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$CDW

11 stories mentioning CDWUpdated 10d ago

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Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.

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Wire

CrowdStrike Launches Geographic Localization for Project QuiltWorks

CrowdStrike (CRWD) is launching the first geographic localization of Project QuiltWorks for North America, gathering a partner cohort to provide specialized frontier AI readiness expertise and remediation services for US and Canadian customers, the company said Thursday.The combination of CrowdStrike's capabilities with the local expertise and reach of North American partners allows customers to better act on AI risks and more quickly find and fix them, according to a statement.Project QuiltWorks' partners in US and Canada include CDW (CDW), Blackthorne Consulting, Consortium, Echelon Risk + Cyber, EVOTEK, GuidePoint Security, NETbuilder, Optiv, Pondurance, and Presidio, CrowdStrike said.Price: $208.42, Change: $+0.62, Percent Change: +0.30%

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Wire

Raymond James Adjusts CDW Price Target to $155 From $150, Maintains Strong Buy Rating

CDW (CDW) has an average rating of overweight and mean price target of $152.56, according to analysts polled by FactSet.Price: $136.72, Change: $-17.28, Percent Change: -11.22%

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Wire

CDW Shares Rise After Morgan Stanley Upgrade

CDW (CDW) shares were up over 5% in Tuesday trading after Morgan Stanley upgraded the stock to overweight from equalweight, and raised its price target to $170 from $142.Trading volume stood at more than 1.1 million shares, compared with a daily average of nearly 2 million.Price: $130.07, Change: $+6.50, Percent Change: +5.26%

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Research

Morgan Stanley Upgrades CDW to Overweight From Equalweight, Adjusts PT to $170 From $142

CDW (CDW) has an average rating of overweight and mean price target of $145.11, according to analysts polled by FactSet.

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Insider Trading

CDW Insider Bought Shares Worth $2,005,740, According to a Recent SEC Filing

David W Nelms, Director, on May 27, 2026, executed a purchase for 18,000 shares in CDW (CDW) for $2,005,740. Following the Form 4 filing with the SEC, Nelms has control over a total of 51,025 common shares of the company, with 51,025 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1402057/000140205726000040/xslF345X05/wk-form4_1780085005.xml

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Wire

CDW Shares Rise After JPMorgan Upgrade

CDW (CDW) shares rose 5.6% on Wednesday after JPMorgan upgraded the stock to overweight from neutral with a price target of $130 per share.Trading volume stood at over 1.1 million shares compared with a daily average of more than 1.8 million.Price: $114.70, Change: $+6.10, Percent Change: +5.62%

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Research

JPMorgan Upgrades CDW to Overweight From Neutral, Price Target is $130

CDW (CDW) has an average rating of overweight and mean price target of $147.89, according to analysts polled by FactSet.

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Research

Research Alert: Cdw Maintains Buy Rating On Shares Of Cdw Corporation.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price from $170 to $137 on a forward P/E of 12x our 2027 EPS projection of $11.44, below the company's three-year average multiple. We increase our 2026 EPS forecast from $10.66 to $10.69 and our 2027 EPS view from $11.32 to $11.44. CDW reported strong Q1 2026 results, with net sales of $5.68B up 9.2% Y/Y (8.4% constant currency), exceeding expectations. Top-line performance was due to Commercial strength (+9.6%) from outsized expansion in Financial Services (+28.2%) and Corporate (+8.4%). However gross margin compressed 60 bps to 21.0%. While macroeconomic risks are elevated in the short term, management maintained full-year guidance for 200-300 bps market outperformance and non-GAAP EPS growth at the high end of mid-single digits. We also see other positives and potential offsets, including its diversified portfolio, backlog and cost efficiency initiatives. Current valuation levels also makes the risk-reward compelling, in our view. Therefore, we maintain a Buy rating on CDW.

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Wire

Raymond James Adjusts Price Target on CDW to $150 From $190

CDW (CDW) has an average rating of overweight and mean price target of $162.20, according to analysts polled by FactSet.Price: $110.74, Change: $-26.06, Percent Change: -19.05%

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Research

Research Alert: Cdw Beats On Top And Bottom Line Despite Margin Pressures

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CDW Corporation delivered mixed Q1 2026 results, with net sales of $5,680M rising 9.2% Y/Y and beating consensus by $190M, driven by robust demand across infrastructure hardware, data storage, servers, and software, though non-GAAP EPS of $2.28 missed consensus by $0.01. All customer segments posted growth, led by Commercial (+9.6%), with Financial Services surging 28.2%, while the Other segment grew 17.9%. We view CDW's strengthening position in AI transitions - as customers move from exploration to production - as a key catalyst, leveraging the company's services-led capabilities. Management reaffirmed confidence in exceeding U.S. IT market growth by 200-300 bps on a constant currency basis. Gross margin compressed 60 bps to 21.0%, while non-GAAP operating margin declined 50 bps to 8.0% due to higher SG&A. We believe CDW's solid cash generation of $248.4M in free cash flow and disciplined capital allocation provide flexibility to support growth investments while navigating near-term margin pressures.

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Wire

Northcoast Research Adjusts Price Target on CDW to $169 From $181, Maintains Buy Rating

CDW (CDW) has an average rating of overweight and mean price target of $166.20, according to analysts polled by FactSet.Price: $134.11, Change: $+0.79, Percent Change: +0.60%

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