TD SYNNEX（SNX）株式概要
TD SYNNEX Corporationは、米国、欧州、および国際的な情報技術（IT）エコシステムのディストリビューターおよびソリューションアグリゲーターとして事業を展開している。 詳細
SNX Community Fair Values
Create NarrativeSee what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
TD SYNNEX Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$244.64 |
| 52週高値 | US$296.47 |
| 52週安値 | US$138.25 |
| ベータ | 1.44 |
| 1ヶ月の変化 | -12.42% |
| 3ヶ月変化 | 30.88% |
| 1年変化 | 74.48% |
| 3年間の変化 | 163.42% |
| 5年間の変化 | 107.64% |
| IPOからの変化 | 1,622.82% |
最新ニュース
Recent updates
Seeking Alpha • Jun 26
TD Synnex: Hyve And Distribution Are Both Pulling The Story Forward
Summary TD SYNNEX delivered a robust Q2 2026, with revenue up 31% y/y and adj. EPS is up 62% y/y, supporting a reiterated buy rating. Hyve’s rapid scaling—117% y/y adj. gross billings growth—now drives a larger share of SNX’s operating profit, with visibility into further hyperscaler ramps. Distribution remains healthy, with 22% y/y gross billings growth and strategic wins like HPE’s global partnership, broadening SNX’s AI-driven demand exposure. Valuation has rerated, with a new price target of $342 based on higher FY28 EPS estimates and a higher justified multiple, reflecting improved growth durability. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 22
SNX: Future Returns Will Reflect AI Data Center And Hyve Execution
The analyst price target for TD SYNNEX has shifted higher from $247.82 to $269.82, reflecting updated assumptions for slightly lower discount rates, modestly higher revenue growth and profit margins, and a somewhat richer future P/E multiple in light of recent Street research highlighting potential benefits from data center demand, AI infrastructure projects, and Hyve's contribution. Analyst Commentary Recent Street research on TD SYNNEX centers on how the stock reflects expectations around data center demand, AI infrastructure spending, and Hyve's role in supporting growth and margins.ナラティブの更新 • Jun 07
SNX: Future Returns Will Reflect Segment Repricing And Enterprise Demand Execution
TD SYNNEX's analyst price target has been updated from $227.82 to $247.82 as analysts factor in adjusted estimates across the sector, highlight potential value from segment-level valuation work, and note expectations for near-term enterprise demand. Analyst Commentary Recent Street research on TD SYNNEX clusters around higher valuation targets and a reassessment of segment level drivers, especially where analysts see potential for re-rating specific business units.
新しいナラティブ • May 08
AI Data Center Demand And Digital Capabilities Will Support Stronger Long Term Prospects
Catalysts About TD SYNNEX TD SYNNEX is a global IT distributor and services provider with operations spanning distribution and Hyve data center solutions. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • May 07
SNX: Future Returns Will Reflect AI Partnerships And Execution On Capital Allocation
The analyst price target for TD SYNNEX has shifted from $200.55 to $227.82, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following a series of recent target increases across major firms. Analyst Commentary Recent research reports show a clear cluster of price target increases on TD SYNNEX, with multiple firms revisiting their models and adjusting fair value assumptions.
