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Einige Aktien stiegen im Nachmittagsabschnitt nach dem Anstieg des Dow Jones Industrial Average um mehr als 300 Punkte an, da sich das Marktumfeld verbesserte. Die Geschäftsdienste-Branche reagiert auf die Verbesserung der Unternehmenszufriedenheit: Wenn CFOs gut gestimmt sind, genehmigen sie die Consulting-, Staffing- und Outsourcing-Kontrakte, die sie während des Konflikts zurückgestellt hatten. Die sinkenden Staatsanleihesätze reduzieren auch die Finanzierungskosten für die mittelständischen Kunden dieser Unternehmen, was sich in schnelleren Vertragserfüllungen widerspiegelt.

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Der Liberty All-Star Equity Fund hat sein monatliches Update für den April 2026 veröffentlicht. Der Fonds ist ein Large-Cap-Core-Fonds, der drei Wertinvestoren und zwei Wachstumsinvestoren kombiniert. Die Top-20-Holdings umfassen NVIDIA Corp., Alphabet Inc. und Microsoft Corp. Die Performance des Fonds beträgt 7,89% für den Monat April und -1,61% seit Beginn des Jahres. Der NAV (Net Asset Value) des Fonds beträgt $6,48 und der Marktpreis $5,85.

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Zusammenfassung (ca. 350 Wörter)

Die Investmentfirma Evercore hat mehrere potenzielle Wachstumsmöglichkeiten für CDW (CDW) hervorgehoben, einen führenden IT-Distributor mit Hauptsitz in Vernon Hills, Illinois. Analyst Amit Daryanani ist der Meinung, dass CDW über “mehrere Hebel” verfügt, um seine operative Flexibilität erheblich zu steigern, insbesondere im zweiten Halbjahr 2026. Diese Optimismus basiert auf der Fähigkeit des Unternehmens, Kunden bei der Einführung von künstlicher Intelligenz zu unterstützen – ein wichtiger Wachstumsbereich im Markt.

Trotz Bedenken hinsichtlich steigender Speicherkosten, die einige Unternehmen, darunter CDW, betreffen, bleibt Daryanani optimistisch und verweist auf die weiterhin starke Nachfrage nach den Produkten des Unternehmens. Er sieht auch einen strategischen Vorteil für CDW aufgrund seiner Beziehung zu Cisco (CSCO), und weist darauf hin, dass Ciscos neues Channel-Programm CDW begünstigen könnte, da das Unternehmen der größte Channel-Partner von Cisco ist und volle Funktionskreise belohnt.

Daryanani’s Forschung deutet auf einen vorsichtigen Ansatz bei Übernahmen hin, wobei eine hohe Hürde aufgrund der aktuellen Bewertung von CDW besteht. Der Schwerpunkt des Unternehmens liegt weiterhin auf der Rückführung von Kapital an die Aktionäre, mit dem Ziel einer Ausschüttung von 50-75% des freien Cashflows. Allerdings lag die Ausschüttung im letzten Jahr bei etwa 90%.

Der Analyst sieht eine Erwartung von Mid-Single-Digit EPS Wachstum für CDW in 2026, während die KI-Adoption sich in verschiedenen Branchen ausbreitet. Darüber hinaus hat CDW kürzlich beim Morgan Stanley Technology, Media & Telecom Conference präsentiert und solide Ausführung gezeigt und wird als fair bewertet. Der Artikel weist außerdem darauf hin, dass CDW zu den am wenigsten bewerteten Large-Cap-Aktien mit positiven EPS-Überraschungen gehört.

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Zusammenfassung (maximal 450 Wörter)

Dieser Bericht von StockStory analysiert drei Aktien – CDW, Rumble und Genpact – die derzeit bei ihren 52-Wochen Tiefstständen notieren, und stellt Investoren vor ein potenzielles Dilemma: sind sie echte Schnäppchen oder "Wertfalle"? Die Analyse betont die Bedeutung einer sorgfältigen Recherche, eine Schlüsselstärke des Ansatzes von StockStory.

