- Prev close
- $147.43
- Day range
- $145.05 – $150.34
- From 52-wk high
- -11.7%
- Next earnings
- in 41 days
CDW’s -2.0% session move looks stock-specific rather than market-driven, with peers mixed to higher and no broad index selloff to blame; the backdrop is still decent, but the stock trades at a PEG of 2.39 and 16.9 P/E, so the move is not especially surprising.
CDW
CDW CORP/DE
As of Sep 20, 2026
58/100
Worth keeping an eye onHealth ScoreMove driver
The primary driver looks stock-specific: CDW fell -2.0% even as the S&P 500 was -0.1% and the Nasdaq 100 was +0.6%, while peers were mixed to higher with SNX +0.7%, ARW +2.0%, and AVT +3.2% versus INGM -1.9%. That pattern says this was not a broad market move and not a clean sector-wide downdraft; CDW underperformed a generally firm tech tape, so the weakness is concentrated in the name rather than explained by the indices.
Volatility check
This looks like ordinary-to-moderate volatility rather than a fundamental break. The business still shows revenue +7.4% YoY (TTM), latest quarter +10.0% YoY, and EPS +3.4% YoY (TTM), with gross margin +21.4%, operating margin +7.1%, and net margin +4.6%; those are intact numbers, not deteriorating ones. Valuation is not cheap at PE 16.9 and PEG 2.39 — the PEG, or P/E divided by growth, means investors are paying 2.39x the growth rate — so good execution is already partly priced in, which can make even a modest miss or disappointment show up in the share price. Beta 0.94 also signals the name is not especially volatile on its own, so a -2.0% session by itself does not point to unusual stress.
Earnings preview
The next earnings date is 2026-11-02. The facts here do not include Street consensus for revenue or EPS on that print, so I cannot quote expected growth or margin targets from this set; the closest hard guide is the current operating picture of revenue +7.4% YoY (TTM), latest quarter +10.0% YoY, EPS +3.4% YoY (TTM), gross margin +21.4%, operating margin +7.1%, and net margin +4.6%. The market will be focused on whether the Latest quarter’s +10.0% revenue pace holds, whether EPS growth can accelerate from +3.4% YoY (TTM), and whether margins stay near +7.1% operating and +4.6% net while the Lovelytics acquisition is folded in; the facts do not provide prior post-earnings reaction history.
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