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Moby summary of CDW Corporation's Q2 2026 earnings call

CDW's second-quarter sales rose 10% as broad technology demand and international strength lifted adjusted EPS 12% despite margin pressure.

CDW (NASDAQ:CDW) reported record second-quarter results for 2026, as demand for infrastructure modernization, artificial intelligence readiness and security helped lift net sales 10% to $6.6 billion. The technology solutions provider said gross profit increased 6% to $1.3 billion, while non-GAAP op

CDW Corporation (NASDAQ:CDW) reported second-quarter results that exceeded Wall Street expectations for both earnings and revenue, but shares dropped more than 8% in pre-market trading as investors focused on weaker margins and higher restructuring costs. The technology solutions provider posted adjusted earnings of $2.

IT solutions provider CDW (NASDAQGS:CDW) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 10% year on year to $6.57 billion. Its non-GAAP profit of $2.91 per share was 4% above analysts’ consensus estimates.

CDW (CDW) delivered earnings and revenue surprises of +3.93% and +5.07%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

IT solutions provider CDW (NASDAQGS:CDW) will be reporting results this Wednesday before the bell. Here’s what to look for.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

CDW heads into Q2 2026 earnings with expectations for high single-digit EPS growth, AI-driven demand and a strong backlog amid ongoing supply chain uncertainty.

CDW (CDW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CDW boosts shareholder returns with buybacks and dividends while advancing acquisitions and AI-driven productivity initiatives to fuel long-term growth.

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]

CDW Corporation is expected to announce its second-quarter earnings soon, and Wall Street forecasts a single-digit rise in its profits.

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. These firms have helped their customers unlock huge efficiencies, so it’s no surprise the industry has posted a 16% gain over the past six months, beating the S&P 500 by 7.7 percentage points.

CDW stock has fallen roughly 19.1% over the past three years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples currently point to the shares trading at a discount to what the business may be worth. Over three years, CDW shareholders have seen the stock decline 19.1%, which puts the current valuation into focus relative to the company’s fundamentals. For the intrinsic value case to hold, CDW’s ability to keep converting revenue into reliable cash flows...

CDW Corporation (CDW) recently highlighted mender’s Steward lifecycle platform for sharply cutting statement of work preparation times and supporting richer asset lifecycle discussions with clients, giving investors fresh context for thinking about CDW stock. See our latest analysis for CDW. CDW shares have picked up near term momentum, with a 1 day share price return of 1.81% and a 90 day share price return of 11.69%. However, the 1 year total shareholder return has declined 20.47%,...

The distributor is posting explosive, AI-fueled growth, but that growth is consuming cash. How management justifies the spending tells you everything about the risks and rewards in the stock.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

CDW is riding the rising AI infrastructure demand as customers move from testing to deployment, fueling sales growth and expanding opportunities in services.

Shares of IT solutions provider CDW (NASDAQGS:CDW) jumped 5.5% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight, citing unexpectedly strong demand for enterprise servers.

The Wall Street bank says concerns around AI disruption and weak software sales have created an attractive entry point in CDW.

Investing.com -- Morgan Stanley has raised its server market total addressable market forecast to $809 billion for 2026, representing 82% year-over-year growth, as enterprise compute demand proves more resilient than expected despite significant price increases.

Investing.com -- Morgan Stanley upgraded CDW Corporation to Overweight and raised price targets across several IT hardware names, arguing that enterprise server demand is proving far more resilient than expected as companies accelerate investments in AI infrastructure and data center modernization.

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 […]

IBM upgrade, SpaceX initiation among today's top calls on Wall Street

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.

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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...

Amdocs (DOX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.