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.
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.
Connection (CNXN) Shares Skyrocket, What You Need To Know
Shares of Connection (NASDAQ:CNXN), an IT solutions provider, rose over 10% after the company reported fourth-quarter results. While revenue of $702.9 million missed estimates, adjusted earnings of $0.91 per share surpassed Wall Street expectations by 5.8%. Investors focused on the better-than-expected profitability, indicating confidence despite the revenue shortfall.
PC Connection, Inc. (NASDAQ:CNXN) to Issue Dividend Increase - $0.20 Per Share
PC Connection, Inc. (NASDAQ:CNXN) has announced a 33.3% increase in its quarterly dividend to $0.20 per share, payable on March 6th to shareholders of record on February 17th. This increase results in an annual dividend of $0.60 per share and a yield of 1.3%. The company's dividend payout ratio remains low at 15.5%, indicating strong coverage by earnings, with analysts forecasting EPS of $3.76 next year.
PC Connection, Inc. (NASDAQ:CNXN) Q4 2025 Earnings Call Transcript
PC Connection, Inc. (NASDAQ:CNXN) reported its Q4 2025 earnings, revealing record gross profit in its business solutions and enterprise solutions segments, though overall net sales decreased slightly due to challenges in the public sector. The company emphasized its strategic focus on solutions-led business, cloud, cybersecurity, and AI, while also announcing a dividend increase and an expanded share repurchase program. Management discussed cost-cutting measures, including a voluntary retirement offering and targeted headcount reductions, to improve operational efficiencies and achieve long-term growth.
PC Connection Inc (NASDAQ:CNXN) Reports Q4 Profit Beat Despite Revenue Shortfall
PC Connection Inc (NASDAQ:CNXN) reported mixed financial results for Q4 2025, with adjusted diluted EPS of $0.91 exceeding analyst estimates of $0.8772, indicating strong profitability management. However, net sales of $702.9 million fell short of expectations, representing a 0.8% year-over-year decline and missing the consensus estimate by 6.3%. The company also announced a quarterly cash dividend of $0.20 per share and increased its share repurchase program by $50 million, signaling confidence in its financial stability.
Connection (NASDAQ:CNXN) Misses Q4 CY2025 Revenue Estimates
Connection (NASDAQ:CNXN) reported mixed results for Q4 CY2025, with revenue of $702.9 million falling short of analyst estimates, while adjusted EPS of $0.91 surpassed expectations. The company's sales were flat year-on-year, and its operating margin remained stable. Despite a revenue miss, its EPS beat and future analyst projections for revenue growth suggest potential improvement.
PC Connection boosts capital returns after Q4 performance
PC Connection (CNXN) reported mixed Q4 and full-year 2025 results, with sales growth of 2.5% for the full year and improved profitability metrics. The company increased shareholder returns by declaring a new quarterly dividend of $0.20 per share and expanding its share repurchase program by $50 million, highlighting confidence in its strategy and strong cash position. An analyst rates CNXN stock a Buy with a $65.00 price target, while TipRanks' AI Analyst, Spark, rates it as Outperform despite some concerns like declining revenue trends.
Connection (CNXN) Reports Fourth Quarter and Full Year 2025 Results
Connection (CNXN) announced its financial results for the fourth quarter and full year ended December 31, 2025. In Q4 2025, the company reported net sales of $702.9 million, a slight decrease, but gross profit increased by 4.5%. For the full year 2025, net sales rose by 2.5% to $2.9 billion, and gross profit increased by 3.8%. The Board of Directors declared a quarterly dividend of $0.20 per share and approved a $50.0 million increase to the share repurchase program.
PC Connection (NASDAQ:CNXN) Releases Quarterly Earnings Results, Beats Expectations By $0.05 EPS
PC Connection (NASDAQ:CNXN) announced quarterly earnings of $0.91 per share, surpassing analyst estimates by $0.05. Despite beating EPS expectations, the company's revenue of $702.94 million fell short of the anticipated $735.49 million. Following the announcement, the stock saw an increase of $1.60 to $60.39 on higher trading volume, with institutional investors holding approximately 42.85% of the shares.
Connection Earnings: What To Look For From CNXN
Connection (NASDAQ:CNXN) is set to report earnings this Wednesday, with analysts expecting a 3.8% year-on-year revenue growth to $735.5 million and adjusted earnings of $0.86 per share. This follows a previous quarter where the company missed revenue estimates by 4.7%. Peers in the tech hardware & electronics segment, like Avnet and TD SYNNEX, have already reported stronger Q4 results, indicating a potentially favorable environment for Connection.
