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CDCDW

CDW Corporation

$CDW·$18B·Information Technology Services·Technology
$154.33+2.8%YTD+12.5%1Y+3.7%
Price updated 10h ago·X counts updated 4d ago
CDCDW
$CDWCDW Corporation
$154.33+2.82%30 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CDW on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

30X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CDW's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-06-08

CDW is being framed as a 'Trump stock' breakout: a $130 6/18 call at $0.75 up 1000% with the discord, $10K to $120K overnight, +700% in some discord calls, and $75 to $830 banger framing. The corpus is dominated by IT-services rotation momentum. The bear voice is essentially absent.

Read what X is saying about $CDW

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CDW — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

CDW IT-services distribution into Nov 3 earnings — the Trump-stock breakout framing plus the buyback pace is the setup.

CDW Corporation is a leading IT-services distribution company serving corporate and government customers. The 2026 story has been operational-execution meeting specific capital-return positioning.

  • The P&L is quietly growing: Q2 revenue grew 9.2% YoY to $5.68B at a 6.6% operating margin and $1.82 EPS, with trailing EPS beats of 3.9% and 0% — modest consistent surprises typical of an IT-services distributor compounder.
  • The specific capital-markets positioning is substantive: 'buyback pace jumps' plus Options-Market 'Spike Prediction' signal plus margin-momentum coverage — three coordinated signals that typically precede an earnings-driven move. The 'Trump stock' retail framing is explicit speculation but captures the capital-flows reality.

At 55% of its 52-week range going into Nov 3 earnings, the setup is coiled on validation. Another 5%+ EPS surprise plus continued buyback acceleration is the trigger for continuation; a soft Corporate segment or any Public Sector federal-budget signal is the invalidation.

Agrees with X sentimentThe '$130 6/18 call +1000%' retail framing is tactical option-flow narrative, not fundamental. The buyback-pace framing and margin-momentum coverage are grounded.

What to watch: Nov 3 Q3 earnings — Corporate segment revenue, Public Sector growth, operating margin direction, buyback execution, and FY27 guide. 5%+ EPS surprise plus margin momentum is the trigger; Public Sector softness is the invalidation.

On the calendar: 2026-11-03 — Q3 earnings

event ahead 30dit services distribution

Read the AI verdict on $CDW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Large IT solutions reseller covering hardware, software, and managed services for corporate and public-sector clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $CDW.

Information Technology Services · Technology

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $CDW

Neutral — Large IT solutions reseller covering hardware, software, and managed services for corporate and public-sector clients.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
42.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$2.91$2.80+3.9%
Q1 2026May 6, 2026$2.28$2.280.0%
Q4 2025Feb 4, 2026$2.57$2.44+5.3%
Q3 2025Nov 4, 2025$2.71$2.62+3.4%
Next earningsTue, Nov 3·consensus EPS $2.98

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.7B+9.2%21.0%6.6%$1.82$248.4M
Q4 FY25$5.5B+6.3%22.8%7.8%$2.15$395.9M
Q3 FY25$5.7B+4.0%21.9%7.7%$2.22$298.5M
Q2 FY25$6.0B+10.2%20.8%7.0%$2.06$133.4M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$24.2B$23.7B – $24.7B$10.96$10.81 – $11.087
FY27$25.1B$24.0B – $26.3B$12.01$11.31 – $13.487
FY28$25.8B$25.2B – $27.1B$13.25$12.96 – $13.545
FY29$27.1B$26.4B – $27.9B$0.00$0.00 – $0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.89%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 124.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 7Elizabeth H. ConnellySee Remarks26.7K sh$3.7MBuyMay 27David W NelmsDirector18.0K sh$2.0MBuyMay 18Christine A LeahySee Remarks4.8K sh$499K
+ 41 other (38 awards · 2 inkinds · 1 exempt) in window

See when $CDW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

CDW LLC and CDW Finance Corp completed a $1.5B registered senior notes offering in three tranches: $600M at 5.700% due 2029, $500M at 6.100% due 2032, and $400M at 6.350% due 2033, closing September 21, 2026. The notes are guaranteed by CDW Corporation and rank as unsecured senior obligations. Net proceeds will primarily retire $1.0B of existing 2.670% senior notes due December 2026, with the remainder available for general corporate purposes including funding a pending acquisition.

424B5Prospectus supplement (offering)Sep 15424B5
8-KMaterial agreementSep 158-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Sep 14424B5
8-KOfficer or director changeAug 58-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

CDW announced a leadership Departure involving Certain Officers, who serves as Director. Item 5.02 mandates timely disclosure of executive and director transitions, which can significantly affect CDW's strategic direction and investor confidence.

8-KCharter amendmentMay 268-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

CDW (CDW) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on multiple proposals. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDMay 138-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

CDW (CDW) disclosed its addition to Nasdaq Global Select Market Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 under 8-K Item 8.01 (other events). Index inclusions are significant because they trigger automatic buying from passive index funds and ETFs that track the benchmark, often resulting in increased share price and trading volume. Index providers typically announce additions in advance of the effective rebalancing date, giving institutions time to adjust their holdings. The event increases CDW's institutional ownership base and enhances its market visibility and liquidity profile.

3New insider — initial holdingsMay 63
AI summary

Tan Hang filed a Form 3 with the SEC, disclosing initial beneficial ownership of CDW securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of icial Ownership (Instr. 5) Common Stock,. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at CDW.

+ 8 other (3 8-Ks · 2 10-Qs · 2 13Gs · 1 D) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CDW Canada Awarded Canadian Partner Excellence Award by Dell Technologies for the Fifth Consecutive Yearbusinesswire.com·17h agoCDW Corporation $CDW Stock: Krilogy Financial LLC Raises Holdingsdefenseworld.net·1d ago96,481 Shares in CDW Corporation $CDW Bought by NorthCrest Asset Manangement LLCdefenseworld.net·3d agoCDW (NASDAQ:CDW) vs. Iveda Solutions (NASDAQ:IVDA) Critical Reviewdefenseworld.net·6d agoCan CDW Corporation Restore Margin Momentum in the Second Half?zacks.com·14d ago

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Voices on X · last 7 days

No standout posts about $CDW on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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