CDW completes Lovelytics acquisition: Barclays cuts CDW stock target to USD 148

Published on 10/06/2026 at 12:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lovelytics adds more than 600 data and AI specialists on September 25, 2026. CDW stock is EUR 119.53 versus EUR 119.33, plus 0.17 percent.

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CDW (ISIN US12514G1085) was trading at EUR 119.53 at Lang & Schwarz on October 6, 2026 at 12:33 p.m. CEST, plus 0.17 percent versus the prior close of EUR 119.33. On September 25, 2026, CDW completed its acquisition of Lovelytics. On September 21, 2026, Barclays lowered its target from USD 150.00 to USD 148.00 while maintaining an equal-weight rating, according to MarketBeat.

Lovelytics adds AI capacity

The acquisition expands CDW's Services and Solutions portfolio and strengthens its Data and Analytics Practice. Lovelytics brings more than 600 specialists across the United States, Canada, Argentina and Colombia, giving CDW additional capabilities in data strategy, architecture and implementation, per the CDW release dated September 25, 2026. The strategic logic is direct: the distributor is adding services depth where customers are building data foundations and deploying artificial intelligence.

Revenue grows as margin narrows

In the second quarter of 2026, CDW reported revenue of USD 6.57 billion, up 10.00 percent from USD 5.98 billion a year earlier. Net income increased 1.20 percent to USD 274.40 million, while diluted earnings per share rose 5.10 percent to USD 2.15, according to StockTitan.

The counterpoint is profitability. Gross margin declined to 20.10 percent from 20.80 percent in the second quarter of 2026 as the sales mix shifted toward lower-margin hardware, even as non-GAAP diluted earnings per share increased 11.90 percent to USD 2.91.

Target reset precedes November results

Barclays' USD 148.00 target remains above the USD 133.29 Nasdaq close on October 5, 2026, while the latest finance quote puts CDW's market capitalization at USD 17.1 billion. The 52-week range was USD 97.12 to USD 161.50 as of October 5, 2026, leaving the stock below its yearly high.

Investing.com lists November 4, 2026 as the next earnings date. That report will show whether the Lovelytics addition can complement CDW's product distribution with higher-value services growth.

CDW stock trades at EUR 119.53

At 12:33 p.m. CEST on October 6, 2026, CDW stock was trading at EUR 119.53 at Lang & Schwarz, plus 0.17 percent versus the prior close of EUR 119.33. The further course of trading is shown by the continuously updated real-time quote of CDW stock.