Group 1 - TD SYNNEX Corporation is set to release its third-quarter earnings results on September 25, with expected earnings of $3.05 per share, an increase from $2.86 per share in the same period last year [1] - The company is projected to report quarterly revenue of $15.11 billion, compared to $14.68 billion a year earlier [1] - On August 27, TD SYNNEX entered a multi-year strategic collaboration with AWS to enhance AI and cloud growth [2] Group 2 - Barrington Research analyst Vincent Colicchio maintained an Outperform rating with a price target of $156 for TD SYNNEX [4] - Morgan Stanley analyst Erik Woodring raised the price target from $155 to $173 while maintaining an Overweight rating [4] - RBC Capital analyst Ashish Sabadra increased the price target from $145 to $165, maintaining an Outperform rating [4] - B of A Securities analyst Ruplu Bhattacharya raised the price target from $156 to $170 while maintaining a Buy rating [4] - JP Morgan analyst Joseph Cardoso raised the price target from $143 to $160 while maintaining a Neutral rating [4]

Group 1 - The stock of TD SYNNEX Corporation (NYSE: SNX) has increased by 16% including dividends since the last publication, indicating a strong investment thesis [1] - The investment strategy focuses on identifying high probability long-term compounders by analyzing fundamental value drivers of business economics [2] - The company maintains a beneficial long position in SNX shares through various financial instruments [3]

Group 1 - Avnet, Inc. (AVT) has been added to the Zacks Rank 5 (Strong Sell) List due to a 7.5% downward revision in the consensus estimate for its current year earnings over the last 60 days [1] - Banco do Brasil S.A. (BDORY) is also on the Zacks Rank 5 (Strong Sell) List, with a 16.9% downward revision in the consensus estimate for its current year earnings over the last 60 days [1] - Dine Brands Global, Inc. (DIN) has seen a 5.3% downward revision in the consensus estimate for its current year earnings over the last 60 days, leading to its inclusion in the Zacks Rank 5 List [2]

Core Viewpoint - Analysts expect TD SYNNEX to report quarterly earnings of $2.69 per share, reflecting a year-over-year decline of 1.5%, with revenues projected at $14.32 billion, an increase of 2.7% from the previous year [1] Earnings Estimates - There has been a 1% upward revision in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their initial forecasts [1][2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] Revenue Forecasts - Analysts estimate 'Revenue- Americas' to reach $8.74 billion, representing a 2.2% increase from the prior year [4] - 'Revenue- Europe' is expected to be $4.54 billion, indicating a 2.6% year-over-year change [4] - 'Revenue- Asia-Pacific and Japan' is projected at $1.03 billion, reflecting a year-over-year increase of 6.4% [4] Stock Performance - TD SYNNEX shares have returned +1.3% over the past month, outperforming the Zacks S&P 500 composite's +0.6% change [5] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [5]

Core Viewpoint - The market anticipates CDW to report a year-over-year increase in earnings driven by higher revenues in its upcoming earnings report for the quarter ended March 2025, with a focus on how actual results compare to estimates [1][2]. Earnings Expectations - CDW is expected to post quarterly earnings of $1.96 per share, reflecting a year-over-year change of +2.1%, while revenues are projected to be $4.89 billion, up 0.4% from the previous year [3]. - The consensus EPS estimate has been revised 2.79% lower over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for CDW is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.02% [10][11]. - Despite the positive Earnings ESP, CDW currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [11]. Historical Performance - In the last reported quarter, CDW was expected to earn $2.33 per share but exceeded expectations with earnings of $2.48, achieving a surprise of +6.44% [12]. - Over the past four quarters, CDW has only beaten consensus EPS estimates once [13]. Investment Considerations - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment [14]. - While betting on stocks expected to beat earnings increases the odds of success, CDW does not currently appear to be a compelling earnings-beat candidate [15][16].