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Published
01 Jun 25
Updated
03 Sep 26
Views
77
Not Invested
ScanSourceSCSC
SCSC logo
Fair Value
US$78
Share price03 Sep
US$57.2926.6% undervalued intrinsic discount
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1Y30.18%
7D-2.22%

Digital Transformation And IoT Expansion Will Unlock Secular Opportunities

AN
AnalystHighTarget
AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published
01 Jun 25
Updated
03 Sep 26
Views
77
Not Invested
Fair ValueUS$78
Share priceUS$57.29
26.6% undervalued intrinsic discount
Narrative
Updates13

Shared on 03 Sep 26

Fair value Increased 9.86%

SCSC: Earnings Beat And MicroAge Deal Will Support Future Upside

ScanSource reports a stronger quarter than expected and says its latest acquisition should lift profitability and cash generation over the next year. With management now guiding for faster sales growth, the key question is whether this momentum can hold as market expectations reset.
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0 viewsusers have viewed this narrative update

Shared on 24 Jun 26

SCSC: Earnings Beat And Buybacks Will Support Future Upside Potential

ScanSource posts a stronger quarter than expected and keeps its full-year outlook intact, which helps explain the market’s sharp reaction. The company also keeps buying back shares and rolls out a new customer-experience team alongside a fresh partnership that aims to deepen relationships across communications and cloud services.
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4 viewsusers have viewed this narrative update

Shared on 02 Jun 26

SCSC: Converged Communications CX Buildout And Buybacks Will Drive Future Upside

ScanSource doubles down on growth by building out a new team focused on connected communications and customer experience, backed by a new multi-year partnership. It also continues to shrink its share count through buybacks and keeps its sales outlook in place while it hunts for acquisitions to add more recurring revenue.
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3 viewsusers have viewed this narrative update

Shared on 14 May 26

Fair value Increased 15%

SCSC: Converged Communications CX Expansion Will Drive Future Upside

ScanSource leans harder into customer-experience and cloud communications, rolling its offerings into a new team and tying up with Arrow McLaren to deepen partner relationships. With management still hunting for acquisitions and guidance reaffirmed, analysts lift their view of where the business could go next.
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2 viewsusers have viewed this narrative update

Shared on 24 Apr 26

SCSC: Buybacks And Converged Communications Expansion Will Drive Future Upside

Analysts now hold the ScanSource price target steady at $62, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that remain closely aligned with prior estimates. What's in the News ScanSource launched its Converged Communications CX Team, bringing together ScanSource Specialty and Intelisys technologies, services and expertise to support demand for specialty hardware devices, cloud connectivity, unified communications and customer experience technologies (Client Announcements).
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3 viewsusers have viewed this narrative update

Shared on 09 Apr 26

SCSC: Buybacks And Acquisitions Will Drive Future Upside Potential

Analysts have kept their ScanSource fair value estimate steady at $62.00. They have made only slight adjustments to the discount rate, revenue growth outlook, profit margin assumptions, and future P/E, framing this as a minor fine tuning rather than a major shift in view.
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3 viewsusers have viewed this narrative update

Shared on 26 Mar 26

SCSC: Future Buybacks And Acquisitions Will Support Upside Potential

Analysts have maintained their price target for ScanSource at approximately $62.00, making only small adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E that leave their overall view effectively unchanged. What's in the News Completed share repurchase of 503,686 shares, representing 2.28% of shares, for a total of $20.89 million under the buyback announced on May 8, 2025 (Key Developments).
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1 viewusers have viewed this narrative update

Shared on 10 Mar 26

SCSC: Future Acquisitions And Share Repurchases Will Support Upside Potential

Analysts kept their ScanSource fair value estimate steady at $62. This reflects only small adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any major shift in their view of the stock.
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4 viewsusers have viewed this narrative update

Shared on 23 Feb 26

SCSC: Future Acquisitions And Share Repurchases Will Drive Upside Potential

Analysts have modestly raised their price target on ScanSource to $62.00, reflecting updated assumptions for slightly higher revenue, profit margins, and a higher future P/E multiple. What’s in the News ScanSource lowered its earnings guidance for the fiscal year ending June 30, 2026, and now expects net sales in a range of $3.0b to $3.1b, compared with prior guidance of $3.1b to $3.3b (company guidance).
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2 viewsusers have viewed this narrative update

Shared on 09 Feb 26

Fair value Decreased 6.06%

SCSC: Future Acquisitions And Share Repurchases Will Support Margin Expansion

Analysts have adjusted their price target on ScanSource to $62 from $66, citing updated views on revenue growth, profit margins, and the appropriate future P/E multiple. What's in the News ScanSource is actively looking for acquisitions that could expand its technology stack, capabilities, and value across its partner ecosystem, with management highlighting the recent acquisition of DataXoom as a contributor to channel capabilities and its broader plan (Key Developments).
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1 viewusers have viewed this narrative update

Shared on 26 Jan 26

SCSC: Ongoing Share Repurchases Will Support Future Margin Expansion

Analysts have kept their price target for ScanSource steady at US$66.00. This reflects only slight adjustments to inputs like the discount rate, revenue growth, profit margin, and expected future P/E, which together leave their overall valuation view broadly unchanged.
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3 viewsusers have viewed this narrative update

Shared on 11 Jan 26

SCSC: Buybacks And Hybrid Distribution Will Support Future Margin Expansion

Analysts have modestly reset their price target on ScanSource to $66.00, reflecting updated assumptions for slightly higher revenue growth and profit margins, as well as a marginally lower future P/E multiple. What's in the News ScanSource reaffirmed full fiscal year 2026 net sales guidance in a range of US$3.1b to US$3.3b, indicating no change to its previously communicated revenue outlook (company guidance filing).
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4 viewsusers have viewed this narrative update

Shared on 15 Dec 25

SCSC: Hybrid Distribution And Recurring Revenue Mix Will Drive Margin Expansion

Analysts have nudged their price target for ScanSource to $43.00, reflecting a modestly higher growth outlook and expectations for incremental EBITDA margin improvement over time, even as competitive pressures and ongoing salesforce investments limit near term margin expansion. Analyst Commentary Bullish analysts view ScanSource as well positioned to translate its hybrid distribution model into steadier growth and incremental margin gains, even as the broader technology services distribution market remains competitive.
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2 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$78
vs US$57.2926.6% undervalued intrinsic discount
PastFuture-92m4b2015201820212024202620272029Revenue US$4.3bEarnings US$115.7m
9.8%
Revenue growth
2.7%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on ScanSource

  • Fair value estimate changes
  • Narrative and analyst updates
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Company analysis

Flawless balance sheet and good value.

Market capUS$1.1b
PB1.3x
Estimated Growth7.5%
Dividend YieldN/A
Full analysis

CEO & management

Michael Baur
CEO
5.1yrs
CEO Tenure

Engages in the distribution of technology products and solutions in the United States, Brazil, and internationally.

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