SNX News Report — 2026-02-14

Overview

Sources Breakdown

Key Themes Today

1. Positive Market Reaction to Favorable Macroeconomic Data

• TD SYNNEX (SNX) shares "skyrocketed" in the afternoon trading session on February 13, 2026.
• This significant share price jump was directly attributed to the latest Consumer Price Index (CPI) report, which came in softer than anticipated.
• The softer CPI report fueled investor optimism for potential interest rate cuts by the Federal Reserve, positively impacting market sentiment for companies like SNX.

2. Analyst Recognition as an Attractive Investment Opportunity

• Investment management company First Pacific Advisors (FPA) recently identified TD Synnex (SNX) as an "attractive opportunity."
• This positive assessment was detailed in FPA's “FPA Queens Road Small Cap Value Fund” fourth-quarter 2025 investor letter.
• Despite the FPA Fund returning -0.36% in Q4 2025, compared to the Russell 2000 Value Index’s 3.26%, their specific endorsement of SNX suggests a belief in its underlying value.

Top Articles by Impact

Bullish

1. PAR Technology, Ingram Micro, ABM, Copart, and TD SYNNEX Shares Skyrocket, What You Need To Know (Yahoo)
   • This article highlights a significant, immediate positive price movement for SNX driven by favorable macroeconomic news.
2. What Makes TD Synnex (SNX) an Attractive Opportunity? (Yahoo)
   • This article reveals a positive long-term outlook from a professional investment management company, suggesting fundamental value.

Bearish

No significant bearish articles

Risk Factors

• Macroeconomic Volatility: While a softer CPI report boosted shares, SNX's performance remains sensitive to broader economic indicators and Federal Reserve interest rate policy decisions, which can be subject to rapid shifts.
• Fund Performance Context: The investment fund (FPA Queens Road Small Cap Value Fund) that identified SNX as attractive underperformed its benchmark (Russell 2000 Value Index) in Q4 2025, returning -0.36% versus 3.26%. While SNX itself might be attractive, investors should consider the broader context of the endorsing fund's performance.

Cross-Source Consensus Signals

STRONG SIGNAL: None MODERATE SIGNAL: Bullish sentiment for SNX (both articles present positive views, one on macro impact, one on fundamental attractiveness). WEAK SIGNAL: Impact of CPI on tech/distribution stocks (one article); Analyst endorsement from FPA (one article).

=== OVERALL SENTIMENT === BULLISH

=== ONE-LINE SUMMARY === TD Synnex (SNX) shares skyrocketed following a softer-than-anticipated CPI report, fueling optimism for interest rate cuts, while First Pacific Advisors also highlighted the company as an attractive investment opportunity.