CDW CDW Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
16:15
30 авг
30 авг
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.
Выс.
09:08
27 авг
27 авг
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.
Низ.
20:07
14 авг
14 авг
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
31 июл
31 июл
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.
Сред.
23:03
28 мая
28 мая
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.
Сред.
00:31
14 мая
14 мая
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.
Выс.
12:30
06 мая
06 мая
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.
Выс.
13:30
04 фев
04 фев
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.
Сред.
Об аналитическом покрытии CDW
Buzzberg отслеживает CDW (CDW Corporation) в 5 источниках. Бычьих сигналов: 1, медвежьих: 0, от 6 аналитиков. Сентимент преимущественно бычий (12%). Всего отслеживается 8 торговых идей. За последние 7 дней: бычьих: 1, наблюдение: 1. Последние спикеры: Alejandro Estebaranz, pepinveststocks, unusual_whales.