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Higher rates are back on the agenda, inflation is sticky, and AI and geopolitics are tugging at supply chains all at once. That mix is pushing money toward large cap value stocks that look sturdier when borrowing costs climb. If you do not want potential opportunities to pass you by, this article walks through three individual stocks exposed to these macro shifts and drawn from a disciplined value-focused screener. The three stocks covered next are only a sample. The full screen picked up 13...

CDW's $525M Lovelytics deal targets rising AI demand, adding data and AI expertise to help enterprises move from pilots to production.

Lagging behind the S&P 500 Index over the past year, analyst confidence towards CDW Corporation remains somewhat bullish.

Arrow Electronics (ARW) stock has gained about 50% over the past six months and then stopped. It has slipped 1.0% over the past three months and trades roughly 9% below its 52-week high. Underneath the run is a machine that pays owners whether or not the price moves: a shrinking share count. It is shrinking more slowly now, and that changes what you are buying.

CDW (CDW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

CDW recently reported a very strong Q2, with revenue growing 10% year on year and both revenue and EPS surpassing analyst estimates, even as the share price reaction was muted. At the same time, CDW has been expanding its capabilities and visibility through events and initiatives such as opening a new Calgary office focused on cybersecurity, managed services and AI, and participating in upcoming industry conferences including TechNet Augusta and Citi’s Global TMT Conference. We’ll now...

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the it distribution & solutions stocks, including CDW (NASDAQ:CDW) and its peers.

CDW Corporation has lagged behind the broader market over the past year, and analysts remain somewhat optimistic about the stock’s prospects.

CDW is riding strong AI infrastructure demand as customers invest in modernization, while its pipeline builds from procurement toward implementation.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Five dividend payments are closing their collection windows across August, and for three of them the deadline already passed this morning. Here is what income investors still have time to act on before the next ex-dates expire.

CDW delivered revenue and non-GAAP earnings per share above Wall Street expectations in Q2, supported by robust demand for AI infrastructure and modernization projects across its Commercial, Government, and International segments. However, the market reacted negatively following the results, with management pointing to a pronounced shift in customer spending towards large-scale hardware and cloud investments that exerted pressure on gross margins. CEO Christine Leahy noted, “Customers are still

Net sales hit $6.6 billion, a record, as AI and infrastructure demand drive growth.

A thin-margin distributor keeps shrinking its share count, and the money behind it is sitting in an interest-free bill it has not yet paid.

CDW (CDW) delivered a strong Q2 with beats in revenue, gross profit, and earnings per share, but wea

CDW (CDW) stock is reacting to a busy August 5 update that combined record second quarter results, a new quarterly dividend declaration, restructuring charges and the planned 2027 retirement of long-serving chief financial officer Albert J. Miralles. See our latest analysis for CDW. The sharp 1 day share price decline of 9.03% following CDW's earnings, dividend and CFO retirement update comes after a 90 day share price return of 27.13%, while the 1 year total shareholder return is down 13.72%...

CDW Corp (CDW) posts all-time quarterly records in net sales and non-GAAP EPS, fueled by strong AI infrastructure demand and robust segment growth.

Moby summary of CDW Corporation's Q2 2026 earnings call

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

CDW's second-quarter sales rose 10% as broad technology demand and international strength lifted adjusted EPS 12% despite margin pressure.

CDW (NASDAQ:CDW) reported record second-quarter results for 2026, as demand for infrastructure modernization, artificial intelligence readiness and security helped lift net sales 10% to $6.6 billion. The technology solutions provider said gross profit increased 6% to $1.3 billion, while non-GAAP op

CDW Corporation (NASDAQ:CDW) reported second-quarter results that exceeded Wall Street expectations for both earnings and revenue, but shares dropped more than 8% in pre-market trading as investors focused on weaker margins and higher restructuring costs. The technology solutions provider posted adjusted earnings of $2.

IT solutions provider CDW (NASDAQGS:CDW) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 10% year on year to $6.57 billion. Its non-GAAP profit of $2.91 per share was 4% above analysts’ consensus estimates.

CDW (CDW) delivered earnings and revenue surprises of +3.93% and +5.07%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

IT solutions provider CDW (NASDAQGS:CDW) will be reporting results this Wednesday before the bell. Here’s what to look for.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

CDW heads into Q2 2026 earnings with expectations for high single-digit EPS growth, AI-driven demand and a strong backlog amid ongoing supply chain uncertainty.

CDW (CDW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CDW boosts shareholder returns with buybacks and dividends while advancing acquisitions and AI-driven productivity initiatives to fuel long-term growth.