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    How TD SYNNEX’s New AI Game Plan Workshops Could Impact TD SYNNEX (SNX) Investors

    Simply Wall St·12/20/2025 03:17:30
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    • Earlier this month, TD SYNNEX introduced AI Game Plan under its Destination AI™ framework, a partner-led workshop that helps organizations identify and prioritize AI use cases and produce a 90-day implementation roadmap focused on high-value, budget-aligned initiatives.
    • This move effectively positions TD SYNNEX as an AI enablement hub for “AI Ready” and “AI Expert” partners, shifting its role from pure IT distribution toward higher-value consultative and lifecycle services around AI adoption.
    • We’ll now examine how the AI Game Plan consulting-style workshops could reinforce TD SYNNEX’s investment narrative around higher-value AI solutions.

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    TD SYNNEX Investment Narrative Recap

    To own TD SYNNEX, you need to believe it can steadily shift from low-margin IT distribution toward higher-value services, especially around AI, while managing thin margins and cyclical hardware demand. The new AI Game Plan workshops support that transition, but their impact on the near term demand overhang from earlier purchase pull-forwards and ongoing margin pressure is likely to be incremental rather than immediately material.

    Among recent developments, the appointment of Chris Bates to lead print, supplies and endpoint-related services is particularly relevant, as it broadens TD SYNNEX’s lifecycle and configuration offerings that can link into AI Game Plan–driven projects. If these service layers gain traction, they could help offset pressures from hardware volume shifts and customers buying more directly from vendors.

    Yet, despite these encouraging AI and services initiatives, investors should also be aware that...

    Read the full narrative on TD SYNNEX (it's free!)

    TD SYNNEX's narrative projects $66.8 billion revenue and $914.7 million earnings by 2028. This requires 3.7% yearly revenue growth and a $195.4 million earnings increase from $719.3 million today.

    Uncover how TD SYNNEX's forecasts yield a $178.36 fair value, a 16% upside to its current price.

    Exploring Other Perspectives

    SNX 1-Year Stock Price Chart
    SNX 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently estimate TD SYNNEX’s fair value between US$159.58 and US$314.04, showing how far opinions can stretch. When you weigh that against risks like ongoing margin pressure and potential demand softness after earlier pull-forwards, it underlines why many investors compare several viewpoints before forming a view on the company’s long term performance.

    Explore 4 other fair value estimates on TD SYNNEX - why the stock might be worth just $159.58!

    Build Your Own TD SYNNEX Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.