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PC Connection (CNXN)
NASDAQ:CNXN

PC Connection (CNXN) Price & Analysis

107 Followers

CNXN Stock Chart & Stats

$58.31
$0.24(0.34%)
At close: 4:00 PM EST
$58.31
$0.24(0.34%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetExtremely low leverage and meaningful equity growth provide durable financial flexibility. Consistent ROE (~8.8%–11.6%) indicates profitability without reliance on debt, supporting investment in services, buybacks/dividends, and resilience through IT spending cycles over the next several quarters.
Margin ExpansionSustained gross margin expansion reflects disciplined pricing and a favorable product/customer mix, including higher-margin software and services. Higher, stable gross margins increase operating leverage potential and support durable profit improvement even if top-line growth is uneven.
Backlog & Demand SignalsA rising backlog and stronger enterprise bookings signal multi‑quarter demand visibility for complex deployments. This structural demand for cloud, security, and endpoints supports recurring services and higher-margin solutions, improving revenue quality beyond one-off product resale.
Bears Say
Sharp Recent Revenue DeclineA pronounced TTM revenue decline indicates meaningful top-line cyclicality and escalates execution risk. For a reseller model where scale drives vendor terms and services penetration, sustained revenue weakness could compress margins and slow reinvestment in growth initiatives over the coming 2–6 months.
Volatile Cash ConversionMaterial swings in operating cash flow and free cash flow (working-capital driven) reduce predictability of internal funding for buybacks, capex, and payroll. Persistent working-capital volatility can constrain strategic flexibility and make earnings quality harder to rely upon over a medium-term horizon.
Public Sector Concentration RiskA steep public-sector drop highlights reliance on large, lumpy projects and timing risk in that vertical. Such concentration leads to pronounced quarter-to-quarter swings in sales and backlog, complicating revenue forecasting and potentially leaving capacity underutilized in slower public-sector periods.

PC Connection News

CNXN FAQ

What was PC Connection’s price range in the past 12 months?
PC Connection lowest stock price was $54.97 and its highest was $71.17 in the past 12 months.
    What is PC Connection’s market cap?
    PC Connection’s market cap is $1.50B.
      When is PC Connection’s upcoming earnings report date?
      PC Connection’s upcoming earnings report date is Apr 30, 2026 which is in 24 days.
        How were PC Connection’s earnings last quarter?
        PC Connection released its earnings results on Feb 04, 2026. The company reported $0.91 earnings per share for the quarter, beating the consensus estimate of $0.86 by $0.05.
          Is PC Connection overvalued?
          According to Wall Street analysts PC Connection’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does PC Connection pay dividends?
            PC Connection pays a Quarterly dividend of $0.15 which represents an annual dividend yield of 1.02%. See more information on PC Connection dividends here
              What is PC Connection’s EPS estimate?
              PC Connection’s EPS estimate is 0.63.
                How many shares outstanding does PC Connection have?
                PC Connection has 25,198,471 shares outstanding.
                  What happened to PC Connection’s price movement after its last earnings report?
                  PC Connection reported an EPS of $0.91 in its last earnings report, beating expectations of $0.86. Following the earnings report the stock price went up 9.144%.
                    Which hedge fund is a major shareholder of PC Connection?
                    Currently, no hedge funds are holding shares in CNXN
                    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

                      PC Connection Stock Smart Score

                      Company Description

                      PC Connection

                      PC Connection, Inc. (CNXN) is a leading technology solutions provider that specializes in delivering a wide range of IT products and services to businesses, educational institutions, and government agencies. Founded in 1982, the company operates primarily in the sectors of IT hardware and software distribution, offering core products such as computers, servers, networking equipment, and software solutions. PC Connection also provides value-added services including IT consulting, integration, and support, enabling clients to effectively manage their technology needs.

                      PC Connection (CNXN) Earnings & Revenues

                      CNXN Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed predominantly positive momentum: strong segment-level gross profit, margin expansion, EPS and adjusted EBITDA growth, solid vertical performance (retail, financial services, healthcare), a new gross billings metric showing demand, robust liquidity, and shareholder-friendly capital returns (buybacks and a 33% dividend increase). Offsetting items included a sharp decline in public sector sales (a single large non-repeating project and rollout timing), working capital buildup, restructuring charges, and some margin compression in Enterprise. Management framed these negatives as temporary/tactical, with expected cost savings and a healthy backlog, positioning the company for growth in AI, cloud and security in 2026.View all CNXN earnings summaries
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                      Ownership Overview

                      56.66%12.97%2.71%12.90%
                      56.66% Insiders
                      2.71% Other Institutional Investors
                      12.90% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
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