CDW (CDW) ist ein Business-Service-Unternehmen, das aufgrund seiner Größe und stagnierenden Umsätze mit eingeschränkten Wachstumschancen zu kämpfen hat. Trotz seiner Rolle als wichtiger Technologieanbieter weist es eine konsistente Underperformance und eine relativ hohe Bewertung (11,5-fache Forward-P/E) auf, was Vorsicht erfordert. Die Aktie ist in den letzten Monat um -2,6% gefallen.

Rumble (RUM), eine Video-Sharing-Plattform für freie Meinungsäußerung, steht vor erheblichen Herausforderungen. Steigende Betriebskosten, eine schrumpfende Gewinnmarge und negative EBITDA schränken seinen Zugang zu Kapital ein und werfen Bedenken hinsichtlich seiner langfristigen Tragfähigkeit auf. Die Aktie ist in den letzten Monat um -8,1% gefallen, mit einer Bewertung von 19,7-facher Forward EV-zu-EBITDA.

Genpact (G) hingegen bietet eine optimistischere Perspektive. Ursprünglich von GE ausgegliedert, profitiert es durch digitale Transformationsdienstleistungen. Starkes Wachstum der Gewinnbeteiligung, gesunde freie Cashflows und beeindruckende Renditen des Kapitals schaffen eine überzeugende Investitionsmöglichkeit. Die Aktie wird derzeit mit 9,3-facher Forward-P/E gehandelt, was auf potenzielles Wachstum hindeutet.

Über diese drei Aktien hinaus hebt StockStory die Bedeutung von Umsatzwachstum hervor und nennt Meta, CrowdStrike und Broadcom als Top-Wachstumsaktien – von künstlicher Intelligenz identifiziert – mit erheblichen Renditen. Der Bericht bietet auch eine historische Perspektive und weist darauf hin, dass frühere Gewinner wie Nvidia und Comfort Systems beachtet werden sollten.

Letztendlich mahnt StockStory Investoren, sich gründlich zu informieren, bevor sie Entscheidungen treffen, und hebt ihre Expertise bei der Analyse von Markttrends und der Identifizierung potenzieller Chancen hervor. Der Bericht bietet kostenlose Forschungsberichte zu allen drei Unternehmen an.

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Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded here. The Fund seeks to invest in undervalued companies with solid financial health and compelling business economics. US equities continued to advance in the fourth quarter of 2025, despite volatility. At the start of the quarter, a government shutdown unsettled investors and delayed key economic data, raising questions about the Federal Reserve's easing timeline. However, as the quarter progressed, risk appetite increased, and clarity around monetary policy improved, leading the Fed to implement rate cuts and end quantitative tightening. This suggests a continued easing of financial conditions into 2026. While AI remained a key focus, markets diversified in November, with value and non-AI stocks leading. This could indicate a shift in market leadership moving forward. Mid-cap stocks lagged large caps in Q4, particularly on the growth side, as the Russell Midcap® Growth Index declined 3.7% while mid-cap value posted a modest gain and outperformed the growth index for the quarter and full year. In the quarter, the fund’s Investor Class fund ARTQX returned 1.53%, Advisor Class fund APDQX posted a return of 1.54%, and Institutional Class fund APHQX returned 1.63%, compared to a 1.42% return for the Russell Midcap Value Index. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Artisan Mid Cap Value Fund highlighted stocks like CDW Corporation (NASDAQ:CDW). CDW Corporation (NASDAQ:CDW) is an information technology (IT) solutions company. On March 31, 2026, CDW Corporation (NASDAQ:CDW) closed at $121.02 per share. One-month return of CDW Corporation (NASDAQ:CDW) was -3.08%, and its shares lost 26.42% over the past 52 weeks. CDW Corporation (NASDAQ:CDW) has a market capitalization of $15.756 billion.

