B+
Bull case
25%
Probability
Target price
$68.00
Analysis reference price unavailable
Analysis 2026-08-21 · RankAlpha Sentiment Codex
SCSC
ScanSourceANasdaq / Technology Hardware & Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+1Most likely
B
Base case
50%
Probability
Target price
$58.00
Analysis reference price unavailable
Analysis 2026-08-21 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$45.00
Analysis reference price unavailable
Analysis 2026-08-21 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-21
Recent news sentiment (30D)
-22.5
Negative
Company
-
Unavailable
Macro
-21.9
Negative
Pulse
-35.0
Negative
Sentiment proxy
+70.2
Score
AI commentary
News tone is strongly positive after the earnings beat and MicroAge announcement, and the latest live quote was $56.39, up 9.75% from the prior close. The initial reaction appears to price in much of the near-term upside; post-print analyst revisions and options data are unavailable, so confidence should remain moderate rather than speculative.
RankAlpha Sentiment Codex - 2026-08-21
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-21eventStrong FY26 Q4 print and FY27 outlookMedium impact
Q4 net sales rose 17.3% year over year, non-GAAP EPS rose 43.1% to $1.46, and management issued FY27 guidance for 6%-10% sales growth, $158-$165 million adjusted EBITDA, and at least $85 million free cash flow. [#SEC-8K-2026-08-20]
2026-09-30eventMicroAge acquisition closingHigh impact
ScanSource agreed to acquire MicroAge for $220.5 million in cash, with closing expected by September 30, 2026, subject to regulatory and customary conditions. Management expects the deal to add higher-margin capabilities and be accretive to margins, non-GAAP EPS, and free cash flow. [#SEC-8K-2026-08-20]
2027-08-20catalystRecurring revenue and services mix expansionHigh impact
FY26 recurring revenue grew 10.6%, while recurring revenue represented 33.7% of gross profit versus 32.8% the prior year. MicroAge could extend the higher-margin services mix, but execution and integration remain unproven. [#SEC-8K-2026-08-20]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-21 • Updated nightlySource: Internal modelMethodology