IT solutions provider CDW (NASDAQGS:CDW) will be reporting results this Wednesday before the bell. Here’s what to look for.
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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 (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 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.
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.
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.
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 […]
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.
Amdocs (DOX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
While CDW has lagged behind its peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
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.
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.
Are Wall Street analysts optimistic about IT firm CDW Corporation?
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.
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.