TD SYNNEX Corporation SNX will release earnings results for the third quarter before the opening bell on Thursday, Sept. 25.Analysts expect the Fremont, California-based company to report quarterly earnings at $3.05 per share, up from $2.86 per share in the year-ago period. TD Synnex projects to report quarterly revenue of $15.11 billion, compared to $14.68 billion a year earlier, according to data from Benzinga Pro.On Aug. 27, TD SYNNEX signed a multi-year strategic collaboration with AWS to accelerate AI ...

Investors with an interest in Electronics - Miscellaneous Products stocks have likely encountered both TD SYNNEX (SNX) and Hoya Corp. (HOCPY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, ...

Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead of their future growth potential. In such a situation, invest ...

Following my last publication on TD SYNNEX Corporation (NYSE: SNX ), the stock has rallied another 16% with dividends included, and in my view, the investment thesis remains well in tact.Equity strategist (US Equities)Technical focus on fundamental value drivers of business economics to uncover high probability long-term compounders. Seeking to buy at appropriate prices relative to intrinsic worth. Partners are represented over the cross-section of financial markets, from speculators, hedgers, long-term tra ...

Following my last publication on TD SYNNEX Corporation (NYSE: SNX ) the stock has rallied another 16% with dividends included, and in my view, the investment thesis remains well in tact.Equity strategist (US Equities)Technical focus on fundamental value drivers of business economics to uncover high probability long-term compounders. Seeking to buy at appropriate prices relative to intrinsic worth. Partners are represented over the cross-section of financial markets, from speculators, hedgers, long-term trad ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Insights - Newforma has announced a strategic partnership with Datech, enhancing access to project and information management tools for the AECO industry globally [1][2][3] Group 1: Partnership Details - The partnership allows TD SYNNEX to serve as an official distributor for Newforma, significantly expanding its market reach across North America, Europe, and the Middle East [2][5] - This collaboration aims to provide AECO firms with easier access to Newforma's advanced solutions, improving communication and collaboration while managing project complexity [2][3] Group 2: Product Offerings - Newforma Konekt is introduced as a cloud-based platform that centralizes project information, reducing risks and eliminating costly rework [4] - The Info Track module for Konekt is highlighted as a unique solution for AECO teams, centralizing access to project conversations, files, tasks, and decisions [4] Group 3: Strategic Goals - The partnership aligns with Newforma's "New Newforma" brand campaign, encouraging AECO professionals to reimagine project delivery [3] - Newforma's CEO emphasized that this partnership will scale their impact and accelerate the adoption of their cloud-hosted platform [5] Group 4: Company Background - Newforma has over 20 years of experience in project and information management, serving more than 4.5 million users and 1,500 firms globally [7] - Datech specializes in design, digital twin, and visualization solutions, supporting partners with advanced technologies and value-added services [9]

Company Overview - TD SYNNEX is a leading global IT distributor and solutions aggregator, providing a comprehensive range of technology distribution, logistics, and integration services [11] - The company was rebranded from SYNNEX Corporation to TD SYNNEX in September 2021 following its merger with Tech Data Corporation, which significantly expanded its global reach and vendor partnerships [11] Investment Analysis - TD SYNNEX currently holds a 3 (Hold) rating on the Zacks Rank, with a VGM Score of B [12] - The company has a Momentum Style Score of B, and its shares have increased by 2.9% over the past four weeks [12] - In the last 60 days, five analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate rising by $0.29 to $12.11 per share [12] - TD SYNNEX has an average earnings surprise of +3% [12] Recommendation - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TD SYNNEX should be considered for investors' short lists [13]

Core Insights - TD SYNNEX reported strong Q2 fiscal 2025 earnings, with non-GAAP earnings of $2.99 per share, exceeding estimates by 11.15% and reflecting a 9.5% year-over-year increase [2] - Revenues for the quarter reached $14.9 billion, a 7.2% year-over-year growth, surpassing consensus estimates by 4.38% [2] - The company has seen a positive stock performance, with shares increasing by 5.8% since the last earnings report, outperforming the S&P 500 [1] Financial Performance - Endpoint Solutions revenues were $7.5 billion, showing a 12% year-over-year growth, while Advanced Solutions revenues reached $7.4 billion, reflecting a 2% year-over-year growth [3] - Non-GAAP gross profit increased by 7.5% year-over-year to $1,046.4 million, with a gross margin of 7%, up 2 basis points [3] - Adjusted SG&A expenses rose to $632.3 million from $585.5 million year-over-year, but as a percentage of revenues, they contracted to 4.8% [4] Cash Flow and Shareholder Returns - Cash provided by operational activities was $573.2 million, a significant improvement from a cash outflow of $748 million in the previous quarter [7] - Free cash flow for the quarter was $543 million, compared to a negative $790 million in the prior quarter [7] - The company announced a 10% increase in its quarterly cash dividend to 44 cents per share, demonstrating a commitment to returning value to shareholders [8] Future Guidance - For Q3 fiscal 2025, TD SYNNEX expects revenues between $14.7 billion and $15.5 billion, with non-GAAP earnings projected at $2.75 to $3.25 per share [9] - Non-GAAP net income is anticipated to be between $227 million and $268 million [9] Market Sentiment - Recent estimates for the stock have shown a downward trend, indicating cautious sentiment among investors [10] - The company holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [12]

Company Overview - TD SYNNEX is a leading global IT distributor and solutions aggregator, providing a comprehensive range of technology distribution, logistics, and integration services [11] - The company was rebranded from SYNNEX Corporation to TD SYNNEX in September 2021 following its merger with Tech Data Corporation, which significantly expanded its global reach and vendor partnerships [11] Investment Ratings - TD SYNNEX currently holds a 3 (Hold) rating on the Zacks Rank, with a VGM Score of B [12] - The company has a Momentum Style Score of A, and its shares have increased by 13.6% over the past four weeks [12] Earnings Estimates - For fiscal 2025, two analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate increasing by $0.18 to $12.01 per share [12] - TD SYNNEX boasts an average earnings surprise of +3% [12] Investment Potential - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TD SYNNEX is recommended to be on investors' short list [13]