StreetInsider.com News Articles

CDW Corporation (CDW) PT Raised to $145 at Citi

Mon, 13 Jul 2026 05:33:40 -0400

Citi analyst Asiya Merchant raised the price target on CDW Corporation (NASDAQ: CDW) to $145.00 (from $123.00) while maintaining a Buy rating.

Form 4 CDW Corp For: Jul 01 Filed by: Swedish Joseph

Mon, 06 Jul 2026 16:10:00 -0400

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Form 4 CDW Corp For: Jul 01 Filed by: Swedish Joseph

Mon, 06 Jul 2026 16:10:00 -0400

si-local-file:///var/storage/secattach/20260706/26735545.html

Form 4 CDW Corp For: Jul 01 Filed by: NELMS DAVID W

Mon, 06 Jul 2026 16:10:00 -0400

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Form 4 CDW Corp For: Jul 01 Filed by: NELMS DAVID W

Mon, 06 Jul 2026 16:10:00 -0400

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Morgan Stanley lifts server market TAM to $809B, boosts targets on compute stocks

Tue, 23 Jun 2026 12:49:49 -0400

Investing.com -- Morgan Stanley has raised its server market total addressable market forecast to $809 billion for 2026, representing 82% year-over-year growth, as enterprise compute demand proves more resilient than expected despite significant price increases.

In a note led by analyst Erik Woodring, the bank said that while it is "not yet calling a multi-year 'Enterprise Server Renaissance,'" evidence suggests Wall Street estimates for compute-exposed names are too low for 2026 and 2027.

Morgan Stanley lifted earnings-per-share forecasts by an average of 3-5% across six enterprise compute names, including CDW, Dell Technologies, HPE, IBM, Ingram Micro and TD Synnex.

"Enterprise server

Morgan Stanley lifts server market TAM to $809B, boosts targets on compute stocks

Tue, 23 Jun 2026 12:49:49 -0400

Morgan Stanley lifted earnings-per-share forecasts by an average of 3-5% across six enterprise compute names, including CDW, Dell Technologies, HPE, IBM, Ingram Micro and TD Synnex.

"Enterprise server

Morgan Stanley upgrades CDW on stronger AI-driven server demand

Tue, 23 Jun 2026 09:45:59 -0400

Investing.com -- Morgan Stanley upgraded CDW Corporation to Overweight and raised price targets across several IT hardware names, arguing that enterprise server demand is proving far more resilient than expected as companies accelerate investments in AI infrastructure and data center modernization.

The brokerage said recent results from major server vendors highlighted unusually strong demand despite sharp component price inflation and supply shortages. Morgan Stanley raised its forecast for the global server market to $809 billion in 2026, up 82% year over year, and now expects robust growth to continue into 2027 as enterprises refresh infrastructure and deploy AI workloads.

While the firm

Morgan Stanley Upgrades CDW Corporation (CDW) to Overweight

Tue, 23 Jun 2026 05:01:30 -0400

Morgan Stanley analyst Erik Woodring upgraded CDW Corporation (NASDAQ: CDW) from Equalweight to Overweight with a price target of $170.00 (from $142.00).

The analyst comments: “Our upgrade to OW is driven by four key factors: (1) CDW has been the clear laggard of the group, though we believe the “IT disruption” thesis is overstated and positive estimate revisions and a return to operating leverage in 2H26 should dispel this concern, (2) over 20% of CDW’s revenue comes from servers, storage and networking, where demand trends are stronger than we previously modeled, (3) the company is sounding constructive, recently pointing to double

Morgan Stanley Upgrades CDW Corporation (CDW) to Overweight

Tue, 23 Jun 2026 05:01:30 -0400

Morgan Stanley analyst Erik Woodring upgraded CDW Corporation (NASDAQ: CDW) from Equalweight to Overweight with a price target of $170.00 (from $142.00).

Form 4 CDW Corp For: Jun 10 Filed by: CLARIZIO LYNDA M

Fri, 12 Jun 2026 16:06:00 -0400

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Form 4 CDW Corp For: Jun 10 Filed by: CLARIZIO LYNDA M

Fri, 12 Jun 2026 16:06:00 -0400

si-local-file:///var/storage/secattach/20260612/26640675.html

Form 4 CDW Corp For: Jun 10 Filed by: TAN HANG

Fri, 12 Jun 2026 16:06:00 -0400

si-local-file:///var/storage/secattach/20260612/26640698.html

Form 4 CDW Corp For: Jun 10 Filed by: TAN HANG

Fri, 12 Jun 2026 16:06:00 -0400

si-local-file:///var/storage/secattach/20260612/26640698.html

Form 4 CDW Corp For: Jun 10 Filed by: Jones Marc Ellis

Fri, 12 Jun 2026 16:06:00 -0400

si-local-file:///var/storage/secattach/20260612/26640702.html

Form 4 CDW Corp For: Jun 10 Filed by: Jones Marc Ellis

Fri, 12 Jun 2026 16:06:00 -0400

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Form 4 CDW Corp For: Jun 10 Filed by: ADDICOTT VIRGINIA C.