Published

16 Apr 25

Updated

02 Jul 26

Views

59

Not Invested

Fair Value

US$170

Share price02 Jul

US$133.3721.5% undervalued

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1Y-26.77%

7D0.052%

Cloud Services And Cybersecurity Will Empower Digital Transformation

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AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

16 Apr 25

Updated

02 Jul 26

Views

59

Not Invested

Shared on 02 Jul 26

Fair value Decreased 9.83%

CDW: AI Server Demand And Buybacks Will Drive Future Upside

Big Wall Street firms turn more positive on CDW, saying demand for servers and the computing gear needed for AI stays surprisingly steady even as budgets fluctuate. The company also ramps up share buybacks and sees insider buying, but key assumptions behind the outlook are trimmed at the same time.

0 views

Shared on 18 Jun 26

Fair value Decreased 3.31%

CDW: AI Demand And Buybacks Will Support Future Stock Upside

Analysts lean toward CDW as demand for AI and tech upgrades starts to lift orders, and the company keeps pushing cost cuts while buying back shares. But a recent quarter shows pressure from a heavier hardware mix and weaker cloud and subscription sales, which helps explain why some banks are turning more cautious even as others see room for a rebound.

3 views

Shared on 05 May 26

CDW: Positive Catalyst Watch And Buybacks Will Support Future Upside Potential

Analysts have reduced their price targets on CDW by $10 and $4 to reflect updated views on growth and profitability, while still keeping the stock on a "positive catalyst watch" based on their current thesis. Analyst Commentary Recent research updates on CDW highlight that, even with lower price targets, some major firms still see the stock as having potential catalysts tied to its execution and growth profile.

1 view

Shared on 20 Apr 26

CDW: Positive Catalyst Watch And Buybacks Will Support Future Earnings Power

The analyst price target for CDW has been trimmed, with recent cuts ranging from $4 to $20, as analysts cite more cautious views even while one firm has placed the stock on a "positive catalyst watch". Analyst Commentary Recent Street research on CDW reflects a mix of more conservative price targets and pockets of constructive sentiment, with one major firm placing the shares on a positive catalyst watch despite the broader round of cuts.

1 view

Shared on 06 Apr 26

Fair value Decreased 11%

CDW: Cloud Services Expansion And Buybacks Will Support Future Earnings Power

CDW's analyst fair value estimate has been reset from $218.02 to $195.00 as analysts factor in lower published price targets from several major firms, alongside revisions to the discount rate, growth, margin, and future P/E assumptions. Analyst Commentary Recent Street research around CDW has centered on revised price targets and rating changes, which have been incorporated into the updated fair value estimate.

4 views

Shared on 07 Feb 26

Fair value Decreased 1.29%

CDW: Cloud Services Expansion Will Support Earnings Power After Recent Reset

Analysts trimmed their price targets on CDW by a few dollars to around US$218. This reflects slightly softer assumptions for revenue growth and profit margins, partly offset by a higher expected future P/E multiple.

9 views

Shared on 23 Jan 26

Fair value Decreased 5.67%

CDW: Software And Services Mix Will Support Earnings Power After Reset

Narrative Update Analysts have trimmed their price targets on CDW, with our updated fair value estimate moving from about $234 to about $221. This reflects softer expected revenue growth, a higher discount rate, and revised P/E assumptions following recent target cuts and a downgrade.

10 views

Shared on 07 May 25

Fair value Decreased 1.72%

1 view

Shared on 30 Apr 25

AnalystHighTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 23 Apr 25

Fair value Increased 1.37%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Fair Value vs Share Price

US$170

vs US$133.3721.5% undervalued

4.1%

Revenue growth

5.3%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on CDW

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Undervalued established dividend payer.

Market capUS$17.0b

PB6.7x

Estimated Growth3.3%

Dividend Yield1.9%

CEO & management

Christine Leahy

CEO

4.3yrs

CEO Tenure

Provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.