CDW Corporation (CDW)

In the past year, CDW's shares have declined by 38.8%. Following its Q4 2025 earnings report, CDW's stock rallied 7% in pre-market trading on February 4, 2026, after beating earnings and revenue expectations, driven by AI-led demand trends. Analysts have adjusted price targets for CDW in recent months. Morgan Stanley downgraded CDW and lowered its price target, while Citigroup maintained a 'Neutral' rating but lowered its price target. JPMorgan Chase & Co. gave CDW a new $160.00 price target on February 5, 2026.

CDW experiences demand seasonality, with the fourth quarter typically boosted by year-end spending. The company generally expects a sequential decline in gross profit in line with seasonality and strong seasonal fourth-quarter free cash flow.

CDW Corporation is a multi-brand provider of IT solutions, serving businesses, government, education, and healthcare sectors. It offers hardware, software, and integrated IT solutions, including on-premise and cloud capabilities in hybrid infrastructure, digital experience, and security. The company is also involved in AI solutions.

CDW operates in the United States, the United Kingdom, and Canada, with 170 subsidiaries, mainly in the United States. It also has smaller divisions in Hong Kong, Ireland, India, the Netherlands, and Singapore, shipping over 3.5 million items annually to more than 170 countries.

CDW maintains a reputation as a trusted advisor in the IT solutions industry and emphasizes its commitment to ESG efforts. These efforts include renewable energy usage, environmentally certified products, and an expanded ITAD program. CDW also focuses on supplier diversity and has set climate goals for its operations and supply chain. No specific negative events impacting CDW Corp.'s brand reputation were found.

CDW Corporation's ownership is largely held by institutional investors, with approximately 56.77% of the company's stock owned by institutional investors, 0.35% by insiders, and 42.88% by public companies and individual investors. Major institutional shareholders include Vanguard Group Inc. and BlackRock, Inc. Madison Dearborn Partners LLC is a significant individual shareholder.