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What TD SYNNEX (SNX)'s New AI Game Plan and 2025 Guidance Reaffirmation Means For Shareholders

Simply Wall St · 6d ago
  • TD SYNNEX recently reiterated its full-year and fourth-quarter fiscal 2025 guidance ahead of results due on January 8, 2026, while rolling out its “AI Game Plan” program to help partners boost AI adoption and tap into the AI-driven hardware refresh cycle.
  • This push into AI-focused solutions comes alongside solid multi-year earnings and revenue growth and meaningful insider ownership, underscoring management’s alignment with long-term initiatives.
  • Now we’ll examine how TD SYNNEX’s new “AI Game Plan” could influence its investment narrative around AI and cloud services.

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TD SYNNEX Investment Narrative Recap

To own TD SYNNEX, you need to believe it can keep deepening its role in AI, cloud and complex IT solutions while managing margin pressure and customer concentration risk. The latest reiteration of fiscal 2025 guidance and the launch of the AI Game Plan appear supportive of the near term AI and hardware refresh catalyst, without materially changing the key risk around ongoing margin pressure and potential demand softening after prior pull-forward.

The new AI Game Plan, which helps partners accelerate AI adoption and participate in an AI driven hardware refresh cycle, ties directly into TD SYNNEX’s core catalyst of higher value, services rich growth in AI and cloud infrastructure. How effectively this program converts into sustainable, higher margin business will be an important test of the company’s ability to offset pressures from as a service models and direct procurement trends.

Yet even with this AI push, investors should still be aware of the risk that prolonged margin pressure and softer post pull forward demand could...

Read the full narrative on TD SYNNEX (it's free!)

TD SYNNEX's narrative projects $66.8 billion revenue and $914.7 million earnings by 2028. This requires 3.7% yearly revenue growth and about a $195 million earnings increase from $719.3 million today.

Uncover how TD SYNNEX's forecasts yield a $178.27 fair value, a 16% upside to its current price.

Exploring Other Perspectives

SNX 1-Year Stock Price Chart
SNX 1-Year Stock Price Chart

Four members of the Simply Wall St Community currently estimate TD SYNNEX’s fair value in a wide US$159.58 to US$314.04 range, reflecting very different growth expectations. Alongside this dispersion, the company’s push into AI driven, higher value services sits against ongoing concerns about margin pressure and potential demand normalization, which could materially shape how those forecasts play out.

Explore 4 other fair value estimates on TD SYNNEX - why the stock might be worth just $159.58!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.