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3 Profitable Stocks We Think Twice About
StockStory1d agoneutral
3 Profitable Stocks We Think Twice About

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.

Here’s Why This Fund Divested CDW Corporation (CDW)
Insider Monkey16d agoneutral
Here’s Why This Fund Divested CDW Corporation (CDW)

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 […]

1 Services Stock with Solid Fundamentals and 2 Facing Challenges
StockStory22d agoneutral
1 Services Stock with Solid Fundamentals and 2 Facing Challenges

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 (CDW) Could Be 5% Undervalued Following Its Steward Platform Momentum
Simply Wall St.25d agoneutral
CDW (CDW) Could Be 5% Undervalued Following Its Steward Platform Momentum

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%,...

What Investors Keep Asking About SNX
Trefis26d agoneutral
What Investors Keep Asking About SNX

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.

Why Is CDW (CDW) Stock Rocketing Higher Today
StockStory42d agoneutral
Why Is CDW (CDW) Stock Rocketing Higher Today

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.

Pzena Focused Value Strategy Added CDW Corporation (CDW) Amid Misplaced AI Concerns
Insider Monkey43d 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?
StockStory49d 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.

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.

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.