Will Cybersecurity Partnership and Inclusion Honors Change TD SYNNEX's (SNX) Narrative?

Simply Wall St
  • TD SYNNEX recently announced a global distribution partnership with Aryaka for Unified SASE as a Service and received 'Best Place to Work for Disability Inclusion' honors in both the US and Europe, highlighting organizational growth and reputation.
  • This combination of a new cybersecurity offering and external recognition for inclusive workplace practices is seen as strengthening the company’s profile among enterprise clients and investors.
  • We'll now explore how this expansion of TD SYNNEX's cybersecurity offerings could reshape the company's broader investment narrative.

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TD SYNNEX Investment Narrative Recap

To own TD SYNNEX, investors need conviction in the company’s ability to expand its reach and recurring revenue through IT integration, cybersecurity solutions, and digital transformation trends. The new Aryaka partnership broadens TD SYNNEX’s cybersecurity portfolio, supporting demand from enterprise clients, but does not fully offset macroeconomic risks, particularly the potential for supply chain volatility and customer demand normalization in upcoming quarters.

Among recent updates, the expanded partnership with Cloudflare stands out for its alignment with the current catalyst: growing enterprise demand for robust managed security services as AI and cloud adoption accelerate. This complements the Aryaka news, reinforcing cybersecurity as a key pillar for TD SYNNEX’s pursuit of higher-margin growth opportunities.

Yet, amid growing excitement around new offerings, investors should also watch for signs that demand could soften as prior period purchases normalize and...

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

TD SYNNEX's narrative projects $67.1 billion revenue and $1.1 billion earnings by 2028. This requires 3.8% yearly revenue growth and a $380.7 million earnings increase from $719.3 million today.

Uncover how TD SYNNEX's forecasts yield a $152.17 fair value, a 6% upside to its current price.

Exploring Other Perspectives

SNX Community Fair Values as at Jul 2025

Five Simply Wall St Community fair value estimates for TD SYNNEX range widely from US$106.16 to US$314.04 per share. With some participants calling out recurring margin pressures, be sure to compare several viewpoints before making any decisions.

Explore 5 other fair value estimates on TD SYNNEX - why the stock might be worth over 2x more than the current price!

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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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