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Is this the Best Time to Buy CDW Corporation (CDW)?
Insider Monkey40d agobullish
Is this the Best Time to Buy CDW Corporation (CDW)?

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

Investing.com53d agobullish
Morgan Stanley upgrades CDW on stronger AI-driven server demand

Investing.com -- Morgan Stanley upgraded CDW Corporation to Overweight and raised price targets across several IT hardware names, arguing that enterprise server demand is proving far more resilient than expected as companies accelerate investments in AI infrastructure and data center modernization.

CDW (CDW) Stock Price Jumps 29% Is The Valuation Story Changing?
Simply Wall St.62d agobullish
CDW (CDW) Stock Price Jumps 29% Is The Valuation Story Changing?

If you are wondering whether CDW's current share price reflects its true worth, a good starting point is to look closely at how the stock is valued using different methods. The stock recently closed at US$132.19, with returns that include a 29.5% gain over the past 30 days but a decline of 20.9% over the last year. Recent coverage has focused on CDW's role as a technology solutions provider and on how broader tech sector sentiment may be influencing interest in the stock. This context helps...

Assessing CDW (CDW) Valuation After Q1 Beat And Improving Macro Tailwinds
Simply Wall St.81d agobullish
Assessing CDW (CDW) Valuation After Q1 Beat And Improving Macro Tailwinds

CDW (CDW) increased its share repurchase authorization by US$1b on May 13, 2026, bringing the total program to US$7.5b. This move immediately put the stock back on investors' radar. See our latest analysis for CDW. Despite the buyback news and recent macro tailwinds, CDW's share price is still under pressure, with a 30 day share price return down 18.11% and a 1 year total shareholder return down 39.18%. This suggests that recent momentum remains weak. If you are looking beyond CDW for other...

A Look At CDW (CDW) Valuation After Its Q1 2026 AI Infrastructure Earnings Beat
Simply Wall St.99d agobullish
A Look At CDW (CDW) Valuation After Its Q1 2026 AI Infrastructure Earnings Beat

CDW (CDW) is back in focus after first quarter 2026 results showed revenue of US$5.68b and net income of US$235.4m, along with continued investment in AI infrastructure and internal efficiency programs. See our latest analysis for CDW. Despite the Q1 beat and ongoing AI and efficiency initiatives, recent share price momentum has been weak, with a 7 day share price return of 19.47% and a 1 year total shareholder return of 37.75% as of the latest US$110.25 close. This points to fading sentiment...