CDW Corp SEC 10-K Report
CDW Corporation has released its 2025 Form 10-K report, detailing a 6.8% increase in net sales to $22,424.1 million, driven by improved customer spending. The company reported a slight decrease in Net Income to $1,066.6 million, impacted by higher interest expenses and taxes. CDW is strategically realigning its customer-facing organization into three new segments—Commercial, Government, and Education—effective January 1, 2026, to better meet market demands and enhance customer engagement, while also managing capital through share repurchases and dividends.
CDW Stock: Analyst Estimates & Ratings
CDW Corporation, a leading IT solutions provider with a $16.5 billion market cap, has seen its stock underperform the broader market, dropping 33.9% over the past 52 weeks. Despite this, the company reported stronger-than-expected Q4 2025 results with revenue up 6% and non-GAAP EPS beating consensus, driven by resilient enterprise IT spending. Analysts maintain a "Moderate Buy" consensus rating with a mean price target suggesting a 30.2% premium to current levels.
Discovering US Market's Undiscovered Gems In February 2026
The US market is showing strong upward momentum in February 2026, leading investors to seek out promising small-cap companies. This article identifies several "undiscovered gems" with strong fundamentals, highlighting Climb Global Solutions (CLMB), TrustCo Bank Corp NY (TRST), and General American Investors Company (GAM) as examples of undervalued stocks with solid financial health and growth potential.
Is ePlus’ Stronger FY26 Outlook And M&A Focus Altering The Investment Case For PLUS?
ePlus recently reported stronger Q3 FY26 results, raising full-year net sales guidance to 20-22% growth, confirming a dividend, and emphasizing acquisitions. This improved outlook, coupled with a focus on M&A in high-growth areas and workplace transformation, could significantly reshape the investment narrative for ePlus, which focuses on converting IT spending into profitable growth. Investors need to balance this stronger guidance against potential revenue volatility from large project deals.
Cdw stock hits 52-week low at 123.05 USD
CDW Corp's stock has dropped to a new 52-week low of $123.05 USD, reflecting a 27.49% decrease over the past year. Despite this downturn, strong Q4 2025 earnings and aggressive share buybacks by management signal potential undervaluation, with analysts setting price targets significantly higher. The company's recent exceeding of revenue and EPS expectations highlights strong operational efficiency amidst market volatility.
Cdw stock hits 52-week low at 123.05 USD By Investing.com
CDW Corp's stock has dropped to a new 52-week low of $123.05, representing a 27.49% decline over the past year. Despite this, management has been actively buying back shares, and the company is considered undervalued by Fair Value models. CDW recently surpassed analyst expectations for its Q4 2025 earnings and revenue.
Cdw stock hits 52-week low at 123.05 USD By Investing.com
CDW Corp's stock has dropped to a new 52-week low of 123.05 USD, marking a significant 27.49% decrease over the past year. Despite this downturn, the company's management has been aggressively buying back shares, signaling confidence in its future. InvestingPro data suggests CDW is undervalued, with analysts setting price targets between $142 and $225, and the company recently exceeded Q4 2025 earnings and revenue expectations.
CDW Corp (CDW) Shares Gap Down to $123.51 on Feb 12
CDW Corp (CDW) shares dropped 8.49% to an intraday low of $123.50 on February 12, closing at $123.51. This places the stock significantly below its 52-week high, with analyst targets suggesting a potential upside of 38.14% from the current price. GuruFocus estimates a one-year fair value of $207.06, indicating an even larger upside for the stock.
Cdw stock hits 52-week low at 123.05 USD By Investing.com
CDW Corp's stock has dropped to a new 52-week low of $123.05, representing a 27.49% decrease over the past year. Despite this downturn, the company's management is actively buying back shares, and recent Q4 2025 earnings exceeded expectations, suggesting potential undervaluation according to Fair Value models and analyst targets. Investors can find more detailed insights through InvestingPro's comprehensive research report on CDW.
