CDW
CDW Corporation · Technology · Information Technology Services
TECHSellZACKSHold
R500#464 today
$133.29
-1.87% today · -1.58% 1W
Oct 2 close or latest
PreviewWhy it's moving
Underperforming without a clear catalyst yet
- CDW −1.87% on the last session vs SPY +0.74%: −2.6 pts of stock-specific move.
- Aftermath, crossed above 200-day avg (Oct 1): After its 12 crosses above the 200-day average in the past 5 years, CDW typically lost 0.6% over the next week (median) and was higher only 33% of the time; half the outcomes fell between -1.4% and +0.1%. An ordinary week: +0.2%. Among S&P 500 stocks after crosses above the 200-day average, that ranks #491 of 497.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 3
In 30 days
estimated date
EPS estimate
$2.96
$2.88 to $3.20 · 10 analysts
Revenue estimate
$6.2B
$6.0B to $6.2B
Track record
6/8 beats
last 8 reports · moved ±8.7% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 5, 2026 BMO | 2Q2026 | $2.80 | $2.91 | +$0.11 (+4.0%) beat | $6.6B | -9.0% -8.8 vs SPY | -25.0% | -12.1% |
| May 6, 2026 BMO | 1Q2026 | $2.29 | $2.28 | −$0.01 (−0.3%) miss | $5.7B | -20.3% -21.7 vs SPY | -6.8% | -27.4% |
| Feb 4, 2026 BMO | 4Q2025 | $2.44 | $2.57 | +$0.13 (+5.1%) beat | $5.5B | +9.4% +9.9 vs SPY | +5.8% | +13.2% |
| Nov 4, 2025 BMO | 3Q2025 | $2.62 | $2.71 | +$0.09 (+3.4%) beat | $5.7B | -8.5% -7.3 vs SPY | -1.7% | -7.4% |
| Aug 6, 2025 BMO | $2.49 | $2.60 | +$0.11 (+4.4%) beat | — | +0.2% -0.6 vs SPY | +1.5% | -0.7% | |
| May 7, 2025 BMO | $1.96 | $2.15 | +$0.19 (+9.7%) beat | — | +7.1% +6.7 vs SPY | -0.3% | +16.3% | |
| Feb 5, 2025 BMO | $2.32 | $2.48 | +$0.16 (+6.9%) beat | — | +3.4% +3.0 vs SPY | +11.8% | -3.8% | |
| Oct 30, 2024 BMO | $2.85 | $2.63 | −$0.22 (−7.7%) miss | — | -11.3% -11.0 vs SPY | -8.9% | -12.2% | |
| Jul 31, 2024 BMO | $2.53 | $2.50 | −$0.03 (−1.2%) miss | — | -6.2% -7.8 vs SPY | -4.7% | -10.3% | |
| May 1, 2024 BMO | $2.15 | $1.92 | −$0.23 (−10.7%) miss | — | -11.3% -10.9 vs SPY | -7.4% | -8.8% | |
| Feb 7, 2024 BMO | $2.56 | $2.57 | +$0.01 (+0.4%) beat | — | +3.1% +2.2 vs SPY | +1.9% | +3.0% | |
| Nov 1, 2023 BMO | $2.59 | $2.72 | +$0.13 (+5.0%) beat | — | -0.6% -1.7 vs SPY | -7.4% | +3.8% | |
| Aug 2, 2023 BMO | $2.33 | $2.56 | +$0.23 (+9.9%) beat | — | +5.2% +6.5 vs SPY | 0.0% | +8.2% | |
| May 3, 2023 BMO | $2.03 | $2.03 | $0.00 (0.0%) in line | — | -1.7% -1.0 vs SPY | +2.3% | -0.1% | |
| Feb 8, 2023 BMO | $2.48 | $2.50 | +$0.02 (+0.8%) beat | — | +1.2% +2.3 vs SPY | +0.6% | +4.4% | |
| Nov 2, 2022 BMO | $2.52 | $2.60 | +$0.08 (+3.2%) beat | — | -0.1% +2.4 vs SPY | -1.9% | +1.8% | |
| Aug 3, 2022 BMO | $2.42 | $2.49 | +$0.07 (+2.9%) beat | — | +0.9% -0.7 vs SPY | 0.0% | -4.3% | |
| May 4, 2022 BMO | $2.02 | $2.20 | +$0.18 (+8.9%) beat | — | +5.6% +2.6 vs SPY | +0.8% | -0.7% | |
| Feb 9, 2022 BMO | $1.93 | $2.08 | +$0.15 (+7.8%) beat | — | -2.5% -3.9 vs SPY | +1.9% | -5.7% | |
| Nov 3, 2021 BMO | $2.05 | $2.13 | +$0.08 (+3.9%) beat | — | -1.9% -2.5 vs SPY | +0.1% | -1.2% | |
| Aug 4, 2021 BMO | $1.80 | $2.02 | +$0.22 (+12.2%) beat | — | — | — | — | |
| May 5, 2021 BMO | $1.53 | $1.74 | +$0.21 (+13.7%) beat | — | — | — | — | |
| Feb 10, 2021 BMO | $1.51 | $1.82 | +$0.31 (+20.5%) beat | — | — | — | — | |
| Nov 2, 2020 BMO | $1.51 | $1.83 | +$0.32 (+21.2%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $2.96 (10) | $2.88 – $3.20 | +9% | +3.3% | — | $6.2B | +8% |
| Next quarter · Dec 31, 2026 | $2.82 (10) | $2.73 – $2.88 | +10% | +3.0% | — | $5.8B | +6% |
| Current year · Dec 31, 2026 | $10.96 (10) | $10.86 – $11.20 | +9% | +2.8% | ▲1 ▼0 | $24.2B | +8% |
| Next year · Dec 31, 2027 | $12.02 (10) | $11.43 – $12.67 | +10% | +3.2% | ▲1 ▼0 | $25.1B | +4% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.