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gurufocus.comSEP 281 min read$TDY

TD Synnex (TDY) Target Price Raised to $359 by Morgan Stanley

Morgan Stanley raised TD Synnex's (TDY) target price to $359 from $334, citing strong Q3 performance and robust demand for enterprise AI hardware. The stock is rated 'overweight' but is deemed 11.2% overvalued by GuruFocus, with a GF Score of 94/100. Insiders sold $4.7M in shares recently.

Original reporting
gurufocus.com
Published Sep 28, 2026, 7:31 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 28, 2026, 8:58 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefFinancial news
Primary signal
$TDY
Bullish
high confidence
Mentioned
$TDY · $SNX
Relevance
7/10
AlphAI data visualization · based on gurufocus.com
Decision brief

The 30-second read

$TDYBullishMed
01

Why it matters

The upgrade reinforces a bullish outlook but valuation appears stretched.

02

Market read

Analyst upgrade may drive short-term buying interest in TDY.

03

What to watch

High valuation multiples relative to peers may limit price appreciation.

Relevance 7/10Novelty 7/10Timing: same-day release

Background

TD Synnex reported Q3 results that beat expectations and raised Q4 guidance, prompting Morgan Stanley to increase its target price.

Company-level read

Ticker impact

$TDYBullishHigh confidence
Context

Morgan Stanley raised its price target for TD Synnex to $359 and kept an overweight rating, citing strong Q3 results and upbeat Q4 guidance.

Expected impact

likely upward pressure as investors price in the higher target and strong guidance.

Evidence & confidence

Analyst upgrade with a concrete new target is a fresh catalyst that can move the stock in the short term.

Market effects

Sector

Positive signal for enterprise hardware distribution sector.

Regional

U.S. technology stocks may see modest lift.

Global

Limited to investors tracking hardware distribution firms.

Counterpoint

What could challenge this read

Overvaluation concerns and insider selling could temper upside.

Key entities

  • Analyst
    Morgan Stanley

    Raised TDY target price to $359 and kept overweight rating.

Read at source← All news

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