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Last updated 3 minutes ago

CDW·CDW Corporation

$.
-. (-.%)
Pre-Market
High
$111.39
Open
$109.32
Market Cap
13.95B
52W High
$186.70
Low
$109.32
P. Close
$108.48
P/E
12.95
52W Low
$97.12
Fwd P/E
9.49
Mean Target
$147.30
Technical Score (1D)
27
SELL
News Sentiment
69
BULLISH
Wall Street sentiment towards CDW Corporation is currently mixed, with analysts assessing whether the IT solutions provider is viewed as bullish or bearish. This outlook is particularly relevant given recent performance challenges. CDW's stock has seen significant underperformance, declining 39.6% over the past 52 weeks and 18.6% year-to-date. This pressure is largely attributed to shrinking profitability margins, a consequence of a sales mix that has shifted towards lower-margin hardware products. The company's performance has lagged behind broader market indices, including the S&P 500 and the technology sector ETF (XLK). Investors will be watching to see if this trend continues or if a shift in strategy can improve the sales mix and profitability.
Earnings Summary
CDW Corporation is a prominent provider of comprehensive IT solutions, offering hardware, software, and services across the United States, United Kingdom, and Canada. Operating within the Information Technology Services sector, CDW caters to a diverse clientele including corporate, small business, government, education, and healthcare entities, providing both discrete products and integrated solutions. The company's business model is built on delivering value through a broad portfolio and customized IT capabilities. In its most recent reported quarters, CDW demonstrated a mixed performance. For Q1 2026, the company reported actual EPS of $2.28 against an estimate of $2.28605, and revenue of $5.68 billion against an estimate of $5.486 billion, indicating a slight beat on revenue and an in-line EPS. This followed Q3 2025 where actual EPS was $2.71 versus an estimate of $2.62214, and Q2 2025 where actual EPS was $2.60 against an estimate of $2.49138. Revenue for Q2 2025 was $5.9766 billion. The trend shows EPS generally meeting or exceeding estimates in the recent past, with revenue also showing growth. Historically, CDW has shown a pattern of meeting or beating analyst expectations for earnings per share, particularly in the latter half of 2025. For instance, Q2 2025 and Q3 2025 saw actual EPS figures surpass their respective estimates. Revenue growth has also been a consistent theme, though specific year-over-year growth rates are not detailed in the provided data. Recent news highlights CDW's naming as a top stock pick by analysts, suggesting potential upside. The company reported Q1 2026 results with revenue of $5.68 billion and net income of $235.4 million, driven by AI infrastructure investments and efficiency programs. Despite these operational efforts, recent share price momentum has been subdued, leading to analyst questions about whether the market has fully priced in future growth potential, especially concerning its AI narrative. Investors will be watching for renewed market sentiment and further commentary on the AI infrastructure narrative in upcoming communications, as well as the company's ability to translate ongoing investments into sustained share price momentum. Key will be observing how the market reacts to the company's AI-driven growth story and whether recent operational strengths can overcome subdued price action.

EPS

EstBeatMiss
$1.84$2.10$2.37$2.63$2.89Q4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.77 - -
Q1'26$2.29$2.28-0.3%
Q3'25$2.62$2.71+3.4%
Q2'25$2.49$2.60+4.4%
Q1'25$1.96$2.15+9.5%
Q4'24$2.32$2.48+6.7%

Revenue

EstBeatMiss
$5.0B$5.4B$5.7B$6.1B$6.4BQ4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$6.3B - -
Q1'26$5.5B$5.7B+3.5%
Q3'25 - $5.7B -
Q2'25 - $6.0B -
Q1'25 - $5.2B -
Q4'24 - $5.2B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CDW Stock Snapshot

CDW is currently trading at $110.50, giving CDW Corporation a market cap of 13.95B and a P/E ratio of 12.9. Today's range spans $109.32–$111.39, with shares opening at $109.32 and moving up $2.02 (1.9%) from the prior close. DailyIQ's technical score sits at 27/100 (SELL) with a news sentiment reading of 69/100.

Over the past year CDW has traded between $97.12 and $186.70 - the current price is +13.8% off the 52-week low and -40.8% from the high. 19 analysts cover the stock with a Hold consensus and a mean 12-month target of $147.30 (range $123.00–$195.00), implying upside of +33.3%.

The path of least resistance for CDW Corporation (CDW) is currently lower - 27/100 (SELL), bullish sentiment (69/100), price $110.50 (near 52-week lows within $97.12–$186.70). The current P/E ratio stands at 12.9. At 13.95B in Technology market cap, this large-cap name is in the zone where portfolio risk managers - not just traders - are making decisions. Trimming positions on technical deterioration is standard practice at this size, and the current setup gives them a clear rationale to act.

When a large-cap Technology name with 13.95B in capitalization prints a SELL signal (27/100) alongside bullish news sentiment (69/100), the risk isn't just price depreciation — it's the loss of institutional sponsorship that makes recovery harder. At $110.50 (near 52-week lows in the $97.12–$186.70 range), the structural support levels are where that sponsorship question gets answered.