CDW Corporation

CDW Corporation

CDWยทNASDAQ

$137.30

-1.7%
TechnologyInformation Technology Services

CDW Corporation provides information technology (IT) solutions in the United States, the United Kingdom, and Canada. It operates through three segments: Corporate, Small Business, and Public. The company offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premise, hybrid, and cloud capabilities across data center and networking, digital workspace, and security. Its hardware products comprise notebooks/mobile devices, network communications, desktop computers, video monitors, enterprise and data storage, and others; and software products consists of application suites, security, virtualization, operating systems, and network management. The company also provides advisory and design, software development, implementation, managed, professional, configuration, and telecom services, as well as warranties; mission critical software, systems, and network solutions; and implementation and installation, and repair services to its customers through various third-party service providers. It serves government, education, and healthcare customers; and small, medium, and large business customers. The company was founded in 1984 and is headquartered in Vernon Hills, Illinois.

At a Glance

Live Snapshot
Market Cap$17.54B
EPS8.1300
P/E Ratio16.89
Earnings Date08/05/2026
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CDW Corporation Street Expectations Map

CDW ยท NASDAQ

Wall Street analysts project that CDW stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 145.17, with estimates ranging from a low of 123.00 to a high of 180.00.

Lowest Target
123.00
-10.42%
Consensus Target
145.17
5.73%
Highest Target
180.00
31.10%

The consensus 1-year price target stands at 145.17, with estimates ranging from a low of 123.00 to a high of 180.00.

Analyst Consensus Analysis

Upside Potential

+5.7%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

39.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

2.99x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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CDW Corporation Forward Estimates of Revenue

CDW ยท NASDAQ
Latest Revenue
22.42B
FY 2025
Avg Estimate
23.51B
FY 2026
Estimate Range
22.48B - 24.00B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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CDW Corporation Forward Estimates of Net Income

CDW ยท NASDAQ
Latest Net Income
1.07B
FY 2025
Avg Estimate
1.42B
FY 2026
Estimate Range
1.36B - 1.49B
Analyst Spread

Forward Growth Analysis

Projected Growth+33.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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CDW Corporation Forward Estimates of EPS

CDW ยท NASDAQ
Latest EPS
8.13
FY 2025
Avg Estimate
$10.71
FY 2026
Estimate Range
$10.27 - $11.30
Analyst Spread

Forward Growth Analysis

Projected Growth+31.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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CDW Corporation Forward Estimates of EBIT

CDW ยท NASDAQ
Latest EBIT
1.65B
FY 2025
Avg Estimate
1.90B
FY 2026
Estimate Range
1.82B - 1.94B
Analyst Spread

Forward Growth Analysis

Projected Growth+15.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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CDW Corporation Forward Estimates of EBITDA

CDW ยท NASDAQ
Latest EBITDA
1.95B
FY 2025
Avg Estimate
2.32B
FY 2026
Estimate Range
2.22B - 2.37B
Analyst Spread

Forward Growth Analysis

Projected Growth+18.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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CDW Corporation Forward Estimates of SG&A Expense

CDW ยท NASDAQ
Latest SG&A Expense
3.22B
FY 2025
Avg Estimate
3.05B
FY 2026
Estimate Range
2.92B - 3.12B
Analyst Spread

Forward Growth Analysis

Projected Growth-5.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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CDW Corporation Insider Positioning

CDW ยท NASDAQ

During the last 12 months, insiders have purchased $2.51M and sold $1.08M worth of CDW shares, resulting in $1.42M of net buying activity.

3 Months

Bought

22.8K

2.51M

Sold

0

0.00

Net Activity

+2.5M

+$2.51M

3-6 Months

Bought

0

0.00

Sold

7.4K

1.08M

Net Activity

-1.1M

-$1.08M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
NDW

Nelms David W

Director

18.0K sharesโ€ข1 transactions

$2.01M

2
LCA

Leahy Christine A

Director, Officer: See Remarks

4.8K sharesโ€ข1 transactions

$499K

Top Sellers

1
CS

Chawla Sona

Officer: See Remarks

7.4K sharesโ€ข1 transactions

$1.08M

Insider Activity Analysis

Net Insider Sentiment

Bullish

Positive insider sentiment with $1.42M net buying. Buying activity substantially exceeds selling, indicating insider confidence.

Buy/Sell Ratio

2.32:1

Strong buy/sell ratio. Buying is at least double the selling activity, suggesting robust insider confidence.

Recent Trend (3 Months)

$2.51M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Buying

2 insider buyers vs. 1 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.