Will New AWS Multi‑Vendor Cloud Solutions Recast CDW's (CDW) Role As An Enterprise Orchestrator?

• Earlier this month, Mission announced on AWS Marketplace six integrated multi-product cloud solutions built with partners including CDW, CrowdStrike, New Relic, Nutanix, Vega Cloud, and Mission’s own managed services to streamline cloud governance, security, and operations for enterprise customers.
• The launch positions CDW more firmly as an orchestrator of complex, multi-vendor cloud and security stacks, tying its enterprise technology expertise directly into AI-ready and compliance-focused infrastructure projects.
• We’ll now examine how this expanded AWS collaboration, especially around unified cloud security and operations, reshapes CDW’s existing investment narrative.

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CDW Investment Narrative Recap

To own CDW, you need to believe it can translate complex, multi-vendor IT, cloud, and security projects into steady, higher-margin services relationships despite recent earnings softness and funding headwinds in education and government. The new Mission and AWS Marketplace launch supports that thesis by deepening CDW’s role in AI-ready cloud and security stacks, but it does not materially change the near term risk around margin pressure from large, lower-margin enterprise hardware deals.

The most relevant recent development here is CDW’s role in Mission’s six integrated cloud solutions on AWS Marketplace, which bundle governance, observability, security, and FinOps tooling with managed services. This directly ties into the key catalyst of expanding software, professional, and managed services, as CDW moves further up the value chain from transactional reselling toward stickier, recurring support across complex hybrid and multi cloud environments.

Yet while CDW leans into higher value cloud and security services, investors should also be aware that...

Read the full narrative on CDW (it's free!)

CDW's narrative projects $24.3 billion revenue and $1.3 billion earnings by 2028.

Uncover how CDW's forecasts yield a $182.00 fair value, a 26% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community fair value estimates for CDW span roughly US$161 to US$234 per share, highlighting how differently individual investors are assessing its prospects. Set this against CDW’s growing focus on AI, cloud, and cybersecurity services, and you can see why it is worth comparing several independent views on how those catalysts might influence future performance.

Explore 3 other fair value estimates on CDW - why the stock might be worth as much as 62% more than the current price!

Build Your Own CDW Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your CDW research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free CDW research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate CDW's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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