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

108 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 SheetExceptionally low leverage and rising equity give Connection durable financial flexibility. This supports continued dividends, buybacks, vendor negotiation power and the ability to invest or withstand cyclical IT demand without stressing solvency or needing emergency financing.
Strong Cash Generation And ConversionRobust operating and free cash flow with near 1:1 conversion to net income underpins earnings quality. Reliable FCF funds capital returns and working-capital needs, strengthening the company’s ability to support strategy and shareholder distributions across cycles.
Enterprise Growth, Backlog And Partner RecognitionMeaningful Enterprise growth and record backlog increase revenue visibility and reflect stronger demand for higher‑margin solutions. Coupled with partner awards and vertical momentum, this bolsters competitive positioning and long-term service-led revenue mix improvements.
Bears Say
Choppy Revenue HistoryThe multi-year volatile top-line reduces predictability for planning and capital allocation. Episodic declines and rebounds complicate forecasting, margin leverage and investment timing, making sustainable growth trajectory less certain over the medium term.
Working-capital Absorption / Inventory BuildA sizable, planned inventory build that outpaced operating cash flow materially ties up liquidity and increases cash-flow volatility. Persistent working-capital swings can constrain flexibility, raise funding needs, and impair FCF predictability during slower demand periods.
Memory-driven Pricing And Supply UncertaintyProlonged component pricing inflation and supply variability (management cited potential persistence into 2028–2029) create structural margin and demand timing risk for a reseller. Extended supplier-driven volatility can compress spreads and delay conversions of backlog to revenue.

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 $69.30 in the past 12 months.
    What is PC Connection’s market cap?
    PC Connection’s market cap is $1.65B.
      When is PC Connection’s upcoming earnings report date?
      PC Connection’s upcoming earnings report date is Aug 05, 2026 which is in 76 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 $0.15 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 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

                      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

                      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%12.81%3.52%11.91%
                      56.62% Insiders
                      3.52% Other Institutional Investors
                      11.91% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
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