How Investors May Respond To TD SYNNEX (SNX) Partnering With Promethean To Expand EdTech Distribution

• In early December 2025, Mynd.ai’s subsidiary Promethean announced a new US distribution agreement with TD SYNNEX, while also expanding its existing partnership with Midwich US to broaden delivery of secure, manageable education and workplace technology solutions.
• This move deepens Promethean’s channel coverage and positions TD SYNNEX as an additional route-to-market that offers resellers greater purchasing flexibility and partner choice.
• We’ll now examine how Promethean’s decision to add TD SYNNEX as a US distribution partner may influence the company’s existing investment narrative.

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TD SYNNEX Investment Narrative Recap

To own TD SYNNEX, you need to believe its role as a global IT distributor and solutions aggregator will keep benefiting from digital transformation and AI adoption, despite relatively low margins and macro sensitivity. Promethean’s new US distribution agreement modestly reinforces the near term catalyst of higher value software and solutions growth, but it does not materially change the key risk that hardware volumes and margins could soften if demand normalizes after earlier pull forward.

The recent launch of the PartnerFirst Digital Bridge AI Assistant for resellers in North America is particularly relevant here, as it shows TD SYNNEX leaning into tools that make its vast catalog easier to buy and manage. If this kind of digital enablement gains traction alongside new vendor relationships such as Promethean, it could support the thesis that services and software oriented offerings gradually become a larger and more resilient part of the business mix.

Yet, behind this expanding partner ecosystem, investors still need to be aware of how exposed TD SYNNEX remains to...

Read the full narrative on TD SYNNEX (it's free!)

TD SYNNEX's narrative projects $66.8 billion revenue and $914.7 million earnings by 2028.

Uncover how TD SYNNEX's forecasts yield a $178.36 fair value, a 16% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community currently estimate TD SYNNEX’s fair value between US$159.58 and US$314.04, underlining how far views can diverge. Set against this wide range, the ongoing risk that demand was pulled forward in earlier quarters invites you to weigh how different growth paths could affect the company’s future earnings power.

Explore 4 other fair value estimates on TD SYNNEX - why the stock might be worth just $159.58!

Build Your Own TD SYNNEX Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your TD SYNNEX research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free TD SYNNEX research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate TD SYNNEX's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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