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CDW Corporation Stock Price

NasdaqGS:CDW Community·US$17.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 31 Fair Values set on narratives written by author
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CDW Share Price Performance

US$142.60
-23.13 (-13.96%)
​
US$155.89
Fair Value
US$142.60
-23.13 (-13.96%)
8.5% undervalued intrinsic discount
US$155.89
Fair Value
Price US$142.60
AnalystConsensusTarget US$155.89
AnalystHighTarget US$171.00
AnalystLowTarget US$123.00
Thu, 3 Sep 26
Fair ValueUS$155.89
Share Pricen/a

CDW Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$155.89 8.5% undervalued intrinsic discount

Healthcare and Commercial Gains Will Drive Earnings Momentum Amid Education Weakness

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13users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$171 16.6% undervalued intrinsic discount

Cloud Services And Cybersecurity Will Empower Digital Transformation

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$123 15.9% overvalued intrinsic discount

Public Cloud Shift Will Erode Legacy Margins And Market Share

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0users have commented on this narrative
0users have followed this narrative
CDW logo
CDW
8.5% undervalued intrinsic discount

Healthcare and Commercial Gains Will Drive Earnings Momentum Amid Education Weakness

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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CDW logo
CDW
16.6% undervalued intrinsic discount

Cloud Services And Cybersecurity Will Empower Digital Transformation

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AN
AnalystHighTarget
AnalystHighTarget
Updated 14 Aug
Read Narrative
CDW logo
CDW
15.9% overvalued intrinsic discount

Public Cloud Shift Will Erode Legacy Margins And Market Share

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
CDW logo

CDW: AI Infrastructure Demand And Q2 Execution Will Shape Future Earnings

Fair Value: US$155.89 8.5% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CDW logo

CDW: AI Infrastructure And Buybacks Will Drive Future Upside Potential

Fair Value: US$171 16.6% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
CDW logo

CDW: AI Backlog And Cost Savings Will Not Offset Margin Risks

Fair Value: US$123 15.9% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Undervalued established dividend payer.

1 Risk
5 Rewards
View Full Analysis

CDW Corporation Key Details

US$23.5b

Revenue

US$18.5b

Cost of Revenue

US$5.0b

Gross Profit

US$3.9b

Other Expenses

US$1.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
8.64
21.36%
4.60%
257.2%
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

Seeking Alpha • Sep 10

CDW: A Balancing Act

Summary CDW shows EPS growth driven by top line gains and buybacks, but underlying quality is tempered by margin pressure and reliance on M&A. Despite a 50% rebound from spring lows, CDW trades at non-demanding multiples, yet leverage and persistent margin risks limit valuation appeal. Recent bolt-on acquisition of Lovelytics expands AI/data capabilities but is expected to have only an immaterial near-term financial impact. I remain cautious on CDW given modest organic growth, margin vulnerability, and leverage, preferring a wait-and-see stance despite tactical improvements. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

CDW: AI Infrastructure Demand And Q2 Execution Will Shape Future Earnings

The fair value estimate for CDW moves to $155.89 from $152.56, reflecting analysts' higher price targets up to $171 and expectations that resilient enterprise server demand and AI related infrastructure needs may support steadier revenue growth, even as margin and future P/E assumptions are slightly more conservative. Analyst Commentary Recent Street research on CDW highlights a mix of optimism around enterprise demand and AI related infrastructure, alongside caution on execution risk and valuation expectations.

Recent updates

No updates

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