NASDAQ:CDW 4 February 2026

CDW stock jumps nearly 10% after earnings beat as AI, cloud demand holds up

CDW shares surged 9.8% to $138.53 after quarterly sales and profit topped estimates, with net sales at $5.51 billion and adjusted earnings of $2.57 per share. Gross profit rose 8.6% and small business sales jumped 18.4%. The board reaffirmed its 2026 growth target. Broader markets fell, with the Nasdaq down 1.53%.

4 February 2026

Artificial Intelligence·Cloud Computing·Earnings Reports·NASDAQ:CDW·Stock Market

Northrop Grumman Valuation Analysis Amid Strong Share Price Momentum
March 18, 2026, 3:40 AM EDT. Northrop Grumman (NOC) shares trade at $724.03, closely aligning with a narrative fair value of $724.39, based on factors like elevated defense spending and growth in next-generation platforms. The defense contractor boasts a robust 1-year shareholder return of 50.2%, highlighting strong momentum despite a recent 1.6% one-day decline. However, the Simply Wall St discounted cash flow (DCF) model estimates a more conservative valuation at $517.61, suggesting current prices may factor in higher optimism. Key risks include potential U.S. defense budget cuts and increased competition from local international defense players. Investors should weigh these assumptions carefully as Northrop Grumman's valuation balances stable revenue and margin growth against wider market expectations.