TD SYNNEX (SNX) has been seeing some interesting moves lately, catching the attention of investors focusing on the broader tech sector. With shares trading near $152, many are looking for signals about its future path.
See our latest analysis for TD SYNNEX.
Momentum seems to be building for TD SYNNEX, with a share price return of 30.91% year-to-date. This reflects improving sentiment across the tech distribution sector. Recent gains follow a 1-year total shareholder return of nearly 30% and a doubling for longer-term holders over five years. This suggests both optimism about growth potential and a repricing of risk.
If watching TD SYNNEX’s steady climb has you curious about other tech opportunities, it’s a great moment to explore what else is emerging in the sector. See the full list for free.
With TD SYNNEX now trading at a notable discount to analyst price targets and reporting solid annual growth, the key question for investors is whether there is still upside here or if future gains are already reflected in the current price.
TD SYNNEX’s most widely followed narrative points toward a fair value well above its recent close. This difference suggests analysts see further room to run for the shares, given the company’s stable profit margins and robust operational execution.
The continued enterprise-wide digital transformation and AI adoption, highlighted by double-digit growth in software (especially in cloud, cybersecurity, virtualization, and infrastructure software), is extending TD SYNNEX’s addressable market and generating higher recurring revenue streams. This trend is likely to drive consistent revenue and margin expansion.
Want to know which transformative industry shifts power this bullish stance? The full narrative uncovers ambitious growth estimates and a margin outlook that challenge conventional valuations. Find out why analysts believe this revised fair value is no fluke and see what is fueling their optimism now.
Result: Fair Value of $178.36 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, ongoing margin pressures and the possibility of demand pull-forward could challenge the optimistic outlook and dampen TD SYNNEX’s projected growth trajectory.
Find out about the key risks to this TD SYNNEX narrative.
If you see things differently or want to dig into the numbers yourself, you can build a personalized narrative using your own perspective in just a few minutes. Do it your way
