CDW

Pro-Life Investing Trends: The article discusses the rise of pro-life investing as part of socially responsible investing, highlighting how investors are increasingly seeking to align their portfolios with ethical beliefs, particularly in light of corporate policies on reproductive rights following the overturning of Roe v. Wade.

CDW Corporation's Investment Potential: CDW Corporation is identified as a leading pro-life company to invest in, with strong financial performance and growth forecasts, ranking second among pro-life companies due to its commitment to values-based investing and potential for price appreciation.

CDW Corporation Overview: CDW, a leading IT solutions provider with a market cap of $22.9 billion, has faced a 35% decline from its 52-week high, although it outperformed the Fidelity MSCI Information Technology Index ETF in recent months.

Financial Performance and Analyst Outlook: Despite a dip in stock performance over the past year, CDW reported strong Q4 results with adjusted EPS of $2.48 and net sales of $5.2 billion, leading to a moderate buy consensus from analysts, though it still lags behind competitors like IBM.

Investment Opportunities: Climb Global Solutions and Dave Inc. are highlighted as top technology service stocks to consider, with both companies showing strong growth potential and favorable earnings multiples.

Market Performance: Climb Global Solutions specializes in IT distribution for emerging technologies, while Dave Inc. has gained popularity through its 0% interest loan service, leading to significant stock price increases and positive financial forecasts.

Tariffs and Federal Spending Cuts Impact: Companies with software-driven hardware, like Cisco and Arista, are better positioned to handle tariffs, while device makers may struggle due to federal spending cuts affecting their revenue.

CoWoS Supply Chain Challenges: Nvidia's recent order cuts are impacting its supply chain partners, leading to potential valuation declines, although Cisco and Arista remain relatively insulated from these challenges.

CDW Corp Trading Update: CDW Corp shares have entered oversold territory with an RSI of 28.8, indicating potential buying opportunities as heavy selling may be exhausting itself.

52-Week Performance: The stock's 52-week low is $168.43 and high is $263.37, with the last trade recorded at $172.50.

CDW Corporation Performance: CDW Corporation has underperformed the market over the past year, with a 22.7% decline compared to the S&P 500's 20.7% gain, although it has seen a 7.2% increase in 2025, outperforming the SPX's 2.2% rise year-to-date.

Analyst Ratings and Expectations: Analysts have a "Moderate Buy" consensus on CDW stock, with a price target of $201 from Morgan Stanley, indicating a potential upside, while the mean price target suggests a 19.6% premium to current levels.

CDW Corp. Stock Performance: Shares of CDW Corp. fell by 3.92% to $192.02, marking the second consecutive day of losses for the stock.

Market Trends: The decline occurred during a generally poor trading session, with the S&P 500 and Dow Jones Industrial Average also experiencing losses of 0.95% and 0.99%, respectively.

Market Performance: The S&P 500, Dow Jones, and Nasdaq indexes closed higher on Wednesday, recovering from early losses due to a drop in bond yields and strong labor market data, despite concerns over US-China trade relations and disappointing earnings from major tech companies like Alphabet and AMD.

Interest Rates and Economic Indicators: The 10-year T-note yield fell to a 7-week low, influenced by the Treasury's unchanged auction sizes and weaker-than-expected economic reports, while markets anticipate a potential rate cut by the Federal Reserve at the upcoming meeting.

Market Performance: Wall Street saw gains across major indices, with the S&P 500 up 0.3% and the Dow Jones increasing by 0.6%, driven by positive labor market data and mixed corporate earnings reports, including a significant drop for Alphabet Inc. but a surge for Broadcom Inc.

Economic Indicators: Private sector employment rose by 183,000 in January, exceeding expectations, while Treasury yields fell significantly, and gold prices surged to a record high, reflecting strong investor sentiment amidst ongoing central bank buying.

Market Performance: The S&P 500 is down -0.20% while the Dow Jones is up +0.04%, influenced by disappointing earnings from major tech companies like Alphabet and Advanced Micro Devices, alongside concerns over US-China trade relations.

