Cloud Services And Cybersecurity Will Empower Digital Transformation

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

16 Apr 25

Updated

05 May 26

Views

51

05 May

US$106.21

AnalystHighTarget's Fair Value

US$195.00

45.5% undervalued

1Y

-41.6%

7D

5.8%

Loading

1Y

-41.6%

7D

5.8%

You can edit this narrative until May 6 1:05 AM. Then, changes will post as Updates.

Author's Valuation

US$19545.5% undervalued

AnalystHighTarget Fair Value

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.

3 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.

8 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.

9 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.

1 view

Shared on 23 Apr 25

Fair value Increased 1.37%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$195

45.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

2.88%

Historical revenue growth rate

1.16%

Electronic Equipment and Components revenue growth rate

0.70%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.12%

Calculation

US$1.54b

Earnings '29

x

20.02x

PE Ratio '29

=

US$30.87b

Market Cap '29

US$30.87b

Market Cap '29

/

121.24m

No. shares '29

=

US$254.62

Share Price '29

US$254.62 Share Price '29

Discounted to 2026 @ 9.37% p.a.

=

US$194.61

Fair Value '26