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 $エスティ ローダー A(EL.US)$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. $オールステート(ALL.US)$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.
$TD シネックス(SNX.US)$$Z スケーラー(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."
TD シネックスに関するコメント
Gapping up
$エスティ ローダー A(EL.US)$ 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.
$オールステート(ALL.US)$ 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
1. $コリア・エレクトリック・パワー(KEP.US)$ - up 3.7%
2. $ユニティソフトウェア(U.US)$ - up 2.9%
3. $ネットイーズ(NTES.US)$ - up 1.7%
4. $バンコ・サンタンデール(SAN.US)$ - up 1.5%
5. $ケラノヴァ(K.US)$ - up 1.5%
6. $サイア(SAIA.US)$ - up 0.9%
7. $プルデンシャル(PUK.US)$ - up 0.9%
8. $ロジテック・インターナショナル(LOGI.US)$ - up 0...
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• $CDW(CDW.US)$: Stifel Upgrades to Buy from Hold - PT $210 (from $200)
• $コルテバ(CTVA.US)$ : Loop Capital Upgrades to Buy from Hold - PT $69
• $コアシビック(CXW.US)$ : Wedbush Upgrades to Outperform from Neutral - PT $17 (from $10.85)
• $デルタ エアー ラインズ(DAL.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $60 (from $42)
• $エイチ ビー フラー(FUL.US)$ : Baird Upgrades to Outperform from Neutral - PT $85
• $ハンチントン インゴールズ インダストリーズ(HII.US)$ : 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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