CDW Croissance future
Future contrôle des critères 2/6
CDW devrait augmenter ses bénéfices et son chiffre d'affaires de 9.6% et de 3% par an respectivement. Le BPA devrait croître de de 10.1% par an. Le rendement des capitaux propres devrait être 45.9% dans 3 ans.
Informations clés
9.6%
Taux de croissance des bénéfices
10.12%
Taux de croissance du BPA
| Electronic croissance des bénéfices | 27.2% |
| Taux de croissance des recettes | 3.0% |
| Rendement futur des capitaux propres | 45.89% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 04 Jun 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • Jun 03
CDW: AI Backlog And Cost Savings Will Not Offset Margin Risks
CDW's analyst price target has been updated to $123 from $142, as analysts factor in more conservative assumptions on growth and valuation, while still pointing to potential upside linked to AI, modernization demand, and a solid order backlog. Analyst Commentary Recent Street research on CDW reflects a mix of optimism about AI and modernization demand alongside a reset in expectations around growth and valuation.Seeking Alpha • May 20
CDW Corporation: More Is Needed Before The Stock Can See An Upward Re-Rating
Summary CDW Corporation (CDW) remains a hold as revenue growth improved in Q1 2026, but quality of growth and margin trends remain concerning. Hardware demand, especially from AI inferencing in Financial Services, drove top-line gains, while netted-down revenue was flat and gross margin fell 60 bps. Corporate segment showed signs of recovery, but pull-forward sales and weak higher-margin mix cloud the sustainability of growth. Valuation is historically low, but a re-rating likely requires netted-down revenue recovery and clear profit leverage from Geared for Growth. Read the full article on Seeking Alpha
Mise à jour du récit • May 19
CDW: Buybacks And Software Services Mix Will Sustain Future Earnings Power
CDW's analyst price target has been reset lower from $167.40 to $147.30. This reflects a series of recent target cuts as analysts factor in a higher discount rate, more moderate revenue growth assumptions, slightly adjusted profit margins and a reduced future P/E multiple.
Mise à jour du récit • May 05
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.Mise à jour du récit • Apr 20
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.Mise à jour du récit • Apr 06
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.Mise à jour du récit • Mar 23
CDW: Software And Services Mix Will Sustain Earnings Power Despite Lower Street Expectations
Analysts have trimmed CDW's fair value estimate from $180.60 to $167.40. This change reflects recent reductions in Street price targets and updated expectations for revenue growth, profit margins, and future P/E multiples.Mise à jour du récit • Mar 08
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.Mise à jour du récit • Feb 21
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.Mise à jour du récit • Feb 07
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.Mise à jour du récit • Jan 23
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.Mise à jour du récit • Jan 09
CDW: Software And Services Mix Will Support Earnings Quality Despite Near-Term Headwinds
Analysts have trimmed their CDW price targets to about $170 from $200, citing softer than expected recent revenue, slightly lower implied Q4 revenue guidance, and an uncertain spending backdrop, partly offset by the potential long term benefit of a greater mix of higher margin software and services. Analyst Commentary Analysts are processing the lower price targets through the lens of near term execution risks versus longer term mix and margin potential.Article d’analyse • Jan 01
A Look At The Fair Value Of CDW Corporation (NASDAQ:CDW)
Key Insights CDW's estimated fair value is US$160 based on 2 Stage Free Cash Flow to Equity With US$136 share price...Mise à jour du récit • Dec 24
