tiprankstipranks
PC Connection (CNXN)
NASDAQ:CNXN
Want to see CNXN full AI Analyst Report?

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 debt and a stronger equity base provide durable financial flexibility. Low leverage reduces refinancing and liquidity risk, enabling the firm to fund working capital swings, opportunistic buybacks/dividends, and technology investments without pressuring cash flow or raising costly external capital.
Improving Gross Margins And MixSustained margin expansion and a shift toward higher‑margin software/cloud sales suggest structural improvement in profitability. A durable mix shift away from low‑margin hardware toward recurring software and services supports long‑term margin sustainability and higher earnings quality.
Strong Liquidity And Capital ReturnsRobust cash and short‑term investments give management optionality to support strategic initiatives, cushion cyclical downturns, and return capital. The combination of ample liquidity and active buybacks/dividend increases reflects disciplined capital allocation and confidence in cash generation over time.
Bears Say
Choppy Revenue TrendMeaningful top‑line volatility undermines operating leverage and forecasting reliability. Repeated swings across years reduce predictability of earnings and cash flow, complicate inventory and workforce planning, and make sustained margin expansion dependent on consistent demand recovery.
Volatile Cash ConversionWorking‑capital driven swings in cash flow reduce the reliability of free cash generation. Unpredictable OCF complicates funding for capex, buybacks, and dividends, and raises the need for larger liquidity buffers or more conservative payout policies to manage cyclical procurement and delivery timing.
Concentration & Margin Mix RiskDependence on large, lumpy projects and exposure to segment mix shifts create structural volatility. Loss of a single large public sector project and subscription/license mix pressure in Enterprise show that customer concentration and product mix can materially swing revenue and margins.

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 $1.62B.
      When is PC Connection’s upcoming earnings report date?
      PC Connection’s upcoming earnings report date is Apr 29, 2026 which is tomorrow.
        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 0.62.
                How many shares outstanding does PC Connection have?
                PC Connection has 25,216,162 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
                      Similar Stocks
                      Company
                      Price & Change
                      Follow
                      Arrow Electronics
                      Avnet
                      Insight Enterprises
                      ScanSource
                      Climb Global Solutions

                      Ownership Overview

                      56.64%12.79%0.39%15.59%
                      56.64% Insiders
                      0.39% Other Institutional Investors
                      15.59% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
                      ---
                      Popular Stocks