Artisan Mid Cap Value Fund stated the following regarding CDW Corporation (NASDAQ:CDW) in its fourth quarter 2025 investor letter:

"Portfolio returns in the technology and communication services sectors were hurt by Vontier, CDW Corporation (NASDAQ:CDW) and Pinterest. CDW is a value-added reseller (VAR) of information technology solutions that we added to the portfolio in April when IT resellers pulled back alongside the broader sector. While revenue continues to grow at a mid-single-digit rate, investors remain focused on the pace of operating leverage, and little has changed fundamentally since our initial purchase. Concerns about disintermediation—particularly as cloud computing expands—have long accompanied the VAR model and are not new. Similar worries emerged during the industry’s shift from physical to digital software delivery and later with the rise of software-as-a-service. Today, the perceived risk centers on cloud vendors selling directly to customers. Disintermediation risk is more pronounced in the enterprise market, where customers have the scale and expertise to manage vendor relationships internally. Small and mid-sized businesses (SMBs), by contrast, generally lack the resources to evaluate, integrate and support an increasingly complex universe of IT products and therefore continue to rely on VARs for selection, implementation and ongoing support. Vendors also generally have limited incentive to build out direct sales and service capabilities for SMBs. CDWbenefits from attractive business economics, with low capital intensity and strong free cash flow generation. While IT spending is cyclical, CDW has historically grown faster than overall IT spend as the channel has continued to gain share from direct sales over time."

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Is CDW Corporation (CDW) Mid-Cap IT Stock Outperforming The Market In 2025?

CDW Corporation (NASDAQ:CDW) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 58 hedge fund portfolios held CDW Corporation (NASDAQ:CDW) at the end of the fourth quarter, up from 48 in the previous quarter. In Q4 2025, CDW Corporation reported consolidates net sales (NASDAQ:CDW) of $5.5 billion, up 6% from Q4 2024. While we acknowledge the potential of CDW Corporation (NASDAQ:CDW) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered CDW Corporation (NASDAQ:CDW) and shared a list of best information technology services stocks to buy. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

Disclosure: None. This article is originally published at Insider Monkey.

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Despite record investment in cybersecurity, Canadian organizations are experiencing a "security maturity illusion," creating vulnerability to attacks.

TORONTO, April 01, 2026--(BUSINESS WIRE)--CDW Canada, a leading provider of technology solutions and services for Canadian organizations, today released its annual Canadian Cybersecurity Study, Navigating Ransomware, Modern Architectures and the Maturity Paradox, which explores the evolving state of cybersecurity among Canadian organizations. The study, sponsored by CDW Canada, conducted and analyzed independently by IDC Canada, surveyed over 700 IT security, risk and compliance professionals.

The findings reveal a clear shift in Canada’s threat landscape. As AI capabilities advance, cybercriminals are becoming more targeted and strategic in their approach. Enterprise organizations saw the sharpest increase in cyber incidents, signaling a shift, by bad actors, away from high-volume simple attacks, toward more complex environments with higher financial rewards.

AI, higher returns driving attacks

Over the past few years, adoption and experimentation with AI tools have introduced new efficiencies, not only for businesses but also for attackers. AI-enabled tactics are allowing cybercriminals to scale attacks faster and with greater precision.

The result is a surge in enterprise attacks, with average incidents per enterprise climbing from 191 to 342 year-over-year, and more than half (52 percent) of enterprise organizations reporting suffering a breach. Additionally, infiltration-based incidents grew, signaling deeper access into systems rather than surface-level disruption.

"The rapid evolution of cyberthreats and the clear pivot toward high-value enterprise environments signal a more calculated and strategic attacker mindset," said Ivo Wiens, Field Chief Technology Officer, Cybersecurity at CDW Canada. "At this stage, bridging these gaps is imperative and organizations need partners with a proven understanding of the modern threat landscape."

Unfortunately, despite improvement in cyber incident detection, enterprise organizations continue to suffer dozens of successful breaches each year. The study revealed gaps in the defence frameworks of Canadian organizations that are often targeted the most.