Cdw stock hits 52-week low at 123.05 USD By Investing.com
CDW Corp's stock has hit a new 52-week low at $123.05 USD, reflecting a 27.49% decrease over the past year despite the company's Q4 2025 earnings exceeding analyst expectations. Management has been aggressively buying back shares, and analysts' price targets suggest the stock may be undervalued. This downturn highlights the market volatility and economic uncertainties affecting CDW's performance.
Arrow Electronics, Inc. (NYSE:ARW) Shares Fly 36% But Investors Aren't Buying For Growth
Arrow Electronics' shares have recently surged by 36%, bringing its annual gain to 45%. However, despite this strong price performance, its P/E ratio of 13.9x remains lower than many other US companies, suggesting investors are not anticipating significant future growth. This is due to recent undesirable earnings growth, with a 49% drop in EPS over the last three years, and analysts forecasting a further 5.9% decline in earnings over the next year, contrasting with expected market growth.
The Truth About PC Connection Inc: Why This Quiet Tech Player Might Be Your Smartest 2026 Move
PC Connection Inc (CNXN) is presented as a quiet yet vital player in the B2B IT ecosystem, supplying hardware, software, and comprehensive IT solutions to businesses, schools, and government. The article highlights its value as a one-stop shop for serious tech builds, offering full solutions beyond just reselling boxes, and providing price/performance utility over viral trends. While not a consumer-facing brand or a meme stock, CNXN is positioned as a stable, B2B-focused investment connected to long-term IT demand, suitable for investors looking beyond speculative hype.
Five9 Honors Global Partner Award Winners, Recognizing Excellence in CX Innovation, Performance, and Customer Impact
Five9 announced the winners of its 2025 Global Partner Awards, celebrating partners who excelled in innovation, performance, and delivered measurable customer outcomes across its Intelligent CX Platform ecosystem. The awards highlight partners who advanced AI-elevated customer experiences, demonstrated strong sales alignment, and drove significant business impact in various regions and categories. This recognition underscores the critical role partners play in modernizing CX and scaling customer solutions.
28 cybersecurity firms win Rapid7’s 2026 Partner of the Year honors
Rapid7 (NASDAQ: RPD) announced the winners of its 2026 Partner of the Year Awards, recognizing 28 partners across 12 categories and four regions for their contributions to cybersecurity outcomes. The awards highlight partners who excel in areas such as detection & response, exposure management, and public sector engagements, helping customers build cyber resilience. However, following this news, RPD's stock declined by 29.02%, indicating a significant negative market reaction despite the positive news for its partners.
Gartner names CGI a leader in tech behind banks' payment hubs
CGI (NYSE: GIB) has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Banking Payment Hub Platforms, highlighting its capabilities in real-time, high-value, bulk, domestic, and cross-border payments. The company's CGI All Payments modular platform, along with its domain expertise, cloud deployments, and ISO 20022 support, were key factors in this recognition. Despite this positive validation and recent strategic milestones, market reactions to CGI's announcements have often been muted or negative.
Cisco Announces New Silicon One G300, Advanced Systems and Optics to Power and Scale AI Data Centers for the Agentic Era
Cisco has unveiled its new Silicon One G300 switching silicon, designed to power large-scale AI data centers with 102.4 Tbps capacity. This innovation aims to enhance energy efficiency, reduce operating costs, and simplify AI network operations for hyperscalers and enterprises. The G300 will be integrated into new liquid-cooled Cisco N9000 and 8000 systems and supported by enhancements to Cisco Nexus One for unified management.
Is PC Connection’s (CNXN) Bigger Buyback Quietly Redefining Its Capital-Return Playbook?
PC Connection (CNXN) recently announced Q4 2025 results, reporting slightly lower sales but stable net income, an increased quarterly dividend, and an expanded share buyback authorization to US$190 million. This move underscores management's commitment to shareholder returns, reinforcing its image as an execution-focused IT reseller prioritizing consistent profitability and disciplined capital returns. While the company's shares have been rising and may be undervalued, investors should consider the impact of tighter margins on its capital return strategy and review multiple perspectives before forming expectations.
