B+
Bull case
0%
Probability
Target price
$52.00
+5.4% vs current
SCSC
ScanSourceANasdaq / Technology Hardware & Equipment
Last Price
At close
2026-06-16
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+1Most likely
B
Base case
0%
Probability
Target price
$48.00
-2.7% vs current
B-
Bear case
0%
Probability
Target price
$39.00
-21.0% vs current
AI sentiment snapshot
Latest data as of 2026-05-08
Recent news sentiment (30D)
+3.3
Mixed
Company
-
Unavailable
Macro
+4.4
Mixed
Pulse
-6.4
Negative
Sentiment proxy
+42.8
Score
AI commentary
This is a May 8, 2026 T+1 earnings follow-up with strong primary-source confirmation through the May 7 8-K and 10-Q. Headline tone is modestly positive because the company posted growth, reaffirmed core FY26 outlook, and raised free-cash-flow guidance, but reaction evidence is still thin and mixed on day one, with limited visible analyst target or estimate revisions. Given low coverage and loose peer context, the setup still fits a cautious monitoring-style positive memo rather than a strong rerating thesis.
RankAlpha Sentiment Codex - 2026-05-08
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-08catalystQ3 FY26 beat/reaffirm-plus-raise print confirmed in company filing [#8-K-2026-05-07]Medium impact
The May 7, 2026 earnings release attached to the 8-K showed Q3 net sales up 8.8% to $766.8 million, non-GAAP EPS up to $0.94, reaffirmed FY26 net sales and adjusted EBITDA outlook, and raised free-cash-flow outlook to at least $90 million. That combination supports a near-term positive read-through, though margin compression tempers the signal.
2026-06-30catalystWorking-capital and balance-sheet execution can sustain cash-return support [#10-Q-2026-05-07]High impact
The 10-Q showed net investment in working capital down $52.3 million versus June 30, 2025, operating cash flow of $125.4 million for the first nine months, cash of $120.3 million versus total debt of $102.0 million, and $71.4 million of share repurchases year-to-date. If this cash conversion holds, the stock can keep benefiting from buyback and free-cash-flow support despite modest growth.
2026-08-20eventSegment mix remains the key follow-through check after earnings [#8-K-2026-05-07]Medium impact
Specialty Technology Solutions grew 9.2% in Q3 and management cited growth across most North American technologies, but Intelisys & Advisory sales fell 1.5% primarily from lower Resourcive sales. The next update needs to show that core distribution strength is not being offset by persistent advisory softness or further margin pressure.
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-08 • Updated nightlySource: Internal modelMethodology