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CDW (CDW)
NASDAQ:CDW
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CDW (CDW) Price & Analysis

1,004 Followers

CDW Stock Chart & Stats

$142.09
$3.71(2.77%)
At close: 4:00 PM EDT
$142.09
$3.71(2.77%)

Bulls Say, Bears Say

Bulls Say
Broad-based Growth And Market OutperformanceCDW is benefiting from broad demand across infrastructure, software, cloud and security rather than relying on one product category. Management expects the U.S. IT market to grow mid-single digits and CDW to outperform by 200–300 basis points, supporting durable share gains.
Expanded Data And AI Services CapabilityThe planned Lovelytics acquisition strengthens CDW’s ability to help customers build data foundations and deploy AI in business workflows. Adding specialized analytics expertise to CDW’s scale and customer relationships can deepen solution integration and support longer-term services growth.
Recurring Revenue And Operating DisciplineGrowth in recurring and partner-driven revenue improves the quality and resilience of CDW’s gross profit mix. At the same time, lower relative SG&A and faster operating-income growth show expense discipline, which can help preserve earnings growth as the business scales.
Bears Say
Elevated Leverage Limits FlexibilityCDW’s elevated leverage makes the capital structure more sensitive to weaker demand, higher financing costs or slower cash generation. Although equity has improved, debt remains a meaningful constraint on financial flexibility and may compete with investment, acquisitions or shareholder returns.
Hardware Mix Is Compressing MarginsLarge infrastructure transactions can expand revenue while carrying lower relative margins than services, creating pressure on consolidated profitability. Management expects full-year and second-half gross margins below 2025 levels, indicating that mix pressure may remain relevant through the next several quarters.
Weak Near-term Free Cash Flow ConversionThe gap between earnings and cash generation reduces internally available funds at a time when CDW carries elevated leverage. Management expects conversion to normalize later, but continued working-capital needs or inventory investment could delay deleveraging and constrain capital allocation.

CDW News

CDW FAQ

What was CDW’s price range in the past 12 months?
CDW lowest stock price was $97.12 and its highest was $171.55 in the past 12 months.
    What is CDW’s market cap?
    CDW’s market cap is $19.05B.
      When is CDW’s upcoming earnings report date?
      CDW’s upcoming earnings report date is Nov 04, 2026 which is in 58 days.
        How were CDW’s earnings last quarter?
        CDW released its earnings results on Aug 05, 2026. The company reported $2.91 earnings per share for the quarter, beating the consensus estimate of $2.799 by $0.111.
          Is CDW overvalued?
          According to Wall Street analysts CDW’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does CDW pay dividends?
            CDW pays a Quarterly dividend of $0.63 which represents an annual dividend yield of 1.65%. See more information on CDW dividends here
              What is CDW’s EPS estimate?
              CDW’s EPS estimate is 2.94.
                How many shares outstanding does CDW have?
                CDW has 125,017,426 shares outstanding.
                  What happened to CDW’s price movement after its last earnings report?
                  CDW reported an EPS of $2.91 in its last earnings report, beating expectations of $2.799. Following the earnings report the stock price went down -9.026%.
                    Which hedge fund is a major shareholder of CDW?
                    Currently, no hedge funds are holding shares in CDW
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      CDW

                      CDW Corporation specializes in delivering comprehensive information technology services and products across North America and the United Kingdom. It strategically targets three core client divisions: corporate enterprises, small to medium-sized businesses, and public sector organizations. Their portfolio encompasses both individual hardware and software offerings, alongside sophisticated integrated IT solution packages. These comprehensive solutions span on-premise, hybrid, and cloud environments, addressing critical areas such as data center infrastructure, network management, digital workspace enablement, and robust security. Key hardware categories include mobile computing devices (laptops, tablets), network infrastructure components, desktop workstations, display units, and enterprise data storage systems, while software offerings feature application suites, cybersecurity tools, virtualization platforms, operating systems, and network management utilities. Beyond products, CDW delivers a broad spectrum of services, including expert advisory and design, custom software development, system implementation, ongoing managed services, specialized professional support, configuration assistance, and telecommunications solutions, complemented by product warranties. They also focus on providing mission-critical software, system, and network solutions. Furthermore, installation, deployment, and repair services are facilitated for customers, often leveraging a network of third-party partners. Their diverse clientele includes governmental bodies, educational institutions, healthcare providers, and businesses of all scales – from small enterprises to major corporations. Established in 1984, the company maintains its primary corporate offices in Vernon Hills, Illinois.

                      CDW (CDW) Earnings & Revenues

                      CDW Company Deck

                      CDW Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presents a largely positive operational and financial story: company delivered record quarterly revenue, gross profit and EPS driven by strong infrastructure, software, cloud and security demand, and raised its full-year outlook. Key strengths include diversified end markets, international momentum, improving expense discipline and pronounced AI-related opportunity across the full stack. Primary near-term risks are margin compression from product mix, muted services growth due to deployment timing, a temporary working capital build that depressed free cash flow conversion, and a modestly cautious near-term margin outlook. Management expects services tailwinds and cash conversion to normalize in the back half of the year.View all CDW earnings summaries

                      CDW Net sales Breakdown

                      71.67%71.67%18.74%9.08%0.51%
                      71.67% Hardware
                      18.74% Software
                      9.08% Services
                      0.51% Other
                      tipranks

                      CDW Stock 12 Month Forecast

                      Average Price Target

                      $154.67
                      ▲(8.85% Upside)
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                      Ownership Overview

                      0.50%38.51%25.54%4.24%
                      25.54% Other Institutional Investors
                      4.24% Public Companies and
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