CDW: Long-Term Software And Services Shift Will Support Stronger Future Margins
Analysts have nudged their price target on CDW slightly lower to about $181 from $182, citing near term revenue headwinds and an uncertain IT spending backdrop that temper, but do not erase, the long term benefit of the company’s gradual mix shift toward higher margin software and services. Analyst Commentary Research updates around the latest quarter point to a market that remains constructive on CDW’s long term positioning, yet increasingly cautious on the timing of growth and margin realization.Mise à jour du récit • Dec 10
CDW: Long-Term Software And Services Mix Will Drive Stronger Margins
Analysts have reduced their price target on CDW by $30 to $170, reflecting near term caution around softer revenue trends and macro uncertainty, even as they acknowledge the company’s longer term shift in its business mix toward higher margin software and services. Analyst Commentary Analysts are parsing CDW’s latest results and guidance through the lens of a challenging macro backdrop, with differing views on how quickly the business can re-accelerate and justify a higher valuation.Mise à jour du récit • Nov 26
CDW: Long-Term Margins Will Improve Despite Short-Term Spending Headwinds
Analysts have lowered their price target for CDW from $200 to $170, citing near-term headwinds from a softer spending environment and short-term impacts from the U.S. government shutdown. They also acknowledge CDW's potential long-term margin improvements through a shift toward higher-margin software and services.Mise à jour du récit • Nov 12
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.Article d’analyse • Nov 07
CDW's (NASDAQ:CDW) Shareholders Will Receive A Bigger Dividend Than Last Year
CDW Corporation ( NASDAQ:CDW ) has announced that it will be increasing its dividend from last year's comparable...Mise à jour du récit • Oct 29
Healthcare and Commercial Gains Will Drive Earnings Momentum Amid Education Weakness
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.Mise à jour du récit • Sep 05
AI, Cloud And Cybersecurity Will Expand IT Horizons
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.Article d’analyse • Aug 28
CDW (NASDAQ:CDW) Has Some Way To Go To Become A Multi-Bagger
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Article d’analyse • Jul 16
Is There Now An Opportunity In CDW Corporation (NASDAQ:CDW)?
CDW Corporation ( NASDAQ:CDW ) saw a significant share price rise of 20% in the past couple of months on the NASDAQGS...Article d’analyse • Jun 30
CDW Corporation's (NASDAQ:CDW) Share Price Not Quite Adding Up
CDW Corporation's ( NASDAQ:CDW ) price-to-earnings (or "P/E") ratio of 21.5x might make it look like a sell right now...Article d’analyse • Jun 14
CDW (NASDAQ:CDW) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Apr 22
CDW Corporation: A Turnaround Could Be Taking Shape
Summary CDW Corporation faced eight quarters of revenue decline due to inflation and tech complexity but posted positive growth in Q4 2024, driven by cloud and healthcare solutions. Despite a 40% share price drop since April 2024, CDW's diverse portfolio and high ROE remain strong, outperforming sector averages. The company's 2025 revenue growth is expected to outpace the U.S. IT market by 200-300 basis points, although tariffs on Chinese imports pose a significant risk. Investors should await the May earnings call for clarity on tariff impacts before making long-term investment decisions. Read the full article on Seeking AlphaSeeking Alpha • Feb 09
CDW Corp: Rating Upgrade As Growth Has Seen Positive Inflection