Cloud remains the biggest threat for large Canadian organizations

As organizations continue expanding their cloud environments, misconfigurations and identity management gaps are exposing critical systems and posing immediate security risks.

In 2026, enterprise cloud infection rates reached the highest level ever recorded in the study’s history, indicating a widening gap between cloud adoption and the maturity of cloud security practices. While cloud incidents declined among smaller organizations, enterprise cloud-related incidents increased year over year, highlighting how larger, more complex environments are becoming increasingly vulnerable.

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Most importantly, many cloud security failures stem not from technology shortcomings but from how cloud environments are configured and maintained. This creates weakness and challenges the defence framework, increasing the impact when incidents occur and causing broader disruption, business impact and longer downtime. Average enterprise cloud downtime increased from 16 days to 20 days per incident, making cloud breaches one of the most disruptive incident types.

Larger investments lead to potential false sense of security

While Canadian organizations invest in modern cybersecurity tools, the gaps in people, identity and supplier security are often overlooked. The study reports that security spending reached a five-year high, with 20 percent of IT budgets now dedicated to security and 57 percent of organizations report security funding as good or readily available. Despite this progress, most organizations in Canada still lack strong, consistent practices to manage internal risks related to employees and contractors, which can turn these easily manageable events into severe business disruptions.

To contain impact, recover quickly and maintain trust, organizations must ensure their security frameworks are cohesive and strategically aligned. Without this, even minor vulnerabilities can destabilize the organization.

"Canadian organizations are investing more than ever in cybersecurity, but spending alone doesn’t equal security," said Ben Boi-Doku, Chief Cybersecurity Strategist at CDW Canada. "By setting clear expectations for AI deployment, Canadian organizations are taking an important step toward managing risk, strengthening business continuity and preserving trust in an increasingly complex threat environment."

A cautious approach towards AI

As AI adoption accelerates, Canadian organizations are taking a more deliberate approach to its deployment. Today, AI model monitoring, auditing and assurance tools were identified as a priority by 51 percent of organizations in Canada, highlighting that AI adoption is driving new security spending.

The responsible use of AI is a huge factor in mitigating risks; nearly half (45 percent) of organizations chose identity and access security for AI workloads, underscoring concerns around misuse and unauthorized access.

Organizations are also setting clear expectations for AI adoption. More than half (56 percent) require proven accuracy and lower false positive rates before deploying AI systems, while 51 percent expect transparency in how AI models make decisions. Additionally, 45 percent of organizations emphasize the need for traceability and auditability of AI-driven actions to ensure alignment with compliance and risk frameworks.

Join the conversation online by following @CDWCanada on X (formerly Twitter) and LinkedIn.

About CDW Canada

CDW Canada Corp. is a leading provider of technology services and solutions for business, government, education and healthcare. Established in 2003, CDW Canada is the country’s trusted advisor for cybersecurity, hybrid infrastructure and workplace modernization. CDW Canada’s local experts design, orchestrate and manage customized services and solutions, making technology work so people can do great things. Through its services-led approach, CDW Canada simplifies complex technology to empower customers to focus on their business and thrive in a rapidly evolving landscape. CDW Canada is a subsidiary of CDW Corporation (Nasdaq: CDW), a Fortune 500 company. For more information, visit www.cdw.ca.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260401606737/en/

Contacts

For further information:

Julie Clivio VP, Growth & Operations, CDW Canada 647.288.5828 | julie.clivio@cdw.ca

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The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how it distribution & solutions stocks fared in Q4, starting with Ingram Micro (NYSE:INGM).

IT Distribution & Solutions will be buoyed by the increasing complexity of IT ecosystems, rising cloud adoption, and demand for cybersecurity solutions. Enterprises are less likely than ever to embark on these complicated journeys solo, and companies in the sector boast expertise and scale in these areas. However, cloud migration also means less need for hardware, which could dent demand for large portions of the product portfolio and hurt margins. Additionally, planning for potentially supply chain disruptions is ongoing, as the COVID-19 pandemic showed how damaging a pause in global trade could be in areas like semiconductor procurement.

