CDW (NASDAQ:CDW) Stock Price Expected to Rise, Morgan Stanley Analyst Says

CDW (NASDAQ:CDW) had its price target lifted by Morgan Stanley from $141.00 to $142.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the information technology services provider’s stock. Morgan Stanley’s price target points to a potential downside of 0.43% from the stock’s current price.

A number of other brokerages have also commented on CDW. Barclays cut their target price on CDW from $148.00 to $144.00 and set an “equal weight” rating for the company in a research note on Thursday. Evercore restated an “outperform” rating and issued a $180.00 price objective on shares of CDW in a research note on Tuesday, January 20th. Citigroup raised their price objective on shares of CDW from $148.00 to $150.00 and gave the stock a “neutral” rating in a report on Thursday. UBS Group lowered their target price on shares of CDW from $200.00 to $190.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. Finally, Raymond James Financial raised shares of CDW from an “outperform” rating to a “strong-buy” rating and set a $185.00 price target for the company in a research report on Tuesday, November 25th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, CDW currently has an average rating of “Moderate Buy” and an average price target of $160.43.

CDW Stock Up 1.3%

NASDAQ CDW opened at $142.62 on Thursday. CDW has a twelve month low of $123.08 and a twelve month high of $200.27. The stock has a market cap of $18.57 billion, a PE ratio of 17.63, a PEG ratio of 2.02 and a beta of 1.08. The firm has a 50-day simple moving average of $136.49 and a 200 day simple moving average of $151.34. The company has a debt-to-equity ratio of 1.77, a quick ratio of 1.30 and a current ratio of 1.18.

CDW (NASDAQ:CDW) last issued its quarterly earnings results on Wednesday, February 4th. The information technology services provider reported $2.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.44 by $0.13. CDW had a return on equity of 50.66% and a net margin of 4.76%.The firm had revenue of $5.51 billion for the quarter, compared to analyst estimates of $5.33 billion. During the same period in the previous year, the company posted $2.48 earnings per share. The company’s quarterly revenue was up 6.3% compared to the same quarter last year. On average, research analysts forecast that CDW will post 9.41 EPS for the current year.

Insiders Place Their Bets

In other CDW news, insider Sona Chawla sold 7,400 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $146.17, for a total transaction of $1,081,658.00. Following the sale, the insider directly owned 28,110 shares of the company’s stock, valued at approximately $4,108,838.70. This represents a 20.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.84% of the company’s stock.

Institutional Investors Weigh In On CDW

Hedge funds have recently added to or reduced their stakes in the stock. Root Financial Partners LLC bought a new position in shares of CDW in the third quarter worth about $26,000. Quent Capital LLC acquired a new stake in shares of CDW in the third quarter valued at approximately $57,000. eCIO Inc. bought a new position in CDW in the 4th quarter worth approximately $61,000. Covestor Ltd raised its position in CDW by 87.9% in the 3rd quarter. Covestor Ltd now owns 483 shares of the information technology services provider’s stock worth $77,000 after purchasing an additional 226 shares during the last quarter. Finally, American National Bank & Trust acquired a new position in CDW during the 4th quarter worth $110,000. Institutional investors own 93.15% of the company’s stock.

More CDW News

Here are the key news stories impacting CDW this week:

• Positive Sentiment: Q4 results and market reaction — Reports show CDW delivered strong Q4 performance and the stock gapped up on the earnings/reaction, supporting near-term momentum. CDW Shares Gap Up on Strong Earnings
• Positive Sentiment: Management outlook: CDW is targeting mid-single-digit EPS growth for 2026 and highlighted AI adoption across its end markets — a constructive signal for revenue mix and margin leverage. CDW targets mid-single-digit EPS growth in 2026 as AI momentum builds across markets
• Positive Sentiment: Operational tailwinds — coverage highlights record margins driven by AI, cloud services and share buybacks, which help EPS even if top-line growth is modest. CDW Leans on AI, Cloud and Buybacks
• Neutral Sentiment: Analyst views are mixed — broader pieces note divergent opinions across the Street, leaving sentiment balanced rather than uniformly bullish or bearish. Analysts’ Opinions Are Mixed on These Technology Stocks
• Neutral Sentiment: Small/offsetting analyst moves — Morgan Stanley nudged its target slightly to $142 (equal weight), a largely neutral signal given the tiny change. Morgan Stanley price target move
• Neutral Sentiment: Short-interest data is effectively immaterial (reported as zero in the snapshot), so short activity isn’t currently a driver.
• Negative Sentiment: Price-target cut from JPMorgan — JPM lowered its target from $170 to $160 and kept a neutral rating, which is a modest negative for upside expectations. JPMorgan price target cut
• Negative Sentiment: Conflicting earnings narrative — one transcript source circulated a lower EPS figure (claims of a miss), creating some short-term noise and potential confusion among investors until reconciled. Q4 2025 Earnings Call Transcript

CDW Company Profile

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.