新しいナラティブ • Apr 24
AI Data Center Dependence Will Weaken Margins As Hyperscale Demand Normalizes
Catalysts About TD SYNNEX TD SYNNEX distributes technology products and services and provides design, manufacturing and supply chain solutions for large cloud and data center customers. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Apr 19
SNX: Future Returns Will Reflect AI Infrastructure Adoption And Execution Risks
Narrative Update Overview The analyst price target for TD SYNNEX has moved higher from about $195.09 to about $200.55, reflecting updated views from multiple firms that reference adjusted revenue growth assumptions, a slightly lower discount rate, modestly revised profit margin expectations and a higher future P/E. Analyst Commentary Recent Street research on TD SYNNEX is clustered around higher price targets, with several large firms, including JPMorgan and Goldman Sachs, revisiting their assumptions on growth, profitability and the appropriate P/E multiple.ナラティブの更新 • Apr 02
SNX: Future Returns Will Reflect Hyve Execution And Hardware Demand Risks
Analysts have lifted the TD SYNNEX fair value estimate from about $180 to about $195, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. These changes follow a series of higher Street price targets from firms including Barrington, BofA, RBC Capital, Morgan Stanley, JPMorgan, Barclays, Goldman Sachs, and UBS.ナラティブの更新 • Mar 19
SNX: Future Returns Will Be Driven By Hyve Execution And AI Offerings
Analyst price targets for TD SYNNEX have remained within a relatively tight range, with changes between $163 and $193 reflecting differing views on billings growth potential, the contribution from Hyve, and the impact of hardware budget pressures tied to memory price inflation. Analyst Commentary Bullish Takeaways Bullish analysts see room for solid execution in both core distribution and Hyve, with some expecting billings growth in the mid to high single digits for distribution and higher growth for Hyve supporting their targets.ナラティブの更新 • Mar 04
SNX: Future Returns Will Be Driven By Hyve And Higher Value Segments
Narrative Update: TD SYNNEX Analyst Price Target Shift The consolidated analyst price target for TD SYNNEX edges slightly higher to about $180, with recent updates clustering between $163 and $193 as analysts balance expectations for FY26 billings growth with concerns around hardware budgets and the company’s mix of higher value segments. Analyst Commentary Recent Street research on TD SYNNEX reflects a mix of optimism around growth and execution alongside ongoing questions about hardware demand and valuation risk.ナラティブの更新 • Feb 18
SNX: Future Returns Will Be Driven By Hyve And Higher Value Exposure
The TD SYNNEX analyst price target has edged higher to about $180, with analysts pointing to expected billings growth from distribution and Hyve, balanced against concerns around memory pricing and hardware demand elasticity. Analyst Commentary Recent research views on TD SYNNEX cluster around a similar price range but differ on how much weight to put on billings growth versus hardware related risks.ナラティブの更新 • Feb 04
SNX: Future Returns Will Be Driven By Hyve And Higher Value Mix
Analysts have nudged their average price target for TD SYNNEX slightly higher to about US$180, reflecting a mix of upward revisions toward US$193 and more cautious cuts into the low US$160s as they weigh expected billings growth, exposure to higher value segments, and recent performance in PCs, software, and Hyve. Analyst Commentary Recent research on TD SYNNEX points to a split view, with some firms focusing on potential growth drivers in higher value offerings and Hyve, while others emphasize risks tied to hardware budgets and component pricing.分析記事 • Jan 31
TD SYNNEX Corporation (NYSE:SNX) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year
It's been a good week for TD SYNNEX Corporation ( NYSE:SNX ) shareholders, because the company has just released its...ナラティブの更新 • Jan 19
SNX: Future Returns Will Be Driven By High Value Segments And Cash Generation
The analyst price target for TD SYNNEX has been adjusted slightly higher to about $180, reflecting mixed changes in underlying assumptions along with recent Street research that cites expected billings growth in FY26, the company's exposure to higher value segments, and strong free cash generation. Analyst Commentary Bullish Takeaways Bullish analysts highlight an initiation at a price target of about $180, which they see as supported by expected FY26 billings growth and the mix of higher value segments within the business.ナラティブの更新 • Jan 05
