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CDW Corporation Stock Price

NasdaqGS:CDW Community·US$17.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 28 Fair Values set on narratives written by author

CDW Share Price Performance

US$133.24
-43.63 (-24.67%)
US$152.56
Fair Value
US$133.24
-43.63 (-24.67%)
12.7% undervalued intrinsic discount
US$152.56
Fair Value
Price US$133.24
AnalystConsensusTarget US$152.56
AnalystHighTarget US$170.00
AnalystLowTarget US$123.00

CDW Community Narratives

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Fair Value US$152.56 12.7% undervalued intrinsic discount

Healthcare and Commercial Gains Will Drive Earnings Momentum Amid Education Weakness

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Fair Value US$170 21.6% undervalued intrinsic discount

Cloud Services And Cybersecurity Will Empower Digital Transformation

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Fair Value US$123 8.3% overvalued intrinsic discount

Public Cloud Shift Will Erode Legacy Margins And Market Share

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US$152.56
12.7% undervalued intrinsic discount
Revenue
3.56% p.a.
Profit Margin
5.37%
Future PE
17.4x
Price in 2029
US$201.05
US$170
21.6% undervalued intrinsic discount
Revenue
4.11% p.a.
Profit Margin
5.3%
Future PE
19.38x
Price in 2029
US$224.55
US$123
8.3% overvalued intrinsic discount
Revenue
1.65% p.a.
Profit Margin
5.7%
Future PE
14.04x
Price in 2029
US$162.59

Trending Discussion

No trending discussion available.

Updated Narratives

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CDW: AI Infrastructure Exposure And Buybacks Will Support Future Earnings Power

Fair Value: US$152.56 12.7% undervalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CDW: AI Server Demand And Buybacks Will Drive Future Upside

Fair Value: US$170 21.6% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CDW: AI Backlog And Cost Savings Will Not Offset Margin Risks

Fair Value: US$123 8.3% overvalued intrinsic discount
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Snowflake Analysis

Undervalued established dividend payer.

1 Risk
4 Rewards

CDW Corporation Key Details

US$22.9b

Revenue

US$18.0b

Cost of Revenue

US$4.9b

Gross Profit

US$3.9b

Other Expenses

US$1.1b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
8.43
21.57%
4.70%
234.7%
View Full Analysis

About CDW

Founded
1984
Employees
14800
CEO
Christine Leahy
WebsiteView website
www.cdw.com

CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Commercial, Government, and Education. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. It also provides hardware products comprising notebooks/mobile devices, tablets, network communications, collaboration hardware, data storage and servers, desktop computers, and other hardware; and software products, such as cloud solutions, software assurance, application suites, security, virtualization, collaboration and productivity applications, operating systems, and network management. In addition, the company offers advisory and design, software development, implementation, and managed services, as well as warranties. It serves business, government, education, and healthcare customers. The company was formerly known as CDW Computer Centers, Inc. and changed its name to CDW Corporation in June 2003. CDW Corporation was founded in 1984 and is based in Vernon Hills, Illinois.

Recent CDW News & Updates

Narrative Update Jul 16

CDW: AI Infrastructure Exposure And Buybacks Will Support Future Earnings Power

The analyst price target for CDW has been raised from $147.30 to about $152.56, with analysts pointing to stronger expected revenue growth, a slightly higher assumed future P/E multiple, and ongoing interest in CDW's exposure to networking, storage, and AI related infrastructure demand. Analyst Commentary Recent Street research on CDW highlights a mix of optimism around AI and infrastructure exposure alongside some caution tied to valuation and past target cuts.
Narrative Update Jul 02

CDW: AI Server Demand And Buybacks Will Drive Future Upside

Analysts have lifted their price target for CDW to $170 from $142, citing what they see as resilient enterprise server demand tied to compute shortages, refresh cycles, and AI infrastructure, alongside expectations for improving order trends and earnings growth. Analyst Commentary on CDW Recent research updates on CDW highlight a turn in sentiment, with several bullish analysts pointing to what they see as resilient demand for enterprise servers and AI infrastructure as key supports for the stock.

Recent updates

No updates