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What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, ValueAct Holdings, L.P. sold 1,055,147 shares of Insight Enterprises (NASDAQ:NSIT) during the fourth quarter of 2025. The estimated transaction value was $98.95 million. At quarter-end, the fund held 1,216,592 shares valued at $99.12 million. The net position decreased by roughly $158.52 million. What else to know This was a sell; NSIT now accounts for 1.41% of ValueAct’s 13F U.S. equity assets Top hol ...

Core Insights - Climb, a subsidiary of Climb Global Solutions, has announced that Kim Stevens, the Chief Marketing Officer, has been named to Channel Insider's 2026 CML100, recognizing influential IT channel marketing leaders [1][2] Group 1: Recognition and Impact - The CML100 list highlights executives who have shown leadership in partner enablement, go-to-market strategy, innovation, growth, and ecosystem impact within the IT channel [2] - Kim Stevens expressed honor in being recognized alongside other leaders and attributed the award to the collective efforts of the global marketing team at Climb [3] - The 2026 CML100 class includes leaders who are navigating changes in cloud, cybersecurity, AI, and managed services while providing measurable value to partners and end customers [3] Group 2: Industry Context - Victoria Durgin, managing editor of Channel Insider, noted that the 2026 honorees exemplify leadership, adaptability, and strategic vision in a complex technology landscape [4] - Channel Insider provides resources that keep channel partners informed about the evolving IT landscape, including product comparisons and vendor analysis [5]

Core Viewpoint - Climb Global Solutions, Inc. will host a conference call on February 26, 2026, to discuss its financial results for Q4 and the full year ended December 31, 2025 [1][2]. Group 1: Conference Call Details - The conference call is scheduled for Thursday, February 26, 2026, at 8:30 a.m. Eastern time [2]. - Interested parties can submit questions via email prior to the call [2]. - The call will be accessible through a toll-free number and an international dial-in number, with a specific conference ID provided [2]. Group 2: Company Overview - Climb Global Solutions, Inc. is a value-added global IT distribution and solutions company focusing on emerging and innovative technologies [4]. - The company operates in the US, Canada, and Europe through various business units, including Climb Channel Solutions, Grey Matter, and Climb Global Services [4]. - Climb provides IT distribution and solutions across multiple industries, including Security, Data Management, Connectivity, Storage & HCI, Virtualization & Cloud, and Software & ALM [4].

Company Overview - TD SYNNEX is a leading global IT distributor and solutions aggregator, providing a comprehensive range of technology distribution, logistics, and integration services [11] - The company was rebranded from SYNNEX Corporation to TD SYNNEX in September 2021 following its merger with Tech Data Corporation, which significantly expanded its global reach and vendor partnerships [11] Investment Ratings - TD SYNNEX currently holds a Zacks Rank of 3 (Hold) with a VGM Score of A, indicating a solid position in the market [12] - The company has a Growth Style Score of A, forecasting year-over-year earnings growth of 9.3% for the current fiscal year [12] Earnings Estimates - In the last 60 days, four analysts revised their earnings estimates upwards, with the Zacks Consensus Estimate increasing by $0.06 to $14.42 per share [12] - TD SYNNEX boasts an average earnings surprise of +7.8%, suggesting a strong performance relative to expectations [12] Investment Potential - With a solid Zacks Rank and top-tier Growth and VGM Style Scores, TD SYNNEX is recommended as a potential top pick for growth investors [13]

Core Insights - Iterate.ai, TD SYNNEX, and HPE have launched Generate for Healthcare, an AI-powered solution aimed at helping hospital systems recover unpaid and underpaid insurance claims, potentially saving millions of dollars annually [1][2] Group 1: Solution Overview - Generate for Healthcare addresses significant revenue losses faced by hospitals due to denied or underpaid insurance claims, which can amount to tens of thousands to millions of dollars each year [2] - The solution operates on HPE Private Cloud AI and HPE ProLiant DL380a Gen12 servers, utilizing NVIDIA technology to enhance AI capabilities [3] - It employs agentic AI workflow cards to process complex claims data without requiring structured inputs, enabling seamless operation across various EMR systems [3][7] Group 2: Financial Impact - The solution is designed to deliver immediate financial benefits by identifying rebills and underpayments, facilitating smarter budgeting and forecasting, and optimizing operations through real-time tracking of claim-to-payment gaps [6] - Software costs for the solution represent approximately 0.1% of Net Patient Revenue annually, indicating a significant revenue opportunity for healthcare partners [5] Group 3: Partnership and Distribution - The collaboration between Iterate.ai, TD SYNNEX, and HPE allows for a trusted distribution network, ensuring that healthcare organizations can quickly implement the solution [4] - TD SYNNEX provides extensive presales support and specialized sales resources, enhancing the solution's accessibility and competitive pricing for healthcare organizations [5][6] Group 4: Market Context - The healthcare industry is increasingly challenged by sensitive data management and financial complexities, with AI offering a pathway to transform data into actionable insights [5] - Iterate.ai is part of the HPE Unleash AI partner program, which aims to operationalize and scale AI initiatives across various sectors [8]

