A month has gone by since the last earnings report for CDW (CDW Quick QuoteCDW - Free Report) . Shares have lost about 2.4% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is CDW due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.

How Have Estimates Been Moving Since Then?

It turns out, estimates revision flatlined during the past month.

VGM Scores

Currently, CDW has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. Charting a somewhat similar path, the stock was allocated a grade of B on the value side, putting it in the top 40% for this investment strategy.

Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook

CDW has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry Player

CDW is part of the Zacks Computers - IT Services industry. Over the past month, Cognizant (CTSH Quick QuoteCTSH - Free Report) , a stock from the same industry, has gained 0.1%. The company reported its results for the quarter ended March 2025 more than a month ago.

Cognizant reported revenues of $5.12 billion in the last reported quarter, representing a year-over-year change of +7.5%. EPS of $1.23 for the same period compares with $1.12 a year ago.

For the current quarter, Cognizant is expected to post earnings of $1.25 per share, indicating a change of +6.8% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

Cognizant has a Zacks Rank #2 (Buy) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B.