Cdw Corp (Old Filings) (CDW)

Morgan Stanley raised the target following strong Q4 2025 results.

In December 2025, UBS was positive on the U.S. tech sector and expected it to remain strong, driven by AI-led growth, citing it as a major driver of the market’s next leg up.

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here.

Gabrielle: Hello, everyone, and thank you for joining the CDW Corporation fourth quarter 2025 earnings call. My name is Gabrielle, and I will be coordinating your call today.

Fenimore Asset Management, an investment management company, released its Q4 2025 investor letter. A copy of the same can be downloaded here. The stock market was solid in 2025 but volatile.

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 investor letter. The objective of the fund is to deliver capital appreciation by investing in diverse...

On December 17, Morgan Stanley cut its price target on CDW Corporation (NASDAQ:CDW) to $177 from $191. The firm kept its Overweight rating.

Technology stocks have always carried a reputation for growth. For years, they were seen mainly as engines of innovation, not income. That view still holds in some corners of the sector.

Operator: Good morning, all, and thank you for joining us for the CDW Third Quarter 2025 Earnings Call. My name is Carlie and I'll be coordinating the call today.