CDW

CDW Corp-DE (CDW) | Rumor.io

CDW Corp-DE

CDW

Attention (50-day avg)0%

Attention rank (50-day avg)#1,046

Bullish sentiment (50-day avg)34%

Price to earnings ratio15.6

Market capitalization16.3B

Earnings per share8.32

Dividend yield (TTM)1.93%

Revenue (annual)22.4B

Net income (annual)1.1B

Social

What share of all stock conversation is about CDW?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% 0	0% +0

Aug 5

$CDW reported Q2'26 earnings highlights: revenue of $6.6B (+10% YoY), adj. EPS of $2.91 (+12% YoY), and net income of $274.4M (+1% YoY).
CDW Corp's Q2 earnings miss may have led to the stock being undervalued, with some analysts questioning the company's growth prospects.
CDW's Q2'26 results showed double-digit earnings growth, driven by healthy IT spending and infrastructure demand, but gross margin deteriorated to 20.1% from 20.8% last year.

Generated by AI

Sentiment

Of the messages about CDW that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	0%	6.67% -85.33	69.59% -1.41
Bearish	—	100%	93.33% +85.33	30.41% +1.41

Bullish· Jun 1

CDW Corporation has delivered massive gains, with some posts noting 1000%+ returns from $75 to $830.
The company's strength lies in its diversified IT hardware and services integration, positioning it to benefit from both defensive and growth opportunities within the AI equipment procurement cycle.
CDW has the potential to continue its upward trajectory, with some posts suggesting it could reach $150.

Bearish· Apr 19

$CDW's preannouncement of a high single-digit decline in the US IT market in 2023 is bearish, reflecting intensified economic uncertainty and cautious spending from large commercial customers.
CDW's guidance for a high single-digit decline in the US IT market in 2023 is significantly worse than previously forecast, implying a substantial slowdown in IT spending.
CDW's negative preannouncement has led to a sharp decline in the stock, with the company's shares falling 14% and hitting levels not seen since last October.

Generated by AI

Topics

Of the messages about CDW that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	50%	53.85%	55.98%
Technical Analysis	—	0%	14.17%	16.72%
Earnings	—	50%	4.05%	10.12%
Macro	—	0%	24.29%	9.43%
Analysts	—	0%	3.64%	7.67%
Controversies	—	0%	0%	0.08%

Earnings· Feb 8

CDW Corporation reported Q4 earnings of $2.50 EPS and $5.44B in revenue, beating EPS estimates but missing revenue estimates.
The company increased its share repurchase authorization by $750 million and declared a quarterly cash dividend of $0.59 per share.
CDW's Q4 revenue decreased 1.8% year-over-year, while its non-GAAP EPS increased 20.6% year-over-year to $2.50.

Analysts· Oct 6

Morgan Stanley downgraded CDW Corporation to Equal Weight, citing high valuation and PC exposure, and lowered the price target to $196.
The downgrade represents a cut of around 5% from the previous price target of $208.
JPMorgan Chase & Co. upgraded CDW to Hold, with a price target of $200.

Announcements· Feb 5

CDW Corporation reported a 3.3% increase in net sales for the fourth quarter of 2024, reaching $5,186 million, driven by strong demand for its IT solutions.
The company announced a $750M increase to its share repurchase authorization and a quarterly cash dividend of $0.625 per share, a 1% increase from the prior year period.
CDW targets exceeding US IT market growth by 200-300 basis points in 2025, aiming to maintain its focus on meeting the evolving needs of its customers and remaining the partner of choice for leading and emerging technology brands.

Macro· Apr 19

$CDW, a major IT distributor, has pre-announced a decline in the US IT market, expecting a high single-digit rate of decline in 2023.
The company's negative pre-announcement is significant for enterprise tech spending, as it reflects a period of intensifying economic uncertainty and cautious spending by large commercial customers.
CDW's guidance for a decline in the US IT market in 2023 implies a meaningful recovery in the second half of the year, with the company expecting a modest decline in earnings per share for fiscal 2023.

Generated by AI

Community

Of the messages about CDW, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	16.26%	52.73%
Newcomers	100%	100%	83.74%	47.27%

Regulars· Aug 5

CDW Corporation's Q2 2026 earnings highlighted a 10% YoY revenue growth, with adj. EPS increasing 12% YoY to $2.91.
The company's CFO, Albert J. Miralles, announced his retirement in 2027, with a transition period until March 31, 2028.
CDW's Q2 earnings report showed a double-digit growth in Net Sales, but margin quality deteriorated, with Net Income decreasing by 1% YoY.

