Shared on 12 Nov 25
Fair value Decreased 11%CDW: Profit Margins Will Strengthen as Shift to Services Continues
Analysts have lowered their price target for CDW from $203.40 to $182.00 per share. This change reflects softer near-term revenue outlooks and macroeconomic headwinds, despite expectations for improving profit margins and a shift toward higher margin businesses.
Shared on 29 Oct 25
Fair value Decreased 1.64%Analysts have reduced their price target for CDW from $205 to $176, citing a balance of strength in the company’s Healthcare and Commercial segments, while ongoing weakness in Education continues to be a concern. Analyst Commentary Following the latest quarterly results, analysts have updated their perspectives on CDW's performance and outlook.
Shared on 05 Sep 25
Analysts maintained a cautious outlook on CDW due to ongoing weakness in the Education segment and unclear demand recovery timelines—despite strengths in Healthcare and Commercial divisions—resulting in an unchanged consensus price target of $206.80. Analyst Commentary Mixed performance across business segments, with Healthcare and Commercial divisions showing strength while Education faces ongoing weakness.
Shared on 23 Apr 25
Fair value Decreased 2.02%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 16 Apr 25
Fair value Decreased 4.51%AnalystConsensusTarget has decreased revenue growth from 3.8% to 3.3%.
Shared on 09 Apr 25
Fair value Decreased 1.22%AnalystConsensusTarget has decreased revenue growth from 4.4% to 3.8%.
Shared on 02 Apr 25
Fair value Increased 2.18%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Fair value Decreased 0.66%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 10 Mar 25
Fair value Increased 7.39%AnalystConsensusTarget has increased revenue growth from 3.7% to 4.4%.