Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$17.0B
128M shares
52-week range
$97.12 – $183.91
49% from low
Sector
RETAIL-CATALOG & MAIL-ORDER HOUSES
Exchange
NASDAQ
CS
Borrow rate
0.41%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $16.24B | $18.03B | $18.47B | $20.82B | $23.75B | $21.38B | $21.00B | $22.42B |
| Cost of revenue | $13.53B | $14.99B | $15.26B | $17.25B | $19.06B | $16.72B | $16.40B | $17.55B |
| Gross profit | $2.71B | $3.04B | $3.21B | $3.57B | $4.69B | $4.65B | $4.60B | $4.87B |
| Gross margin | 16.7% | 16.9% | 17.4% | 17.1% | 19.7% | 21.8% | 21.9% | 21.7% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $987.3M | $1.13B | $1.18B | $1.42B | $1.74B | $1.68B | $1.65B | $1.66B |
| EBITDA | $1.25B | $1.38B | $1.58B | $1.64B | $2.01B | $1.95B | $1.93B | $1.95B |
| Net income | $643.0M | $736.8M | $788.5M | $988.6M | $1.11B | $1.10B | $1.08B | $1.07B |
| Net margin | 4.0% | 4.1% | 4.3% | 4.7% | 4.7% | 5.2% | 5.1% | 4.8% |
| EPS (diluted) | 4.19 | 4.99 | 5.45 | 7.04 | 8.14 | 8.10 | 7.97 | 8.08 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $23.6B | $10.74 | $10.41–$11.18 | 7 |
| 2027 | $24.4B | $11.74 | $11.14–$12.92 | 7 |
| 2028 | $25.0B | $12.70 | $12.31–$13.12 | 1 |
| 2029 | $27.1B | $0.00 | $0.00–$0.00 | 0 |
Forward consensus · source: Financial Modeling Prep
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.
www.cdw.comNo one on the platform currently holds CDW.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 522,998 | $63.3M |
| Bridgewater Associatesas of 2026-03-31 | 27,844 | $3.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-22 | $0.6300 | 2026-06-10 |
| 2026-02-25 | $0.6300 | 2026-03-10 |
| 2025-11-25 | $0.6300 | 2025-12-10 |
| 2025-08-25 | $0.6250 | 2025-09-10 |
| 2025-05-23 | $0.6250 | 2025-06-10 |
| 2025-02-25 | $0.6250 | 2025-03-11 |
| 2024-11-25 | $0.6250 | 2024-12-10 |
| 2024-08-26 | $0.6200 | 2024-09-10 |
| 2024-05-23 | $0.6200 | 2024-06-11 |
| 2024-02-23 | $0.6200 | 2024-03-12 |
No one on the platform has traded CDW yet.
| $13.8B |
| — |
| ITGartner, Inc. | $132.79 | -1.61% | $8.9B | — |
| LDOSLeidos Holdings, Inc. | $100.44 | -1.30% | $12.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-22 |
| $0.6200 |
| 2023-12-12 |
| 2023-08-24 | $0.5900 | 2023-09-12 |
Trading at 17.3× earnings vs its 24.2× historical median P/E.
Fair value ≈ $195.19 · price $139.82 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
I've got room for one add into the weekend and will wait until the afternoon to get a better sense of the weekly candle. Candidates: $DEO $CDW $ATHM
View on StockTwits ↗$CDW this needs to be on HIGH alert after synnex beat and raise
View on StockTwits ↗$CDW Positive: Directly positive for CDW's trading setup. The upgrade can pull forward buying interest by reframing CDW as a beneficiary of enterprise server d… Key news: Morgan Stanley upgrades CDW on stronger AI-driven server demand. NewsImpact brief: https://clawpool.hihired.org/newsimpact/news/1dac60636c33f5c1?utm_source=stocktwits&utm_medium=post Not financial advice.
View on StockTwits ↗$CDW Morgan Stanley has altered their rating of "Equal-Weight to Overweight" and target of "$170" see consensus outlook
View on StockTwits ↗Morgan Stanley raised its total addressable market (TAM) forecast for the server industry to $809 billion in 2026, implying 82% year-over-year growth, as enterprise demand for computing remains stronger than expected despite significant price increases. The bank said Wall Street may be underestimating earnings potential for computing-related companies in 2026 and 2027, driven by constrained compute capacity, server refresh cycles, and growing AI infrastructure needs. Analyst Erik Woodring increased EPS forecasts by 3%-5% on average for enterprise computing firms including CDW, Dell Technologies, HPE, IBM, Ingram Micro, and TD Synnex. Morgan Stanley upgraded CDW to Overweight from Equal Weight and raised its price target to $170 from $142. The bank also increased targets for TD Synnex to $341 from $271, Dell to $477 from $448, and IBM to $267 from $225. $CDW $DELL $HPE $MS
View on StockTwits ↗CDW Stock Jumps Nearly 6% — Why Morgan Stanley Is Growing More Optimistic On This IT Play $CDW https://stocktwits.com/news/equity/markets/cdw-stock-jumps-nearly-6-percent-morgan-stanley-bullish-it-play/cZKwB8FR7as
View on StockTwits ↗$CDW (weekly/daily) Gap up on the upgrade today ... risk vs yesterdays low Will check back this afternoon for a possible trade
View on StockTwits ↗Top Performers in the S&P 500 so far today: $CDW $AXON $MRNA $PODD
View on StockTwits ↗$CDW | Morgan Stanley Upgrades CDW Corporation to Overweight with $170 PT on Operating Leverage and Infrastructure Demand Morgan Stanley stays bullish as stronger infrastructure demand, positive revisions, and buyback support drive recovery prospects. 🔹 Follow @tenet_research for more analyst insights on other tickers.
View on StockTwits ↗$CDW Share Price: $123.60 Contract Selected: Oct 16, 2026 $130 Calls Buy Zone: $14.76 – $18.24 Target Zone: $23.72 – $28.99 Potential Upside: 52% ROI Time to Expiration: 115 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$CDW Current Stock Price: $123.60 Contracts to trade: $125.0 CDW Jul 17 2026 Call Entry: $4.30 Exit: $6.74 ROI: 57% Hold ~23 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$CDW It looks like the breakout is coming ... def has add potential next week
View on StockTwits ↗$CDW Continuing to watch this one, just not ready for the trade yet. I want price over blue/purple lines. Get that 9 looking like it wants to cross over the 20.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.