CDW hands $982M to shareholders after $22.4B sales year
CDW Corporation reported strong financial results for the fourth quarter and full year 2025, with net sales reaching $22.4 billion for the year, an increase of 6.8%. The company returned approximately $982 million to shareholders through dividends and share repurchases, and its Board of Directors approved a quarterly cash dividend of $0.63 per share. Despite economic uncertainties, CDW saw improved customer spending across various segments, driven by growth in software, mobile devices, and services.
CDW targets mid-single-digit EPS growth in 2026 as AI momentum builds across markets
CDW expects to achieve mid-single-digit earnings per share growth in 2026, driven by increasing AI momentum across various markets. The company presented its long-term financial targets and strategic priorities at an investor meeting. CDW anticipates AI will significantly influence its growth trajectory in the coming years.
Thermon Group Holdings, Inc. (NYSE:THR) Q3 2026 Earnings Call Transcript
Thermon Group Holdings, Inc. (NYSE:THR) announced record-breaking Q3 2026 results with the highest revenue, profitability, and bookings in company history, driven by strong execution of strategic initiatives and favorable market trends. The company reported a 10% increase in revenue and a 12% increase in adjusted EBITDA, with orders growing 14% year-over-year. Thermon also highlighted significant growth opportunities in liquid-cooled data centers and high-efficiency medium voltage heaters, leading to raised financial guidance for fiscal year 2026.
CDW Stock: Quiet Uptrend, Loud Expectations – What Wall Street Sees Next
CDW’s stock has shown a steady climb despite market volatility, driven by recurring IT services, AI demand, and favorable analyst targets. The company is positioned as a strategic partner for IT infrastructure and consulting, emphasizing services, security, and AI infrastructure without chasing speculative AI trends. Wall Street analysts largely maintain bullish stances, seeing CDW as a core holding with significant upside due to its durable cash flows and strategic role in aggregating multi-vendor solutions.
CCC Sees Volatile Trading Amid Market Update
CCC Intelligent Solutions Holdings Inc. (CCC) is experiencing volatile trading, with its stock down by -7.77% amidst market regulation concerns and unfavorable conditions. Despite strong gross margins and operating cash flow, the company faces challenges from increasing competition, shifting regulations, and high administrative costs, leading to cautious investor sentiment. CCC is implementing strategic initiatives like stock repurchases to stabilize its financial position and counteract external pressures.
CDW Q4 Deep Dive: Cloud, AI Services, and End-Market Diversity Drive Outperformance
CDW's Q4 CY2025 results exceeded revenue and profit expectations, driven by strong growth in cloud, software, and professional services, particularly within the small business and education sectors. The company emphasized its diverse end markets and broad solution set in navigating a complex year, with AI integration becoming a pervasive performance driver. Management anticipates continued market outperformance in 2026, fueled by cloud and AI adoption, while focusing on operating leverage and managing supply chain volatility.
CDW: UBS Maintains 'Buy' Rating, Lowers Price Target to $162
UBS has maintained its 'Buy' rating for CDW (CDW) but reduced its price target from $190 to $162, a 14.74% decrease, reflecting adjusted expectations in the current market. This follows several other analysts who have also lowered price targets for CDW. Despite these reductions, the average target price from 11 analysts suggests a 26.00% upside from the current price, and GuruFocus estimates a 44.91% upside based on its fair value calculation.
CDW (CDW) Receives Maintained Rating, Price Target Raised by Morgan Stanley | CDW Stock News
Morgan Stanley has maintained its "Equal-Weight" rating for CDW (CDW) and slightly increased its price target to $142 from $141. This adjustment follows several recent analyst rating changes, including a downgrade from Morgan Stanley in January 2026 and an upgrade from Raymond James in November 2025. Wall Street analysts currently forecast an average target price of $176.37 for CDW, indicating an "Outperform" status.
