TD Synnex stock target increased, buy rating held on revenue growth

EditorNatashya Angelica
Published 01/13/2025, 10:04 AM
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Monday saw BofA Securities increase the price target for TD Synnex (NYSE:SNX) shares to $150, up from the previous $135, while keeping a Buy rating on the stock. The company's stock, currently trading at $133.45, has shown remarkable momentum with a 13.28% gain in the past week, approaching its 52-week high of $134.48. The firm's analysts pointed to the company's belief that the IT market has returned to growth and anticipate a continued improvement in the IT spending environment throughout the year.

In the fourth fiscal quarter, TD Synnex reported gross billings that exceeded the mid-point of their guidance. The company, with a market capitalization of $11.19 billion, achieved revenues of $58.45 billion in the last twelve months. Moreover, the company's revenue growth surpassed their guidance, indicating a stronger performance than expected. According to InvestingPro, the company maintains a GREAT financial health score, suggesting robust operational performance.

The positive adjustment in TD Synnex's price target reflects the company's recent financial outcomes and its optimistic outlook for the IT sector. TD Synnex's performance in the fourth fiscal quarter suggests that the company is navigating the market effectively, with revenue growth indicating robust demand for its services.

The maintained Buy rating by BofA Securities signals confidence in TD Synnex's potential for future growth. The analyst's commentary underscores the company's strong position in the market as it benefits from the general uptrend in IT spending.

Investors and market watchers will likely keep a close eye on TD Synnex's stock following this updated price target and the maintained Buy rating, as it represents a positive perspective on the company's financial health and market trajectory.

The stock currently trades at a P/E ratio of 16.85 and offers a dividend yield of 1.31%. InvestingPro analysis suggests the stock is currently undervalued, with additional insights available in the comprehensive Pro Research Report, one of 1,400+ detailed company analyses available to subscribers.

In other recent news, TD Synnex has been making significant strides in the financial sector with its Q4 performance. The company outperformed Q4 estimates, reporting an adjusted earnings per share of $3.09, which surpassed the consensus estimate of $3.06.

Furthermore, TD Synnex reported revenue of $15.84 billion, beating analysts' projections of $15.25 billion. This success was primarily attributed to a 10% YoY rise in Q4 revenue, driven by growth in both its Advanced Solutions and Endpoint Solutions portfolios.

Analysts from Loop Capital and Raymond (NS:RYMD) James have maintained positive ratings on TD Synnex, with Raymond James analyst Adam Tindle raising the price target to $150. Looking forward, TD Synnex expects Q1 revenue to fall between $14.4 billion and $15.2 billion, compared to the $14.76 billion consensus.

The company also forecasted Q1 adjusted EPS of $2.65 to $3.15, versus analyst estimates of $2.95. Amid these developments, TD Synnex continues to demonstrate strong financial health, keeping investors interested in its future performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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