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Stock impact report

CDW CFO: 2026 Focus on Growth, Cash Flow and Buybacks as AI, PCs Drive Cautious Spend [Yahoo! Finance]

CDW Corporation (CDW) 
Last cdw corporation earnings: 2/6 07:00 am Check Earnings Report
US:NASDAQ Investor Relations: investor.cdw.com
Company Research Source: Yahoo! Finance
management to support cash flow, and capital allocation that leans into buybacks while keeping M&A “always on.” Customers are “cautious and intentional,” with AI initiatives and PC refresh cycles (including AI PCs) driving demand, though visibility into the back half and memory-price/supply risks could temper infrastructure and device spending. CDW expects durable growth in netted-down revenues (cloud, SaaS, partner services), now about 36% of gross profit, which should support margins and enable operating leverage as management targets low single-digit gross-profit growth and mid-single-digit gains further down the P&L. Interested in CDW Corporation? Here are five stocks we like better. 5 Ways to Play Retail that will Profit in 2023 CDW (NASDAQ:CDW) Chief Financial Officer Al Miralles told investors at the Morgan Stanley TMT conference that the company is focused on “controlling what we can control” as it plans for 2026, after what he described as a difficult 2023 and 2024 Show less Read more
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