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CDW (CDW)
NASDAQ:CDW
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CDW (CDW) Price & Analysis

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CDW Stock Chart & Stats

$133.96
-$1.91(-1.06%)
At close: 4:00 PM EST
$133.96
-$1.91(-1.06%)

Bulls Say, Bears Say

Bulls Say
Diversified IT Solutions & Services ModelCDW’s broad solutions integrator model—resale plus professional, managed and cloud services across multiple end markets and geographies—creates recurring revenue opportunities, sticky vendor relationships and cross-sell leverage that support stable revenue and gross-profit diversification over the medium term.
Strong Cash Generation And Capital ReturnsHigh free-cash-flow conversion (~90% TTM) and active capital return (dividends and buybacks, with $282M returned in Q1 and a long history of distributions) indicate durable cash generation. This supports shareholder returns while enabling reinvestment for growth and balance-sheet de-leveraging over multiple quarters.
AI-driven Productivity & Strategic ModernizationTargeted AI and process modernization with a defined $100–$200M run-rate savings window suggests structural margin and efficiency upside. If realized, these productivity gains can fund reinvestment in services and sales coverage and improve long-term operating leverage and competitive positioning.
Bears Say
Elevated Leverage On The Balance SheetMeaningful leverage increases financial sensitivity to earnings volatility and limits strategic flexibility. High debt levels raise refinancing and interest-rate exposure risk and constrain ability to fund M&A or increased buybacks without further deleveraging, making sustained cash generation critical.
Mix-driven Margin PressureA shift toward lower-margin hardware and lower services attach depressed gross margin and operating margin. Persistent mix headwinds can compress profitability and limit margin expansion absent higher services growth or pricing power, making margin recovery dependent on structural shifts in sales mix.
Execution Risks From Supply, Inventory And BacklogElevated inventory and backlog tied to supply disruptions create timing and margin realization risk. Delayed shipments can defer revenue recognition, strain working capital, and pressure margins if product availability or pricing shifts persist, challenging short-to-medium term operational execution.

CDW News

CDW FAQ

What was CDW’s price range in the past 12 months?
CDW lowest stock price was $97.12 and its highest was $183.66 in the past 12 months.
    What is CDW’s market cap?
    CDW’s market cap is $17.81B.
      When is CDW’s upcoming earnings report date?
      CDW’s upcoming earnings report date is Aug 05, 2026 which is in 20 days.
        How were CDW’s earnings last quarter?
        CDW released its earnings results on May 06, 2026. The company reported $2.28 earnings per share for the quarter, beating the consensus estimate of $2.278 by $0.002.
          Is CDW overvalued?
          According to Wall Street analysts CDW’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does CDW pay dividends?
            CDW pays a Quarterly dividend of $0.63 which represents an annual dividend yield of 1.81%. See more information on CDW dividends here
              What is CDW’s EPS estimate?
              CDW’s EPS estimate is 2.8.
                How many shares outstanding does CDW have?
                CDW has 127,753,450 shares outstanding.
                  What happened to CDW’s price movement after its last earnings report?
                  CDW reported an EPS of $2.28 in its last earnings report, beating expectations of $2.278. Following the earnings report the stock price went down -20.322%.
                    Which hedge fund is a major shareholder of CDW?
                    Currently, no hedge funds are holding shares in CDW
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      CDW

                      CDW Corporation specializes in delivering comprehensive information technology services and products across North America and the United Kingdom. It strategically targets three core client divisions: corporate enterprises, small to medium-sized businesses, and public sector organizations. Their portfolio encompasses both individual hardware and software offerings, alongside sophisticated integrated IT solution packages. These comprehensive solutions span on-premise, hybrid, and cloud environments, addressing critical areas such as data center infrastructure, network management, digital workspace enablement, and robust security. Key hardware categories include mobile computing devices (laptops, tablets), network infrastructure components, desktop workstations, display units, and enterprise data storage systems, while software offerings feature application suites, cybersecurity tools, virtualization platforms, operating systems, and network management utilities. Beyond products, CDW delivers a broad spectrum of services, including expert advisory and design, custom software development, system implementation, ongoing managed services, specialized professional support, configuration assistance, and telecommunications solutions, complemented by product warranties. They also focus on providing mission-critical software, system, and network solutions. Furthermore, installation, deployment, and repair services are facilitated for customers, often leveraging a network of third-party partners. Their diverse clientele includes governmental bodies, educational institutions, healthcare providers, and businesses of all scales – from small enterprises to major corporations. Established in 1984, the company maintains its primary corporate offices in Vernon Hills, Illinois.

                      CDW (CDW) Earnings & Revenues

                      CDW Net sales Breakdown

                      71.67%71.67%18.74%9.08%0.51%
                      71.67% Hardware
                      18.74% Software
                      9.08% Services
                      0.51% Other
                      tipranks

                      CDW Stock 12 Month Forecast

                      Average Price Target

                      $146.43
                      ▲(9.31% Upside)
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                      Ownership Overview

                      0.49%37.68%0.43%32.08%
                      0.43% Other Institutional Investors
                      32.08% Public Companies and
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