CDW CDW Corporation Loading... : Bullish and Bearish Analyst Opinions
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16:15
Aug 30
Aug 30
AI hardware refresh at depressed valuation
Druckenmiller bought CDW after a roughly 50% fall because AI is driving a corporate hardware refresh cycle for PCs, laptops and printers; the business is resilient, earnings historically grow high-single digits, valuation is at 5-year lows around 13x versus an 18x historical average, and the company is buying back stock.
HIGH
09:08
Aug 27
Aug 27
Author is bullish on BRUN as a direct beneficiary of Nvidia's demand.
Author is bullish on BRUN as a direct beneficiary of Nvidia's demand, citing contracted revenue and growth potential while treating NVDA and CDW as supporting context.
LOW
20:07
Aug 14
Aug 14
Druckenmiller's Duquesne Family Office discloses new positions in Google, Fox, CDW, Bitdeer.
Druckenmiller's Duquesne Family Office discloses new positions in Google, Fox, CDW, Bitdeer, Delta, and AMD while listing TSM, STM, and Amazon as its largest holdings in its latest 13F filing.
13:00
Jul 31
Jul 31
Eversource's proposed $1 billion AMI investment for Connecticut has a slightly positive nominal net benefit but a negative NPV, which management attributes to delays in the regulatory docket that have increased costs. — Delays in regulatory approval are eroding the economic case for advanced metering infrastructure investments, potentially reducing the future capex opportunity for utilities and their suppliers.
MED
23:03
May 28
May 28
Watch CDW as enterprise hardware refresh and supply-securement activity flows.
Watch CDW as enterprise hardware refresh and supply-securement activity flows through the channel; benefits from budget prioritization of infrastructure.
MED
00:31
May 14
May 14
Long IT distributors and public-sector integrators to benefit from Cisco’s 35% product order.
Long IT distributors and public-sector integrators to benefit from Cisco’s 35% product order growth and enterprise/public sector network refresh cycle.
HIGH
12:30
May 06
May 06
Management raised the gross profit outlook for the full year, citing strong Q1 demand, backlog strength into Q2, and a prudent view of H2. The tone is cautiously optimistic, with an expectation of continued market outperformance.
HIGH
13:30
Feb 04
Feb 04
Management's tone is cautiously optimistic, guiding to mid-single-digit EPS growth on low-single-digit market growth and 200-300 bps outperformance, with a focus on cost leverage and capital returns.
MED
About CDW Analyst Coverage
Buzzberg tracks CDW (CDW Corporation) across 5 sources. 1 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (12%). 8 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Alejandro Estebaranz, pepinveststocks, unusual_whales.