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PC Connection (CNXN)
NASDAQ:CNXN
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PC Connection (CNXN) Price & Analysis

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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 / Very Low LeveragePC Connection maintains an exceptionally conservative capital structure with debt-to-equity near zero in 2025 and ~0.7% TTM. That durability supports financial flexibility for procurement, buybacks, dividends and buffering against distributor cyclical swings without stressing solvency.
Strong Cash Generation And FCF ConversionConsistent, high free cash flow (FCF ~$124M TTM) with FCF closely tracking net income (~0.94) signals quality earnings and the ability to fund capex, inventory builds, dividends and buybacks internally. This sustained cash conversion underpins long-term capital returns and resilience.
Enterprise Growth, Backlog And Vertical DiversificationStrong Enterprise Solutions growth and a multi-year high backlog provide near-term revenue visibility and indicate durable demand from large customers. Broad vertical strength across retail, healthcare and financials reduces concentration risk and supports sustainable solution-driven revenue mix.
Bears Say
Public Sector Revenue VolatilityA steep Public Sector sales drop tied to a single large nonrecurring contract underscores concentration and timing risk in government bidding. Reliance on lumpy contracts can materially affect year-over-year revenue and makes predictability and backlog conversion in that vertical less reliable.
Planned Inventory Build Increases Working-capital StrainA sizeable inventory build to secure supply ahead of price moves materially increases working-capital absorption. While tactical, this strategy reduces near-term cash flow predictability, amplifies cash cycle volatility and can pressure margins if tech pricing or demand shifts unexpectedly.
Memory-driven Price Volatility And Supply UncertaintyProlonged memory price inflation and supply variability create structural uncertainty for a hardware reseller. Persistent price swings and unit count declines can compress margins, complicate inventory planning and weaken predictable attach-rate economics for higher-margin services over multiple quarters.

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 $74.14 in the past 12 months.
    What is PC Connection’s market cap?
    PC Connection’s market cap is $1.85B.
      When is PC Connection’s upcoming earnings report date?
      PC Connection’s upcoming earnings report date is Aug 05, 2026 which is in 56 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

                      56.62%12.89%3.52%11.64%
                      56.62% Insiders
                      3.52% Other Institutional Investors
                      11.64% Public Companies and
                      Individual Investors

                      Options Prices

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