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SAN JOSE, Calif. and DENVER, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Iterate.ai, one of CRN’s 2025 Hottest AI Software Companies, along with TD SYNNEX, a leading global distributor and solutions aggregator for the IT ecosystem, and HPE today announced the launch and availability of Generate for Healthcare, a comprehensive AI-powered solution empowering hospital systems to identify and recover millions of dollars in unpaid and underpaid insurance claims. Generate for Healthcare addresses a critical challenge facin ...

Leadership Transition - Hyve Solutions announced Jerry Kagele as the new President, succeeding Steve Ichinaga, who will transition to an advisory role after 15 years leading the company [1] - Ichinaga will remain with Hyve Solutions for one more year as a Senior Advisor, focusing on customer and partner success [1] - Kagele joined Hyve Solutions in 2025 and has extensive industry experience, including senior roles at Western Digital and Sandisk [1] Company Performance and Strategy - The leadership transition is aimed at positioning Hyve Solutions for continued growth and operational continuity [1] - Kagele expressed commitment to honoring Ichinaga's legacy while guiding the company through its next growth phase, emphasizing innovation in data center infrastructure [1] Parent Company Recognition - TD SYNNEX, the parent company of Hyve Solutions, was named one of the "2026 World's Most Admired Companies" by FORTUNE for the fifth consecutive year, reflecting the dedication of its 23,000 employees [2]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________ FORM 10-K ___________________________________________ (Mark One) For the transition period from_________________to_________________ Commission File Number: 001-31892 ___________________________________________ TD SYNNEX CORPORATION (Exact name of registrant as specified in its charter) ___________________________________________ x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) ...

Summary of the Conference Call Transcript Industry Overview - The report covers the **US IT hardware and distributors** sector, with specific focus on companies such as **DELL**, **Hewlett Packard Enterprise (HPE)**, **NetApp (NTAP)**, **TD SYNNEX (SNX)**, **Penguin Solutions (PENG)**, **Super Micro Computer Inc (SMCI)**, and **HP Inc (HPQ)** [1][4]. Core Insights Hardware Demand Environment - General consensus among investors indicates that **neocloud AI infrastructure demand** will remain strong through **2026**. However, there is skepticism regarding the demand outlook for **PCs**, **general servers**, and **storage**, with concerns that these markets may be adversely affected by **memory price hikes** and shortages. The forecast for **PC shipments** in **2026** is projected to decline by **4% year-over-year**, which is more pessimistic than the **IDC's** estimate of a **2% decline** [4][5]. Company-Specific Feedback - **DELL (Buy)**: Investors expressed concerns about potential **margin pressure** due to a deteriorating PC market, demand for core **ISG** (general server, storage), and the sustainability of the **AI server opportunity**. However, DELL is viewed as better positioned than smaller competitors due to its scale and business mix [4][5]. - **HPE (Buy)**: Discussions focused on execution risks in the **Networking** business, particularly regarding the integration of **Juniper's** offerings. While HPE is considered attractively valued, investors are uncertain about near-term catalysts for earnings revisions [4][5]. - **HPQ (Sell)**: Investors largely agree that the current PC market conditions will negatively impact HPQ's **Personal Systems** business, affecting both top-line growth and margins [5]. - **SMCI (Sell)**: There is a consensus that SMCI's margins will be pressured due to its business mix and product transitions. Investors are particularly interested in understanding SMCI's working capital needs against its revenue growth expectations [5]. Least Push Back - There was minimal opposition to the ratings on **HPQ** and **SMCI**, indicating a general agreement on the challenges these companies face [4][5]. Valuation and Key Risks DELL - **Rating**: Buy - **Target Price**: $165, based on a **12.0X** NTM+1Y EPS [6]. - **Key Risks**: Weaker than expected demand in the consumer and commercial PC markets, enterprise IT spending, and pricing pressures due to excess inventory [7]. HPE - **Rating**: Buy - **Target Price**: $31, reflecting **11X** NTM+1Y EPS [8]. - **Key Risks**: Lower corporate IT spending, competition from white box manufacturers, and integration challenges with Juniper [9]. NTAP - **Rating**: Buy - **Target Price**: $128, reflecting **14X** NTM+1 EPS [10]. - **Key Risks**: Supply shortages, demand declines for on-premise storage, and increased competition [11]. SNX - **Rating**: Buy - **Target Price**: $180, based on **11.0X** NTM+1Y EPS [12]. - **Key Risks**: Prolonged lower IT spending and shifts in sales models that bypass distributors [13]. PENG - **Rating**: Buy - **Target Price**: $25, based on a blended valuation methodology [14]. - **Key Risks**: Memory market cyclicality and competition from OEMs [14]. SMCI - **Rating**: Sell - **Target Price**: $26, reflecting **9X** NTM+1 EPS [16]. - **Key Risks**: Demand for AI servers and market share gains [16]. HPQ - **Rating**: Sell - **Target Price**: $21, based on **7.5X** NTM+1 EPS [17]. - **Key Risks**: Better-than-expected PC demand and recovery in office and consumer demand [17]. Additional Considerations - The report emphasizes the importance of understanding the broader market dynamics and individual company strategies in navigating the current challenges in the IT hardware sector [4][5].

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iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Technology has been an attractive sector to invest for quite some time, but many names are currently risky due to stretched valuations. That’s why it’s impor ...

Dusk view of a data center beside an electrical substation, highlighting utilities powering AI server growth. Key Points With load growth set to explode over the next several years, CenterPoint is adding juice to its dividend. Bookings growth is soaring in SNX's hyperscaler supply business, with dividends moving up as well. Data centers are boosting EME's demand, shares, and dividends. Interested in TD SYNNEX Corporation? Here are five stocks we like better.   Dividends are on the rise for three ...

TD SYNNEX Corporation (NYSE:SNX) is included among the 15 Dividend Growth Stocks with the Highest Growth Rates. Goldman Starts TD SYNNEX (SNX) Coverage, Sees FY26 Billings Growth of 10% On January 13, Goldman Sachs analyst Katherine Murphy initiated coverage of TD SYNNEX Corporation (NYSE:SNX) with a Buy rating and a $180 price target. Goldman expects the company to keep growing at a healthy pace, projecting billings to increase 10% year-over-year in FY26. That outlook is based on about 9% growth in its ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with significant implications for power grids and electricity prices [2][3] Investment Opportunity - A specific company is positioned as a critical player in the AI energy sector, owning essential energy infrastructure assets that will benefit from the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Market Position - The company is noted for its unique capabilities in executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy [7][8] - It is completely debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8][10] Growth Potential - The company also holds a substantial equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] - The stock is described as undervalued, trading at less than seven times earnings, which presents a compelling investment case given its ties to the booming AI and energy markets [10][11] Industry Trends - The article discusses the broader trends of onshoring driven by tariffs and the surge in U.S. LNG exports, indicating a favorable environment for the company's operations [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12]