CDW、TD Synnex、Ingram Micro和Insight Enterprises在摩根大通升级

2026-05-27 21:08

CDW (CDW), TD Synnex (SNX), Ingram Micro (INGM), and Insight Enterprises (NSIT) were upgraded at J.P. Morgan on Wednesday as the investment firm sees the quartet benefiting from rising enterprise demand.
CDW and TD Synnex were raised to Overweight from Neutral, and Ingram Micro and Insight were raised to Neutral from Underweight. The firm also established price targets of $130, $298, $27, and $105, respectively.
“[We] are reversing our earlier view that a pull-forward of Enterprise demand would lead to a digestion period in 2H26 and now expect Enterprise demand to remain robust through the remainder of the year and potentially into early 2027, as Enterprise customers prioritize IT infrastructure upgrades to ensure AI readiness across both datacenters and campus environments, along with device refreshes aimed at avoiding future price increases,” analysts at the firm wrote in a note to clients. “While we do not challenge the argument that the current demand momentum from Enterprises will at some time in the future feed into a digestion of spend, we believe the timing of the digestion is unlikely near-term and the supply-constrained backdrop might incentivize customers to drive robust orders longer than earlier anticipated by us.”

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