(CNXN) Volatility Zones as Tactical Triggers
This article analyzes Pc Connection Inc. (NASDAQ: CNXN) regarding its volatility zones, providing tactical trading triggers. It highlights strong near-term sentiment while mid and long-term outlooks remain neutral, noting critical resistance tests. The analysis also offers detailed institutional trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
PC Connection improves EcoVadis score 25 percent earning Bronze medal
PC Connection has earned an EcoVadis Bronze medal, demonstrating a 25% year-over-year improvement in their sustainability score. This places the company in the top 35% of all businesses assessed by EcoVadis, a trusted sustainability rating service. The achievement highlights PC Connection's commitment to corporate responsibility, aligning with its strategic vision and innovative technology efforts like the AI webinar with Microsoft 365 Copilot.
PC Connection, Inc.'s (NASDAQ:CNXN) Intrinsic Value Is Potentially 58% Above Its Share Price
PC Connection, Inc. (NASDAQ:CNXN) appears to be undervalued by approximately 37% according to a Discounted Cash Flow (DCF) model, suggesting its intrinsic value is potentially 58% above its current share price of US$58.08. The analysis, which uses a two-stage growth model and analyst estimates for future cash flows, calculates a fair value of US$92.04 per share. While the DCF model offers a perspective on valuation, it's advised that investors also consider the company's financial health, future earnings forecasts, and other qualitative factors beyond this single metric.
PC Connection (CNXN) Projected to Post Quarterly Earnings on Wednesday
PC Connection (CNXN) is expected to release its Q4 2025 earnings after market close on Wednesday, February 4th, with analysts projecting an EPS of $0.86 and revenue of $735.49 million. The company's prior quarter results missed estimates, reporting $0.97 EPS against $1.01 expected. Institutional ownership stands at approximately 42.85%, and the stock currently holds an average analyst rating of "Hold."
Assessing PC Connection (CNXN) Valuation After Recent Share Price Weakness
PC Connection (CNXN) has experienced recent share price weakness, with short-term returns in negative territory, although its 3- and 5-year returns remain positive. Despite this pullback, the company's valuation narrative suggests it is 25.2% undervalued, with a fair value of $76 per share, driven by a shift towards higher-margin IT solutions and recurring revenue. However, challenges like reliance on hardware resales and public sector weakness could impact its future margins and earnings.
PC Connection, Inc. (CNXN) to Release Fourth Quarter and Full Year Results for 2025
PC Connection, Inc. (NASDAQ: CNXN) is scheduled to release its fourth quarter and full-year 2025 operating results after market close on Wednesday, February 4, 2026. Management will host a conference call at 4:30 p.m. EST on the same day to discuss the results. Interested participants can register online for dial-in information or access the live webcast and replays through the company's investor relations website.
Price-Driven Insight from (CNXN) for Rule-Based Strategy
This article provides a price-driven analysis for Pc Connection Inc. (NASDAQ: CNXN) for rule-based trading strategies. It highlights a near-term weak sentiment that may signal a resumption of long-term weakness and identifies an exceptional 23.8:1 risk-reward short setup. The analysis includes institutional trading strategies with specific entry, target, and stop-loss levels for position, momentum breakout, and risk hedging.
A Look At PC Connection (CNXN) Valuation After Weaker Quarterly Results And Market Pullback
PC Connection (CNXN) experienced a 2.2% year-on-year revenue decline and missed analyst estimates, leading to a 4% stock pullback. Despite strong 3-year and 5-year returns, the market is re-evaluating the company. However, valuation models and analyst targets suggest CNXN is currently undervalued, presenting a potential opportunity for investors.
Unpacking Q3 Earnings: Connection (NASDAQ:CNXN) In The Context Of Other IT Distribution & Solutions Stocks
This article analyzes the Q3 2025 earnings of Connection (NASDAQ:CNXN) and compares its performance to other IT Distribution & Solutions stocks. Connection reported disappointing revenues and EPS, leading to a stock decline, while ePlus (NASDAQ:PLUS) stood out with strong revenue growth and exceeded analyst expectations. The sector overall saw mixed results, with revenues generally beating estimates but share prices collectively declining post-earnings.
(CNXN) Price Dynamics and Execution-Aware Positioning
This article analyzes Pc Connection Inc. (NASDAQ: CNXN) focusing on its price dynamics and execution-aware positioning. It identifies a near-term strong sentiment potentially challenging persistent mid and long-term weakness and details an exceptional risk-reward short setup. The analysis provides comprehensive AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide investors.
