B+
Bull case
25%
Probability
Target price
$315.00
Analysis reference price unavailable
Analysis 2026-07-14 · RankAlpha Sentiment Codex
SNX
TD SYNNEXCNYSE / Technology Hardware & Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
55%
Probability
Target price
$270.00
Analysis reference price unavailable
Analysis 2026-07-14 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$215.00
Analysis reference price unavailable
Analysis 2026-07-14 · 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 2026-07-14
Recent news sentiment (30D)
-21.8
Negative
Company
-
Unavailable
Macro
-21.8
Negative
Pulse
-
Unavailable
Weekly research (10D)
+50.0
Positive
Sentiment proxy
+69.3
Score
AI commentary
News tone is positive following record fiscal Q2 results, above-outlook performance, Q3 guidance, and capital-return announcements. Social context and analyst-revision detail are unavailable, so the positive tone should be treated as supportive but not decisive; the memo remains a monitoring-style positive view until Q3 execution is confirmed.
RankAlpha Sentiment Codex - 2026-07-14
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-31eventCapital returns continueMedium impact
TD SYNNEX returned $151 million to stockholders in Q2 through repurchases and dividends, and declared a $0.48 quarterly dividend payable July 31, 2026 [#SEC-8K-2026-06-25].
2026-10-12catalystQ3 outlook follow-throughHigh impact
Fiscal Q2 revenue reached $19.6 billion, up 31.0% year over year, and non-GAAP EPS reached $4.85, both significantly above the high end of management's prior outlook. Q3 guidance calls for $18.2-$19.0 billion of revenue and $4.25-$4.75 of non-GAAP EPS; confirmation would support durability, while a miss would expose normalization risk [#SEC-8K-2026-06-25].
2027-07-14catalystSustained Distribution and Hyve executionHigh impact
Management reported broad-based strength across Distribution and Hyve, with Q2 operating income and non-GAAP EPS growth materially exceeding revenue growth. Sustained execution into the second half of fiscal 2026 could support continued earnings compounding [#SEC-8K-2026-06-25].
Recommendation
N/A
No formal recommendation provided.
As of 2026-07-14 • Updated nightlySource: Internal modelMethodology