Assessing PC Connection (CNXN) Valuation After Dell Titanium Black Partner Recognition
PC Connection (CNXN) recently received Dell Technologies Partner Program Titanium Black status for 2026, drawing attention to its valuation. The stock trades at US$59.60 with a P/E of 17.9x, which appears expensive compared to peers but good value against the broader US Electronic industry average. A Discounted Cash Flow (DCF) model suggests the stock is significantly undervalued, estimating its intrinsic value at $117.72.
PC Connection (NASDAQ: CNXN) CEO exercises 10,000 RSUs, 3,935 shares withheld for taxes
PC Connection, Inc. CEO Timothy J. McGrath exercised 10,000 Restricted Stock Units (RSUs) which converted into common stock. Of these, 3,935 shares were withheld for tax obligations at $59.98 per share. After this transaction, McGrath directly holds 290,343 shares of PC Connection common stock, reflecting a routine compensation-related event rather than an open-market trade.
Connection Recognized as a 2026 Dell Technologies Titanium Black Partner
Connection (PC Connection, Inc.; NASDAQ: CNXN) has achieved Dell Technologies Partner Program Titanium Black status for 2026, the highest recognition in the program. This elite status acknowledges Connection's strategic importance to Dell and its ability to deliver transformative technology solutions to customers. The partnership highlights a shared commitment to innovation and customer success in the rapidly evolving technology landscape.
Understanding the Setup: (CNXN) and Scalable Risk
This article analyzes Pc Connection Inc. (NASDAQ: CNXN) using AI models to provide trading strategies. It highlights divergent sentiment readings, suggesting choppiness, and identifies an exceptional short setup with a 26.3:1 risk-reward ratio. The analysis includes position trading, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis.
PC Connection Honored as a Winner of the Microsoft Operational Excellence Platinum Award
PC Connection, Inc. has been awarded the Microsoft Operational Excellence Platinum Award at the Microsoft FY13 Roundtables Conference, recognizing its market-leading operational excellence in supporting Microsoft technology. The company was honored for its superior performance and commitment to customer satisfaction, meeting strict criteria for valid licensing agreements. This distinction highlights PC Connection's dedication to providing high levels of technical expertise and service to help customers achieve their IT goals.
Executive pay, control and proposals at PC Connection (NASDAQ: CNXN)
PC Connection (NASDAQ: CNXN) has released its 2026 proxy statement detailing proposals for its annual meeting on May 13, 2026, including the election of six directors and ratification of Deloitte & Touche LLP as auditor. The company is a Nasdaq "controlled company" due to Chair Patricia Gallup's 54.6% beneficial ownership. The statement also outlines executive compensation, with CEO Timothy McGrath receiving $7.5 million in 2025, and discusses the company's governance structure, including the rationale for separating the Chair and CEO roles.
CNXN|PC Connection Inc|Price:57.140|Chg%:-1.38
PC Connection Inc (CNXN) shows strong fundamentals, high institutional ownership, and a significant growth potential despite recent weak stock market performance. The company is considered fairly valued within its industry, with analysts rating it as "Hold" and a target price of $76.00. Key strengths include industry-leading revenue, high dividend payout, and undervalued status based on PB ratio.
Is It Time To Reassess PC Connection (CNXN) After Recent Share Price Stability?
PC Connection's stock (CNXN) has seen recent stability, with a 2.7% gain over the last week, though it has experienced a 5.9% loss over the past year. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 50.1%, with an estimated intrinsic value of $117.16 per share against a market price of $58.52. Additionally, its P/E ratio of 17.61x is below the industry average, further indicating it may be undervalued.
PC Connection, Inc. Experiences Evaluation Revision Amid Market Dynamics and Performance Variability
PC Connection, Inc. has undergone an evaluation revision due to changing market conditions and performance variability. The stock, currently valued at $57.99, shows volatility and bearish technical indicators, despite a slight year-to-date gain. Its performance has lagged the S&P 500 over longer periods, necessitating careful monitoring.
If You Invested $1,000 in Pc Connection Inc (CNXN)
This article analyzes the historical performance of investing $1,000 in Pc Connection Inc (CNXN) over 1, 5, and 10 years, comparing its returns against the S&P 500. It also provides an in-depth overview of the company, including its business model, segments, products, services, customer markets, financial reporting structure, and risk factors. Additionally, it details CNXN's corporate governance, strategic partnerships, and technical capabilities, such as its Microsoft Solutions Partner designations and the CNXN Helix Center for Applied AI and Robotics.
