Yahoo Finance • 19 hours ago

Bill Nygren's Strategic Moves: Significant Reduction in Alphabet Inc. Holdings

This article first appeared on GuruFocus. Exploring the Fourth Quarter 2025 N-PORT Filing Bill Nygren (Trades, Portfolio) recently submitted the N-PORT filing for the fourth quarter of 2025, providing insights into his investment moves d... Full story

Yahoo Finance • 24 hours ago

Unpacking Q4 Earnings: CDW (NASDAQ:CDW) In The Context Of Other IT Distribution & Solutions Stocks

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at CDW (NASDAQ:CDW) and the best and worst performers in the it distribution & soluti... Full story

Yahoo Finance • yesterday

Analyst Raises PT on CDW Corporation (CDW) Following Strong Q4 Results

CDW Corporation (NASDAQ:CDW) is one of the 12 Cheap Technology Stocks to Invest In According to Hedge Funds. On February 5, TheFly reported that Erik Woodring at Morgan Stanley raised the price target on CDW Corporation (NASDAQ:CDW) from... Full story

Yahoo Finance • 2 days ago

Madison Large Cap Fund Believes in CDW Corporation’s (CDW) Long-Term Prospects

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here. In the fourth quarter, the S&P 500 returned 2.65%, resulting in a f... Full story

Yahoo Finance • 14 days ago

Wallace Weitz Exits CarMax Inc, Impacting Portfolio by -1.58%

This article first appeared on GuruFocus. Insight into Wallace Weitz (Trades, Portfolio)'s Strategic Moves in Q4 2025 Is BRK.B fairly valued? Test your thesis with our free DCF calculator. Wallace Weitz (Trades, Portfolio) recently subm... Full story

Yahoo Finance • 22 days ago

CDW targets mid-single-digit EPS growth in 2026 as AI momentum builds across markets

Earnings Call Insights: CDW Corporation (CDW) Q4 2025 MANAGEMENT VIEW * Christine Leahy, Chair of the Board, President & CEO, opened by stating, "The team delivered a strong finish to a complex year, and fourth quarter results exceeded... Full story

Yahoo Finance • 22 days ago

Stocks Mixed on Sector Rotation out of Tech

The S&P 500 Index ($SPX) (SPY) today is up +0.08%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.54%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.56%.  March E-mini S&P futures (ESH26) are up +0.08%, and March E-mini Nasdaq... Full story

Yahoo Finance • 22 days ago

CDW: Q4 Earnings Snapshot

VERNON HILLS, Ill. (AP) — VERNON HILLS, Ill. (AP) — CDW Corp. (CDW) on Wednesday reported fourth-quarter net income of $279.5 million. On a per-share basis, the Vernon Hills, Illinois-based company said it had net income of $2.14. Earning... Full story

Yahoo Finance • 22 days ago

CDW Declares Quarterly Cash Dividend of $0.630 Per Share

Reinforces Ongoing Commitment to Delivering Value to Stockholders VERNON HILLS, Ill., February 04, 2026--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW) announced today that its Board of Directors declared a quarterly cash dividend of $0.6... Full story

Yahoo Finance • 22 days ago

CDW Reports Fourth Quarter and Full Year 2025 Earnings

VERNON HILLS, Ill., February 04, 2026--(BUSINESS WIRE)--CDW Corporation (Nasdaq: CDW): (Dollars in millions, except per share amounts) Three Months Ended December 31, Year Ended December 31, 2025 2024 Percent Change 2025 2024 Perc... Full story

Yahoo Finance • 2 months ago

CDW Price Target Reduced as Morgan Stanley Analyst Turns More Selective on IT Hardware Exposure

CDW Corporation (NASDAQ:CDW) is included among the 13 Top Tech Stocks Paying Consistent Dividends.CDW Price Target Reduced as Morgan Stanley Analyst Turns More Selective on IT Hardware Exposure Photo by Vitaly Taranov on Unsplash On Dece... Full story

Yahoo Finance • 2 months ago

Catalyst Watch: Santa Claus Effect, M&A votes on Electronic Arts and TrueCar, index shuffling

[Futuristic display screen with a bar graph and colorful spreadsheet financial data] matejmo Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that... Full story

Yahoo Finance • 2 months ago

MicroStrategy retains place in key index despite delisting threats

Michael Saylor's Bitcoin (BTC) treasury company, Strategy (Nasdaq: MSTR), earlier known as MicroStrategy, has been successful in retaining its spot in the Nasdaq 100 (NDQ). A benchmark stock market index in the U.S., the Nasdaq 100 tracks... Full story

Yahoo Finance • 2 months ago

Lululemon, Biogen to exit Nasdaq 100 with Alnylam, Seagate among additions

[The NASDAQ Stock Exchange headquarters in New York, USA] JHVEPhoto Six companies, including Alnylam Pharmaceuticals (ALNY [https://seekingalpha.com/symbol/ALNY]) and Seagate Technology Holdings (STX [https://seekingalpha.com/symbol/STX])... Full story

Yahoo Finance • 2 months ago

Annual Changes to the Nasdaq-100 Index®

Nasdaq, Inc. NEW YORK, Dec. 12, 2025 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) today announced the results of the annual reconstitution of the Nasdaq-100 Index® (NDX®), which will become effective prior to market open on Monday, December... Full story

Yahoo Finance • 3 months ago

The next 3 phases of the AI cycle to come in 2026

US stocks (^DJI, ^IXIC, ^GSPC) closed Tuesday's trading session mixed ahead of the Federal Reserve's next interest rate decision on Wednesday. Some Wall Street experts are forecasting the economic setup for 2026 to be a healthy environment... Full story

Yahoo Finance • 3 months ago

Brinker upgraded, Coinbase downgraded: Wall Street's top analyst calls

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: UBS upgraded Applied Materials(AMAT) t... Full story

Yahoo Finance • 3 months ago

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, CDW, Exact Sciences, Harley-Davidson, Oshkosh, ServiceNow and More

Chaay_Tee / iStock via Getty Images Quick Read The markets stormed back on Monday after a late Friday reversal, which was a big positive for traders. All the major indices rose on Monday, and concerns about a big Thanksgiving sell-off di... Full story

Yahoo Finance • 3 months ago

Mirion, Dell, Globalstar, Flex, and CDW Shares Skyrocket, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after investors continued to pile into value-oriented names amid growing valuation concerns. This shift reflects growing caution over high valuations within the technology... Full story

Yahoo Finance • 4 months ago

Oracle Corp Sees Significant Reduction in Wallace Weitz's Portfolio

This article first appeared on GuruFocus. Exploring the Strategic Moves of a Renowned Value Investor Wallace Weitz (Trades, Portfolio) recently submitted the 13F filing for the third quarter of 2025, providing insights into his investmen... Full story