Stock Pulse
CDW Corp. reported strong Q4 2025 results, exceeding revenue expectations with $5.19 billion, driven by customer commitment amidst challenging market conditions [1]. Despite this, the stock price declined significantly following the announcement, possibly due to overly high investor expectations [1], [6], [9]. Morgan Stanley upgraded CDW to Overweight, citing its diversified business model and attractive valuation [3], while concerns remain about the impact of cloud migration on hardware demand and potential supply chain disruptions [1]. CDW Canada's cybersecurity study revealed increased demand for security solutions, particularly MDR services, positioning CDW to benefit from this trend [2]. However, longer-term concerns persist regarding slowing revenue growth and adaptation to evolving market trends [5], [8].