Recent discussions on X about CDW Corporation have centered around the company's Q2 2025 earnings report, which showcased stronger-than-expected results. Posts on the platform highlight a robust revenue increase of 10.2% year-over-year to $5.98 billion, alongside significant growth in corporate and small-to-medium business sales. Despite these positive figures, there’s a note of caution as the stock failed to maintain early gains, slipping by nearly 4% on the day of the announcement.
The chatter on X also reflects interest in CDW's strategic focus on IT market growth and its steady demand from healthcare and government sectors. Some users have pointed out the company’s potential to capitalize on AI-driven solutions as a key driver for future performance. However, there are mixed reactions, with a few expressing concern over whether the current momentum can be sustained amidst broader economic pressures.
Note: This discussion summary was generated from an AI condensation of post data.
CDW Corporation Congressional Stock Trading
Members of Congress have traded $CDW stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CDW stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY purchased up to $15,000 on 07/09.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 04/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CDW Corporation Insider Trading Activity
CDW Corporation insiders have traded $CDW stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $CDW stock by insiders over the last 6 months:
- CHRISTINE A LEAHY (See Remarks) has made 0 purchases and 4 sales selling 40,917 shares for an estimated $7,423,292.
- FREDERICK J. KULEVICH (See Remarks) has made 0 purchases and 2 sales selling 28,159 shares for an estimated $5,375,580.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CDW Corporation Hedge Fund Activity
We have seen 384 institutional investors add shares of CDW Corporation stock to their portfolio, and 449 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MACQUARIE GROUP LTD added 1,841,611 shares (+128.5%) to their portfolio in Q1 2025, for an estimated $295,136,578
- FIL LTD added 1,618,061 shares (+746.9%) to their portfolio in Q1 2025, for an estimated $259,310,455
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,332,454 shares (+444.6%) to their portfolio in Q1 2025, for an estimated $213,539,078
- ALYESKA INVESTMENT GROUP, L.P. removed 1,117,470 shares (-80.9%) from their portfolio in Q1 2025, for an estimated $179,085,742
- PROFICIO CAPITAL PARTNERS LLC removed 683,242 shares (-99.4%) from their portfolio in Q1 2025, for an estimated $109,496,362
- UBS GROUP AG removed 639,836 shares (-54.1%) from their portfolio in Q1 2025, for an estimated $102,540,117
- ASSENAGON ASSET MANAGEMENT S.A. added 638,907 shares (+19689.0%) to their portfolio in Q2 2025, for an estimated $114,102,401
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CDW Corporation Government Contracts
We have seen $275,994,468 of award payments to $CDW over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- RED HAT UNLIMITED LICENSE AGREEMENT: $24,348,253
- ANNUAL RENEWAL FOR AIT PORTION OF THE ORACLE ELA LICENSES: $10,371,316
- ESC ORACLE SOFTWARE MAINTENANCE RENEWAL FOR THE DELPHI SYSTEM: $8,835,072
- OPTIPLEX MICRO FORM FACTOR PLUS 7020: $8,758,809
- FY25 LCM CORPORATE ASSESSMENT PURCHASE HARDWARE AND ACCESSORIES WITH SUPPORT/WARRANTIES: $8,471,875
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
CDW Corporation Analyst Ratings
Wall Street analysts have issued reports on $CDW in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 05/08/2025
To track analyst ratings and price targets for CDW Corporation, check out Quiver Quantitative's $CDW forecast page.
CDW Corporation Price Targets
Multiple analysts have issued price targets for $CDW recently. We have seen 4 analysts offer price targets for $CDW in the last 6 months, with a median target of $205.0.
Here are some recent targets:
- Samik Chatterjee from JP Morgan set a target price of $205.0 on 07/17/2025
- Asiya Merchant from Citigroup set a target price of $200.0 on 07/11/2025
- David Vogt from UBS set a target price of $210.0 on 05/08/2025
- George Wang from Barclays set a target price of $205.0 on 05/08/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
