CDWTechnology · Information Technology ServicesThe 10 Wall Street analysts covering CDW Corp. hold a median 12-month price target of $159 — +20.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 63 of 100 as at 22 Aug 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores CDW Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (95): Analysts have, on balance, been raising their forecasts.
Momentum (34): The shares have been drifting down relative to others.
Size (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CDW, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +20.0% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Aug 2026 | Morgan Stanley | Maintains | Overweight | $170 → $171 |
| 13 July 2026 | Citigroup | Maintains | Neutral | $123 → $145 |
| 13 July 2026 | Citigroup | Maintains | Neutral | — |
| 23 June 2026 | Morgan Stanley | Upgrade | Overweight | — |
| 27 May 2026 | JP Morgan | Upgrade | Overweight | — |
| 8 May 2026 | Citigroup | Maintains | Neutral | — |
| 7 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 7 May 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 7 May 2026 | JP Morgan | Maintains | Neutral | — |
| 7 May 2026 | UBS | Maintains | Buy | — |
| 5 Feb 2026 | Barclays | Maintains | Equal-Weight | — |
| 5 Feb 2026 | Citigroup | Maintains | Neutral | — |
| 5 Feb 2026 | JP Morgan | Maintains | Neutral | — |
| 5 Feb 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 5 Feb 2026 | UBS | Maintains | Buy | — |
| 20 Jan 2026 | Citigroup | Maintains | Neutral | — |
| 20 Jan 2026 | Morgan Stanley | Downgrade | Equal-Weight | — |
| 17 Dec 2025 | Morgan Stanley | Maintains | Overweight | — |
| 25 Nov 2025 | Raymond James | Upgrade | Strong Buy | — |
| 5 Nov 2025 | Barclays | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CDW appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 24 Aug 2026, CDW Corp. returned −19.1% against +19.6% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 45% of US stocks
Cheaper than 76% of US stocks
Cheaper than 15% of US stocks
Cheaper than 33% of US stocks
Higher than 52% of US stocks
Higher than 37% of US stocks
Higher than 21% of US stocks
Higher than 59% of US stocks
Higher than 58% of US stocks
Higher than 92% of US stocks
Higher than 83% of US stocks
Higher than 42% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
CDW Corp. has a market value of $17.2B and an enterprise value of $23.2B.
Revenue in the twelve months to 30 June 2026: $23.5B. The latest quarter grew 10.0% year on year.
Net income over the same four quarters: $1.1B, a 4.6% net margin.
Diluted earnings per share, trailing twelve months: $8.32.
Free cash flow in the twelve months to 30 June 2026: $860.2M, after $121.6M of capital spending.
CDW Corp. spent $847.6M on share buybacks and $324.4M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 16.5×; forward P/E: 11.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.84%, paying out 30% of earnings.
CDW Corp. employs 14,800 people — $1.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own CDW Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
CDW is benefiting from strong AI infrastructure demand as customers invest in modernization, with its pipeline building from procurement toward implementation.
Why it matters — A CDW watcher would care because growing AI infrastructure demand is fueling the company's growth as its pipeline progresses from procurement to implementation.
The article reports that income investors have a narrow window to capture a wave of dividend payments that lock in this month. It highlights the timing window for investors seeking these dividend payments.
Why it matters — A CDW watcher would care because it touches on the timing of dividend payments that affect income-focused holders of the stock.
Zacks Investment Research highlights CDW (CDW) as a strong momentum stock. The publication's Style Scores tool is presented as a way for investors to find top-rated stocks based on investing style, with CDW identified through this framework.
Why it matters — The item signals that CDW has been recognised within Zacks' scoring system as a stock with strong momentum characteristics, which may be of interest to those monitoring its technical and market standing.
CDW reported 9.9% YoY revenue growth, but margin compression and declining operating leverage muted the impact, with EPS gains driven mainly by buybacks rather than operational improvements.
Why it matters — The article highlights that CDW's core operating performance is weakening as cost of goods sold outpaces revenue and service revenues stagnate, signalling fading operating leverage.
CDW Corporation held its Q2 2026 earnings call, with the transcript published on Seeking Alpha. The call covered the company's financial results and operational performance for the quarter.
Why it matters — A CDW watcher would care because earnings calls provide direct insight into the company's financial health, strategic direction, and management's outlook.
The 10 Wall Street analysts covering CDW Corp. have a median 12-month price target of $159, with estimates ranging from $123 to $171. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering CDW Corp., 7 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks CDW Corp. 63 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, CDW Corp. ranks 63 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (95 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +20.0% from the last close, and Ticker Nerd's factor model ranks CDW Corp. 63 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering CDW Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CDW are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $123 to $171 over the next 12 months.
CDW Corp. returned -19.1% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
CDW Corporation is a technology solutions and services provider specializing in information technology for organizations of all sizes. The company delivers a broad portfolio that spans client devices, data center infrastructure, networking, cybersecurity, cloud services, and software, along with consulting, implementation, and managed services.
The most recent item we track (Zacks Investment Research, 21 Aug 2026): "How is AI Infrastructure Demand Fueling CDW's Growth in 2026?". CDW is benefiting from strong AI infrastructure demand as customers invest in modernization, with its pipeline building from procurement toward implementation.
CDW Corporation is a technology solutions and services provider specializing in information technology for organizations of all sizes. The company delivers a broad portfolio that spans client devices, data center infrastructure, networking, cybersecurity, cloud services, and software, along with consulting, implementation, and managed services. CDW Corporation serves corporate and small business customers, as well as public-sector clients in government, education, and healthcare, primarily in the United States, the United Kingdom, and Canada. Its segmented go-to-market model allows it to tailor solutions to the specific compliance, performance, and budget requirements of each customer type. Acting as both a product reseller and a strategic IT partner, CDW Corporation aggregates offerings from numerous leading technology vendors and integrates them into cohesive, end-to-end solutions. Founded in 1984 and headquartered in Vernon Hills, Illinois, it plays a significant role in helping organizations modernize their IT environments, support hybrid work, secure critical systems, and manage increasingly complex technology ecosystems.
CEO Ms. Christine A. Leahy J.D. · 14,800 employees · United States · https://www.cdw.com