PC Connection, Inc. $CNXN Shares Sold by Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC significantly reduced its stake in PC Connection, Inc. (NASDAQ:CNXN) by 63% in the third quarter, selling 54,662 shares. This reduction leaves them with 32,119 shares valued at approximately $1.99 million. The divestment comes as PC Connection missed quarterly earnings and revenue estimates, reporting an EPS of $0.97 against an expected $1.01 and revenue of $709.1 million compared to $749.8 million consensus.
Despite Lower Earnings Than Three Years Ago, PC Connection (NASDAQ:CNXN) Investors Are up 23% Since Then
PC Connection (NASDAQ:CNXN) shareholders have seen a 23% return over the past three years despite the company's annual earnings declining by 10% during the same period. While the market is often efficient, long-term returns are frequently tied to earnings performance. The article suggests that investor enthusiasm might be driven by factors other than recent earnings, such as future growth prospects or dividend returns.
Is PC Connection, Inc. (NASDAQ:CNXN) Potentially Undervalued?
PC Connection, Inc. (NASDAQ:CNXN) appears to be undervalued, currently trading at US$56.88 compared to an intrinsic value of $91.77. The company shows a bright future with projected profit growth of 27% over the next couple of years, suggesting higher cash flow and share valuation. This presents a potential buying opportunity for investors, especially given the stock's relatively low volatility.
PC Connection launches AI webinar with Microsoft 365 Copilot
PC Connection has launched a new webinar titled "Mastering AI with Microsoft 365 Copilot," aimed at helping users enhance their skills by demonstrating how to streamline tasks and improve security using AI tools. The webinar is accessible at any time, allowing participants to integrate AI effectively into their workflows. This initiative helps users leverage AI for task optimization and security within the Microsoft 365 environment.
Is PC Connection, Inc. (NASDAQ:CNXN) Potentially Undervalued?
PC Connection, Inc. (NASDAQ:CNXN) appears to be potentially undervalued, trading at US$56.88 compared to its intrinsic value of $91.77. The company is predicted to have strong profit growth of 27% over the next couple of years, suggesting a bright future that has not yet been fully factored into its share price. This situation may present an opportunity for investors to buy into the stock.
Is PC Connection, Inc. (NASDAQ:CNXN) Potentially Undervalued?
PC Connection, Inc. (NASDAQ:CNXN) has seen significant price movements and is currently trading at US$56.88, which is below its intrinsic value of $91.77 according to Simply Wall St's valuation. With expected profit growth of 27% over the next two years, the company appears to be a potentially undervalued opportunity for investors, though financial health and management track record should also be considered. The stock's low volatility suggests a stable path towards its intrinsic value.
The Truth About PC Connection Inc: Is This Quiet Tech Plug a Secret Money Machine?
PC Connection Inc (CNXN) is a low-key tech reseller providing PCs, servers, and IT services to businesses, schools, and government, operating under the radar without social media hype. The article explores whether this "boring" stock, characterized by steady growth and predictable revenue, is a worthwhile investment for those seeking diversified, long-term portfolio exposure to the digital economy, rather than meme-stock volatility. It dissects the company's business model, stock performance, risk level, and competitive landscape, concluding it's a "fundamentals-first pick" for investors who prioritize real profits over viral trends.
The Truth About PC Connection Inc: Is This Quiet Tech Plug a Secret Money Machine?
PC Connection Inc (CNXN) is a low-key tech reseller providing PCs, servers, and IT services to businesses and government. While it lacks the viral hype of other tech stocks, it offers steady growth and predictable revenue, making it a potentially valuable, long-term play for investors focused on fundamentals rather than meme-stock volatility. The company operates in a competitive market but builds loyalty through service-heavy, customer-specific approaches, positioning itself as an infrastructure play on the digital economy.
Zacks Research Upgrades PC Connection (NASDAQ:CNXN) to Hold
Zacks Research upgraded PC Connection (NASDAQ:CNXN) from a "strong sell" to a "hold" rating, with Weiss Ratings also reiterating a "hold," resulting in a consensus "Hold" rating from analysts. In the latest quarter, PC Connection reported mixed financial results, missing EPS estimates but with revenue slightly below consensus, and the stock is currently trading below its 50-day and 200-day moving averages. Institutional investors actively trade CNXN shares, and the company is expected to post $3.33 EPS for the current fiscal year.
(CNXN) as a Liquidity Pulse for Institutional Tactics
This article from Stock Traders Daily analyzes Pc Connection Inc. (NASDAQ: CNXN) using AI models to provide institutional trading strategies. It highlights stable neutral readings in shorter horizons potentially easing a long-term weak bias, an exceptional 25.1:1 risk-reward short setup, and details specific position, momentum, and risk-hedging strategies. The analysis includes multi-timeframe signal analysis and provides support/resistance levels.
