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PC Connection (CNXN)
NASDAQ:CNXN

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
Very Conservative Balance SheetExtremely low leverage and meaningful equity growth provide durable financial flexibility. This reduces refinancing risk, supports steady ROE (8.8%–11.6%), and allows management to fund strategic initiatives, dividends and buybacks without relying on debt during industry cycles.
Gross Margin Expansion And Higher‑margin MixSustained gross margin improvement driven by disciplined pricing and a shift toward software/cloud increases durable profitability. Higher‑margin software growth supports recurring revenues and lessens reliance on low‑margin hardware, improving medium‑term margin sustainability and earnings quality.
Strong Liquidity And Capital Returns OptionalityA large cash position plus active buybacks/dividends gives strategic optionality to invest in AI/cloud priorities, absorb restructurings, and return capital. Robust liquidity underpins long‑term resilience and enables opportunistic M&A or tech investments without stressing the balance sheet.
Bears Say
Choppy And Contracting Revenue TrendVolatile top‑line with large TTM declines undermines predictability and operating leverage. Persistent revenue swings hinder scalable SG&A leverage, complicate investment planning for cloud/AI initiatives, and increase execution risk for sustaining margin expansion over the medium term.
Volatile Cash Generation / Working‑capital SwingsSignificant working‑capital driven swings make free cash flow less predictable despite decent historical conversion. That variability can constrain repeatable funding for capex, M&A or buybacks, and raises the chance of short‑term liquidity pressure during timing mismatches or slower sales periods.
Enterprise Margin Pressure From Mix ShiftsMargin degradation in Enterprise driven by subscription/license program shifts signals structural product‑mix risk. If higher‑growth Enterprise moves toward lower‑margin offerings, aggregate margins could be constrained, offsetting gains in other verticals and limiting long‑term operating margin expansion.

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 $1.57B.
      When is PC Connection’s upcoming earnings report date?
      PC Connection’s upcoming earnings report date is Apr 30, 2026 which is in 66 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 25,245,224 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 Company Deck

                      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

                      56.48%12.95%2.70%13.27%
                      56.48% Insiders
                      2.70% Other Institutional Investors
                      13.27% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
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