Connection Earns Zebra Technologies’ 2025 Partner of the Year Award
Connection (PC Connection, Inc.; NASDAQ: CNXN) has been honored with Zebra Technologies’ 2025 Partner of the Year award for Top Revenue Growth National Solutions Provider. This prestigious recognition highlights Connection's exceptional year-on-year revenue growth and outstanding achievement in providing Zebra solutions to customers, driven by its expertise in modernizing operations and improving efficiency. Both companies emphasized their strong partnership in helping customers navigate complex technological landscapes and achieve business growth.
Zebra gives Connection its 2025 growth award after revenue gains
Connection (NASDAQ: CNXN) has been recognized by Zebra Technologies as its 2025 Partner of the Year for Top Revenue Growth National Solutions Provider. This award highlights Connection's exceptional year-over-year revenue growth and its success in delivering Zebra solutions, expanding customer adoption, and strengthening Zebra's market presence. Both companies emphasize their continued collaboration to help customers modernize operations and improve efficiency.
Connection Earns Zebra Technologies’ 2025 Partner of the Year Award
Connection has been named Zebra Technologies' 2025 Partner of the Year for Top Revenue Growth National Solutions Provider. This award recognizes their exceptional year-over-year revenue growth and outstanding performance in delivering Zebra solutions, focusing on helping customers modernize operations and improve efficiency. Connection's President and CEO, Tim McGrath, highlighted the award reflects customer trust, their strong partnership with Zebra, and their team's dedication.
Connection Earns Zebra Technologies’ 2025 Partner of the Year Award
Connection was recognized as Zebra Technologies’ 2025 Partner of the Year for Top Revenue Growth National Solutions Provider (NSP). This award highlights Connection's significant year-over-year revenue growth and its commitment to helping customers modernize operations and improve efficiency using Zebra's industry-leading technologies. Both companies expressed pride in their ongoing collaboration and dedication to customer success.
The Technical Signals Behind (CNXN) That Institutions Follow
The article analyzes technical signals for Pc Connection Inc. (NASDAQ: CNXN), suggesting weak near-term sentiment could lead to bearish positioning with a notable short setup presenting a 26.1:1 risk-reward ratio. It outlines three institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also provides multi-timeframe signal insights, with support and resistance levels for near, mid, and long-term horizons.
PC Connection (CNXN) director gains 625 shares from RSU vesting
PC Connection, Inc. (CNXN) director Jack L. Ferguson acquired 625 shares of common stock on March 14, 2026, through the vesting of restricted stock units (RSUs). These shares were part of his equity compensation and had no cash exercise price. Following this transaction, Ferguson directly owns 68,055 common shares and retains 1,250 RSUs scheduled to vest in future installments.
PC Connection (NASDAQ: CNXN) chair exercises 5,000 RSUs into common stock
PC Connection, Inc.'s director and executive, Patricia Gallup, exercised 5,000 restricted stock units (RSUs) into common stock on March 14, 2026. This transaction increased her direct holdings to 2,533,258 shares of common stock, with an additional 10,000 RSUs remaining. The RSUs were granted under the 2020 Stock Incentive Plan on March 14, 2024, with future vesting dates.
PC Connection (CNXN) director receives 625 shares from RSU vesting
PC Connection, Inc. director Gary Kinyon received 625 shares of common stock on March 14, 2026, from the vesting of restricted stock units (RSUs). This transaction, reported via SEC Form 4, is part of routine equity compensation, increasing his direct holdings to 6,875 common shares and retaining 1,250 RSUs that will vest in future installments. The RSUs were granted under the company's 2020 Stock Incentive Plan.
PC Connection (CNXN) CEO nets shares after 10,000 RSUs vest
PC Connection, Inc.'s President & CEO, Timothy J. McGrath, received 10,000 common shares after restricted stock units vested. To cover tax obligations, 3,935 shares were withheld at $59.84 per share, resulting in a net addition of 6,065 shares to his direct holdings. McGrath now directly holds 284,278 shares, and further units are scheduled to vest annually on March 14, 2027, and March 14, 2028.
PC Connection (NASDAQ: CNXN) director gains 625 shares from RSU vesting
PC Connection director David Beffa Negrini acquired 625 shares of common stock on March 14, 2026, due to the vesting of restricted stock units (RSUs). This transaction, part of his equity compensation, increased his direct ownership to 65,375 shares and left him with 1,250 unvested RSUs. Further RSU vestings of 625 units each are scheduled for March 14, 2027, and March 14, 2028.