The 8 it distribution & solutions stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was 0.8% below.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.7% since the latest earnings results.

Ingram Micro (NYSE:INGM)

Operating as the crucial link in the global technology supply chain with a presence in 57 countries, Ingram Micro (NYSE:INGM) is a global technology distributor that connects manufacturers with resellers, providing hardware, software, cloud services, and logistics expertise.

Ingram Micro reported revenues of $14.88 billion, up 11.5% year on year. This print exceeded analysts’ expectations by 5%. Despite the top-line beat, it was still a mixed quarter for the company with a solid beat of analysts’ revenue estimates but a significant miss of analysts’ EPS estimates.

“Ingram Micro delivered a strong fourth quarter and full year, and we enter 2026 with confidence. We exceeded the high end of our net sales and EPS guidance and saw growth across all of our regions,” said Paul Bay, Ingram Micro’s Chief Executive Officer.Ingram Micro Total Revenue

Interestingly, the stock is up 4.7% since reporting and currently trades at $22.36.

Read our full report on Ingram Micro here, it’s free.

Best Q4: ePlus (NASDAQ:PLUS)

Starting as a financing company in 1990 before evolving into a full-service technology provider, ePlus (NASDAQ:PLUS) provides comprehensive IT solutions, professional services, and financing options to help organizations optimize their technology infrastructure and supply chain processes.

ePlus reported revenues of $614.8 million, up 24.6% year on year, outperforming analysts’ expectations by 11.4%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.

Story Continues

ePlus Total Revenue

ePlus pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 14.4% since reporting. It currently trades at $73.71.

Is now the time to buy ePlus? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: ScanSource (NASDAQ:SCSC)

Operating as a crucial link in the technology supply chain since 1992, ScanSource (NASDAQ:SCSC) is a hybrid distributor that connects hardware, software, and cloud services from technology suppliers to resellers and business customers.

ScanSource reported revenues of $766.5 million, up 2.5% year on year, falling short of analysts’ expectations by 2%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and a significant miss of analysts’ revenue estimates.

As expected, the stock is down 19.2% since the results and currently trades at $35.83.

Read our full analysis of ScanSource’s results here.

Connection (NASDAQ:CNXN)

Starting as a small computer products seller in 1982 and evolving into a Fortune 1000 company, Connection (NASDAQ:CNXN) is a technology solutions provider that helps businesses and government agencies design, purchase, implement, and manage their IT infrastructure and systems.

Connection reported revenues of $702.9 million, flat year on year. This number missed analysts’ expectations by 4.4%. It was a slower quarter as it also produced a significant miss of analysts’ revenue estimates.

Connection had the weakest performance against analyst estimates among its peers. The stock is down 4.9% since reporting and currently trades at $57.23.

Read our full, actionable report on Connection here, it’s free.

CDW (NASDAQ:CDW)

Serving as a crucial bridge between technology manufacturers and end users since 1984, CDW (NASDAQ:CDW) is a multi-brand provider of information technology solutions that helps businesses and public sector organizations select, implement, and manage hardware, software, and IT services.

CDW reported revenues of $5.51 billion, up 6.3% year on year. This result topped analysts’ expectations by 3.1%. It was a very strong quarter as it also logged an impressive beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.

The stock is down 6.1% since reporting and currently trades at $118.52.

Read our full, actionable report on CDW here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.

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Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Cash flow is valuable, but it’s not everything - StockStory helps you identify the companies that truly put it to work. Keeping that in mind, here is one cash-producing company that reinvests wisely to drive long-term success and two best left off your watchlist.

Two Stocks to Sell:

Azenta (AZTA)

Trailing 12-Month Free Cash Flow Margin: 6%

Serving as the guardian of some of medicine's most valuable materials, Azenta (NASDAQ:AZTA) provides biological sample management, storage, and genomic services that help pharmaceutical and biotechnology companies preserve and analyze critical research materials.

