TD SYNNEX reported that customers using its digital platforms increased spending at nearly twice the rate of comparable customers in Q3 FY2026. The company's PartnerFirst and Digital Bridge platforms, powered by AI agents, are helping simplify technology purchasing and deepen customer relationships. Q3 revenues surged 37.7% YoY to $21.6B with gross billings up 40% to $31.8B. SNX trades at a forward P/E of 11.31, below the industry average of 18.45, and holds a Zacks Rank #1 (Strong Buy) rating.