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SNXBullishEarningsnews
High materiality8/10

TD SYNNEX earnings beat fuels SNX upside on AI and data-center demand

Sep 25, 2026, 3:16 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Strong Q3 beat and above-consensus Q4 guidance typically prompt multiple expansion, reinforced by raised targets from MS and UBS. Historically, such combinations of beat, guidance, and upgrades precede near-term upside, though macro risk could cap gains if growth slows.

AI summary

What happened, with direct paths to the underlying reporting

TD SYNNEX beat fiscal Q3 2026 with strong EPS and revenue, and issued higher-than-expected Q4 guidance. The company cited growth from AI deployment and data-center modernization across Distribution and Hyve. Upgrades from Morgan Stanley and UBS suggest upside potential for SNX in the near term.

  • TD SYNNEX Q3: Adjusted EPS $5.68, +59% YoY; revenue $21.56B, +37.7%.
  • Q4 guidance: Adjusted EPS $5.65-$6.15; revenue $21.8B-$22.6B; above consensus.
  • AI adoption and data-center modernization drive growth in Distribution and Hyve.
  • Analysts raise targets: Morgan Stanley to $359; UBS to $379.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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