Summary CDW Corp.'s 4Q24 results show a return to y/y revenue growth, driven by a 4% increase in hardware sales, marking a key growth inflection point. The recovery in enterprise hardware demand, along with strong growth in cloud and security services, should drive significant revenue and earnings growth for CDW. CDW's operating leverage is set to improve, with revenue growth carrying high incremental margins due to mostly fixed costs and a lower cost structure. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
CDW Corp.: Rating Downgrade On Uncertain Timing Of Growth Recovery
Summary CDW's 3Q24 results were disappointing, with revenue declining and guidance lowered. The company's heavy exposure to hardware, which is facing weaker demand, is a headwind. As the market focuses on near-term growth, CDW's valuation could face significant downside pressure. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 24,777 | 1,412 | N/A | N/A | 4 |
| 12/31/2027 | 24,192 | 1,267 | 1,348 | 1,469 | 10 |
| 12/31/2026 | 23,342 | 1,146 | 1,143 | 1,261 | 9 |
| 3/31/2026 | 22,905 | 1,077 | 1,076 | 1,193 | N/A |
| 12/31/2025 | 22,424 | 1,067 | 1,088 | 1,205 | N/A |
| 9/30/2025 | 22,099 | 1,051 | 1,009 | 1,117 | N/A |
| 6/30/2025 | 21,878 | 1,077 | 1,019 | 1,131 | N/A |
| 3/31/2025 | 21,325 | 1,087 | 1,005 | 1,125 | N/A |
| 12/31/2024 | 20,999 | 1,078 | 1,155 | 1,277 | N/A |
| 9/30/2024 | 20,831 | 1,110 | 1,341 | 1,469 | N/A |
| 6/30/2024 | 20,943 | 1,109 | 1,458 | 1,595 | N/A |
| 3/31/2024 | 21,146 | 1,090 | 1,527 | 1,673 | N/A |
| 12/31/2023 | 21,376 | 1,104 | 1,451 | 1,599 | N/A |
| 9/30/2023 | 21,796 | 1,095 | 1,159 | 1,304 | N/A |
| 6/30/2023 | 22,383 | 1,078 | 1,033 | 1,168 | N/A |
| 3/31/2023 | 22,903 | 1,094 | 1,202 | 1,321 | N/A |
| 12/31/2022 | 23,749 | 1,115 | 1,208 | 1,336 | N/A |
| 9/30/2022 | 23,847 | 1,043 | 1,111 | 1,242 | N/A |
| 6/30/2022 | 22,932 | 1,011 | 1,076 | 1,201 | N/A |
| 3/31/2022 | 21,932 | 1,006 | 700 | 821 | N/A |
| 12/31/2021 | 20,821 | 989 | 685 | 785 | N/A |
| 9/30/2021 | 20,240 | 1,012 | 1,122 | 1,213 | N/A |
| 6/30/2021 | 19,697 | 938 | 1,047 | 1,143 | N/A |
| 3/31/2021 | 18,916 | 853 | 1,283 | 1,436 | N/A |
| 12/31/2020 | 18,468 | 789 | 1,156 | 1,314 | N/A |
| 9/30/2020 | 18,048 | 736 | 788 | 1,083 | N/A |
| 6/30/2020 | 18,200 | 744 | 836 | 1,129 | N/A |
| 3/31/2020 | 18,464 | 752 | 756 | 998 | N/A |
| 12/31/2019 | 18,032 | 737 | N/A | 1,027 | N/A |
| 9/30/2019 | 17,570 | 711 | N/A | 986 | N/A |
| 6/30/2019 | 17,036 | 693 | N/A | 988 | N/A |
| 3/31/2019 | 16,592 | 669 | N/A | 936 | N/A |
| 12/31/2018 | 16,241 | 643 | N/A | 906 | N/A |
| 9/30/2018 | 15,918 | 679 | N/A | 941 | N/A |
| 6/30/2018 | 15,478 | 624 | N/A | 734 | N/A |
| 3/31/2018 | 15,183 | 592 | N/A | 630 | N/A |
| 12/31/2017 | 14,833 | 523 | N/A | 778 | N/A |
| 9/30/2017 | 14,573 | 432 | N/A | 544 | N/A |
| 6/30/2017 | 14,348 | 428 | N/A | 667 | N/A |
| 3/31/2017 | 14,121 | 405 | N/A | 546 | N/A |
| 12/31/2016 | 13,673 | 425 | N/A | 604 | N/A |
| 9/30/2016 | 13,908 | 411 | N/A | 482 | N/A |
| 6/30/2016 | 13,701 | 436 | N/A | 492 | N/A |
| 3/31/2016 | 13,350 | 426 | N/A | 528 | N/A |
| 12/31/2015 | 12,989 | 403 | N/A | 278 | N/A |
| 9/30/2015 | 12,620 | 366 | N/A | 379 | N/A |
| 6/30/2015 | 12,385 | 270 | N/A | 358 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CDW ( 9.6% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de CDW ( 9.6% par an) devraient croître plus lentement que le marché US ( 17.1% par an).
Croissance élevée des bénéfices: Les bénéfices de CDW devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de CDW ( 3% par an) devrait croître plus lentement que le marché de US ( 11.9% par an).
Croissance élevée des revenus: Le chiffre d'affaires de CDW ( 3% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de CDW devrait être très élevé dans 3 ans ( 45.9 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/05 16:49 |
| Cours de l'action en fin de journée | 2026/06/05 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
CDW Corporation est couverte par 22 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jayson Noland | Baird |
| Guy Hardwick | Barclays |
| Benjamin Reitzes | Barclays |