JPMorgan Chase & Co. Lowers CDW (NASDAQ:CDW) Price Target to $160.00

CDW (NASDAQ:CDW) had its price target cut by stock analysts at JPMorgan Chase & Co. from $170.00 to $160.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the information technology services provider’s stock. JPMorgan Chase & Co.‘s target price would indicate a potential upside of 12.19% from the stock’s current price.

A number of other research firms have also weighed in on CDW. Citigroup increased their price objective on shares of CDW from $148.00 to $150.00 and gave the stock a “neutral” rating in a research note on Thursday. Evercore reiterated an “outperform” rating and set a $180.00 price objective on shares of CDW in a research note on Tuesday, January 20th. UBS Group lowered their target price on CDW from $190.00 to $162.00 and set a “buy” rating on the stock in a research note on Thursday. Barclays dropped their target price on CDW from $148.00 to $144.00 and set an “equal weight” rating on the stock in a report on Thursday. Finally, Morgan Stanley upped their price objective on CDW from $141.00 to $142.00 and gave the stock an “equal weight” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $160.43.

CDW Stock Up 1.3%

Shares of CDW stock opened at $142.62 on Thursday. The stock’s 50-day simple moving average is $136.49 and its 200-day simple moving average is $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. The firm has a market capitalization of $18.57 billion, a PE ratio of 17.63, a P/E/G ratio of 2.02 and a beta of 1.08. CDW has a fifty-two week low of $123.08 and a fifty-two week high of $200.27.

CDW (NASDAQ:CDW) last released its earnings results on Wednesday, February 4th. The information technology services provider reported $2.57 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $5.33 billion. During the same quarter in the previous year, the company posted $2.48 earnings per share. The company’s revenue was up 6.3% compared to the same quarter last year. Equities analysts expect that CDW will post 9.41 earnings per share for the current year.

Insider Activity

In other CDW news, insider Sona Chawla sold 7,400 shares of the stock in a transaction on 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 transaction, the insider directly owned 28,110 shares of the company’s stock, valued at $4,108,838.70. This trade represents a 20.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.84% of the stock is owned by company insiders.

Institutional Trading of CDW

Several large investors have recently bought and sold shares of the business. Root Financial Partners LLC acquired a new stake in shares of CDW in the third quarter valued at approximately $26,000. Quent Capital LLC acquired a new position in shares of CDW during the 3rd quarter valued at about $57,000. eCIO Inc. acquired a new position in CDW in the 4th quarter valued at about $61,000. Covestor Ltd grew its stake in shares of CDW by 87.9% in the 3rd quarter. Covestor Ltd now owns 483 shares of the information technology services provider’s stock valued at $77,000 after buying an additional 226 shares during the period. Finally, American National Bank & Trust acquired a new position in CDW in the fourth quarter valued at approximately $110,000. Hedge funds and other 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.