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What Makes CDW Corp (CDW) a Good Investment?
Insider Monkey58d 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
StockStory58d 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Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.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
StockStory68d 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.71d 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
MarketBeat76d 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
StockStory81d 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?
Zacks83d 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.89d 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 Fool91d 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
MarketBeat91d 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