CDW

In the past six months (April - October 2026), CDW's stock was impacted by several events. On August 5, 2026, the stock plummeted by 15-16% despite exceeding Q2 2026 earnings expectations, due to investor concerns over margin compression, a shift to lower-margin hardware, and the announcement of CFO Albert Miralles' retirement. Earlier, CDW announced plans to acquire Lovelytics, a data and AI services firm, for approximately $525 million, which closed on September 25, 2026. A $1.5 billion senior notes offering to fund this acquisition raised investor concerns about increased leverage, contributing to a fall in shares. The stock also declined by 3.77% due to a broader market selloff, surging Treasury yields, and an oil price spike. Overall, CDW's stock price has decreased by 6.34% over the last year.