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CDW's $525M Lovelytics deal targets rising AI demand, adding data and AI expertise to help enterprises move from pilots to production.

Arrow Electronics (ARW) stock has gained about 50% over the past six months and then stopped. It has slipped 1.0% over the past three months and trades roughly 9% below its 52-week high. Underneath the run is a machine that pays owners whether or not the price moves: a shrinking share count. It is shrinking more slowly now, and that changes what you are buying.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the it distribution & solutions stocks, including CDW (NASDAQ:CDW) and its peers.

A thin-margin distributor keeps shrinking its share count, and the money behind it is sitting in an interest-free bill it has not yet paid.

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

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.

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 […]

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 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.

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

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...

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...

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...

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.

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...