CDW CorporationNasdaq: CDW
Information Technology · Technology Distributors
$136.23
-0.50%
Vol: 754K
Research Digest
Friday, May 1, 2026
CDW set to report Q1 earnings on May 6; strong guidance on AI and cloud momentum
CDW scheduled to report Q1 2026 earnings on May 6 with expected EPS of $2.14 reflecting 5.4% YoY growth. Company benefits from strong customer adoption of cloud and AI solutions with record margins in recent quarters. Analysts maintain average Buy rating with 12-month PT of $164.88 representing 24.07% upside. Recent hires of Chief Strategy Officer signals focus on higher-value services. Q4 2025 results exceeded expectations with strong growth in cloud, software, and services driving record margins and earnings. 2026 guidance targets continued IT market outperformance with disciplined capital allocation.
Previous Market Intelligence
13 daysApr 30CDW Q1 2026 earnings expected May 6 as stock gains on AI-cloud momentumPositive▶
CDW is set to report Q1 2026 earnings on May 6 with expected EPS of $2.14, reflecting 5.4% YoY increase. Fourth-quarter 2025 results beat expectations with strong growth in cloud, software, and services driving record margins. Eight analysts rate the stock Buy with a $164.88 12-month price target, indicating 25% upside potential. The stock currently trades at $199.14, 24.3% below its all-time high of $263.37.
Apr 16CDW beat Q4 2025 estimates with strong AI and cloud adoption momentum; Q1 2026 earnings scheduled for May 6Positive▶
CDW published 2025 annual report on April 10, 2026 showing USD 22.4 billion in net sales, a 6.79% increase from prior year. The company beat fourth-quarter 2025 sales and profit estimates with clients continuing to invest in artificial intelligence and cloud adoption. According to 8 analysts, CDW has an average Buy rating with 12-month price target of $164.88, implying 26.79% upside from current $126.36 price. Q1 2026 earnings report is scheduled for May 6, 2026.
Apr 15CDW maintains analyst Buy consensus with average price target of $164.88; Q1 earnings due May 6.Neutral▶
CDW Corp maintains strong analyst support with 8 analysts averaging a Buy rating and 12-month price target of $164.88, implying 26.79% upside from current prices. The company operates across Corporate, Small Business, and Public segments. In April 2026, Evercore noted CDW has multiple levers to boost operating leverage. Q1 2026 earnings scheduled for May 6, 2026. No material overnight catalysts; stock trading within ranges.
Apr 14CDW beat Q4 2025 estimates on strong IT budgets and cloud adoption; security incident in April with equipment theft.Mixed▶
CDW beat Wall Street estimates for Q4 2025 profit ($1.07B earnings) and Q3 profit as enterprise customers increased tech budgets and embraced AI cloud adoption. 2025 revenue of $22.42B was up 6.79% YoY. However, masked suspects stole over $100,000 of computer equipment from CDW's Vernon Hills facility in early April. Stock down 33% over past year but analysts remain optimistic on AI/cloud growth.
Apr 13CDW Corporation stock trading at $126.36 with Buy rating from 8 analysts targeting $164.88.Positive▶
CDW Corporation stock trading at $126.36 with market cap of $16.3 billion. Buy consensus from 8 analysts with 12-month price target of $164.88. Latest earnings showed $2.57 EPS beating $2.44 estimate. Next earnings release May 6, 2026.
Apr 10No significant overnight updates for CDW; stock trading at $126.36 with average analyst target of $160.43.Neutral▶
No significant overnight updates. CDW Corporation showed no major breaking news in the last 48 hours. The stock is trading at $126.36 with an average analyst rating of Moderate Buy. CDW beat Q4 estimates with $2.57 EPS versus $2.44 consensus. Next earnings expected May 6, 2026.
Apr 9CDW Q4 2025 earnings beat; strong AI/cloud demand drives IT budget recoveryMixed▶
CDW reported Q4 2025 earnings (Feb 4): $2.57 EPS with $5.51B revenue. FY 2025 EPS beat on strong enterprise AI/cloud adoption. Small Business segment sales $457M (+18.4% YoY); Public segment $2,016M (+7.0% YoY). Company benefits from enterprise customers increasing tech budgets and AI cloud adoption. Stock down 33% YoY but analyst consensus Buy with $164.88 PT (33.66% upside). 8 analysts cover; Zacks Rank #2 (Buy) but flagging mixed performance and cautious IT spending. Board approved $0.630/share quarterly dividend. Beat Q3 and Q2 estimates on healthcare/government customer demand. Company serves Commercial, Government, Education segments across US/UK/Canada with strong recovery potential from AI infrastructure buildout.
Apr 8CDW reports strong Q4 2025 with 8.6% gross profit growth; approved dividend increasePositive▶
CDW Q4 2025 revenue up strong: Small Business +18.4%, Public +7.0%. Gross profit $1,254M (+8.6% YoY). Board approved quarterly dividend of $0.63/share paid March 10. Analyst consensus Buy with $164.88 target (+33.66%). Optimism on AI/cloud growth.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6CDW beat Q4 2025 sales and profit; declared dividend; Q1 2026 earnings scheduled.Positive▶
CDW beat Q4 2025 sales and profit estimates as clients invest in AI and cloud adoption. 2025 corporate segment sales +6.8% to $9.442B. Board declared quarterly dividend of $0.63/share payable March 10, 2026. Consensus Buy with $164.88 target.
Apr 3No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 2CDW Corporation announced quarterly dividend of $0.630 per share after strong Q4 2025 earnings beat on AI and cloud adoption tailwinds.Positive▶
CDW Corporation Q4 2025 and full-year 2025 results showed strong earnings beat on AI and cloud adoption tailwinds. Full-year 2025: Corporate segment net sales $9.442B (up 6.8%), Small Business $1.727B (up 13.3%), Public $8.535B (up 4.6%). Board declared quarterly dividend of $0.630 per share payable March 10 (12 consecutive years of increases). Despite 38.2% decline from 52-week high, CDW positioned for growth driven by AI and cloud services.
Apr 1CDW beats Q4 earnings as AI and cloud adoption drive IT spending; 12-month PT implies 37% upside.Positive▶
CDW beat fourth-quarter 2025 sales and profit estimates. Corporate net sales $9.442B (+6.8%), Small Business $1.727B (+13.3%), and Public $8.535B (+4.6%). Company returned $8.1 billion to shareholders since IPO.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CDWCDW | $136.23 | -0.50% | +10.9% | 12.1x | 1.02 | $17.7B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
| AAPLAPPLE | $280.06 | +3.21% | +4.8% | 28.9x | 1.11 | $3.98T |
| MSFTMICROSOFT | $414.02 | +1.53% | +9.4% | 21.2x | 1.11 | $3.03T |
| AVGOBROADCOM | $420.41 | +0.71% | +32.8% | 23.0x | 1.25 | $1.98T |
| MUMICRON | $541.19 | +4.65% | +36.9% | 5.1x | 1.61 | $583.2B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.