TD SYNNEX (SNX) 주식 개요
TD SYNNEX Corporation은 미국, 유럽 및 전 세계에서 정보 기술(IT) 생태계를 위한 유통업체 및 솔루션 애그리게이터로 활동하고 있습니다. 자세히 보기
SNX Community Fair Values
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Analyst Price Targets
TD SYNNEX Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$227.88 |
| 52주 최고가 | US$242.49 |
| 52주 최저가 | US$118.35 |
| 베타 | 1.4 |
| 1개월 변동 | 6.33% |
| 3개월 변동 | 42.55% |
| 1년 변동 | 83.24% |
| 3년 변동 | 150.47% |
| 5년 변동 | 79.84% |
| IPO 이후 변동 | 1,504.79% |
최근 뉴스 및 업데이트
새로운 내러티브 • 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?
내러티브 업데이트 • 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.Recent updates
새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.Seeking Alpha • Apr 02
TD Synnex: I See More Upside As Hyve Continues To Deliver
Summary TD SYNNEX Corporation remains a resilient tech distributor, showing strong Q1 2026 results with 18% YoY revenue growth and 69% YoY non-GAAP EPS growth. Hyve's 95% YoY gross billings growth, driven by hyperscaler AI demand, adds strategic upside but exposes SNX to customer concentration risk. Distribution margins improved to 2.0%, aided by timely inventory management and higher average selling prices amid memory component shortages. SNX trades below sector valuation norms; balance sheet strength and dividend growth offer downside support despite modest long-term growth projections. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • Jun 21
What Is TD SYNNEX Corporation's (NYSE:SNX) Share Price Doing?
Today we're going to take a look at the well-established TD SYNNEX Corporation ( NYSE:SNX ). The company's stock led...Seeking Alpha • Mar 30
TD Synnex: Cheap, But Non-Convincing
Summary TD Synnex's shares are cheap, but poor cash flow and soft execution prevent me from buying the dip despite the low valuation. The company's reliance on M&A has driven growth, but recent sales have been flat, and margins are thin. First quarter results showed negative free cash flow and higher net debt, overshadowing modest revenue growth and raising concerns about execution. I am taking a wait-and-see approach due to mixed execution and lack of convincing growth, despite the tempting low valuation. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
TD Synnex Corp: All Steam Ahead For FY 2025
Summary I maintain a buy rating for TD Synnex Corp. due to improving demand momentum and a positive growth outlook for FY25. SNX's 4Q24 earnings showed a 10% y/y revenue increase, driven by advanced solutions and endpoint solutions, with stable profitability and positive FY25 guidance. The recovery in enterprise IT spending and strong momentum in cloud, cybersecurity, and software solutions are critical growth drivers for SNX. Read the full article on Seeking Alpha주주 수익률
| SNX | US Electronic | US 시장 | |
|---|---|---|---|
| 7D | -3.9% | -5.5% | -0.7% |
| 1Y | 83.2% | 85.5% | 24.4% |
수익률 대 산업: SNX은 지난 1년 동안 89.3%의 수익을 기록한 US Electronic 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: SNX은 지난 1년 동안 24.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| SNX volatility | |
|---|---|
| SNX Average Weekly Movement | 4.9% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: SNX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: SNX의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1980 | 24,000 | Rick Zammit | www.tdsynnex.com/na/us |
TD SYNNEX Corporation은 미국, 유럽 및 전 세계에서 정보 기술(IT) 생태계를 위한 유통업체 및 솔루션 애그리게이터로 운영되고 있습니다. 개인 컴퓨팅 장치 및 주변기기, 휴대폰 및 액세서리, 프린터, 소모품 등의 엔드포인트 솔루션과 하이브리드 클라우드, 보안, 스토리지, 네트워킹, 서버, 소프트웨어, 컨버지드 및 하이퍼 컨버지드 인프라, 하이퍼스케일 인프라 등의 데이터 센터 기술로 구성된 고급 솔루션을 제공합니다. 또한 열 테스트, 전력 소비 효율 테스트, 번인, 품질 및 물류 지원과 같은 설계, 통합, 테스트 및 기타 생산 부가가치 솔루션, 물류 및 현장 서비스, 창고 수리 및 고객 관리 서비스, 생산성 및 협업, 서비스형 인프라, 서비스형 플랫폼, 서비스형 소프트웨어, 보안, 모빌리티, AI 및 기타 하이브리드 솔루션의 퍼블릭 클라우드 솔루션을 포함한 클라우드 서비스도 제공합니다.
TD SYNNEX Corporation 기초 지표 요약
| SNX 기초 통계 | |
|---|---|
| 시가총액 | US$18.51b |
| 순이익 (TTM) | US$979.54m |
| 매출 (TTM) | US$65.14b |
18.7x
주가수익비율(P/E)0.3x
주가매출비율(P/S)SNX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SNX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$65.14b |
| 매출원가 | US$60.51b |
| 총이익 | US$4.62b |
| 기타 비용 | US$3.64b |
| 순이익 | US$979.54m |
최근 보고된 실적
Feb 28, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 12.18 |
| 총이익률 | 7.10% |
| 순이익률 | 1.50% |
| 부채/자본 비율 | 53.8% |
SNX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.8%
현재 배당 수익률15%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/18 03:05 |
| 종가 | 2026/05/18 00:00 |
| 수익 | 2026/02/28 |
| 연간 수익 | 2025/11/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
TD SYNNEX Corporation는 24명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Timothy Long | Barclays |
| Dong Wang | Barclays |
| Vincent Colicchio | Barrington Research Associates, Inc. |