CDW Corporation CDW

CDW Corp is a multi-brand provider of information technology (IT) solutions to businesses, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. The company's offerings range from hardware and software products to integrated IT solutions and services, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. Its reportable segments are Corporate, Small Business, Public, and Other. The Corporate and Small Business segments serve US private sector business customers, while the Public segment consists of government agencies and education and healthcare institutions in the US. The Corporate segment generates the majority of its revenue in the United States.

Con 7 acciones de CDW (USD 937,55) habrías recibido USD 17,64 en dividendos en los últimos 12 meses.

• Zacks Investment Research 2 oct

  Can CDW Corporation Restore Margin Momentum in the Second Half?

  CDW reported solid Q2 2026 results with 10% YoY sales growth but faced 70 bps gross margin decline due to higher-mix hardware infrastructure and enterprise orders. The company expects operating leverage improvements in H2 2026 through efficiency initiatives. Competitors ServiceNow, Accenture, and Avnet also face margin pressures from AI adoption and infrastructure costs, though some show stabilization efforts.

  

• Zacks Investment Research 30 sept

  CDW's Buyback Pace Jumps: Can Stronger Cash Flow Sustain Returns?

  CDW returned $706 million to shareholders in H1 2026, including $545 million in buybacks, with net leverage at 2.5X and over $1.1 billion in remaining buyback capacity. However, adjusted free cash flow conversion remained below management's 80-90% target at 42% of non-GAAP net income, primarily due to working capital timing and inventory buildup. Management expects inventory rationalization to drive improved cash flow in H2 2026.

  

• Zacks Investment Research 29 sept

  Is the Options Market Predicting a Spike in CDW Stock?

  CDW Inc. is drawing attention from options traders due to unusually high implied volatility on October 16, 2026 $175 put options, suggesting market expectations of significant price movement. Despite this options market activity, CDW maintains a Zacks Rank #3 (Hold) rating with modest analyst estimate revisions over the past 60 days, with consensus estimates moving slightly from $2.91 to $2.92 per share.

  

• Zacks Investment Research 14 sept

  CDW's $525M Lovelytics Buyout: Can Data & AI Services Boost Growth?

  CDW Corporation announced plans to acquire Lovelytics, a data and AI services firm, for approximately $525 million to strengthen its Data & Analytics Practice. The acquisition aims to help enterprises transition from AI pilots to production by combining Lovelytics' specialized expertise with CDW's scale and technology portfolio. The move reflects growing enterprise demand for AI data readiness solutions, with only 12% of enterprises feeling fully prepared according to Gartner research.

  

• Zacks Investment Research 1 sept

  AVT Jumps 37.8% in 6 Months: Should You Buy, Sell or Hold the Stock?

  Avnet reported record fourth-quarter sales of $8.3 billion, up 48% year-over-year, driven by strong AI infrastructure demand across data centers, networking, and industrial markets. The company's adjusted operating margin expanded to 3.8%, with healthy backlog and book-to-bill ratios. Despite a 37.8% six-month stock rally, AVT trades below industry valuation multiples, earning a Zacks Rank #1 (Strong Buy) rating.