SNX: Future Returns Will Be Driven By Expanding AI And Cloud Services
Narrative Update on TD SYNNEX Analysts have trimmed their price target on TD SYNNEX slightly to approximately 178.27 dollars from about 178.36 dollars. This reflects modestly higher discount rate assumptions, offset by slightly stronger expectations for revenue growth and profit margins.分析記事 • Jan 04
TD SYNNEX (NYSE:SNX) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...ナラティブの更新 • Dec 15
SNX: Future Returns Will Be Driven By Hyve And AI Offerings
Analysts have modestly increased their price target on TD SYNNEX to approximately $178 per share, citing stronger than expected Q3 billings and revenue, robust momentum at Hyve, and improving demand across PCs, software, cloud, and cybersecurity. Analyst Commentary Street research has turned more constructive on TD SYNNEX, with a series of upward price target revisions into the mid to high $170s and low $180s range, reflecting greater confidence in the company’s execution, earnings power, and growth durability.ナラティブの更新 • Nov 30
SNX: Future Returns Will Be Driven By Strength In Cloud And Hyve
TD SYNNEX's analyst price targets have risen notably, with recent increases ranging from $9 to $33 per share. Analysts cite strengthening demand, broad-based earnings outperformance, and optimistic forecasts following robust fiscal Q3 results.ナラティブの更新 • Nov 16
SNX: Future Momentum Will Be Driven By Surging Demand In Key Segments
Analysts have raised their price targets for TD SYNNEX, with most new estimates falling in the $164 to $187 range. This is up from previous targets by as much as $33, citing strong fiscal Q3 results, robust demand in key segments like Hyve and software, and continued operational discipline as primary factors behind the upward revisions.ナラティブの更新 • Nov 02
SNX: Surging Demand and AI Opportunities Will Drive Outperformance This Year
TD SYNNEX's analyst price targets have risen significantly, with multiple firms boosting estimates by $10 to over $30 per share. Analysts cite robust Q3 results, strong demand trends, and continued outperformance in key business segments as primary drivers behind the updates.ナラティブの更新 • Oct 18
Digital Transformation And AI Will Expand Global Infrastructure
TD SYNNEX's analyst price target has been raised by $3.64 to $178.36, as analysts cite stronger-than-expected revenue and ongoing demand momentum. These factors support a more optimistic outlook.ナラティブの更新 • Oct 04
Digital Transformation And AI Will Expand Global Infrastructure
Analysts have raised their price target for TD SYNNEX from approximately $158 to $175 per share. This change is attributed to improved revenue growth, stronger profit margins, and a series of earnings outperformance, all supported by robust demand and operational discipline.ナラティブの更新 • Sep 19
Digital Transformation And AI Will Expand Global Infrastructure
The upward revision in TD SYNNEX’s price target reflects analyst optimism driven by robust enterprise hardware spending, anticipated multi-quarter PC refresh cycles, strong performance in networking and AI infrastructure, and solid earnings execution, resulting in a new consensus price target of $158.27. Analyst Commentary Bullish analysts highlight continued strength in enterprise hardware spending, with value-added reseller checks suggesting in-line to better-than-expected trends and a tactically positive set-up into upcoming earnings.分析記事 • Sep 08
Here's Why We Think TD SYNNEX (NYSE:SNX) Is Well Worth Watching
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...ナラティブの更新 • Aug 27
Digital Transformation And AI Will Expand Global Infrastructure
Analysts have raised their price target for TD SYNNEX to $156.64, citing confidence in the company’s strong position to capitalize on PC refresh demand, AI-driven Hyve growth, robust Endpoint Solutions performance, and improving trends in networking, software, and security. Analyst Commentary Bullish analysts expect TD Synnex to benefit from the ongoing PC refresh cycle and related demand, with further upside anticipated from Windows 11 upgrades.分析記事 • Aug 24
Is There An Opportunity With TD SYNNEX Corporation's (NYSE:SNX) 43% Undervaluation?
