The AI trade is often dominated by big names, so many compelling stories stay in the background just because of their small size. As the market prices in most of the AI developments among big names, investors and fund managers look towards hidden opportunities because that is what will define performance for them heading into the new year. Synnex Corp. (SNX) is one such stock, and according to Morgan Stanley, it is one of their top “Overweight” positions. The firm’s bull thesis is quite simple. Memory co ...

Investors looking for stocks in the Computers - IT Services sector might want to consider either TD SYNNEX (SNX) or Epam (EPAM) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companies with pos ...

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of buying low and waiting for recovery [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to investments with limited upside or potential downside [2] - A safer approach may involve investing in bargain stocks that have recently shown price momentum, utilizing tools like the Zacks Momentum Style Score to identify these opportunities [3] Group 2: TD SYNNEX (SNX) Analysis - TD SYNNEX (SNX) has demonstrated recent price momentum with a four-week price change of 3.2%, indicating growing investor interest [4] - Over the past 12 weeks, SNX has gained 3%, and its beta of 1.36 suggests it moves 36% more than the market in either direction, indicating strong momentum [5] - SNX has a Momentum Score of B, suggesting it is an opportune time to invest in the stock for potential success [6] Group 3: Earnings Estimates and Valuation - An upward trend in earnings estimate revisions has contributed to SNX earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - SNX is currently trading at a Price-to-Sales ratio of 0.21, indicating it is relatively undervalued, as investors pay only 21 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides SNX, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify winning stock picks based on individual investing styles [9]

Core Insights - TD SYNNEX has been awarded multiple 2025 AWS Partner Awards, including Distributor Partner of the Year for North America and Latin America, recognizing its significant contributions in revenue and partner outreach [1][2] - The awards were announced during the AWS re:Invent 2025 Partner Awards Gala, highlighting partners that have excelled in specialization, innovation, and customer support [2][5] - TD SYNNEX was also recognized as a finalist for the Global Distributor Partner of the Year, showcasing its global reach and strong relationships within the AWS ecosystem [3] Company Achievements - TD SYNNEX has multiple specializations in AWS services, including Migration and Modernization, Education and Government Consulting, and Cloud Operations Software competencies [3] - The company supports AWS partners through its global cloud platform, StreamOne®, which provides end-to-end management and integrated procurement options [3] - Earlier in the year, TD SYNNEX entered into a Strategic Collaboration Agreement with AWS to accelerate cloud and AI adoption across North America, Latin America, and the Caribbean [4] Recognition and Evaluation - The Geography and Global AWS Partner Awards included a self-nomination process, with submissions reviewed by a third-party, Canalys, emphasizing customer success use cases [5][6] - Award categories were evaluated using unique metrics to measure AWS Partners' performance, ensuring objective and accurate assessments [6]

Core Insights - The article compares TD SYNNEX (SNX) and Dynatrace (DT) to determine which stock is more attractive to value investors [1] Group 1: Zacks Rank and Value Assessment - TD SYNNEX has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision trend compared to Dynatrace, which has a Zacks Rank of 3 (Hold) [3] - Value investors analyze various traditional metrics to assess whether a company is undervalued at its current share price [3] Group 2: Valuation Metrics - SNX has a forward P/E ratio of 11.76, significantly lower than DT's forward P/E of 27.10, suggesting SNX may be undervalued [5] - The PEG ratio for SNX is 1.10, while DT's PEG ratio is 1.91, indicating that SNX has a better balance between price and expected earnings growth [5] - SNX's P/B ratio is 1.46, compared to DT's P/B of 4.79, further highlighting SNX's relative valuation attractiveness [6] Group 3: Overall Value Grades - Based on various metrics, SNX holds a Value grade of A, while DT has a Value grade of D, suggesting that SNX is the more favorable option for value investors [6]

Core Insights - The FPA Queens Road Small Cap Value Fund reported a return of 7.46% in Q3 2025, underperforming the Russell 2000 Value Index which returned 12.60% [1] - For the first three quarters of 2025, the fund achieved a return of 13.77%, outperforming the index's 9.04% [1] - The fund's investment strategy focuses on a disciplined approach, expecting to perform better in down markets and lag in speculative environments [1] Company Highlights: TD SYNNEX Corporation - TD SYNNEX Corporation is recognized as the largest IT distributor globally, evolving from traditional hardware distribution to providing outsourced sales and IT consulting services [3] - The company reported a one-month return of -5.70% but has seen a 52-week gain of 20.89%, with shares closing at $146.24 and a market capitalization of $12.06 billion as of November 21, 2025 [2] - In Q3 2025, TD SYNNEX Corporation reported revenue of $15.7 billion, reflecting a 7% year-over-year increase [4] - The company's growth is driven by its Advanced Solutions portfolio, which has rebounded to double-digit billings growth, focusing on software and security solutions [3] - Current valuation of TD SYNNEX shares is approximately 12 times this year's earnings, indicating potential attractiveness for investors [3] Hedge Fund Interest - As of the end of Q2 2025, 36 hedge fund portfolios held TD SYNNEX Corporation, an increase from 35 in the previous quarter [4]

