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CDW Touts AI Factory Demand, Recurring Revenue Push at JPMorgan Conference
MarketBeat127d agoneutral
CDW Touts AI Factory Demand, Recurring Revenue Push at JPMorgan Conference

CDW (NASDAQ:CDW) executives said customers are moving beyond artificial intelligence experimentation and are increasingly asking for help deploying AI “safely, economically, and at scale,” during a JPMorgan fireside chat featuring Chair and CEO Christine Leahy and CFO Albert Miralles. Leahy said th

5 Insightful Analyst Questions From CDW’s Q1 Earnings Call
StockStory131d agoneutral
5 Insightful Analyst Questions From CDW’s Q1 Earnings Call

CDW’s first quarter was marked by robust top-line growth, driven by heightened demand for infrastructure hardware and ongoing AI investments, yet accompanied by market disappointment due to margin pressures and expense patterns. Management attributed revenue gains to agility in securing hardware supply and adapting to customer priorities, particularly as organizations accelerated AI adoption and infrastructure modernization. CEO Christine Leahy noted, “Customers navigated the operational challen

Are Investors Undervaluing CDW (CDW) Right Now?
Zacks133d agoneutral
Are Investors Undervaluing CDW (CDW) Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

A Look At CDW (CDW) Valuation After Its Q1 2026 AI Infrastructure Earnings Beat
Simply Wall St.139d agobullish
A Look At CDW (CDW) Valuation After Its Q1 2026 AI Infrastructure Earnings Beat

CDW (CDW) is back in focus after first quarter 2026 results showed revenue of US$5.68b and net income of US$235.4m, along with continued investment in AI infrastructure and internal efficiency programs. See our latest analysis for CDW. Despite the Q1 beat and ongoing AI and efficiency initiatives, recent share price momentum has been weak, with a 7 day share price return of 19.47% and a 1 year total shareholder return of 37.75% as of the latest US$110.25 close. This points to fading sentiment...

CDW (CDW) Q1 2026 Earnings Transcript
Motley Fool141d agoneutral
CDW (CDW) Q1 2026 Earnings Transcript

This conference call is property of CDW and may not be recorded or rebroadcast without specific written permission from the company. Christine Leahy: Thank you, Steve, and good morning, everyone. Excellent top line performance reflected agility both in securing supply and capturing demand for AI investment and ongoing infrastructure modernization.

CDW Q1 Earnings Call Highlights
MarketBeat141d agoneutral
CDW Q1 Earnings Call Highlights

CDW (NASDAQ:CDW) reported a “strong start” to fiscal 2026, citing robust demand tied to AI investment and infrastructure modernization as customers worked through memory supply and pricing constraints, according to executives on the company’s first-quarter earnings call. Chair and CEO Chris Leahy s