TD SYNNEX's high beta suggests potential future buying opportunity. Current share price, trading around industry multiples, seems to factor in optimistic future growth.
Morning Movers Gapping up $雅詩蘭黛(EL.US)$Shares soared over 3% following an upgrade to buy from neutral by Bank of America, which referenced the company's profitability recovery efforts, new products, and growing market share in the prestige beauty sector. $好事達(ALL.US)$The insurance stock climbed 0.9% after HSBC raised its rating to buy from hold, with analyst Vikram Gandhi commending the company's "decisive management...
TD SYNNEX's earnings potential is considered to be at least as good as it seems, and possibly even better, despite the impact of unusual items. The improvement in EPS over the last three years is a positive sign.
TD SYNNEX's revenue growth is expected to slow, with the forecast 2.1% annualised growth rate until the end of 2024 being well below the historical 29% p.a. growth over the last five years and the industry's expected revenue growth of 5.2% annually.
Insider selling at TD SYNNEX is seen as a negative sign, implying a lower price is reasonable. High insider ownership could suggest the company operates in all shareholders' interest. The absence of insider buying in the past year and recent selling calls for caution.
Insiders at TD SYNNEX possibly consider shares overvalued, given recent sell-offs. Despite no insider purchases, the company's profitability and growth ease some concern, though insider selling poses a worry.
Gainers: •$Kezar Life Sciences(KZR.US)$+92% (announces positive top line results from the MISSION Phase 2 trial) •$Sutro Biopharma(STRO.US)$+24.5% (Sutro Biopharma and Astellas to collaborate to advance novel immunostimulatory antibody-drug conjugates) •$Ceragon(CRNT.US)$+17.7% (AVNW to acquire all shares of CRNT that it does not already own for $2.80/sh) •$攜程網(TCOM.US)$+15.6% (In reaction to earnings/guidance) •$Apyx Medical(APYX.US)$+8% (anno...
Upgrades •$CDW Corp(CDW.US)$: Stifel Upgrades to Buy from Hold - PT $210 (from $200) •$Corteva(CTVA.US)$: Loop Capital Upgrades to Buy from Hold - PT $69 •$美國懲教公司(CXW.US)$: Wedbush Upgrades to Outperform from Neutral - PT $17 (from $10.85) •$達美航空(DAL.US)$: Barclays Upgrades to Overweight from Equalweight - PT $60 (from $42) •$富樂(FUL.US)$: Baird Upgrades to Outperform from Neutral - PT $85 •$亨廷頓英格爾斯工業(HII.US)$: Cowen U...
$新聚思(SNX.US)$$Zscaler(ZS.US)$TD SYNNEX has established a partnership with Zscaler, enabling partners to directly purchase security solutions and services that are part of the Zscaler Zero Trust Exchange platform from TD SYNNEX. "Introducing Zscaler's leading security platform, Zscaler Zero Trust Exchange, into TD SYNNEX's portfolio is a natural choice." Todd Meister, Senior Vice President of Zscaler Global Partners and Alliances, said: "Our cloud computing architecture can exist independently or supplement any number of security solutions. TD SYNNEX's scale, influence, and technical expertise expand our channel partnership. Ideal choice."
新聚思股票討論區
Gapping up
$雅詩蘭黛(EL.US)$ Shares soared over 3% following an upgrade to buy from neutral by Bank of America, which referenced the company's profitability recovery efforts, new products, and growing market share in the prestige beauty sector.
$好事達(ALL.US)$ The insurance stock climbed 0.9% after HSBC raised its rating to buy from hold, with analyst Vikram Gandhi commending the company's "decisive management...
Gap Ups
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• $Kezar Life Sciences(KZR.US)$ +92% (announces positive top line results from the MISSION Phase 2 trial)
• $Sutro Biopharma(STRO.US)$ +24.5% (Sutro Biopharma and Astellas to collaborate to advance novel immunostimulatory antibody-drug conjugates)
• $Ceragon(CRNT.US)$ +17.7% (AVNW to acquire all shares of CRNT that it does not already own for $2.80/sh)
• $攜程網(TCOM.US)$ +15.6% (In reaction to earnings/guidance)
• $Apyx Medical(APYX.US)$ +8% (anno...
• $CDW Corp(CDW.US)$: Stifel Upgrades to Buy from Hold - PT $210 (from $200)
• $Corteva(CTVA.US)$ : Loop Capital Upgrades to Buy from Hold - PT $69
• $美國懲教公司(CXW.US)$ : Wedbush Upgrades to Outperform from Neutral - PT $17 (from $10.85)
• $達美航空(DAL.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $60 (from $42)
• $富樂(FUL.US)$ : Baird Upgrades to Outperform from Neutral - PT $85
• $亨廷頓英格爾斯工業(HII.US)$ : Cowen U...
"Introducing Zscaler's leading security platform, Zscaler Zero Trust Exchange, into TD SYNNEX's portfolio is a natural choice."
Todd Meister, Senior Vice President of Zscaler Global Partners and Alliances, said: "Our cloud computing architecture can exist independently or supplement any number of security solutions. TD SYNNEX's scale, influence, and technical expertise expand our channel partnership. Ideal choice."
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