Core Insights - TD SYNNEX (SNX) is experiencing solid improvement in earnings estimates, which may lead to continued short-term price momentum [1][2] - The rising trend in estimate revisions reflects growing analyst optimism regarding the company's earnings prospects, which is expected to positively impact its stock price [2][3] Current-Quarter Estimate Revisions - The company is projected to earn $3.59 per share for the current quarter, indicating a year-over-year increase of +16.2% [6] - Over the past 30 days, the Zacks Consensus Estimate for TD SYNNEX has risen by 11.35%, with four estimates moving higher and no negative revisions [6] Current-Year Estimate Revisions - For the full year, TD SYNNEX is expected to earn $12.80 per share, representing a year-over-year change of +9.6% [7] - The consensus estimate has increased by 5.3% due to five upward revisions and no negative revisions in the past month [8] Favorable Zacks Rank - TD SYNNEX currently holds a Zacks Rank 1 (Strong Buy), indicating strong agreement among analysts in revising earnings estimates upward [9] - Stocks with Zacks Rank 1 and 2 have historically outperformed the S&P 500, suggesting a favorable investment opportunity [9] Bottom Line - TD SYNNEX shares have increased by 6.1% over the past four weeks, indicating investor confidence in its earnings growth prospects [10]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential [1] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, identified through the Zacks Momentum Style Score [2] Group 2: TD SYNNEX (SNX) Stock Analysis - TD SYNNEX (SNX) has shown a price increase of 6.1% over the past four weeks, indicating growing investor interest [3] - Over the past 12 weeks, SNX gained 14%, demonstrating its ability to deliver positive returns over a longer timeframe [4] - SNX has a beta of 1.43, suggesting it moves 43% more than the market in either direction, indicating fast-paced momentum [4] - SNX has a Momentum Score of A, suggesting it is an opportune time to invest in the stock [5] - The stock has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which attract more investors [6] - SNX is trading at a Price-to-Sales ratio of 0.21, indicating it is reasonably valued at 21 cents for each dollar of sales [6] Group 3: Additional Investment Opportunities - Besides SNX, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [7] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in identifying potential winning stocks [8]

Core Insights - The performance of TD SYNNEX's international operations is crucial for assessing its financial resilience and growth prospects [1][2][3] Revenue Performance - The total revenue for TD SYNNEX in the quarter ended August 2025 was $15.65 billion, reflecting a year-over-year increase of 6.6% [4] - Europe contributed $5.17 billion, accounting for 33.1% of total revenue, surpassing the consensus estimate of $4.71 billion by 9.99% [5] - Asia-Pacific and Japan generated $1.21 billion, representing 7.7% of total revenue, exceeding expectations by 15.95% [6] Future Projections - Analysts project revenues of $16.9 billion for the current fiscal quarter, indicating a 6.7% increase year-over-year, with Europe expected to contribute 32.8% and Asia-Pacific and Japan 6.6% [7] - For the full year, total revenue is anticipated to reach $60.96 billion, up 4.3% from the previous year, with Europe and Asia-Pacific and Japan expected to account for 33.3% and 6.9% of total revenue, respectively [8] Market Dynamics - The reliance on global markets presents both opportunities and challenges for TD SYNNEX, making the analysis of international revenue trends essential for forecasting future performance [9][10] - The company's stock has increased by 12.1% over the past month, outperforming the S&P 500's 3.2% increase, and has risen 19% over the past three months compared to the S&P 500's 8.3% [13]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that exhibit recent price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify promising stocks [3] Group 2: TD SYNNEX (SNX) Analysis - TD SYNNEX (SNX) has shown a four-week price change of 1.9%, indicating growing investor interest [4] - Over the past 12 weeks, SNX has gained 11.6%, with a beta of 1.35, suggesting it moves 35% more than the market [5] - SNX has a Momentum Score of A, indicating a favorable time to invest based on momentum [6] Group 3: Earnings Estimates and Valuation - SNX has received upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - The stock is trading at a Price-to-Sales ratio of 0.21, suggesting it is undervalued at 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, presenting further investment opportunities [8] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in stock selection [9]

Core Viewpoint - The market anticipates a year-over-year decline in earnings for TD SYNNEX despite an increase in revenues when it reports results for the quarter ended May 2025 [1] Earnings Expectations - The consensus EPS estimate for TD SYNNEX is $2.69 per share, reflecting a -1.5% change year-over-year [3] - Expected revenues are projected at $14.32 billion, which is a 2.7% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 1% higher in the last 30 days, indicating a reassessment by analysts [4] - The Most Accurate Estimate for TD SYNNEX is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.28%, suggesting a bearish outlook from analysts [12] Earnings Surprise Prediction - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced a positive surprise nearly 70% of the time [10] Historical Performance - In the last reported quarter, TD SYNNEX was expected to post earnings of $2.87 per share but delivered $2.80, resulting in a surprise of -2.44% [13] - Over the past four quarters, the company has beaten consensus EPS estimates two times [14] Conclusion - TD SYNNEX does not appear to be a compelling candidate for an earnings beat based on current estimates and revisions [17] - Investors should consider other factors beyond earnings results when making investment decisions regarding TD SYNNEX [15][17]