TD SYNNEX

AI Data Center Dependence Will Weaken Margins As Hyperscale Demand Normalizes

AnalystLowTarget

Not Invested

Community Contributor

Published

24 Apr 26

Views

24 Apr

US$270.05

AnalystLowTarget's Fair Value

US$166.00

62.7% overvalued

99.0%

-4.7%

99.0%

-4.7%

Author's Valuation

US$16662.7% overvalued

AnalystLowTarget Fair Value

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$166

62.7% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

8.44%

Historical revenue growth rate

11.84%

Electronic Equipment and Components revenue growth rate

0.73%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

9.52%

Calculation

US$1.07b

Earnings '29

14.99x

PE Ratio '29

US$16.10b

Market Cap '29

US$16.10b

Market Cap '29

74.47m

No. shares '29

US$216.14

Share Price '29

US$216.14 Share Price '29

Discounted to 2026 @ 9.20% p.a.

US$166.00

Fair Value '26