DHI Group Surges Amid Strong Q4 Results and New Stock Repurchase Program
DHI Group's stock surged by 27.1% following strong Q4 results that surpassed expectations, driven by its subscription model, especially the ClearanceJobs platform. The company also announced a new $10 million stock repurchase program, signaling confidence in its strategic direction and commitment to enhancing shareholder value. Efforts to modernize the Dice platform and integrate AI further contribute to investor optimism and future growth projections.
UBS Maintains CDW Corp(CDW.US) With Buy Rating, Cuts Target Price to $162
UBS analyst David Vogt has maintained a "Buy" rating for CDW Corp (CDW.US) but has adjusted the target price from $190 to $162. According to TipRanks data, Vogt has a 52.7% success rate and a 5.3% average return over the past year. This report emphasizes that the information is for informational purposes only and not investment advice.
A Quick Look at Today's Ratings for CDW Corp(CDW.US), With a Forecast Between $144 to $162
Major Wall Street analysts have updated their ratings for CDW Corp (CDW.US), with price targets ranging from $144 to $162. J.P. Morgan, Citi, and Barclays analysts maintain "hold" ratings, while UBS analyst David Vogt maintains a "buy" rating. The adjustments reflect a slightly varied outlook on the company's stock performance.
CDW Corporation (NASDAQ:CDW) Q4 2025 Earnings Call Transcript
CDW Corporation announced its Q4 and full-year 2025 financial results, with net sales of $5.5 billion (up 5%) for the quarter and over $22 billion (up 7%) for the full year. Despite a complex year marked by geopolitical issues and a government shutdown, the company achieved record non-GAAP net income per share of $10.02, driven by strong growth in software, cloud, and professional and managed services, particularly aided by increasing AI adoption across customer segments. For 2026, CDW expects low single-digit IT market growth with 200-300 basis points of outperformance, projecting mid-single-digit growth in non-GAAP net income per diluted share and continued operating leverage.
CDW Corp To Go Ex-Dividend On February 25th, 2026 With 0.63 USD Dividend Per Share
CDW Corp (CDW.US) is scheduled to go ex-dividend on February 25th, 2026, with a cash dividend of 0.63 USD per share. Shareholders on record as of that date will receive the dividend on March 10th, 2026. The article also provides general definitions of cash dividends and stock dividends, clarifying their implications for investors and share value.
CDW: Q4 Earnings Snapshot
CDW Corp. reported strong fourth-quarter results, with net income of $279.5 million, or $2.14 per share, surpassing Wall Street expectations. Adjusted earnings reached $2.57 per share, outperforming the analyst consensus of $2.44. The information technology company also exceeded revenue forecasts, posting $5.51 billion against an expected $5.27 billion.
Broadstone Net Lease stock reaches 52-week high at $18.88
Broadstone Net Lease (BNL) stock has hit a new 52-week high of $18.88, demonstrating significant growth and investor confidence with a 28.58% 1-year total return. The company boasts robust financial health, including a 94.76% gross profit margin, a 6.2% dividend yield, and six consecutive years of dividend increases. Analyst firms like BTIG, Cantor Fitzgerald, BMO Capital, and Citizens have reiterated positive ratings and price targets, citing strategic initiatives and strong fundamentals.
CDW’s Financial Outlook Analyzed Amid Analyst Revisions
CDW Corporation's stock has risen by 9.67% recently, driven by market optimism and strategic updates. Analysts like Evercore ISI and Citi have revised price targets, reflecting sector-wide recalibrations in technology hardware and highlighting potential growth due to hyper-scale data center investments. An upcoming webcast on February 4th will provide further insights into CDW’s Q4 and 2025 performance, which could significantly influence trader sentiment and corporate strategies.
