CDW (CDW) Hisse Özeti
CDW Corporation, Amerika Birleşik Devletleri, Birleşik Krallık ve Kanada'da bilgi teknolojisi (BT) çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 5/6 |
Ödüller
Risk Analizi
CDW Community Fair Values
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Analyst Price Targets
CDW Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$142.37 |
| 52 Haftanın En Yüksek Seviyesi | US$171.55 |
| 52 Haftanın En Düşük Seviyesi | US$97.12 |
| Beta | 0.94 |
| 1 Aylık Değişim | 5.17% |
| 3 Aylık Değişim | 7.70% |
| 1 Yıllık Değişim | -14.10% |
| 3 Yıllık Değişim | -32.14% |
| 5 Yıllık Değişim | -26.74% |
| Halka arzdan bu yana değişim | 675.01% |
Son Haberler & Güncellemeler
Seeking Alpha • 13h
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • Aug 14
CDW: AI Infrastructure And Buybacks Will Drive Future Upside Potential
Analysts now anchor CDW's fair value at $171, up $1, as they factor in higher expected revenue growth tied to AI and infrastructure demand, a modestly lower future P/E assumption of 17.77x, and adjustments to the discount rate and margin expectations. Analyst Commentary Recent Street research on CDW points to a clear tilt toward more positive views on the stock, with several bullish analysts lifting price targets and upgrading ratings as they reassess AI and infrastructure related demand.Recent updates
Seeking Alpha • 13h
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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • Aug 14
CDW: AI Infrastructure And Buybacks Will Drive Future Upside Potential
Analysts now anchor CDW's fair value at $171, up $1, as they factor in higher expected revenue growth tied to AI and infrastructure demand, a modestly lower future P/E assumption of 17.77x, and adjustments to the discount rate and margin expectations. Analyst Commentary Recent Street research on CDW points to a clear tilt toward more positive views on the stock, with several bullish analysts lifting price targets and upgrading ratings as they reassess AI and infrastructure related demand.Anlatı Güncellemesi • Jul 31
CDW: AI Infrastructure Demand And Buybacks Will Support Future Upside
CDW's analyst fair value estimate has been lifted by $5 to $175 as analysts factor in higher assumed revenue growth, a slightly richer future P/E of about 19.7x, and supportive views on server and networking demand, partly offset by a modestly lower profit margin assumption and reduced discount rate. Analyst Commentary Recent research on CDW has leaned more positive, with several bullish analysts highlighting what they see as improving demand trends in servers, networking and AI related infrastructure.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • Jun 18
CDW: AI Demand And Buybacks Will Support Future Stock Upside
CDW's analyst price target has been revised from about $195 to around $189, as analysts factor in slightly lower assumed revenue growth and a higher discount rate. This is partly offset by expectations for steadier profit margins and a somewhat lower future P/E multiple.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.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 AlphaHissedar Getirileri
| CDW | US Electronic | US Pazar | |
|---|---|---|---|
| 7D | -7.5% | 4.9% | -0.2% |
| 1Y | -14.1% | 47.7% | 14.8% |
Getiri vs. Endüstri: CDW geçen yıl % 47.7 oranında getiri sağlayan US Electronic sektörünün gerisinde kaldı.
Getiri vs Piyasa: CDW geçen yıl % 14.8 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| CDW volatility | |
|---|---|
| CDW Average Weekly Movement | 6.8% |
| Electronic Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: CDW son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: CDW 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1984 | 14,800 | Chris Leahy | www.cdw.com |
CDW Corporation, Amerika Birleşik Devletleri, Birleşik Krallık ve Kanada'da bilgi teknolojisi (BT) çözümleri sunmaktadır. Üç segmentte faaliyet göstermektedir: Ticari, Kamu ve Eğitim. Şirket, ayrı donanım ve yazılım ürünleri ve hizmetlerinin yanı sıra hibrit altyapı, dijital deneyim ve güvenlik alanlarında şirket içi ve bulut yetenekleri de dahil olmak üzere entegre BT çözümleri sunmaktadır.
CDW Corporation Temel Bilgiler Özeti
| CDW temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$17.80b |
| Kazançlar(TTM) | US$1.08b |
| Gelir(TTM) | US$23.50b |
16.5x
F/K Oranı0.8x
P/S OranıCDW aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CDW gelir tablosu (TTM) | |
|---|---|
| Gelir | US$23.50b |
| Gelir Maliyeti | US$18.48b |
| Brüt Kâr | US$5.02b |
| Diğer Giderler | US$3.94b |
| Kazançlar | US$1.08b |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 8.64 |
| Brüt Marj | 21.36% |
| Net Kâr Marjı | 4.60% |
| Borç/Özkaynak Oranı | 257.2% |
CDW uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.8%
Mevcut Temettü Verimi30%
Ödeme OranıCDW güvenilir bir temettü ödüyor mu?
CDW temettü geçmişine ve kıyaslamalara bakın| CDW temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Aug 25 2026 |
| Temettü Ödeme Tarihi | Sep 10 2026 |
| Eski temettüye kadar geçen günler | 17 days |
| Temettü ödeme tarihine kadar geçen günler | 1 day |
CDW güvenilir bir temettü ödüyor mu?
CDW temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/10 18:17 |
| Gün Sonu Hisse Fiyatı | 2026/09/09 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
CDW Corporation 22 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jayson Noland | Baird |
| Dong Wang | Barclays |
| Benjamin Reitzes | Barclays |