Newcomers· May 29

Many newcomers are excited about CDW Corporation's huge 300% price pop, with some users comparing its growth to a "nuclear blast" or an "explosion".
Some newcomers are wondering if they should hold or sell CDW stock, with one user asking if anyone has run projections for the company's deal yet, as it's not yet included in analyst estimates.
An insider, David W. Nelms, has made a significant purchase of CDW stock, buying 18,000 shares worth over $2 million, which some users are interpreting as a "high conviction" buy and a signal of the company's growth narrative.

Generated by AI

VERNON HILLS, Ill., September 25, 2026--CDW (Nasdaq: CDW), the strategic end-to-end technology partner that turns customer ambition into outcomes, today announced that it has completed its previously announced acquisition of Lovelytics, a leading data and AI services firm and a member of the Databricks Brickbuilder Partner Network. The acquisition expands CDW's Services & Solutions portfolio and will bring the Lovelytics capabilities to a broader set of customers.

4d agoYahoo Finance

CDW's $525M Lovelytics Buyout: Can Data & AI Services Boost Growth?

CDW's $525M Lovelytics deal targets rising AI demand, adding data and AI expertise to help enterprises move from pilots to production.

15d agoYahoo Finance

Is CDW Corporation Stock Underperforming the S&P 500?

15d agoYahoo Finance

CDW: A Balancing Act (NASDAQ:CDW)

CDW's underlying quality is tempered by margin pressure and reliance on M&A. Click here to read why I remain cautious on CDW stock.

20d agoSeeking Alpha

Why Is CDW (CDW) Up 8.4% Since Last Earnings Report?

CDW (CDW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

25d agoYahoo Finance

CDW to Acquire Lovelytics to Turn Customer Data into Business Value

VERNON HILLS, Ill., September 02, 2026--CDW (Nasdaq: CDW), the leading end-to-end technology partner that turns customer ambition into outcomes, today announced plans to acquire leading data and AI services firm Lovelytics, a member of the Databricks Brickbuilder Partner Network. The acquisition expands CDW’s Data & Analytics Practice, helping customers build the data foundations needed to make better decisions, improve efficiency and put AI to work.

27d agoYahoo Finance

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CDW Corp-DE

Technology
Information Technology Services

CDW Corporation is a multi-brand information technology solutions provider that serves business, government, education, and healthcare customers across the United States, the United Kingdom, and Canada. The company offers a broad portfolio that includes hardware, software, cloud services, cybersecurity, hybrid infrastructure, and digital experience solutions, along with related professional and managed services. CDW supports organizations of different sizes by sourcing technology from major vendors and combining it with integration, deployment, and lifecycle support. Its business is organized around customer groups such as Commercial, Government, and Education, reflecting its focus on tailored IT environments. Based in Vernon Hills, Illinois, CDW plays a significant role in the enterprise technology supply chain by helping customers simplify technology procurement and manage complex IT operations.

Website

Location

200 N. Milwaukee Avenue

Vernon Hills, IL, 60061

United States

Social

What share of all stock conversation is about CDW?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% 0	0% +0

Aug 5

$CDW reported Q2'26 earnings highlights: revenue of $6.6B (+10% YoY), adj. EPS of $2.91 (+12% YoY), and net income of $274.4M (+1% YoY).
CDW Corp's Q2 earnings miss may have led to the stock being undervalued, with some analysts questioning the company's growth prospects.
CDW's Q2'26 results showed double-digit earnings growth, driven by healthy IT spending and infrastructure demand, but gross margin deteriorated to 20.1% from 20.8% last year.

Generated by AI

Sentiment

Of the messages about CDW that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	0%	6.67% -85.33	69.59% -1.41
Bearish	—	100%	93.33% +85.33	30.41% +1.41

Bullish· Jun 1

CDW Corporation has delivered massive gains, with some posts noting 1000%+ returns from $75 to $830.
The company's strength lies in its diversified IT hardware and services integration, positioning it to benefit from both defensive and growth opportunities within the AI equipment procurement cycle.
CDW has the potential to continue its upward trajectory, with some posts suggesting it could reach $150.

Bearish· Apr 19

$CDW's preannouncement of a high single-digit decline in the US IT market in 2023 is bearish, reflecting intensified economic uncertainty and cautious spending from large commercial customers.
CDW's guidance for a high single-digit decline in the US IT market in 2023 is significantly worse than previously forecast, implying a substantial slowdown in IT spending.
CDW's negative preannouncement has led to a sharp decline in the stock, with the company's shares falling 14% and hitting levels not seen since last October.