Cirrus Logic Posts Upbeat Q3 Earnings, Joins Silicon Laboratories, Lear, Kennametal, CDW And Other Big Stocks Moving Higher On Wednesday
Cirrus Logic Inc. witnessed a sharp rise in its stock after reporting better-than-expected Q3 earnings and strong Q4 sales guidance. Several other companies, including Silicon Laboratories, Enphase Energy, InnovAge Holding, and Reynolds Consumer Products, also saw significant stock gains after announcing strong financial results. The positive earnings reports led to a mixed performance in the U.S. stock market, with the Dow Jones index showing gains.
CDW Corp. stock outperforms competitors on strong trading day
CDW Corp. shares (CDW) rallied 9.45% to $138.08 on Wednesday, outperforming the mixed stock market. Despite the strong trading day, the stock remains 38.06% below its 52-week high of $222.92, which was reached on February 5th. The Dow Jones Industrial Average rose while the S&P 500 Index fell.
Is Arrow Electronics (ARW) Quietly Building a Moat in Assistive AI Through .lumen Partnership?
Arrow Electronics has partnered with .lumen, a Romanian startup, to scale the production of AI-powered intelligent guide glasses for the visually impaired. This collaboration strengthens Arrow's position in assistive technology, aligning with its role as a global enabler of electronics and IT supply chains. While the partnership reinforces Arrow's innovation narrative, the article notes that investors should also consider the company's pressured earnings trend and modest returns on equity.
Press Release: CDW Reports Fourth Quarter and Full Year 2025 Earnings
CDW announced its fourth-quarter and full-year 2025 earnings. While the headline indicates CDW, the provided content discusses Unity Software's (U.US) Q4 financial results, reporting revenue of $609 million, a 35% year-over-year increase, and a loss of 66 cents per share. The article notes that due to copyright issues, news from Dow Jones is not automatically translated, and the content is for informational purposes only.
CDW stock jumps nearly 10% after earnings beat as AI, cloud demand holds up
CDW shares jumped almost 10% after the company exceeded quarterly sales and profit forecasts, with management attributing the success to sustained demand for security and cloud services. The IT solutions provider reported net sales of $5.51 billion and adjusted earnings of $2.57 per share, surpassing analyst estimates. CDW also highlighted an 8.6% increase in gross profit and reaffirmed its 2026 target to outperform U.S. IT market growth.
CDW Q4 Earnings & Revenues Beat, Stock Rallies on AI-Led Demand Trends
CDW Corporation reported strong fourth-quarter 2025 non-GAAP EPS of $2.57 and net sales of $5.51 billion, both exceeding analyst expectations. The growth was driven by increasing customer spending in software, notebooks, mobile devices, and services, with the Small Business segment showing significant gains. The company also reaffirmed its long-term growth targets, specifically mentioning AI-related demand, and announced a quarterly dividend of 63 cents, leading to a 7% rally in pre-market trading.
CDW (NASDAQ:CDW) Delivers Strong Q4 CY2025 Numbers, Stock Soars
CDW (NASDAQ:CDW) reported strong Q4 CY2025 results, beating Wall Street's revenue and adjusted EPS expectations, with sales up 6.3% year-on-year to $5.51 billion and non-GAAP profit exceeding estimates by 5.1%. The company highlighted a solid finish to the year, driven by value delivery across IT solutions for customers. Despite a positive quarterly performance and immediate stock surge, long-term revenue growth has been tepid, and analysts anticipate modest growth ahead, raising questions about sustaining high growth rates given its market scale.
CDW Corp. (NASDAQ:CDW) Posts Q4 Revenue Beat, In-Line Earnings for Fiscal 2025
CDW Corporation reported a mixed Q4 2025, with revenue of $5.511 billion beating analyst estimates of $5.342 billion, and non-GAAP EPS of $2.57 essentially meeting the $2.47 consensus. Strong cash flow generation allowed the company to return $982 million to shareholders, and the stock saw a pre-market increase of over 4.6% following the announcement. CDW aims to exceed US IT addressable market growth by 200 to 300 basis points in 2026, though this will be scrutinized against existing analyst forecasts.