PC Connection (NASDAQ: CNXN) director converts 625 RSUs into common stock
PC Connection director Barbara Duckett converted 625 restricted stock units (RSUs) into common stock on March 14, 2026. This transaction was part of her equity compensation plan rather than an open-market purchase, and after it, she holds 18,252 common shares and 1,250 remaining RSUs. The remaining RSUs will vest in two equal installments on March 14, 2027, and March 14, 2028.
CNXN - Pc Connection Inc Latest Stock News & Market Updates
This page provides the latest news and analysis for Pc Connection (CNXN), an IT solutions provider. It compiles company-issued updates, market-moving announcements, financial results, and strategic initiatives. The feed helps investors and analysts monitor Connection's performance, capital allocation, and solution capabilities.
Dividend Hike Amid Soft Q4 Results Might Change The Case For Investing In PC Connection (CNXN)
PC Connection, Inc. reported flat Q4 revenue below analyst expectations but raised its quarterly dividend to US$0.20 per share. This dividend increase, alongside a sharp drop in short interest, suggests growing confidence despite operational challenges related to hardware and supply chain headwinds. The article explores how this dividend hike impacts the company's investment narrative, especially concerning its reliance on hardware resale versus a shift toward cloud and as-a-service models, and provides different fair value estimates from the Simply Wall St Community.
Dividend Hike Amid Soft Q4 Results Might Change The Case For Investing In PC Connection (CNXN)
PC Connection (CNXN) reported flat Q4 revenue below analyst expectations, yet raised its quarterly dividend and saw reduced short interest, indicating potential management and investor confidence despite challenges. The dividend increase to US$0.20 per share highlights the company's cash return profile and its ability to fund dividends amidst evolving hardware demand. The article suggests investigating PC Connection's investment narrative further, especially concerning its reliance on hardware resale versus a shift to cloud and 'as a service' models.
Assessing PC Connection (CNXN) Valuation After Recent Share Price Drift And Long Term Return Profile
PC Connection (CNXN) shares have recently seen a drift in price, prompting an assessment of its valuation. While the stock has experienced short-term variations, its 3-year total shareholder return of 44.63% indicates stronger long-term momentum. The article suggests that CNXN may be undervalued, with a fair value estimated at $76, focusing on its shift towards higher-margin IT solutions and recurring revenue streams.
Vanguard Group Inc. Sells 37,767 Shares of PC Connection, Inc. $CNXN
Vanguard Group Inc. reduced its stake in PC Connection, Inc. by 3.4% in the third quarter, selling 37,767 shares and holding 1,069,933 shares valued at approximately $66.3 million. The company reported quarterly EPS of $0.91, exceeding estimates, though revenue fell short of projections. PC Connection also increased its quarterly dividend to $0.20, resulting in an annualized dividend of $0.80 and a 1.3% yield.
Assessing PC Connection (CNXN) Valuation After Recent Share Price Drift And Long Term Return Profile
PC Connection (CNXN) has experienced recent share price movement without a specific catalyst, leading to an analysis of its valuation. Despite recent short-term fluctuations, the stock shows strong longer-term momentum with a 3-year return of 44.63%. The company is currently considered 20.1% undervalued with a "fair value" of $76, largely due to an anticipated shift towards higher-margin IT solutions and recurring revenue streams.
Precision Trading with Pc Connection Inc. (CNXN) Risk Zones
This article provides a detailed analysis of Pc Connection Inc. (CNXN) using predictive AI, highlighting divergent sentiment and a mid-channel oscillation pattern. It outlines three trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal strengths, support, and resistance levels for various horizons.
PC Connection, Inc. (NASDAQ:CNXN) Sees Significant Decline in Short Interest
PC Connection, Inc. (NASDAQ:CNXN) saw a 15.4% decline in short interest during February, settling at 320,005 shares, which represents 2.8% of its shares sold short and a 2.4 days-to-cover ratio. The company recently increased its quarterly dividend to $0.20 per share, resulting in an annualized payout of $0.80 and a 1.3% yield. Despite mixed quarterly results, beating EPS estimates but missing revenue, institutional investors have adjusted their holdings with some increasing their stakes.
PC Connection (NASDAQ:CNXN) Stock Price Crosses Above 200-Day Moving Average - Should You Sell?
PC Connection (NASDAQ:CNXN) has seen its stock price cross above its 200-day moving average, signaling a short-term bullish trend despite mixed quarterly results where it beat EPS but missed revenue estimates. The company also increased its quarterly dividend and maintains a "Hold" rating from analysts, with significant institutional ownership.
