TD SYNNEX Corporation

NYSE:SNX 주식 리포트

시가총액: US$18.3b

TD SYNNEX 향후 성장

Future 기준 점검 1/6

TD SYNNEX (는) 각각 연간 5.7% 및 5.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.2% 로 예상됩니다.

핵심 정보

5.7%

이익 성장률

8.46%

EPS 성장률

Electronic 이익 성장23.2%
매출 성장률5.1%
향후 자기자본이익률15.19%
애널리스트 커버리지

Good

마지막 업데이트02 May 2026

최근 향후 성장 업데이트

TD SYNNEX Corporation (NYSE:SNX) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Jan 31
TD SYNNEX Corporation (NYSE:SNX) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Recent updates

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?

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.

TD Synnex: I See More Upside As Hyve Continues To Deliver

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.

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.

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.

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.

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.

TD SYNNEX Corporation (NYSE:SNX) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Jan 31
TD SYNNEX Corporation (NYSE:SNX) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

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.

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.

TD SYNNEX (NYSE:SNX) Has A Somewhat Strained Balance Sheet

Jan 04
TD SYNNEX (NYSE:SNX) Has A Somewhat Strained Balance Sheet

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.

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.

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.

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.

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.

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.

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.

Here's Why We Think TD SYNNEX (NYSE:SNX) Is Well Worth Watching

Sep 08
Here's Why We Think TD SYNNEX (NYSE:SNX) Is Well Worth Watching

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.

Is There An Opportunity With TD SYNNEX Corporation's (NYSE:SNX) 43% Undervaluation?

Aug 24
Is There An Opportunity With TD SYNNEX Corporation's (NYSE:SNX) 43% Undervaluation?

We Think TD SYNNEX (NYSE:SNX) Is Taking Some Risk With Its Debt

Jul 15
We Think TD SYNNEX (NYSE:SNX) Is Taking Some Risk With Its Debt

What Is TD SYNNEX Corporation's (NYSE:SNX) Share Price Doing?

Jun 21
What Is TD SYNNEX Corporation's (NYSE:SNX) Share Price Doing?

TD Synnex: Cheap, But Non-Convincing

Mar 30

TD Synnex Corp: All Steam Ahead For FY 2025

Jan 14

이익 및 매출 성장 예측

NYSE:SNX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
11/30/202875,009N/A1,494N/A4
11/30/202771,5341,0831,3781,52410
11/30/202668,0111,0301,0791,06510
2/28/202665,1389801,2501,384N/A
11/30/202562,5088201,3891,532N/A
8/31/202560,974769480633N/A
5/31/202560,007721605773N/A
2/28/202559,009680-9185N/A
11/30/202458,4526831,0431,218N/A
8/31/202457,015676698866N/A
5/31/202456,2916379111,073N/A
2/29/202456,4056271,7411,895N/A
11/30/202357,5556221,2571,407N/A
8/31/202359,3966561,3531,499N/A
5/31/202360,792665701840N/A
2/28/202361,9996811,0391,168N/A
11/30/202262,344647-167-50N/A
8/31/202261,70754690209N/A
5/31/202251,558492129221N/A
2/28/202242,145436-611-536N/A
11/30/202131,614391755810N/A
8/31/202122,122400451536N/A
5/31/202122,221391790912N/A
2/28/202120,8353491,6511,801N/A
11/30/202019,9773291,6361,834N/A
8/31/202020,4403751,7231,895N/A
5/31/202021,3374131,6621,824N/A
2/29/202022,589477606766N/A
11/30/201919,070358N/A550N/A
8/31/201922,720436N/A344N/A
5/31/201921,339380N/A-9N/A
2/28/201920,524360N/A-52N/A
11/30/201819,768297N/A101N/A
8/31/201819,536273N/A217N/A
5/31/201818,990281N/A385N/A
2/28/201818,018261N/A357N/A
11/30/201716,771297N/A177N/A
8/31/201715,621293N/A-29N/A
5/31/201715,014276N/A-105N/A
2/28/201714,457248N/A-4N/A
11/30/201614,062233N/A325N/A
8/31/201613,725210N/A360N/A
5/31/201613,387199N/A592N/A
2/29/201613,262206N/A579N/A
11/30/201513,338206N/A641N/A
8/31/201513,613201N/A569N/A
5/31/201513,815198N/A301N/A

애널리스트 향후 성장 전망

수입 대 저축률: SNX 의 연간 예상 수익 증가율(5.7%)이 saving rate(3.4%)보다 높습니다.

수익 vs 시장: SNX 의 연간 수익(5.7%)이 US 시장(16%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: SNX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SNX 의 수익(연간 5.1%)이 US 시장(연간 11.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: SNX 의 수익(연간 5.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SNX의 자본 수익률은 3년 후 15.2%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 20:09
종가2026/05/01 00:00
수익2026/02/28
연간 수익2025/11/30

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

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.

분석가기관
Timothy LongBarclays
Dong WangBarclays
Vincent ColicchioBarrington Research Associates, Inc.