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CDW rises as investors weigh AI expansion and solid recent execution

Investivoq PriceTracker

CDW Corporation (CDW) is up 4.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a mix of continued confidence in CDW’s AI and data strategy and follow-through from its strong second-quarter results. There was no obvious same-day filing pointing to a single catalyst, so part of the gain could be investors rewarding the company’s recent acquisition activity and improving growth narrative.

Details:

  • CDW completed its acquisition of Lovelytics on September 25, 2026, adding a specialized data and AI services business to its portfolio.
  • When the deal was announced earlier in September, CDW said the transaction was valued at about $525 million and would deepen its capabilities in modern cloud, data, and AI.
  • In second-quarter 2026 results released on August 5, CDW posted 10.0% net sales growth to $6.57 billion and said customer demand was strongest in areas such as data storage, servers, software, and networking.
  • Management also said customers were increasing spending on infrastructure modernization, cloud, and AI-enabled technologies, which may be reinforcing bullish sentiment around the shares.

    • Sources:

    CDW Investor Relations, SEC, StockAnalysis

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $CDW Insider Trading Activity

    CDW Insider Trades

    $CDW insiders have traded $CDW stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $CDW stock by insiders over the last 6 months:

    • ELIZABETH H. CONNELLY (See Remarks) sold 26,695 shares for an estimated $3,673,765
    • DAVID W NELMS purchased 18,000 shares for an estimated $2,005,740

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $CDW Hedge Fund Activity

    We have seen 362 institutional investors add shares of $CDW stock to their portfolio, and 385 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 3,362,101 shares (+inf%) to their portfolio in Q2 2026, for an estimated $472,845,884
    • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 1,750,105 shares (+86.3%) to their portfolio in Q2 2026, for an estimated $246,134,767
    • PZENA INVESTMENT MANAGEMENT LLC added 1,523,365 shares (+136.6%) to their portfolio in Q2 2026, for an estimated $214,246,053
    • BOSTON PARTNERS added 1,320,812 shares (+33.6%) to their portfolio in Q2 2026, for an estimated $185,758,999
    • ALYESKA INVESTMENT GROUP, L.P. added 1,230,517 shares (+197.1%) to their portfolio in Q2 2026, for an estimated $173,059,910
    • VICTORY CAPITAL MANAGEMENT INC added 1,210,706 shares (+960.7%) to their portfolio in Q2 2026, for an estimated $170,273,691
    • INVESCO LTD. added 1,096,224 shares (+41.2%) to their portfolio in Q2 2026, for an estimated $154,172,943

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $CDW Government Contracts

    We have seen $312,079,103 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 ENTERPRISE SUBSCRIPTION AGREEMENT BASE PLUS OPTION YEAR ONE (1): $30,480,388
    • USDA,OCIO, DISC: SERVICENOW RENEWAL: $13,549,348
    • ANNUAL RENEWAL FOR AIT PORTION OF THE ORACLE ELA LICENSES: $10,662,674
    • ESC ORACLE SOFTWARE MAINTENANCE RENEWAL FOR THE DELPHI SYSTEM: $8,725,236

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $CDW Congressional Stock Trading

    Members of Congress have traded $CDW stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.

    Here’s a breakdown of recent trading of $CDW stock by members of Congress over the last 6 months:

    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 08/19.
    • REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 05/19, 05/18, 05/15, 05/14.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $CDW Price Targets

    Multiple analysts have issued price targets for $CDW recently. We have seen 6 analysts offer price targets for $CDW in the last 6 months, with a median target of $138.5.

    Here are some recent targets:

    • Erik Woodring from Morgan Stanley set a target price of $170.0 on 06/23/2026
    • Samik Chatterjee from JP Morgan set a target price of $130.0 on 05/27/2026
    • Asiya Merchant from Citigroup set a target price of $123.0 on 05/08/2026
    • Tim Long from Barclays set a target price of $123.0 on 05/07/2026
    • Amit Daryanani from Evercore ISI Group set a target price of $160.0 on 05/07/2026
    • David Vogt from UBS set a target price of $147.0 on 05/07/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.