Key Insights The projected fair value for TD SYNNEX is US$261 based on 2 Stage Free Cash Flow to Equity TD SYNNEX is...分析記事 • Jul 15
We Think TD SYNNEX (NYSE:SNX) Is Taking Some Risk With Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...株主還元
| SNX | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | -11.9% | -8.6% | 1.4% |
| 1Y | 74.5% | 79.6% | 19.1% |
業界別リターン: SNX過去 1 年間で79.6 % の収益を上げたUS Electronic業界を下回りました。
リターン対市場: SNX過去 1 年間で19.1 % の収益を上げたUS市場を上回りました。
価格変動
| SNX volatility | |
|---|---|
| SNX Average Weekly Movement | 4.8% |
| Electronic Industry Average Movement | 9.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: SNX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SNXの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1980 | 24,000 | Rick Zammit | www.tdsynnex.com |
TD SYNNEX Corporationは、米国、欧州、および世界各国において、情報技術（IT）エコシステム向けのディストリビューターおよびソリューション・アグリゲーターとして事業を展開しています。 同社は、パーソナルコンピューティングデバイスや周辺機器、携帯電話やアクセサリー、プリンター、消耗品などのエンドポイントソリューションに加え、ハイブリッドクラウド、セキュリティ、ストレージ、ネットワーク、サーバー、ソフトウェア、コンバージドおよびハイパーコンバージドインフラストラクチャ、ハイパースケールインフラストラクチャといったデータセンター技術からなる高度なソリューションを提供しています。 また、設計、統合、テスト、および熱試験、消費電力効率試験、バーンイン、品質管理、ロジスティクス支援などの生産段階における付加価値ソリューションも提供しています。 ロジスティクスおよびフィールドサービス、デポ修理および顧客管理サービス、さらに生産性・コラボレーション分野のパブリッククラウドソリューション、IaaS（インフラストラクチャ・アズ・ア・サービス）、PaaS（プラットフォーム・アズ・ア・サービス）、SaaS（ソフトウェア・アズ・ア・サービス）、セキュリティ、モビリティ、AI、その他のハイブリッドソリューションを含むクラウドサービスも提供しています。 さらに、オンラインサービス、ネット決済、第三者リース、フロアプラン・ファイナンス、信用状による融資および手配を含むファイナンス・オプションを提供するほか、再販業者顧客およびそのエンドユーザーへの製品リース、エンドユーザー向けのデバイス・アズ・ア・サービス（DaaS）も提供しています。 さらに、ダイレクトメール、外部メディア広告、再販業者向け製品トレーニング、ターゲットを絞ったテレマーケティングキャンペーン、全国および地域の展示会、業界団体、データベース分析、オンデマンド印刷サービス、ウェブベースのマーケティングからなるマーケティングサービスも提供しています。同社は、付加価値再販業者、法人向け再販業者、政府機関向け再販業者、システムインテグレーター、ダイレクトマーケター、小売業者、マネージドサービスプロバイダーにサービスを提供しています。 同社は、EigenQ, Inc.と戦略的提携を結んでおり、公共部門、防衛、重要インフラ、および企業顧客が、ポスト量子セキュリティへの移行に向けてAMD EPYC™プロセッサ搭載サーバー環境を評価・準備できるよう支援しています。 同社は、以前はSYNNEX Corporationという名称でしたが、2021年9月にTD SYNNEX Corporationに社名を変更しました。TD SYNNEX Corporationは1980年に設立され、カリフォルニア州フリーモントに本社を置いています。
TD SYNNEX Corporation 基礎のまとめ
| SNX 基礎統計学 | |
|---|---|
| 時価総額 | US$20.74b |
| 収益（TTM） | US$1.13b |
| 売上高(TTM) | US$69.77b |
17.2x
PER（株価収益率0.3x
P/SレシオSNX は割高か？
公正価値と評価分析を参照収益と収入
| SNX 損益計算書（TTM） | |
|---|---|
| 収益 | US$69.77b |
| 売上原価 | US$64.85b |
| 売上総利益 | US$4.92b |
| その他の費用 | US$3.79b |
| 収益 | US$1.13b |
直近の収益報告
May 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 14.23 |
| グロス・マージン | 7.05% |
| 純利益率 | 1.62% |
| 有利子負債／自己資本比率 | 52.7% |
SNX の長期的なパフォーマンスは？
過去の実績と比較を見る| TD SYNNEX 配当日 | |
|---|---|
| 配当落ち日 | Jul 17 2026 |
| 配当支払日 | Jul 31 2026 |
| 配当落ちまでの日数 | 14 days |
| 配当支払日までの日数 | 28 days |
SNX 配当は確実ですか？
SNX 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/02 09:58 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/05/31 |
| 年間収益 | 2025/11/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
TD SYNNEX Corporation 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25
| アナリスト | 機関 |
|---|---|
| Timothy Long | Barclays |
| Guy Hardwick | Barclays |
| Dong Wang | Barclays |