CDW (CDW) Panoramica del titolo
CDW Corporation fornisce soluzioni informatiche (IT) negli Stati Uniti, nel Regno Unito e in Canada. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 5/6 |
CDW Community Fair Values
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Analyst Price Targets
Concorrenti di CDW Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$133.04 |
| Massimo di 52 settimane | US$183.91 |
| Minimo di 52 settimane | US$97.12 |
| Beta | 0.99 |
| Variazione di 1 mese | 22.06% |
| Variazione a 3 mesi | 7.79% |
| Variazione di 1 anno | -25.36% |
| Variazione a 3 anni | -21.94% |
| Variazione a 5 anni | -21.12% |
| Variazione dall'IPO | 624.22% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.Recent updates
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaRendimenti per gli azionisti
| CDW | US Electronic | US Mercato | |
|---|---|---|---|
| 7D | 6.1% | -2.3% | -2.9% |
| 1Y | -25.4% | 89.8% | 23.5% |
Ritorno vs Industria: CDW ha avuto una performance inferiore rispetto al US Electronic che ha registrato un rendimento 89.8 % nell'ultimo anno.
Rendimento vs Mercato: CDW ha avuto una performance inferiore al mercato US che ha registrato un rendimento 23.5 % nell'ultimo anno.
Volatilità dei prezzi
| CDW volatility | |
|---|---|
| CDW Average Weekly Movement | 8.4% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: CDW non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di CDW è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1984 | 14,800 | Chris Leahy | www.cdw.com |
CDW Corporation fornisce soluzioni informatiche (IT) negli Stati Uniti, nel Regno Unito e in Canada. Opera attraverso tre segmenti: Commerciale, Governativo e Istruzione. L'azienda offre prodotti e servizi hardware e software discreti, nonché soluzioni IT integrate, tra cui funzionalità on-premise e cloud per infrastrutture ibride, esperienza digitale e sicurezza.
CDW Corporation Riepilogo dei fondamenti
| CDW statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$17.82b |
| Utili (TTM) | US$1.08b |
| Ricavi(TTM) | US$22.90b |
15.8x
Rapporto P/E0.7x
Rapporto P/SCDW è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CDW Conto economico (TTM) | |
|---|---|
| Ricavi | US$22.90b |
| Costo del fatturato | US$17.96b |
| Profitto lordo | US$4.94b |
| Altre spese | US$3.86b |
| Utili | US$1.08b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 8.43 |
| Margine lordo | 21.57% |
| Margine di profitto netto | 4.70% |
| Rapporto debito/patrimonio netto | 234.7% |
Come si è comportato CDW nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.9%
Rendimento attuale del dividendo30%
Rapporto di remunerazioneCDW paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CDW| CDW date dei dividendi | |
|---|---|
| Data di stacco del dividendo | May 22 2026 |
| Data di pagamento dei dividendi | Jun 10 2026 |
| Giorni fino al dividendo Ex | 16 days |
| Giorni prima della data di pagamento dei dividendi | 3 days |
CDW paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CDWAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/05 19:18 |
| Prezzo dell'azione a fine giornata | 2026/06/05 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
CDW Corporation è coperta da 22 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jayson Noland | Baird |
| Guy Hardwick | Barclays |
| Benjamin Reitzes | Barclays |