$139.82+6.52 (+4.89%)
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.
CDW Corporation in the Technology sector is trading at $139.82 with a market capitalization of $16.5B. Wall Street consensus targets $145.11 (9 analysts), implying a +3.8% move over the next 12 months. The stock is currently 24% below its 52-week high of $183.91, remaining 4.3% above its 200-day moving average. On fundamentals, Piotroski 5/9 shows mixed financial quality. The Whystock Score of 65/100 suggests a balanced risk-reward profile.
| Metric (USD) | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Total Revenue | $5.68Bβ | $5.51Bβ | $5.74Bβ | $5.98Bβ | $5.20B |
| Gross Profit | $1.19Bβ | $1.25B | $1.26Bβ | $1.24Bβ | $1.12B |
| Operating Income | $376.00Mβ | $430.70Mβ | $443.30Mβ | $420.20Mβ | $361.40M |
| Net Income | $235.40Mβ | $279.50Mβ | $291.00Mβ | $271.20Mβ | $224.90M |
CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Commercial, Government, and Education. The company offers discrete hardware and software products...
CDW is riding the rising AI infrastructure demand as customers move from testing to deployment, fueling sales growth and expanding opportunities in services.
Shares of IT solutions provider CDW (NASDAQGS:CDW) jumped 5.5% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight, citing unexpectedly strong demand for enterprise servers.
The Wall Street bank says concerns around AI disruption and weak software sales have created an attractive entry point in CDW.
Investing.com -- Morgan Stanley has raised its server market total addressable market forecast to $809 billion for 2026, representing 82% year-over-year growth, as enterprise compute demand proves more resilient than expected despite significant price increases.
Investing.com -- Morgan Stanley upgraded CDW Corporation to Overweight and raised price targets across several IT hardware names, arguing that enterprise server demand is proving far more resilient than expected as companies accelerate investments in AI infrastructure and data center modernization.