Economic Indicators: Positive labor market data shows a stronger-than-expected ADP employment change, but the US trade deficit widened significantly, impacting Q4 GDP, while the ISM services index fell below expectations.

Strong Financial Performance: CDW Corporation reported a 3.3% year-over-year increase in net sales to $5.186 billion for the fourth quarter, surpassing expectations, with notable growth in its Corporate and Public segments.

Shareholder Returns and Future Outlook: The company announced a $750 million increase in share repurchase authorization and declared a quarterly cash dividend of $0.625 per share, while targeting to exceed US IT market growth by 200 to 300 basis points in 2025.

Market Performance: Major U.S. stock indexes are experiencing declines, with the S&P 500 down -0.27% and significant losses in tech stocks like Alphabet and AMD due to disappointing earnings and concerns over U.S.-China trade relations.

Economic Indicators: The labor market shows strength with a better-than-expected ADP employment change, while the U.S. trade deficit widened significantly, raising concerns about Q4 GDP; meanwhile, bond yields have fallen, providing some support for stocks.

AMD Performance: Advanced Micro Devices is the worst performer in the Nasdaq 100, down 10.5% for the day and approximately 11.4% year-to-date.

Other Movers: Alphabet shares are down 6.8%, while Electronic Arts has seen an increase of 5.5% on the same day.

Franklin Resources and CDW Dividend Announcements: Franklin Resources declared a quarterly cash dividend of $0.32 per share, reflecting a 3.2% increase from last year, while CDW announced a $0.625 dividend per share, marking a 1% increase over the previous year.

Stryker and Simon's Dividend Increases: Stryker's Board declared a quarterly dividend of $0.84 per share, unchanged from the last quarter but up 5% from last year, and Simon's Board announced a dividend of $2.10 per share, a 7.7% increase year-over-year.

Conference Call Announcement: CDW Corporation will hold a conference call on February 5, 2025, at 8:30 AM ET to discuss its Q4 24 earnings results.

Webcast Access: Interested parties can access the live webcast of the call by visiting CDW's investor relations website.

Share Repurchase Program: CDW Corporation has authorized a $750 million increase to its share repurchase program, in addition to the approximately $588 million remaining from the previous program as of December 31, 2024.

Quarterly Cash Dividend: The company declared a quarterly cash dividend of $0.625 per common share, set to be paid on March 11, 2025, reflecting a 1 percent increase over last year's dividend.

Share Repurchase Program: CDW Corporation has authorized a $750 million increase to its share repurchase program, adding to the approximately $588 million remaining from the previous program as of December 31, 2024.

Quarterly Cash Dividend: The company declared a quarterly cash dividend of $0.625 per common share, which will be paid on March 11, 2025, reflecting a 1 percent increase over last year's dividend.

Earnings Report: CDW Corporation reported a fourth-quarter profit of $264.2 million, down from $296.1 million last year, but exceeded analysts' expectations with adjusted earnings of $332.7 million or $2.48 per share.

Revenue Growth: The company's revenue increased by 3.3% to $5.186 billion compared to $5.018 billion in the previous year.

Upcoming Conference Call: CDW Corporation will host a webcast conference call on February 5, 2025, at 7:30 a.m. CT to discuss its fourth quarter and full year 2024 results, with access available through their investor website.

Company Overview: CDW is a Fortune 500 company providing IT solutions across various sectors in the U.S., U.K., and Canada, helping customers optimize their technology investments.

Company Overview and Earnings Expectations: CDW Corporation, valued at $24.4 billion, provides IT solutions across North America and is expected to announce Q4 earnings on Oct. 30, with analysts predicting a profit decrease from the previous year.

Stock Performance and Analyst Ratings: CDW shares have fallen 17.4% over the past year, underperforming major indices, but maintain a "Moderate Buy" consensus rating among analysts, with a mean price target suggesting a potential upside of 22.8%.