CDW Stock: Still Waiting For The Growth Acceleration Catalyst To Come (NASDAQ:CDW)

Core Viewpoint - CDW Corporation has been downgraded to a hold rating due to a weaker spending environment and weak Q4 guidance, although Q4 2025 results exceeded expectations [1] Group 1: Company Performance - CDW Corporation's Q4 2025 results were better than anticipated, indicating potential resilience despite a challenging spending environment [1] Group 2: Analyst Perspective - The analyst expresses a long-term investment philosophy focused on identifying undervalued companies with growth potential, emphasizing the importance of buying quality companies at a discount [1]