Public Cloud Shift Will Erode Legacy Margins And Market Share

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

19 Apr 25

Updated

08 Mar 26

Views

19

08 Mar

US$110.82

AnalystLowTarget's Fair Value

US$142.00

22.0% undervalued

1Y

-39.2%

7D

8.6%

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1Y

-39.2%

7D

8.6%

You can edit this narrative until Mar 9 12:15 AM. Then, changes will post as Updates.

Author's Valuation

US$14222.0% undervalued

AnalystLowTarget Fair Value

Shared on 08 Mar 26

CDW: Recent Target Cuts Will Set Up A Future Contrarian Entry

The updated analyst price target for CDW reflects a modest reset in valuation assumptions, with a slightly lower forward P/E in light of recent target cuts from major banks that are focusing on more measured expectations for growth and profitability. Analyst Commentary Recent Street research for CDW has tilted more cautious, with several bearish analysts trimming their price targets and one major bank shifting to a more pessimistic stance.

2 views

Shared on 21 Feb 26

Fair value Decreased 11%

CDW: Future Earnings Quality Concerns Will Present A Contrarian Opportunity

Our updated narrative on CDW reflects a reduced illustrative fair value estimate, moving from about $160 to roughly $142 per share, as analysts trim price targets and factor in higher discount rates and a lower assumed future P/E multiple, despite slightly stronger modeled revenue growth. Analyst Commentary Recent Street research on CDW has tilted cautious, with multiple price target cuts and at least one downgrade contributing to a more muted sentiment around the shares.

0 views

Shared on 07 May 25

Fair value Decreased 12%

AnalystLowTarget has decreased future PE multiple from 21.3x to 18.9x.

2 views

Shared on 30 Apr 25

Fair value Increased 1.53%

AnalystLowTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 23 Apr 25

AnalystLowTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$142

22.0% 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

10.11%

Calculation

US$1.37b

Earnings '29

x

16.40x

PE Ratio '29

=

US$22.45b

Market Cap '29

US$22.45b

Market Cap '29

/

121.24m

No. shares '29

=

US$185.19

Share Price '29

US$185.19 Share Price '29

Discounted to 2026 @ 9.33% p.a.

=

US$141.71

Fair Value '26