B+
Bull case
30%
Probability
Target price
$73.00
Analysis reference price unavailable
Analysis 2026-10-20 · RankAlpha Sentiment Codex
SCSC
ScanSourceANasdaq / Technology Hardware & Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$64.50
Analysis reference price unavailable
Analysis 2026-10-20 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$47.00
Analysis reference price unavailable
Analysis 2026-10-20 · 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 2026-10-20
Recent news sentiment (30D)
+7.1
Positive
Company
-30.0
Negative
Macro
+8.5
Positive
Pulse
-
Unavailable
Weekly research (10D)
-42.0
Negative
Sentiment proxy
+62.0
Score
AI commentary
The company-reported Q4 growth and completed acquisition support a constructive tone, but the available post-print analyst-revision evidence is insufficient. The $59.28 anchor is above the $58.71 price cited in an October 1 secondary article; that comparison is not a verified earnings-day reaction. Social, options, short-interest and employee measures were unavailable, so their zero entries are placeholders rather than neutral readings.
RankAlpha Sentiment Codex - 2026-10-20
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2027-06-30eventMicroAge integration and revised outlookHigh impact
The September 1 MicroAge closing added solutions and services capabilities, but required approximately $225 million of revolving-credit borrowing. Evidence of acquired contribution, margins and cash conversion—not merely the closing—will determine whether the deal adds value. [#8-K-2026-09-02] SEC closing filing
2027-06-30catalystFY27 organic growth outlookMedium impact
ScanSource guided to 6%–10% FY27 sales growth, $158 million–$165 million adjusted EBITDA and at least $85 million free cash flow, explicitly excluding MicroAge. Sustained hardware demand would support the outlook, but delivery remains unproven. [#SEC-8K-2026-08-20] SEC earnings exhibit
2027-06-30catalystHardware growth versus gross-margin pressureMedium impact
Q4 FY26 sales rose 17.3% and GAAP diluted EPS rose to $1.24, while gross margin fell to 12.6% from 12.9%. Continued volume growth without further margin erosion would strengthen the earnings case. [#SEC-8K-2026-08-20] SEC earnings exhibit
Recommendation
N/A
No formal recommendation provided.
As of 2026-10-20 • Updated nightlySource: Internal modelMethodology