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CDW Price Target Reduced as Morgan Stanley Analyst Turns More Selective on IT Hardware Exposure
Yahoo Finance· 2025-12-22 15:35
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 December 17, Morgan Stanley cut its price target on CDW Corporation (NASDAQ:CDW) to $177 from $191. The firm kept its Overweight rating. In its year-ahead view on IT hardware, Morgan Stanley said it prefers companies tied to cloud spending, product refresh cycles like Apple ...
Amazon, Google, Microsoft likely to benefit from 'stable, healthy' cloud spending: UBS (AMZN:NASDAQ)
Seeking Alpha· 2025-10-25 12:00
Core Viewpoint - Amazon, Google, and Microsoft are expected to benefit from stable and healthy cloud spending according to UBS [2] Group 1: Company Insights - UBS spoke with 11 customers and partners at Oracle's AI World event to gather insights on cloud spending trends [2]
X @Cathie Wood
Cathie Wood· 2025-07-31 17:40
Market Trends & Cloud Spending - AI is transforming software and cloud spending [1] - Microsoft's Intelligent Cloud segment is growing faster than Productivity Software [1] - Intelligent Cloud segment is on track to be larger than Productivity Software in the next few quarters [1] - Intelligent Cloud segment grew +25% year-over-year [1] - Productivity Software segment grew +14% year-over-year [1]