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PC Connection (CNXN)
NASDAQ:CNXN
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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 Sheet / Low LeverageExtremely low leverage and growing equity provide durable financial flexibility, reducing solvency risk and enabling sustained capital returns, opportunistic M&A or inventories to secure supply. This structural strength supports resilience across industry cycles and underpins strategic optionality for 2-6 months and beyond.
Strong Free Cash Flow Generation And Earnings QualityConsistent, sizable FCF that closely tracks reported earnings underpins durable internal funding for dividends, buybacks and working-capital needs. High earnings-to-cash conversion signals quality of reported profits and supports sustained capital returns and reinvestment without heavy external funding.
Enterprise Solutions Momentum And Record BacklogMaterial enterprise growth and a multi-year high backlog indicate durable demand and predictable near-term revenue conversion. Strong enterprise performance, plus continued vertical momentum, strengthens customer relationships and recurring solution sales, improving long-run revenue visibility and margin upside potential.
Bears Say
Choppy Multi-year Revenue TrajectoryLarge year-to-year swings make revenue forecasting and capacity planning harder and can compress margins during weaker cycles. For a low-margin distributor, inconsistent top-line trends impede predictable operating leverage, limiting sustainable margin expansion and complicating medium-term planning.
Working-capital Absorption And Inventory BuildPlanned inventory build and higher receivables absorb cash and raise FCF volatility; tight vendor pricing windows can force inventory purchases that tie up capital. Over several months, this reduces liquidity optionality and can strain margins if prices normalize or demand softens, making cash generation less predictable.
Exposure To Memory-driven Price Volatility And Public Sector WeaknessDependence on third-party vendor pricing and memory-driven unit/price swings creates structural margin and demand risk. Sharp Public Sector revenue drop from a lapsed contract highlights concentration and timing risk in verticals, increasing downside if pricing or large contract flows reverse over the coming months.

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 $75.00 in the past 12 months.
    What is PC Connection’s market cap?
    PC Connection’s market cap is $1.84B.
      When is PC Connection’s upcoming earnings report date?
      PC Connection’s upcoming earnings report date is Aug 05, 2026 which is in 35 days.
        How were PC Connection’s earnings last quarter?
        PC Connection released its earnings results on Apr 29, 2026. The company reported $0.77 earnings per share for the quarter, beating the consensus estimate of $0.62 by $0.15.
          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 $0.2 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 1.04.
                How many shares outstanding does PC Connection have?
                PC Connection has 25,226,048 shares outstanding.
                  What happened to PC Connection’s price movement after its last earnings report?
                  PC Connection reported an EPS of $0.77 in its last earnings report, beating expectations of $0.62. Following the earnings report the stock price went up 0.568%.
                    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

                      Company Description

                      PC Connection

                      PC Connection, Inc., together with its affiliates, offers a comprehensive range of information technology (IT) solutions. The company structures its operations into three main divisions: Business Solutions, Enterprise Solutions, and Public Sector Solutions. Its product portfolio features a wide selection of IT hardware, including computer systems, peripheral devices, and data center infrastructure, as well as software applications and networking communication equipment. Beyond just products, PC Connection also delivers critical services spanning the entire IT solution lifecycle, from initial design and intricate configuration to final implementation. The company engages a broad spectrum of clients, serving small to medium-sized businesses (including home office customers), governmental entities, educational organizations, and large corporate enterprises. It employs a multi-faceted marketing strategy, leveraging both digital and print media, alongside direct sales channels such as outbound telemarketing and a dedicated field sales team, often tailoring programs to specific customer groups. Established in 1982, PC Connection's corporate headquarters are located in Merrimack, New Hampshire.

                      PC Connection (CNXN) Earnings & Revenues

                      CNXN Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented a generally positive operational and financial beat: consolidated sales, gross profit, operating income, net income and EPS all improved year-over-year, Enterprise and Business Solutions delivered strong growth, backlog is at a multi-year high, liquidity is robust, and the company received notable partner recognitions. Offsetting risks include a significant decline in Public Sector sales tied to a nonrecurring prior-year contract, ongoing supply-chain and memory-driven price volatility, a sizeable inventory build and working-capital absorption, a $3.1M severance charge, and management's caution about potential softening in the back half of 2026. Overall, the positive execution, margin expansion, cash position and capital returns outweigh the near-term operational headwinds and uncertainties.View all CNXN earnings summaries
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                      Ownership Overview

                      56.51%12.99%3.52%11.58%
                      56.51% Insiders
                      3.52% Other Institutional Investors
                      11.58% Public Companies and
                      Individual Investors

                      Options Prices

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