7 stories mentioning CDWUpdated 20d ago
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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
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%
CDW (CDW) has an average rating of overweight and mean price target of $147.89, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
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.
CDW (CDW) has an average rating of overweight and mean price target of $162.20, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $110.74, Change: $-26.06, Percent Change: -19.05%
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.
CDW (CDW) has an average rating of overweight and mean price target of $166.20, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $134.11, Change: $+0.79, Percent Change: +0.60%
