Update shared on06 Sep 2025
Fair value Increased 1.96%Analysts have modestly raised their price target for WESCO International to $236.45, citing the company’s strong market position, digital transformation initiatives, favorable margin outlook, and positive exposure to data center investments.
Analyst Commentary
- Bullish analysts cite strong market position and digital transformation strategies, especially as the competitive field remains highly fragmented with many smaller players struggling to keep pace technologically.
- Data center market exposure is a key positive, with robust forward visibility on project investments despite some macro risks such as interest rates, legal challenges, and power grid constraints.
- Margin outlook remains favorable, supported by the company’s strategic initiatives and inefficient competition operating at lower margins.
- Recent management meetings reinforced confidence in long-term growth strategies and Wesco’s ability to capitalize on market trends.
- Positive Q2 results and model updates further reinforced Wesco as a top idea among industrial supply firms.
What's in the News
- Repurchased 147,300 shares for $25.01 million, completing the buyback program totaling 3,316,853 shares (6.57%) for $562.37 million.
- Raised 2025 full-year organic sales growth guidance, citing strong sales momentum, while maintaining EPS mid-point.
- Amended certificate of incorporation and by-laws to grant stockholders the right to request special meetings, with updated procedural and disclosure requirements.
Valuation Changes
Summary of Valuation Changes for WESCO International
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $231.91 to $236.45.
- The Future P/E for WESCO International remained effectively unchanged, moving only marginally from 15.69x to 16.00x.
- The Discount Rate for WESCO International remained effectively unchanged, moving only marginally from 9.39% to 9.41%.
Disclaimer
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