Zacks Investment Research
21 Aug 2026, 13:16 UTC · 10w ago
How is AI Infrastructure Demand Fueling CDW's Growth in 2026?
Impact · against what's priced in
CDW is showing concrete revenue growth and margin expansion driven by AI infrastructure modernization. The strong double-digit growth in servers, storage, and networking validates that AI spending is trickling down to IT solution providers.
- CDW+0.50
No priced-in read yet
- In context
The company reported 10% year-over-year net sales growth to $6.6 billion and a 12% increase in non-GAAP EPS to $2.91, specifically driven by double-digit growth in servers, storage, and networking as customers modernize for AI.
Read from the article alone
