CDW (CDW) reported earnings 30 days ago. What's next for the stock?
CDW Corp is downgraded to Hold as near-term earnings outlook weakens despite a compelling 13.5x forward PE valuation. PC refresh cycle and AI-driven services remain intact growth drivers, but broader infrastructure spending momentum is lacking, especially in corporate segments. CDW's Q3 results showed mixed quality: Small Business segment excelled, but Corporate and Public segments lagged, and EBIT margins contracted despite revenue growth.
CDW, CRC, XOM and ETR lifted their dividends, offering investors income stability amid ongoing market volatility.
| - Industry | - Sector | Christine A. Leahy CEO | XMEX Exchange | US12514G1085 ISIN |
| US Country | 15,100 Employees | 25 Nov 2025 Last Dividend | - Last Split | - IPO Date |
CDW Corporation, headquartered in Vernon Hills, Illinois, and established in 1984, is a leading provider of information technology (IT) solutions across the United States, the United Kingdom, and Canada. The company is structured into three main segments: Corporate, Small Business, and Public, catering to a wide array of sectors including government, education, healthcare, and businesses of varying sizes. Through its comprehensive suite of services and products, CDW Corporation specializes in delivering personalized IT solutions that encompass both discrete hardware and software offerings as well as integrated systems incorporating on-premise and cloud capabilities, focused on hybrid infrastructure, digital experience, and security solutions.
CDW Corporation offers a broad range of products and services tailored to meet the specific needs of its customers. The portfolio includes:
In addition to the above products and services, CDW Corporation leverages a network of third-party service providers for delivering and managing mission-critical software, systems, and network solutions, including implementation, installation, and repair services, to ensure optimal performance and reliability for its customers.