CDW Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Broad-based Demand And Market OutperformanceBroad demand across infrastructure, software, cloud, security, public sector and international markets reduces dependence on any single customer group. Management also expects CDW to outperform the U.S. IT market by 200–300 basis points, supporting durable share gains.
Recurring And Partner-driven Revenue GrowthGrowth in netted-down and recurring partner-driven revenue improves the quality and repeatability of CDW’s earnings mix. Combined with lifecycle services, customer refresh cycles and long-term agreements, this can deepen relationships and support more durable revenue.
Consistent Profitability And Earnings QualityStable operating profitability and strong historical cash conversion indicate that reported earnings are supported by underlying cash generation. This provides capacity to fund operations, maintain shareholder returns and invest in growth while preserving the resilience of the distribution model.
Bears Say
Elevated Leverage And Higher Debt ExposureCDW’s elevated leverage reduces financial flexibility if demand weakens or financing costs rise. The additional senior notes increase fixed obligations and make future capital allocation more sensitive to cash generation, despite positive equity and stated liquidity.
Margin Pressure From Hardware MixA greater mix of large hardware infrastructure transactions can dilute gross margin because product resale generally carries less margin than associated services. Management expects second-half and full-year margins below prior-year levels, limiting near-term earnings conversion.
Modest Underlying Revenue Growth ProfileThe longer-term growth profile remains modest and has included declines in prior periods, which constrains the company’s upside beyond cyclical demand recovery. Stable profitability helps offset this issue, but slower expansion can limit operating leverage and earnings compounding.
CDW FAQ
What was CDW’s price range in the past 12 months?
Currently, no data Available
What is CDW’s market cap?
CDW’s market cap is CHF13.32B.
When is CDW’s upcoming earnings report date?
CDW’s upcoming earnings report date is Nov 04, 2026 which is in 32 days.
How were CDW’s earnings last quarter?
CDW released its earnings results on Aug 05, 2026. The company reported CHF2.411 earnings per share for the quarter, beating the consensus estimate of CHF2.319 by CHF0.092.
Is CDW overvalued?
According to Wall Street analysts CDW’s price is currently Undervalued.
Does CDW pay dividends?
CDW does not currently pay dividends.
What is CDW’s EPS estimate?
CDW’s EPS estimate is 2.45.
How many shares outstanding does CDW have?
Currently, no data Available
What happened to CDW’s price movement after its last earnings report?
CDW reported an EPS of CHF2.411 in its last earnings report, beating expectations of CHF2.319. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of CDW?
Currently, no hedge funds are holding shares in CH: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
CDW Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
CHF133.55 (― Upside)
CHF133.55 (― Upside)
Blogger Sentiment
Bullish
CH:CDW Sentiment 75%
Sector Average 63%
Sector Average 63%
Insider Transactions
Sold Shares
Worth CHF3.1M over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-12.82%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
13.03%
Trailing 12-Months
Learn more about TipRanks Smart Score
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 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 CH:CDW earnings summariesCDW Net sales Breakdown
71.67% Hardware
18.74% Software
9.08% Services
0.51% Other

CDW Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
―Cognizant
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Insight Enterprises
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International Business Machines
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Verra Mobility
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Ingram Micro Holding Corporation
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