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CDW (DE:CDW)
XETRA:CDW

CDW (CDW) Price & Analysis

3 Followers

CDW Stock Chart & Stats

€126.20
€5.10(4.21%)
At close: 4:00 PM EDT
€126.20
€5.10(4.21%)

Bulls Say, Bears Say

Bulls Say
Broad-based Revenue GrowthGrowth spans infrastructure, software, cloud, security, commercial, government and international markets. This diversification reduces dependence on one customer group and supports durable demand as organizations modernize technology and adopt AI.
Recurring And Higher-Value MixExpansion in recurring, software, cloud and security-related activity can improve customer retention and deepen account relationships. It also supports CDW’s role as an integrated technology partner rather than a simple hardware reseller.
Operating Discipline And GuidanceImproving expense leverage indicates disciplined execution as the business scales. The upgraded outlook, combined with a stated expectation to outperform the U.S. IT market by 200–300 basis points, supports confidence in ongoing competitive execution.
Bears Say
Elevated LeverageCDW’s debt burden reduces financial flexibility if technology demand weakens or financing costs rise. High leverage also amplifies equity returns, making reported profitability and shareholder value more sensitive to operating and balance-sheet pressure.
Weak Recent Cash ConversionLower cash conversion limits the funds available for debt reduction, acquisitions and shareholder returns, particularly given elevated leverage. Management expects normalization, but the business remains exposed if working-capital demands persist.
Margin And Growth ConstraintsA hardware-heavy mix is pressuring margins, while slower services growth limits higher-value contribution. Although infrastructure demand is strong, sustained mix pressure and modest underlying growth could constrain long-term profitability expansion.

CDW News

CDW FAQ

What was CDW’s price range in the past 12 months?
CDW lowest stock price was €82.92 and its highest was €145.65 in the past 12 months.
    What is CDW’s market cap?
    CDW’s market cap is €15.18B.
      When is CDW’s upcoming earnings report date?
      CDW’s upcoming earnings report date is Nov 04, 2026 which is in 68 days.
        How were CDW’s earnings last quarter?
        CDW released its earnings results on Aug 05, 2026. The company reported €2.494 earnings per share for the quarter, beating the consensus estimate of €2.398 by €0.095.
          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 does not currently pay dividends.
            What is CDW’s EPS estimate?
            CDW’s EPS estimate is 2.52.
              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 €2.494 in its last earnings report, beating expectations of €2.398. Following the earnings report the stock price went down -9.436%.
                  Which hedge fund is a major shareholder of CDW?
                  Currently, no hedge funds are holding shares in DE: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 DE: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

                    €132.53
                    ▲(5.02% Upside)
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