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CNXN

PC Connection, Inc.

CNXN

NASDAQ·Technology·Technology Distributors·Mkt cap $1.9B

$72.43

-1.90%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$54.97 - $75.30

P/E

21.06

Fwd P/E

18.45

Beta

0.89

Div Yield

0.95%

Avg Vol

107.1K

Shares Out

25.2M

Mkt Cap

$1.9B

Price action

Price chart

Up 10.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established 40+ year track record and brand recognition in IT distribution since 1982
  • Multi-channel distribution platform with specialized websites targeting distinct customer segments
  • Integrated solutions approach combining product distribution with design, configuration, and implementation services
  • Direct sales and telemarketing capabilities enabling personalized customer engagement across market segments

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Stable outlook

Increasing digital transformation initiatives driving demand for IT solutions across SMBs and enterprises

Value

Significant premium - growth priced in

Momentum

Hot

+23.9% over 3m

Quality

Thin

Strong fundamentals

Dividend

Modest

0.95% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 28, 2026

Q2 26 RECAP

APR 29, 2026

Reported EPS of $0.77 vs $0.62 consensus (+24.2% surprise). Revenue of $721.9M vs $696.1M expected (+3.7%). Beat on both top and bottom lines.

EPS beat +24.2%
Rev beat +3.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+24.2%

Next: Apr 28, 2026

Revenue trend · last 8Q

+2%

+11%

+3%

-2%

-1%

+3%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$736.5M

$724.7M

$708.9M

$701.0M

$759.7M

$709.1M

$702.9M

$721.9M

Margins · last 8Q

Gross

Operating

Profit

2.4%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

No analyst coverage on file for this stock yet.

vs Industry

How CNXN stacks vs Technology Distributors

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.