SNX

Over the past six months, TD SYNNEX's stock (SNX) saw a 1-year change of +78.1% and a 5-year change of +129.3% as of September 17, 2026, with its largest daily move being a +10.4% close on April 1, 2026. Recent events include strong Q2 Fiscal 2026 earnings reported on June 25, 2026, with revenue of $19.57 billion, up 31% year-over-year and exceeding estimates, driven by AI-related infrastructure demand, leading to a stock surge. Analysts subsequently upgraded the stock and raised price targets, with Barrington Research upping its target to $325.00, JPMorgan Chase & Co. upgrading to 'overweight' with a $298.00 target, and UBS maintaining a Buy rating with a $352 target. Optimism around its Hyve Solutions AI business and increasing AI-driven demand has been a recurring theme, contributing to stock surges, further highlighted by Hyve Solutions expanding its manufacturing footprint in Reno and North Las Vegas in August 2026. A strategic collaboration with Hammerhead AI to bring AI-ready power capacity to market was announced in September 2026, reinforcing its push into AI infrastructure distribution. Despite positive company-specific news, TD SYNNEX shares declined in mid-September 2026 due to a broader technology-sector sell-off, triggered by concerns about AI infrastructure spending sustainability, rising Treasury yields, and a tech-sector sell-off. The company reported Q3 Fiscal 2026 results on September 24, 2026, topping revenue expectations with sales up 37.7% year-on-year and providing optimistic revenue guidance. Insider transactions in the past 12 months show collective sales of US$16 million more than purchases, with several individual insiders selling shares between February and July 2026.