Leadership Transition - Hyve Solutions announced Jerry Kagele as the new President, succeeding Steve Ichinaga, who will transition to an advisory role after 15 years leading the company [1] - Ichinaga will remain with Hyve Solutions for one more year as a Senior Advisor, focusing on customer and partner success [1] - Kagele joined Hyve Solutions in 2025 and has extensive industry experience, including senior roles at Western Digital and Sandisk [1] Company Performance and Strategy - The leadership transition is aimed at positioning Hyve Solutions for continued growth and operational continuity [1] - Kagele expressed commitment to honoring Ichinaga's legacy while guiding the company through its next growth phase, emphasizing innovation in data center infrastructure [1] Parent Company Recognition - TD SYNNEX, the parent company of Hyve Solutions, was named one of the "2026 World's Most Admired Companies" by FORTUNE for the fifth consecutive year, reflecting the dedication of its 23,000 employees [2]

Core Insights - Ingram Micro Inc. has reported a cybersecurity incident affecting the personal information of 42,000 individuals [1] - An unauthorized individual accessed Ingram Micro's network, potentially acquiring personally identifiable information (PII) [2] Company Overview - Ingram Micro is a significant player in the technology distribution sector, with a focus on cybersecurity and data protection [1] Incident Details - The data breach involved the acquisition of records that may include names, contact information, date of birth, government-issued identification numbers, Social Security numbers, driver's license numbers, passport numbers, and employment-related information [4] - Lynch Carpenter, LLP is investigating claims against Ingram Micro related to this data breach, indicating potential legal ramifications for the company [1][2]

Core Viewpoint - Goldman Sachs initiated coverage of TD SYNNEX Corporation with a Buy rating and a price target of $180, projecting a 10% year-over-year growth in billings for FY26, driven by 9% growth in core distribution and 15% growth in Hyve [1] Financial Performance - TD SYNNEX reported Q4 2025 revenue of $17.4 billion, reflecting a 9.7% increase from the previous year, exceeding management's guidance [2] - The company generated $1.5 billion in operating cash flow and $1.4 billion in free cash flow for the quarter, showcasing strong cash generation capabilities [2] Shareholder Returns - During the quarter, TD SYNNEX returned $209 million to shareholders, which included $173 million in share buybacks and $36 million in dividends [3] - The company achieved non-GAAP gross billings growth of 15% year-over-year and a 24% increase in non-GAAP diluted EPS, both marking record highs [3] Future Outlook - TD SYNNEX expressed confidence in its positioning for the upcoming year, supported by a specialized approach and a technology portfolio focused on higher-growth areas [4] - The company aims to continue delivering strong customer experiences as a global distributor and solutions aggregator within the IT ecosystem [4]

Core Insights - TD SYNNEX Corporation (NYSE: SNX) is a prominent distributor and solutions provider in the IT industry, competing with major players like Ingram Micro and Tech Data, and has recently reported strong financial results that positively impacted its stock performance [1] Financial Performance - On January 8, 2026, SNX reported an EPS of $3.83, surpassing the estimated $3.68, and marking a significant increase from the previous year's EPS of $3.09, reflecting strong operational performance and strategic initiatives [2][6] - The company achieved a revenue of approximately $17.38 billion, exceeding the estimated $16.95 billion, representing a 9.7% increase from the previous year, driven by advancements in Advanced Solutions and Endpoint Solutions, with a constant-currency growth of 7.5% year over year [3][6] - Adjusted gross billings rose by 14.7% year over year to $24.3 billion, indicating strong demand for SNX's offerings [4][6] Regional Performance - Revenue growth was observed across all regions, with the Americas seeing a 2.9% increase to $9.5 billion, Europe experiencing an 18.1% rise to $6.5 billion, and Asia-Pacific and Japan surging by 24.7% to $1.4 billion [4] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 14.51, indicating the market's valuation of its earnings, and a price-to-sales ratio of about 0.20, suggesting the market's valuation relative to its revenue [5] - SNX's debt-to-equity ratio is approximately 0.12, indicating a relatively low level of debt compared to its equity, which is favorable for its financial stability [5]