Why Do We Steer Clear of AZTA?

Sales tumbled by 2.7% annually over the last two years, showing market trends are working against its favor during this cycle Earnings per share decreased by more than its revenue over the last five years, showing each sale was less profitable Cash-burning history and the downward spiral in its margin profile make us wonder if it has a viable business model

At $20.63 per share, Azenta trades at 23.8x forward P/E. Dive into our free research report to see why there are better opportunities than AZTA.

CDW (CDW)

Trailing 12-Month Free Cash Flow Margin: 4.8%

Serving as a crucial bridge between technology manufacturers and end users since 1984, CDW (NASDAQ:CDW) is a multi-brand provider of information technology solutions that helps businesses and public sector organizations select, implement, and manage hardware, software, and IT services.

Why Do We Think Twice About CDW?

Large revenue base makes it harder to increase sales quickly, and its annual revenue growth of 2.4% over the last two years was below our standards for the business services sector Demand will likely be soft over the next 12 months as Wall Street’s estimates imply tepid growth of 2.8% Flat earnings per share over the last two years lagged its peers

CDW’s stock price of $119.65 implies a valuation ratio of 11.2x forward P/E. Read our free research report to see why you should think twice about including CDW in your portfolio, it’s free.

One Stock to Watch:

Booz Allen Hamilton (BAH)

Trailing 12-Month Free Cash Flow Margin: 8.2%

With roots dating back to 1914 and deep ties to nearly all U.S. cabinet-level departments, Booz Allen Hamilton (NYSE:BAH) provides management consulting, technology services, and cybersecurity solutions primarily to U.S. government agencies and military branches.

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Why Are We Positive On BAH?

Solid 7.8% annual revenue growth over the last five years indicates its offering’s solve complex business issues Economies of scale give it distribution advantages and fixed cost leverage when sales grow Returns on capital are growing as management capitalizes on its market opportunities

Booz Allen Hamilton is trading at $80.99 per share, or 13.2x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free.

Stocks We Like Even More

ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies.

Our AI system flagged Palantir before it ran 1,662%. AppLovin before it ran 753%. Nvidia before it ran 1,178%. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE.

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.

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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 TD SYNNEX (NYSE:SNX) and the best and worst performers in the it distribution & solutions industry.

IT Distribution & Solutions will be buoyed by the increasing complexity of IT ecosystems, rising cloud adoption, and demand for cybersecurity solutions. Enterprises are less likely than ever to embark on these complicated journeys solo, and companies in the sector boast expertise and scale in these areas. However, cloud migration also means less need for hardware, which could dent demand for large portions of the product portfolio and hurt margins. Additionally, planning for potentially supply chain disruptions is ongoing, as the COVID-19 pandemic showed how damaging a pause in global trade could be in areas like semiconductor procurement.

The 8 it distribution & solutions stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was 0.7% below.

While some it distribution & solutions stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.9% since the latest earnings results.

TD SYNNEX (NYSE:SNX)

Serving as the crucial middleman in the technology supply chain, TD SYNNEX (NYSE:SNX) is a global technology distributor that connects thousands of IT manufacturers with resellers, helping businesses access hardware, software, and technology solutions.

TD SYNNEX reported revenues of $17.38 billion, up 9.7% year on year. This print exceeded analysts’ expectations by 2.6%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ revenue estimates and a solid beat of analysts’ EPS guidance for next quarter estimates.TD SYNNEX Total Revenue

Interestingly, the stock is up 2.5% since reporting and currently trades at $154.73.

Is now the time to buy TD SYNNEX? Access our full analysis of the earnings results here, it’s free.

