While CDW has lagged behind its peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
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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 […]
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.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.
CDW (CDW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
CDW (CDW) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
CDW Corporation ( NASDAQ:CDW ) shareholders (or potential shareholders) will be happy to see that the Independent...
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.
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...
Are Wall Street analysts optimistic about IT firm CDW Corporation?
A number of stocks jumped in the afternoon session after the Dow Jones Industrial Average climbed more than 300 points and briefly touched a fresh all-time high above 50,700 as market sentiment improved amid falling yields.
As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the it distribution & solutions industry, including CDW (NASDAQ:CDW) and its peers.
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
It looks like CDW Corporation ( NASDAQ:CDW ) is about to go ex-dividend in the next two days. The ex-dividend date is...
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
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.
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...
The headline numbers for CDW (CDW) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CDW (CDW) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Moby summary of CDW Corporation's Q1 2026 earnings call
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 (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
CDW posts solid Q1 2026 with rising sales and steady EPS, as strong demand across segments and AI investments shape its 2026 outlook.
CDW reported higher first-quarter sales and earnings as enterprise customers increased spending on infrastructure hardware, software, and AI-related technology deployments. Key Investor TakeawaysCDW Corporation (NASDAQ:CDW) posted 9.