The GTDC, CONTEXT and IDC Forge Unprecedented Global Alliance to Deliver Technology Sales Data
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 06 2025
0mins
Should l Buy SNX?
Source: Newsfilter
Collaboration Announcement: IDC, GTDC, and CONTEXT are partnering to create a unique global data source for technology sales-through insights across Asia Pacific, North America, Europe, and the Middle East, providing vendors and distributors with comprehensive market trends.
Impact on Market Operations: This partnership is expected to enhance precision and efficiency in global business operations for vendors, as it combines the strengths of each organization to deliver reliable and actionable market intelligence.
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Analyst Views on SNX
Wall Street analysts forecast SNX stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 157.410
Low
163.00
Averages
178.33
High
193.00
Current: 157.410
Low
163.00
Averages
178.33
High
193.00
About SNX
TD Synnex Corporation is a global distributor and solutions aggregator for the information technology (IT) ecosystem. The Company's two primary solution portfolios include Endpoint Solutions and Advanced Solutions. The Endpoint Solutions portfolio primarily includes personal computing devices and peripherals, mobile phones and accessories, printers and supplies. The Advanced Solutions portfolio primarily includes data center technologies, such as hybrid cloud, security, storage, networking, servers, software, converged and hyper-converged infrastructure and hyperscale infrastructure, via its Hyve business. Its service offerings include systems design and integration solutions, logistics services, depot repair services, customer management services, cloud services, online services, financial services, and marketing services. It serves commercial, government reseller, and retail customers. Its StreamOne is a complete platform that includes a marketplace function.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Technological Advantage: The solution operates on HPE Private Cloud AI and NVIDIA technology, enabling seamless integration across multiple EMR systems to identify payment gaps and coding errors in real-time, thereby enhancing financial transparency and operational efficiency for hospitals.
- Market Opportunity: The implementation of Generate for Healthcare is expected to deliver significant financial returns for hospitals, with software costs representing only 0.1% of net patient revenue, while optimizing operations and accelerating revenue inflow to help hospitals navigate increasingly complex financial environments.
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- Technological Architecture Advantage: The solution, built on HPE Private Cloud AI and NVIDIA technology, seamlessly integrates with multiple EMR systems to identify payment gaps and coding errors in real-time, significantly enhancing financial transparency and operational efficiency for hospitals.
- Market Opportunity: The implementation cost of Generate for Healthcare represents only 0.1% of net patient revenue, providing healthcare organizations with a substantial revenue opportunity while helping partners stand out in a competitive market.
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- Technological Advantage: The solution operates on HPE Private Cloud AI and NVIDIA technology, enabling seamless integration across multiple EMR systems to identify payment gaps and coding errors in real-time, thereby enhancing financial transparency and operational efficiency for hospitals.
- Market Opportunity: The implementation of Generate for Healthcare is expected to deliver significant financial returns for hospitals, with software costs representing only 0.1% of net patient revenue, while optimizing operations and accelerating revenue inflow to help hospitals navigate increasingly complex financial environments.
- Strategic Partnerships: By partnering with HPE and TD SYNNEX, Iterate.ai not only strengthens its market competitiveness but also provides partners with innovative solutions that address payment erosion in healthcare, driving business growth and differentiation.
See More
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- Revenue Recovery Solution: Iterate.ai's Generate for Healthcare, launched in partnership with TD SYNNEX and HPE, aims to help hospital systems identify and recover millions in unpaid and underpaid insurance claims, addressing a critical financial challenge in the healthcare sector.
- Technological Architecture Advantage: The solution, built on HPE Private Cloud AI and NVIDIA technology, seamlessly integrates with multiple EMR systems to identify payment gaps and coding errors in real-time, significantly enhancing financial transparency and operational efficiency for hospitals.
- Market Opportunity: The implementation cost of Generate for Healthcare represents only 0.1% of net patient revenue, providing healthcare organizations with a substantial revenue opportunity while helping partners stand out in a competitive market.
- Strategic Collaboration: By partnering with HPE and TD SYNNEX, Iterate.ai can rapidly bring this solution to market, ensuring hospitals can quickly deploy it and realize financial benefits, further solidifying its leadership position in the healthcare AI space.
See More
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CenterPoint Energy Performance: CenterPoint Energy is projected to deliver a total return of approximately 24% in 2025, supported by data center expansion and a forecasted increase in load demand in the Houston area.
TD SYNNEX Growth: TD SYNNEX reported a total return of just under 30% in 2025, driven by strong demand for data center solutions, although it operates on low margins in the IT distribution sector.
EMCOR's Impressive Returns: EMCOR Group delivered a 35% total return in 2025 and announced a 60% increase in its quarterly dividend, reflecting robust performance and strong organic growth in the data center market.
See More
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- Market Demand Fluctuations: Morgan Stanley analyst Erik Woodring lowers the price target from $177 to $172 while maintaining an Overweight rating, indicating confidence in the company's long-term prospects but a cautious stance on expected volatility in IT hardware demand in the near term.
- Strong Financial Performance: Barclays analyst Tim Long reduces SNX's price target from $164 to $163 but keeps an Equal Weight rating, highlighting that the company's fiscal Q4 earnings exceeded expectations due to strong software performance and consistent PC demand.
- Core of Technology Ecosystem: TD SYNNEX operates at the heart of the technology ecosystem, providing a comprehensive range of products and services from leading vendors like IBM and Cisco, designed to help partners capitalize on high-growth areas such as AI integration and hybrid cloud.
See More
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See More
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- Investment Recommendations: Goldman advises investors to buy Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE), with Dell seen as an AI-driven earnings grower and HPE showing attractive business transformation potential, while also recommending NetApp (NTAP) for its high-margin cloud service returns.
- Industry Dynamics: Despite underperformance in IT hardware stocks in 2025, Goldman believes there are selective investment opportunities in 2026, particularly as investors focus on AI demand sustainability and cost pressures, suggesting a patient approach for potential returns.
See More