Winners And Losers Of Q4: Connection (NASDAQ:CNXN) Vs The Rest Of The IT Distribution & Solutions Stocks
This article analyzes the Q4 earnings performance of Connection (NASDAQ:CNXN) and its peers in the IT distribution & solutions industry. While Connection missed revenue expectations, ePlus (NASDAQ:PLUS) outperformed significantly, and ScanSource (NASDAQ:SCSC) recorded a disappointing quarter. The industry faces both tailwinds from IT complexity and cybersecurity demand, and headwinds from cloud migration's impact on hardware demand and potential supply chain disruptions.
What PC Connection (CNXN)'s Strong 10-K and AI-Focused Earnings Reveal About Its Digital Role
PC Connection Inc. (CNXN) recently filed its 10-K and reported earnings exceeding expectations, emphasizing its role in AI, IoT, cloud, and broader IT solutions. The company aims to evolve from a hardware-centric reseller to a high-value IT solutions partner, backed by a recent dividend increase. While revenue and earnings forecasts suggest a 25% upside to its current price, investors should consider the ongoing pressure on gross margins due to hardware commoditization and a modest services mix.
CNXN Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Pc Connection Inc (CNXN) for fiscal year 2025, including income statements, balance sheets, cash flow statements, and key financial ratios. It highlights the company's moderate overall financial health with a score of 48/100, driven by strong leverage and liquidity, but lower profitability, growth, cash flow, and returns. The analysis concludes that CNXN has low bankruptcy risk according to the Altman Z-Score but mixed earnings quality based on its Piotroski F-Score.
What PC Connection (CNXN)'s Strong 10-K and AI-Focused Earnings Reveal About Its Digital Role
PC Connection (CNXN) recently filed its 10-K and reported better-than-expected earnings, emphasizing its evolving role in AI, cloud, and cybersecurity solutions. The company's focus on these higher-margin projects and a recent dividend increase signal management confidence, despite ongoing challenges with modest revenue growth and hardware commoditization. Investors are encouraged to assess CNXN's long-term potential as an IT solutions partner, moving beyond its traditional hardware reseller image.
What PC Connection (CNXN)'s Strong 10-K and AI-Focused Earnings Reveal About Its Digital Role
PC Connection Inc. (CNXN) recently filed a strong 10-K and reported better-than-expected earnings, emphasizing its evolving role in AI, IoT, cloud, and broader IT solutions. While the company's focus on higher-margin AI-enabled projects and a recent dividend increase signal management confidence, investors should remain aware of potential margin pressure from hardware commoditization. The article highlights the company's strategic shift from a hardware reseller to an IT solutions partner, which could reshape its investment narrative.
PC Connection (NASDAQ:CNXN) Shares Pass Above Two Hundred Day Moving Average - Time to Sell?
PC Connection (NASDAQ:CNXN) shares recently traded above their 200-day moving average of $60.69, reaching a high of $61.71 before closing at $59.69. Analysts currently rate the stock as "Hold," and despite recent earnings beating estimates, revenue was below expectations. The company also announced an increased quarterly dividend of $0.20 per share.
Technical Reactions to CNXN Trends in Macro Strategies
This article analyzes Pc Connection Inc. (NASDAQ: CNXN) with AI models, identifying conflicting sentiment across horizons and a key support test. It outlines three trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and an exceptional risk-reward setup. The report suggests choppy conditions for the stock in the near term.
Connection Earns Cisco Gold Provider Designation
Connection has earned Cisco Gold Provider status by successfully auditing its Managed Firewall and Managed XDR services, in addition to its previously awarded Meraki Access service. This achievement validates the strength of Connection's operating model and the dedication of its teams while reinforcing the trust customers place in them. Connection is the first partner globally to be audited and approved under Cisco's new universal requirements for partners utilizing third-party delivery models.
Denali Advisors LLC Has $5.39 Million Stock Holdings in PC Connection, Inc. $CNXN
Denali Advisors LLC increased its stake in PC Connection, Inc. (NASDAQ:CNXN) by 30.4% in the third quarter, bringing their total holdings to $5.39 million. PC Connection reported an EPS beat of $0.91, although revenue missed estimates, and the company recently increased its quarterly dividend to $0.20 per share. Institutional investors collectively own 42.85% of the stock, which currently has a market capitalization of $1.61 billion.