Best Q4: ePlus (NASDAQ:PLUS)

Starting as a financing company in 1990 before evolving into a full-service technology provider, ePlus (NASDAQ:PLUS) provides comprehensive IT solutions, professional services, and financing options to help organizations optimize their technology infrastructure and supply chain processes.

ePlus reported revenues of $614.8 million, up 24.6% year on year, outperforming analysts’ expectations by 11.4%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.

Story Continues

ePlus Total Revenue

ePlus pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 12.2% since reporting. It currently trades at $75.55.

Is now the time to buy ePlus? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: ScanSource (NASDAQ:SCSC)

Operating as a crucial link in the technology supply chain since 1992, ScanSource (NASDAQ:SCSC) is a hybrid distributor that connects hardware, software, and cloud services from technology suppliers to resellers and business customers.

ScanSource reported revenues of $766.5 million, up 2.5% year on year, falling short of analysts’ expectations by 2%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and a significant miss of analysts’ revenue estimates.

As expected, the stock is down 19.8% since the results and currently trades at $35.57.

Read our full analysis of ScanSource’s results here.

Avnet (NASDAQ:AVT)

With a century-long history of adapting to technological evolution, Avnet (NASDAQ:AVT) is a global electronic components distributor that connects manufacturers of semiconductors and other electronic parts with businesses that need these components.

Avnet reported revenues of $6.32 billion, up 11.6% year on year. This print beat analysts’ expectations by 4.5%. It was a stunning quarter as it also logged revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.

The stock is up 13.9% since reporting and currently trades at $60.01.

Read our full, actionable report on Avnet here, it’s free.

CDW (NASDAQ:CDW)

Serving as a crucial bridge between technology manufacturers and end users since 1984, CDW (NASDAQ:CDW) is a multi-brand provider of information technology solutions that helps businesses and public sector organizations select, implement, and manage hardware, software, and IT services.

CDW reported revenues of $5.51 billion, up 6.3% year on year. This result surpassed analysts’ expectations by 3.1%. Overall, it was a very strong quarter as it also recorded a solid beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.

The stock is down 7% since reporting and currently trades at $117.34.

Read our full, actionable report on CDW here, it’s free.

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Vernon Hills, Illinois-based CDW Corporation (CDW) provides information technology (IT) solutions. With a market cap of $15.3 billion, the company offers hardware, software, computer peripherals, cloud computing, mobile devices, network communication, and security solutions.

Companies worth $10 billion or more are generally described as “large-cap stocks,” and CDW perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the information technology services industry. CDW's strengths include its diversified IT solutions portfolio, scale, and strong vendor relationships, enabling competitive pricing and cross-selling. The company's talent management and culture drive innovation and adaptability.

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Despite its notable strength, CDW slipped 38.2% from its 52-week high of $192.30, achieved on May 14, 2025. Over the past three months, CDW stock declined 20.7%, underperforming the Technology Select Sector SPDR Fund’s (XLK) 5.1% losses during the same time frame.www.barchart.com

Shares of CDW fell 12.7% on a YTD basis and dipped 28.4% over the past 52 weeks, significantly underperforming XLK’s 2.5% dip on a YTD basis and 34.8% returns over the same time frame.

To confirm the bearish trend, CDW has been trading below its 50-day moving average since late July, 2025, with slight fluctuations. The stock is trading below its 200-day moving average over the past year, experiencing minor fluctuations.www.barchart.com

On Feb. 4, CDW shares surged 9.5% after reporting its Q4 results. Its adjusted EPS of $2.57 exceeded Wall Street expectations of $2.44. The company’s revenue was $5.5 billion, surpassing Wall Street forecasts of $5.3 billion.

In the competitive arena of information technology services, International Business Machines Corporation (IBM) has lagged behind CDW, with a 16% downtick on a YTD basis, but outpaced the stock with a slight decline over the past 52 weeks.

Wall Street analysts are reasonably bullish on CDW’s prospects. The stock has a consensus “Moderate Buy” rating from the 12 analysts covering it, and the mean price target of $167.40 suggests an ambitious potential upside of 40.8% from current price levels.

On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

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