Core Insights - Generative AI has transitioned from being viewed as a curiosity to a critical component for Fortune 500 companies, with a significant acceleration in adoption expected as 2026 approaches [1][2]. Group 1: Adoption and Investment - 88% of senior leaders in U.S. companies with over $50 million in annual revenue anticipate increasing generative AI investment in the next year, with 62% expecting budget increases of more than 10% within two to five years [3]. - The usage of generative AI has surged, with 82% of senior leaders now using it weekly, up from 37% in 2023, and 46% reporting daily use [5]. Group 2: Perceived Returns and Metrics - Nearly 75% of respondents track ROI through metrics like profitability and productivity, with 80% expecting positive returns within two to three years [6]. - However, the ROI assessments are based on self-reported data rather than concrete evidence, indicating a need for improved measurement of success [8]. Group 3: Challenges and Skill Gaps - A significant barrier to effective generative AI implementation is the skill gap, with 43% of leaders warning of "skill atrophy" and emphasizing the need for better AI training programs [10]. - Larger enterprises are experiencing slower progress due to complex integrations, while smaller firms report quicker advancements [7]. Group 4: Market Outlook - As generative AI becomes a focal point for Wall Street, the emphasis is shifting towards how companies can develop the necessary skills, systems, and governance to harness its value [11].

Group 1 - TD SYNNEX (SNX) has a Zacks Rank of 1 (Strong Buy), indicating a positive earnings outlook, while Hoya Corp. (HOCPY) has a Zacks Rank of 4 (Sell) [3][7] - The Zacks Rank strategy targets companies with positive earnings estimate revisions, which is a key factor for investors [2][3] - Value investors analyze various traditional metrics to assess whether a company is undervalued, including P/E ratio, P/S ratio, and cash flow per share [4] Group 2 - SNX has a forward P/E ratio of 11.58, significantly lower than HOCPY's forward P/E of 37.35, indicating better value for SNX [5] - The PEG ratio for SNX is 1.08, while HOCPY's PEG ratio is 3.24, further suggesting that SNX is a more attractive investment option [5] - SNX's P/B ratio is 1.44 compared to HOCPY's P/B of 8.28, reinforcing SNX's superior valuation metrics [6] Group 3 - Based on the valuation metrics and improving earnings outlook, SNX is considered the superior value option compared to HOCPY [7]

Core Insights - TD SYNNEX has been awarded Global Distributor of the Year and Americas Distributor of the Year at Cisco Partner Summit 2025 for its achievements in the U.S. market [1][2] - The company also received recognition as Distributor of the Year for the EMEA region, specifically in Norway, and in Germany and Norway [1] - In the Americas, TD SYNNEX was honored as Distributor of the Year for Brazil and Mexico, and recognized as Social Impact Partner of the Year in Canada [1] Company Achievements - The awards reflect TD SYNNEX's commitment to delivering meaningful outcomes for partners through collaboration with Cisco [3] - The recognition highlights the company's efforts in driving significant value and fostering innovation across Cisco's portfolio in Latin America [3] - The multiple awards received globally and in Europe underscore the strong partnership between TD SYNNEX and Cisco, showcasing the dedication of teams to meet customer needs [3] Company Overview - TD SYNNEX is a leading global distributor and solutions aggregator for the IT ecosystem, serving over 150,000 customers in more than 100 countries [4] - The company employs 23,000 individuals and partners with over 2,500 technology vendors, focusing on high-growth technology segments such as cloud, cybersecurity, AI, and IoT [4] - TD SYNNEX aims to maximize the value of technology investments and create growth opportunities while acting as a responsible corporate citizen [5]

Core Insights - Tech Data and Wind River have formed a strategic partnership to enhance the adoption of advanced cloud-native solutions in India, focusing on the Wind River Cloud Platform and eLxr Pro for intelligent edge systems [1][2][3] Company Overview - Tech Data, a TD SYNNEX company, is a leading global distributor and solutions aggregator for the IT ecosystem, serving over 150,000 customers in more than 100 countries [4][5] - Wind River specializes in software for the intelligent edge, providing robust and scalable solutions for various sectors including telecommunications, industrial, automotive, and aerospace and defense [2][4] Partnership Objectives - The collaboration aims to empower enterprises in India to deploy and manage distributed cloud environments with improved efficiency, reliability, and security [2][3] - Tech Data will offer the Wind River Cloud Platform and eLxr Pro across its partner ecosystem in India, facilitating the adoption of modern virtualization and container management technologies [3][12] Technology Solutions - Wind River Cloud Platform is a production-grade, distributed Kubernetes solution optimized for mission-critical workloads requiring ultra-low latency, suitable for applications in 5G, vRAN, and industrial IoT [4] - eLxr Pro is a commercial, enterprise-grade Linux distribution that provides a secure and stable foundation for demanding edge-to-cloud applications, offering long-term support and lifecycle management [4] Market Strategy - The partnership will include joint go-to-market strategies, technical training, sales enablement, and marketing programs to accelerate success for partners and customers in the Indian market [3][12]