PC Connection, Inc. Q4 2025 Earnings Call Summary
PC Connection, Inc. (CNXN) reported record gross profit in its Business and Enterprise segments for Q4 2025, driven by high-value solutions. The company anticipates outperforming the U.S. IT market in 2026 with a focus on AI-enabled endpoints and expects cost savings from restructuring initiatives to improve operating leverage. Despite a decline in the public sector, management projects flat revenue and low-to-mid single-digit gross profit growth for Q1 2026, with a target operating margin of 3.7%-3.9% by year-end.
PC Connection (CNXN) director converts 625 RSUs into common stock
PC Connection, Inc. director Gary Kinyon converted 625 restricted stock units into 625 shares of common stock on February 10, 2026, at $0.00 per share. Following this transaction, Kinyon directly holds 6,250 common shares and 1,875 restricted stock units that are scheduled to vest through 2029. This event resulted from the vesting of equity compensation awarded under the company's 2020 Stock Incentive Plan.
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.
Connection's Q4 Earnings Call: Our Top 5 Analyst Questions
Connection (CNXN) reported Q4 2025 results with flat sales below expectations but surpassed adjusted profit estimates, driven by cloud, cybersecurity, and endpoint solutions, despite public sector weakness. Management attributed gross margin expansion to disciplined pricing and customer mix. Analysts focused on 2026 IT market growth, productivity-driven headcount reductions, public sector contract losses, Q4 sales patterns, and the impact of cost savings on operating margins.
Is PC Connection’s (CNXN) Bigger Buyback Quietly Redefining Its Capital-Return Playbook?
PC Connection (CNXN) recently announced Q4 2025 results, reporting stable net income despite slightly lower sales and an increased share buyback authorization to $190 million, along with a new quarterly dividend. This move signals management's confidence and focus on shareholder returns, reinforcing the company's narrative as a steady, execution-focused IT reseller. While the stock may be undervalued according to some metrics, investors should also consider the impact of tighter margins on its capital return strategy.
Is PC Connection’s (CNXN) Bigger Buyback Quietly Redefining Its Capital-Return Playbook?
PC Connection (CNXN) reported stable Q4 2025 net income despite slightly lower sales, announcing a new dividend and an expanded share buyback authorization of US$190 million. This move reinforces management's focus on shareholder returns, despite competitive pressures and thin margins in the IT reseller industry. The stock's potential undervaluation by 41% further highlights the importance of this capital-return strategy for investors.
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.
PC Connection: Fourth Quarter Financial Overview
PC Connection Inc. (CNXN) announced strong financial results for its fourth quarter, reporting a net profit of $20.7 million and 82 cents per share, with adjusted earnings of 91 cents per share. The company generated $702.9 million in revenue for the quarter. For the full year, PC Connection Inc. recorded a total profit of $83.7 million on $2.87 billion in revenue.
PC Connection (CNXN) Margin Slippage To 2.9% Tests Bullish Earnings Narratives
PC Connection (CNXN) recently reported FY 2025 earnings with a Q4 revenue of US$702.9 million and a declining net margin of 2.9% for the trailing twelve months, down from 3.1% a year prior. This margin slippage and negative earnings growth in the most recent year are challenging the previously bullish narratives about the company's sustained growth and profitability, despite a five-year earnings growth rate of 6.8%. While the stock trades below its DCF fair value, its P/E ratio of 19.8x is higher than its peer average, prompting investors to scrutinize the sustainability of its earnings and valuation.
What is Sidoti Csr's Forecast for PC Connection Q1 Earnings?
Sidoti CSR has revised its Q1 2026 EPS estimate for PC Connection (NASDAQ: CNXN) down to $0.63 per share from $0.64. Despite this slight reduction, Sidoti's full-year 2026 and 2027 EPS forecasts of $3.84 and $4.38, respectively, remain above the consensus estimate of $3.33 for the current fiscal year. The company recently reported Q4 earnings of $0.91 per share, beating estimates, and announced a dividend increase, but missed revenue expectations.
Assessing PC Connection (CNXN) Valuation After Recent Share Price Moves
PC Connection (CNXN) has seen recent share price moves, closing at $60.15, with a 2.31% 1-day return and 5.75% year-to-date return, contrasting with a 15.34% decline over one year. The most followed narrative indicates the stock is undervalued with a fair value of $76.00, suggesting a potential 20.9% undervaluation based on revenue and earnings assumptions tied to its shift towards integrated IT solutions and recurring revenue streams. Investors are encouraged to consider this valuation gap and explore other opportunities in tech based on their own analysis.