CDW Stock Slides Despite Beating Quarterly Revenue Estimates
CDW (CDW) stock experienced a decline despite reporting stronger-than-expected fourth-quarter revenue of $5.51 billion. Investors seem more concerned with broader market challenges and the long-term sustainability of IT spending growth rather than the positive revenue beat. Management highlighted the company's resilience, diverse customer base, and strategic investments as key drivers for its future outlook.
CDW declares quarterly cash dividend of $0.630 per share
CDW Corporation has announced a quarterly cash dividend of $0.630 per common share, payable on March 10, 2026, to stockholders of record as of February 25, 2026. This continues CDW's tradition of returning value to shareholders, having increased its dividend fifteen-fold and achieved twelve consecutive years of dividend increases since its 2013 IPO. The company's CFO, Albert J. Miralles, highlighted dividends as a key component of their capital allocation strategy, alongside share repurchases and strategic M&A.
CDW: Q4 Earnings Snapshot
CDW Corp. reported strong fourth-quarter results, with net income of $279.5 million and adjusted earnings of $2.57 per share, surpassing Wall Street expectations. The information technology company also recorded revenue of $5.31 billion for the period, exceeding analyst forecasts. For the full year, CDW posted a profit of $1.05 billion on revenue of $22.22 billion.
CDW has raised its dividend 12 straight years, $8.1B returned
CDW Corporation has declared a quarterly cash dividend of $0.630 per common share, payable on March 10, 2026. This marks a continued commitment to shareholder value, with the dividend having increased nearly fifteen-fold since its 2013 IPO and 12 consecutive years of increases. The company has returned approximately $8.1 billion to stockholders through share repurchases and dividends.
CDW Corp earnings beat by $0.13, revenue topped estimates
CDW Corp (NASDAQ: CDW) reported strong fourth-quarter results, beating analyst estimates with an EPS of $2.57 against a projected $2.44. The company also surpassed revenue expectations, bringing in $5.51 billion compared to the $5.33 billion consensus. Despite the positive earnings, CDW's stock has seen a decline of -11.44% in the last three months and -38.80% over the past year.
Trimble Navigation (TRMB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Trimble Navigation (TRMB) is expected to report a year-over-year increase in earnings and lower revenues for the quarter ended December 2025. With a positive Earnings ESP of +1.91% and a Zacks Rank #2 (Buy), the company is likely to beat the consensus EPS estimate of $0.96 per share. The report, due on February 10, will be closely watched by investors for its impact on the stock price.
Recent Report Shows That Rep. April McClain Delaney Sold Up to $210K Worth of Bio-Techne Stock
Representative April McClain Delaney recently filed a sale of Bio-Techne (NASDAQ: TECH) shares, valued between $14,014 and $210,000, with the transaction occurring on January 28, 2026. This sale is part of 163 stock transactions totaling over $387,000 completed by Delaney in the last three years. The article emphasizes the importance of congressional transactions as an investor consideration, noting that the STOCK Act prohibits members of Congress from using private information for personal financial gain.
Why Avnet (AVT) Is Up 23.2% After Completing $886 Million Buyback And Issuing EPS Guidance
Avnet (AVT) saw its stock rise 23.2% after announcing fiscal second-quarter 2026 results, which included higher sales of US$6,318.96 million and the completion of an US$886 million share repurchase program. The company also issued upbeat guidance for third-quarter GAAP diluted EPS, signaling investor confidence despite compressed net income and margins in the previous quarter. This news reinforces Avnet's commitment to capital returns and operational efficiency, although some analysts highlight concerns about thin margins and interest coverage affecting future flexibility.
CDW (CDW) Q4 Earnings: What To Expect
CDW is set to report its Q4 earnings on Wednesday. Analysts anticipate a 3% year-on-year revenue growth to $5.34 billion and adjusted earnings of $2.44 per share. While peers like Avnet and TD SYNNEX have exceeded expectations with strong revenue growth, CDW's stock has seen a 5% decline over the last month, heading into earnings with an average analyst price target significantly above its current share price.
