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Pzena Focused Value Strategy Added CDW Corporation (CDW) Amid Misplaced AI Concerns
Insider Monkey50d agoneutral
Pzena Focused Value Strategy Added CDW Corporation (CDW) Amid Misplaced AI Concerns

Pzena Investment Management recently released its first-quarter 2026 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here. The equity market faced challenges in the first quarter due to the Iran conflict and the related energy price hike, compounded by continued AI-related uncertainty. Despite this volatility, energy stocks led the […]

CDW (CDW): Buy, Sell, or Hold Post Q1 Earnings?
StockStory57d agoneutral
CDW (CDW): Buy, Sell, or Hold Post Q1 Earnings?

Over the past six months, CDW’s stock price fell to $130.14. Shareholders have lost 10.3% of their capital, which is disappointing considering the S&P 500 has climbed by 9.3%. This may have investors wondering how to approach the situation.

CDW (CDW) Stock Price Jumps 29% Is The Valuation Story Changing?
Simply Wall St.60d agobullish
CDW (CDW) Stock Price Jumps 29% Is The Valuation Story Changing?

If you are wondering whether CDW's current share price reflects its true worth, a good starting point is to look closely at how the stock is valued using different methods. The stock recently closed at US$132.19, with returns that include a 29.5% gain over the past 30 days but a decline of 20.9% over the last year. Recent coverage has focused on CDW's role as a technology solutions provider and on how broader tech sector sentiment may be influencing interest in the stock. This context helps...

What Makes CDW Corp (CDW) a Good Investment?
Insider Monkey65d agoneutral
What Makes CDW Corp (CDW) a Good Investment?

Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here. The letter discussed the current transformative investment landscape driven by the AI capex boom. The author expressed skepticism about the durability of the earnings flowing to its market participants and suppliers. The main challenge during capex […]

3 Profitable Stocks with Questionable Fundamentals
StockStory65d agoneutral
3 Profitable Stocks with Questionable Fundamentals

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

2 Value Stocks with Solid Fundamentals and 1 We Ignore
StockStory75d agoneutral
2 Value Stocks with Solid Fundamentals and 1 We Ignore

Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.

Assessing CDW (CDW) Valuation After Q1 Beat And Improving Macro Tailwinds
Simply Wall St.78d agobullish
Assessing CDW (CDW) Valuation After Q1 Beat And Improving Macro Tailwinds

CDW (CDW) increased its share repurchase authorization by US$1b on May 13, 2026, bringing the total program to US$7.5b. This move immediately put the stock back on investors' radar. See our latest analysis for CDW. Despite the buyback news and recent macro tailwinds, CDW's share price is still under pressure, with a 30 day share price return down 18.11% and a 1 year total shareholder return down 39.18%. This suggests that recent momentum remains weak. If you are looking beyond CDW for other...

CDW Touts AI Factory Demand, Recurring Revenue Push at JPMorgan Conference
MarketBeat84d agoneutral
CDW Touts AI Factory Demand, Recurring Revenue Push at JPMorgan Conference

CDW (NASDAQ:CDW) executives said customers are moving beyond artificial intelligence experimentation and are increasingly asking for help deploying AI “safely, economically, and at scale,” during a JPMorgan fireside chat featuring Chair and CEO Christine Leahy and CFO Albert Miralles. Leahy said th

5 Insightful Analyst Questions From CDW’s Q1 Earnings Call
StockStory88d agoneutral
5 Insightful Analyst Questions From CDW’s Q1 Earnings Call

CDW’s first quarter was marked by robust top-line growth, driven by heightened demand for infrastructure hardware and ongoing AI investments, yet accompanied by market disappointment due to margin pressures and expense patterns. Management attributed revenue gains to agility in securing hardware supply and adapting to customer priorities, particularly as organizations accelerated AI adoption and infrastructure modernization. CEO Christine Leahy noted, “Customers navigated the operational challen

Are Investors Undervaluing CDW (CDW) Right Now?
Zacks90d agoneutral
Are Investors Undervaluing CDW (CDW) Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

A Look At CDW (CDW) Valuation After Its Q1 2026 AI Infrastructure Earnings Beat
Simply Wall St.96d agobullish
A Look At CDW (CDW) Valuation After Its Q1 2026 AI Infrastructure Earnings Beat

CDW (CDW) is back in focus after first quarter 2026 results showed revenue of US$5.68b and net income of US$235.4m, along with continued investment in AI infrastructure and internal efficiency programs. See our latest analysis for CDW. Despite the Q1 beat and ongoing AI and efficiency initiatives, recent share price momentum has been weak, with a 7 day share price return of 19.47% and a 1 year total shareholder return of 37.75% as of the latest US$110.25 close. This points to fading sentiment...

CDW (CDW) Q1 2026 Earnings Transcript
Motley Fool98d agoneutral
CDW (CDW) Q1 2026 Earnings Transcript

This conference call is property of CDW and may not be recorded or rebroadcast without specific written permission from the company. Christine Leahy: Thank you, Steve, and good morning, everyone. Excellent top line performance reflected agility both in securing supply and capturing demand for AI investment and ongoing infrastructure modernization.

CDW Q1 Earnings Call Highlights
MarketBeat98d agoneutral
CDW Q1 Earnings Call Highlights

CDW (NASDAQ:CDW) reported a “strong start” to fiscal 2026, citing robust demand tied to AI investment and infrastructure modernization as customers worked through memory supply and pricing constraints, according to executives on the company’s first-quarter earnings call. Chair and CEO Chris Leahy s