Generated by AI

Topics

Of the messages about CDW that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	50%	53.85%	55.98%
Technical Analysis	—	0%	14.17%	16.72%
Earnings	—	50%	4.05%	10.12%
Macro	—	0%	24.29%	9.43%
Analysts	—	0%	3.64%	7.67%
Controversies	—	0%	0%	0.08%

Earnings· Feb 8

CDW Corporation reported Q4 earnings of $2.50 EPS and $5.44B in revenue, beating EPS estimates but missing revenue estimates.
The company increased its share repurchase authorization by $750 million and declared a quarterly cash dividend of $0.59 per share.
CDW's Q4 revenue decreased 1.8% year-over-year, while its non-GAAP EPS increased 20.6% year-over-year to $2.50.

Analysts· Oct 6

Morgan Stanley downgraded CDW Corporation to Equal Weight, citing high valuation and PC exposure, and lowered the price target to $196.
The downgrade represents a cut of around 5% from the previous price target of $208.
JPMorgan Chase & Co. upgraded CDW to Hold, with a price target of $200.

Announcements· Feb 5

CDW Corporation reported a 3.3% increase in net sales for the fourth quarter of 2024, reaching $5,186 million, driven by strong demand for its IT solutions.
The company announced a $750M increase to its share repurchase authorization and a quarterly cash dividend of $0.625 per share, a 1% increase from the prior year period.
CDW targets exceeding US IT market growth by 200-300 basis points in 2025, aiming to maintain its focus on meeting the evolving needs of its customers and remaining the partner of choice for leading and emerging technology brands.

Macro· Apr 19

$CDW, a major IT distributor, has pre-announced a decline in the US IT market, expecting a high single-digit rate of decline in 2023.
The company's negative pre-announcement is significant for enterprise tech spending, as it reflects a period of intensifying economic uncertainty and cautious spending by large commercial customers.
CDW's guidance for a decline in the US IT market in 2023 implies a meaningful recovery in the second half of the year, with the company expecting a modest decline in earnings per share for fiscal 2023.

Generated by AI

Community

Of the messages about CDW, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	16.26%	52.73%
Newcomers	100%	100%	83.74%	47.27%

Regulars· Aug 5

CDW Corporation's Q2 2026 earnings highlighted a 10% YoY revenue growth, with adj. EPS increasing 12% YoY to $2.91.
The company's CFO, Albert J. Miralles, announced his retirement in 2027, with a transition period until March 31, 2028.
CDW's Q2 earnings report showed a double-digit growth in Net Sales, but margin quality deteriorated, with Net Income decreasing by 1% YoY.

Newcomers· May 29

Many newcomers are excited about CDW Corporation's huge 300% price pop, with some users comparing its growth to a "nuclear blast" or an "explosion".
Some newcomers are wondering if they should hold or sell CDW stock, with one user asking if anyone has run projections for the company's deal yet, as it's not yet included in analyst estimates.
An insider, David W. Nelms, has made a significant purchase of CDW stock, buying 18,000 shares worth over $2 million, which some users are interpreting as a "high conviction" buy and a signal of the company's growth narrative.

Generated by AI

CDW Corp-DE

Social

Aug 5

Bullish· Jun 1

Bearish· Apr 19

Earnings· Feb 8

Analysts· Oct 6

Announcements· Feb 5

Macro· Apr 19

Regulars· Aug 5

Newcomers· May 29

CDW Completes Acquisition of Lovelytics

CDW's $525M Lovelytics Buyout: Can Data & AI Services Boost Growth?

Is CDW Corporation Stock Underperforming the S&P 500?

CDW: A Balancing Act (NASDAQ:CDW)

Why Is CDW (CDW) Up 8.4% Since Last Earnings Report?

CDW to Acquire Lovelytics to Turn Customer Data into Business Value

Also Discussed

CDW Corp-DE

Company Information

Location

CDW Completes Acquisition of Lovelytics

CDW's $525M Lovelytics Buyout: Can Data & AI Services Boost Growth?

Is CDW Corporation Stock Underperforming the S&P 500?

CDW: A Balancing Act (NASDAQ:CDW)

Why Is CDW (CDW) Up 8.4% Since Last Earnings Report?

CDW to Acquire Lovelytics to Turn Customer Data into Business Value

Also Discussed

Social

Aug 5

Bullish· Jun 1

Bearish· Apr 19

Earnings· Feb 8

Analysts· Oct 6

Announcements· Feb 5

Macro· Apr 19

Regulars· Aug 5

Newcomers· May 29