CDW (NASDAQ:CDW) Price Target Cut to $130.00 by Analysts at JPMorgan Chase & Co.

CDW (NASDAQ:CDW) had its target price dropped by equities research analysts at JPMorgan Chase & Co. from $160.00 to $130.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the information technology services provider’s stock. JPMorgan Chase & Co.‘s price target suggests a potential upside of 18.03% from the company’s previous close.

A number of other research firms have also issued reports on CDW. Barclays reduced their price target on shares of CDW from $144.00 to $123.00 and set an “equal weight” rating for the company in a research report on Thursday. Morgan Stanley raised their price objective on shares of CDW from $141.00 to $142.00 and gave the company an “equal weight” rating in a research report on Thursday, February 5th. Raymond James Financial set a $150.00 price objective on shares of CDW in a research report on Wednesday. UBS Group set a $147.00 price objective on shares of CDW in a research report on Thursday. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of CDW in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $146.00.

CDW Stock Up 1.0%

Shares of NASDAQ CDW traded up $1.14 during mid-day trading on Thursday, reaching $110.14. The company had a trading volume of 3,039,761 shares, compared to its average volume of 1,732,921. The stock has a fifty day moving average of $125.33 and a two-hundred day moving average of $134.56. The company has a debt-to-equity ratio of 1.77, a quick ratio of 1.10 and a current ratio of 1.18. The company has a market capitalization of $14.10 billion, a price-to-earnings ratio of 13.61, a PEG ratio of 1.88 and a beta of 1.04. CDW has a 12-month low of $106.00 and a 12-month high of $192.30.

CDW (NASDAQ:CDW) last posted its quarterly earnings results on Wednesday, May 6th. The information technology services provider reported $2.28 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $2.28. The business had revenue of $5.68 billion during the quarter, compared to analyst estimates of $5.48 billion. CDW had a net margin of 4.76% and a return on equity of 50.66%. The firm’s revenue was up 9.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.15 earnings per share. As a group, equities research analysts expect that CDW will post 10.01 EPS for the current year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of CDW. Jones Financial Companies Lllp boosted its stake in CDW by 316.0% during the 1st quarter. Jones Financial Companies Lllp now owns 4,896 shares of the information technology services provider’s stock valued at $785,000 after purchasing an additional 3,719 shares during the period. Empowered Funds LLC increased its position in CDW by 1.2% in the 1st quarter. Empowered Funds LLC now owns 18,076 shares of the information technology services provider’s stock worth $2,897,000 after buying an additional 216 shares during the period. California State Teachers Retirement System increased its position in CDW by 0.6% in the 2nd quarter. California State Teachers Retirement System now owns 225,709 shares of the information technology services provider’s stock worth $40,309,000 after buying an additional 1,242 shares during the period. BI Asset Management Fondsmaeglerselskab A S lifted its holdings in shares of CDW by 1,339.7% during the second quarter. BI Asset Management Fondsmaeglerselskab A S now owns 49,380 shares of the information technology services provider’s stock worth $8,819,000 after buying an additional 45,950 shares during the last quarter. Finally, State of Tennessee Department of Treasury boosted its position in shares of CDW by 17.7% in the second quarter. State of Tennessee Department of Treasury now owns 40,927 shares of the information technology services provider’s stock valued at $7,309,000 after acquiring an additional 6,143 shares during the period. Institutional investors and hedge funds own 93.15% of the company’s stock.

CDW News Summary

Here are the key news stories impacting CDW this week:

• Positive Sentiment: Revenue beat and AI/cloud demand: CDW reported net sales of $5.68B (up 9.2% y/y) and management said demand for AI and cloud infrastructure helped drive the upside. CDW posts first-quarter revenue beat
• Positive Sentiment: Dividend increase: the board declared a $0.63 quarterly dividend, reinforcing capital-return priorities (buybacks + dividends). CDW Declares Quarterly Cash Dividend
• Positive Sentiment: AI-first “Geared for Growth” program targets $100M–$200M run-rate improvements into 2027–2028, which management says will fund growth and margin recovery. CDW CEO: ‘Geared For Growth’ AI-First Initiative
• Positive Sentiment: Technicals/analyst sentiment may support a rebound — some analysts and commentary point to oversold conditions and raised estimates that could underpin a recovery. CDW Loses 14% in 4 Weeks — Trend Reversal May Be Around the Corner
• Neutral Sentiment: Earnings in context — reported EPS was $2.28 (in line with some consensus figures), and management held a typical earnings call/slide deck for detail — the topline beat but margins require scrutiny. CDW Meets Q1 Earnings Estimates
• Neutral Sentiment: Earnings call and transcripts available for detail — useful for investors who want management color on product mix, gross margin drivers, and AI opportunity. Earnings Call / Analysis
• Negative Sentiment: Sharp intraday sell-off and 52-week low: despite the revenue beat, shares plunged roughly 20% on concerns about margin pressure and mixed takeaways from the quarter. CDW shares sink 20% despite revenue beat
• Negative Sentiment: Margin compression and slight EPS variance: gross and operating margins declined y/y (gross margin ~21.0% vs 21.6% a year ago; operating margin down) and some data sources flagged a small EPS miss vs certain estimates, which amplified selling. CDW Reports First Quarter 2026 Earnings
• Negative Sentiment: High-volume selling and institutional repositioning: data trackers show heavy volume, a notable insider sale disclosure, and large fund moves that likely worsened the price drop. Quiver Quant data on sell-off

About CDW

CDW (NASDAQ: CDW) is a leading provider of information technology products and integrated solutions for business, government, education and healthcare customers. The company sources and resells hardware and software from major technology vendors and packages those products with professional services, managed services and lifecycle support. Its offerings span IT infrastructure, cloud and data center solutions, cybersecurity, networking, unified communications, endpoint devices, and software licensing and procurement services designed to simplify IT operations for customers.

CDW combines a broad product portfolio with consultative sales, implementation and technical support capabilities.