TD SYNNEX Corporation is poised to report a substantial increase in second-quarter earnings, driven by strong revenue growth and improved operational performance. Analysts anticipate the Fremont, California-based IT services provider to announce earnings of $4.12 per share, a notable rise from the $2.99 per share recorded in the year-ago period. The consensus estimate for revenue stands at $16.8 billion, significantly higher than the $14.95 billion reported in the corresponding quarter last year.

The company's financial momentum follows a robust first quarter, where TD SYNNEX reported revenue of $17.2 billion on March 31. This figure surpassed analysts' expectations of $15.6 billion and marked an 18.1% increase year-over-year. The upcoming earnings report, scheduled for release before the opening bell on Thursday, June 25, will provide further insight into the company's ability to sustain this growth trajectory.

Ahead of the earnings announcement, several analysts have revised their forecasts, reflecting optimism about the company's prospects. Goldman Sachs analyst Michael Ng maintained a Buy rating and increased the price target from $270 to $300 on June 12, 2026. Ng holds an accuracy rate of 78%. Similarly, UBS analyst David Vogt kept a Buy rating and raised the price target from $265 to $310 on June 9, 2026, with an accuracy rate of 76%.

Other firms have also adjusted their valuations. RBC Capital analyst David Paige maintained an Outperform rating and lifted the price target from $250 to $315 on June 10, 2026, while Barclays analyst Tim Long kept an Equal-Weight rating and raised the target from $166 to $237 on May 29, 2026. Barrington Research analyst Vincent Colicchio maintained an Outperform rating with a price target of $202 on June 16, 2026.

Analyst Ratings and Price Targets

The following table summarizes the recent analyst actions regarding TD SYNNEX stock:

TD SYNNEX shares rose 0.3% to close at $284.56 on Thursday. The market's positive reaction, coupled with upward revisions from analysts, suggests investor confidence in the company's upcoming performance. The earnings report will be a critical indicator of whether the company can meet or exceed these elevated expectations.

TD SYNNEX has expanded its HPE Unleash AI solutions offerings to enable partners to more easily identify, source, and deploy certified AI applications as part of the NVIDIA AI Computing by HPE Portfolio. This strategic expansion is designed to help partners shorten deployment timelines, reduce integration risk, and build AI solutions with greater confidence as organizations move from AI exploration to production-ready deployments.

The expanded portfolio includes newly onboarded solutions from Independent Software Vendors (ISVs) such as Aible, Smart Spatial, Kamiwaza, Iterate, Gambit, EPIC iO, and Medical Informatics Corp. These additions sit alongside established Unleash AI offerings already available through TD SYNNEX. All solutions are part of Destination AI, TD SYNNEX's comprehensive AI enablement framework, and support a broad range of AI use cases across industries, including computer vision, data intelligence, healthcare, and smart environments.

The HPE Unleash AI program integrates infrastructure, software, and services to support scalable, repeatable enterprise-grade AI workloads. Through its ongoing collaboration with HPE, TD SYNNEX is translating this ecosystem into actionable opportunities by onboarding and enabling a focused set of priority ISVs. These partners are selected for their ability to deliver real-world, outcome-driven AI use cases that are validated by HPE and NVIDIA, allowing customers to move from pilots to production faster underpinned by the NVIDIA AI Computing by HPE portfolio.

Key ISV Additions

The following table lists the newly onboarded ISV partners whose solutions are now available through the expanded HPE Unleash AI offerings:

Vince Stemen, SVP, Vendor Solutions at TD SYNNEX, emphasized the practical benefits for partners. "Partners are looking for practical ways to bring AI solutions to market that are aligned with trusted infrastructure and validated for real-world demands," said Stemen. "By expanding our vendor portfolio through the HPE Unleash AI program, we're helping customers leverage solutions that are ready to deploy, supported by an established ecosystem and designed to deliver measurable outcomes."

Robin Braun, Vice President of AI Business Development, Hybrid Cloud at HPE, highlighted the market readiness of the solutions. "With the HPE Unleash AI program, TD SYNNEX partners can bring enterprise-ready AI to market with the right support, the right economics, and the confidence customers expect," said Braun. "HPE Unleash AI helps TD SYNNEX partners deliver trusted, cost-effective solutions that are easier to position, scalable, and aligned to real customer needs."