<div id="readability-page-1"><div><p>TD SYNNEX (SNX) just rolled out its AI Game Plan workshop under the Destination AI framework, giving partners a structured way to turn AI ideas into concrete 90 day execution roadmaps that could deepen customer relationships.</p> <p>See our latest analysis for TD SYNNEX.</p> <p>The launch of AI Game Plan lands as TD SYNNEX trades around $154.13, with a roughly 32% year to date share price return and a near 99% five year total shareholder return, signalling that momentum has been building over the longer term.</p> <p>If AI enablement is on your radar, this is also a good moment to scout other potential winners among high growth tech and AI stocks and see how they stack up.</p> <p>With shares still trading at a discount to analyst targets despite strong multi year returns and solid earnings growth, investors now face a familiar dilemma: is TD SYNNEX still attractive, or has potential AI upside been fully priced in?</p> <h2>Most Popular Narrative: 13.6% Undervalued</h2> <p>With the most followed narrative putting fair value around $178.36 against a $154.13 close, the gap suggests upside if execution and demand hold.</p> <p><em>The continued enterprise wide digital transformation and AI adoption, highlighted by double digit growth in software (especially in cloud, cybersecurity, virtualization, and infrastructure software), is extending TD SYNNEX's addressable market and generating higher recurring revenue streams likely to drive consistent revenue and margin expansion. Ongoing data center build outs and the proliferation of hybrid/cloud IT infrastructure, as evidenced by high growth in the Advanced Solutions and Hyve businesses, are increasing demand for complex integration and lifecycle services which support improved net margins via higher value offerings.</em></p> <p>Read the complete narrative.</p> <p>Curious how modest revenue growth, gently rising margins, and a lower future earnings multiple can still support a richer price tag than today? The full narrative unpacks the specific earnings path, the planned share count reduction, and the discount rate that ties it all together. If you want to see exactly how these levers combine to justify that higher fair value, you will need to dig into the details yourself.</p> <p><strong>Result: Fair Value of $178.36 (UNDERVALUED)</strong></p> <p>Have a read of the narrative in full and understand what's behind the forecasts.</p> <p>However, softer post-pull-forward demand or ongoing margin pressure from mix, FX, and as-a-service shifts could quickly challenge that upside thesis.</p> <p>Find out about the key risks to this TD SYNNEX narrative.</p> <h2> Build Your Own TD SYNNEX Narrative</h2> <p>If you see things differently or want to dive into the numbers yourself, you can quickly build a personalized view in under three minutes: Do it your way</p> <p>A great starting point for your TD SYNNEX research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.</p> <h2>Looking for your next investment move?</h2> <p>Do not stop at a single opportunity. Use the Simply Wall Street Screener to explore high conviction ideas before the market fully wakes up to them.</p> <ul> <li>Capitalize on mispriced quality by targeting companies that look cheap on future cash flows using these 914 undervalued stocks based on cash flows aligned with a disciplined value strategy.</li> <li>Position yourself at the forefront of intelligent automation by reviewing these 24 AI penny stocks shaping software, infrastructure, and services.</li> <li>Strengthen your income stream by scanning these 12 dividend stocks with yields &gt; 3% that can potentially support returns even when markets turn volatile.</li> </ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

<p>TD SYNNEX has launched its AI Game Plan workshop, part of the Destination AI framework, to help partners create 90-day AI execution roadmaps. The company's stock is trading at $154.13, with a 32% year-to-date return and a 99% five-year return. Despite strong returns, shares are undervalued with a fair value of $178.36. The company's growth in software and IT infrastructure is expanding its market and revenue streams. However, potential risks include demand fluctuations and margin pressures.</p>

A look at TD SYNNEX’s valuation as it launches its new AI Game Plan workshop for partners