CDW

CDW

Market cap $17.2B

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

CDW NASDAQ: CDW executives said customers are moving beyond artificial intelligence experimentation and are increasingly asking for help deploying AI “safely, economically, and at scale,” during a JPMorgan fireside chat featuring Chair and CEO Christine Leahy and CFO Albert Miralles.

CDW Corporation (CDW) remains a hold as revenue growth improved in Q1 2026, but quality of growth and margin trends remain concerning. Hardware demand, especially from AI inferencing in Financial Services, drove top-line gains, while netted-down revenue was flat and gross margin fell 60 bps. Corporate segment showed signs of recovery, but pull-forward sales and weak higher-margin mix cloud the sustainability of growth.

CDW Corporation (CDW) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

VERNON HILLS, Ill.--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) announced today that its Board of Directors has authorized a $1 billion increase to the Company's share repurchase program. "Share repurchases represent an important component of our capital allocation priorities, along with dividends, strategic M&A, and managing our capital structure," said Albert J. Miralles, chief financial officer, CDW. "Since our IPO in June 2013 we have returned approximately $8.4 billion to stockholde.

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

The headline numbers for CDW (CDW) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CDW (CDW) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

CDW Corporation (CDW) shares have declined nearly 40% since last July, underperforming the S&P 500 by a wide margin. Q1 2026 saw revenue up 9% YoY to $5.68B, but gross margins contracted, particularly in the Government segment, pressuring the stock post-earnings. Management maintained cautious 2026 guidance due to supply chain variability and memory constraints, despite broad-based segment growth.