Has PC Connection, Inc.'s (NASDAQ:CNXN) Impressive Stock Performance Got Anything to Do With Its Fundamentals?
PC Connection, Inc.'s stock has seen a significant 5.4% increase over the last month. This article examines whether the company's financial fundamentals, specifically its Return on Equity (ROE), justify this performance. While its ROE is modest at 9.3%, its strong profit retention and modest net income growth suggest some positive underlying factors.
How Pc Connection Inc. (CNXN) Affects Rotational Strategy Timing
This article analyzes Pc Connection Inc. (CNXN) through various AI-generated trading strategies and multi-timeframe signal analysis. It highlights mixed sentiment across horizons, indicating potential choppiness, and identifies resistance being tested. The analysis also provides specific entry, target, and stop-loss levels for position, momentum breakout, and risk hedging strategies.
PC Connection's (NASDAQ:CNXN) 6.7% CAGR outpaced the company's earnings growth over the same five-year period
PC Connection, Inc. (NASDAQ:CNXN) has seen its share price increase by 31% over five years, which is below the broader market return. Despite this, the company's earnings per share grew at a faster rate of 7.2% annually over the same period, suggesting a more cautious market perception of the stock. Including dividends, the total shareholder return (TSR) for PC Connection over five years was 38%.
PC Connection's (NASDAQ:CNXN) 6.7% CAGR outpaced the company's earnings growth over the same five-year period
PC Connection, Inc. has seen its share price rise by 31% over five years, underperforming the market, with a 17% decline in the last year. While the company's earnings per share grew at 7.2% annually, its share price increase only averaged 6%, suggesting a more cautious market perception. However, the total shareholder return (TSR), which includes dividends, was 38% over five years, exceeding the share price return.
American Century Companies Inc. Sells 32,175 Shares of PC Connection, Inc. $CNXN
American Century Companies Inc. has reduced its position in PC Connection, Inc. (NASDAQ:CNXN) by 10% in the second quarter, selling 32,175 shares and retaining 288,740 shares valued at approximately $18.99 million. This move comes as PC Connection missed its last quarter's earnings and revenue expectations, and analysts have issued negative ratings, with Zacks downgrading the stock to a "strong sell." The company's stock currently has an average rating of "Reduce" according to MarketBeat.com.
Connection Named a Forbes America’s Dream Employer 2026
Connection has been recognized by Forbes as one of America's Dream Employers for 2026, ranking 81st out of 500. This accolade reflects the company's supportive culture, engaging work environment, and shared values, as determined by an independent survey of college students and employees. Connection continues to invest in its workforce and offers a wide range of benefits and initiatives aimed at employee satisfaction.
Magnetar Financial LLC Has $1.13 Million Stock Holdings in PC Connection, Inc. $CNXN
Magnetar Financial LLC significantly increased its stake in PC Connection, Inc. by 113.4% in Q2, bringing its total holdings to 17,193 shares valued at approximately $1.13 million. Despite this increase in institutional ownership, the company recently missed earnings expectations, leading to several brokerage downgrades and a "Reduce" consensus rating from analysts. PC Connection (NASDAQ:CNXN) currently trades around $57.56, offers a quarterly dividend of $0.15, and institutional investors own 42.85% of its stock.
PC Connection (NASDAQ:CNXN) shareholders have earned a 6.7% CAGR over the last five years
Over the last five years, PC Connection, Inc. (NASDAQ:CNXN) shareholders have seen a total shareholder return (TSR) of 39%, equating to a 6.7% compound annual growth rate (CAGR), which is below the broader market return. While the share price alone increased by 31%, dividends boosted the overall TSR. Despite a recent 15% drop over the last year, the company's underlying EPS growth of 7.2% per year over five years suggests the market may be overly pessimistic, potentially offering an opportunity for long-term investors.
PC Connection (CNXN): Evaluating Valuation Following Q3 Results, Dividend Commitment, Buybacks, and M&A Updates
PC Connection (CNXN) has seen its stock price struggle despite positive updates including Q3 earnings, continued dividends, share buybacks, and M&A activities. While one valuation narrative suggests significant undervaluation at $76, another view based on its P/E ratio indicates market caution. The company is poised for growth with a strong customer backlog in advanced technologies, but faces potential challenges from hardware resale reliance and gross margin pressures.
PC Connection Inc reports results for the quarter ended September 30 - Earnings Summary
PC Connection Inc (CNXN) reported adjusted earnings of 97 cents per share for the quarter ended September 30, missing analyst expectations of $1.01 per share and falling below the $1.02 EPS from the same period last year. Revenue also declined 2.2% to $709.07 million, missing anticipated figures. The average analyst rating for the company's shares is "hold," with a median 12-month price target of $76.00.
