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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Keith Housum | Northcoast Research | 11 | 0% |
| Amit Daryanani | Evercore ISI | 10 | 10% |
| Ruplu Bhattacharya | Bank of America | 10 | 0% |
| Samik Chatterjee | JPMorgan | 8 | 13% |
| Dave Vogt | UBS | 8 | 13% |
| Erik Woodring | Morgan Stanley | 8 | 50% |
| Adam Tindle | Raymond James | 6 | 17% |
| Harry Read | Redburn Atlantic | 5 | 0% |
| George Wang | Barclays | 4 | 0% |
| Maggie Nolan | William Blair | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 2 | 12 | 8% |
| Northcoast Research | 1 | 11 | 0% |
| JPMorgan | 2 | 10 | 20% |
| Bank of America |
| 1 |
| 10 |
| 0% |
| Morgan Stanley | 1 | 8 | 50% |
| UBS | 1 | 8 | 13% |
| Raymond James | 1 | 6 | 17% |
| Redburn Atlantic | 1 | 5 | 0% |
CDW delivered 9% revenue growth driven by AI infrastructure and supply urgency, with non-GAAP EPS of $2.28 up 6.3%. International operations grew 18%, and AI was moving from exploration to production across all customer sizes. However, gross margin compressed 60 basis points from hardware-heavy mix. The Geared for Growth initiative was launched targeting $100-200 million in run-rate savings, and FY2026 guidance was modestly raised.
Demand | Margin | Cloud & AI | Pricing | Competitive Dynamics | Revenue Growth | Cost Pressure | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 3 | 2 | 4 | 4 | 1 | 1 |
| 2025Q1 | 7 | 2 | 2 | 2 | 2 | 3 | 1 | 1 |
| 2025Q2 | 6 | 4 | 2 | 1 | 2 | 2 | 1 | 1 |
| 2025Q3 | 8 | 3 | 3 | 1 | 3 | 2 | 3 | |
| 2025Q4 | 5 | 4 | 3 | 5 | 3 | 1 | 2 | |
| 2026Q1 | 8 | 4 | 5 | 6 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 7 | 6 | 8 | 5 | 8 |
| Margin | 4 | 2 | 4 | 3 | 4 | 4 |
| Cloud & AI | 3 | 2 | 2 | 3 | 3 | 5 |
| Pricing | 2 | 2 | 1 | 5 | 6 | |
| Competitive Dynamics | 4 | 2 | 2 | 1 | 3 | 1 |
| Revenue Growth | 4 | 3 | 2 | 3 | 1 | |
| Cost Pressure | 1 | 1 | 1 | 2 | 2 | 3 |
| Regulation Policy | 1 | 1 | 1 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CDW CDW | 8 | +9.3% | |
| ACN Accenture | 8 | +8.3% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 8 | +8.2% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |