PC Connection, Inc.
CNXN
NASDAQ·Technology·Technology Distributors·Mkt cap $2.1B
$84.35
▲ +0.98%
P/E
22.31
Mkt Cap
$2.1B
52-Wk Range
$54.97–$88.31
52-Week Range
$54.97 - $88.31
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 31.7% over the trailing year
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
Strong
+17.5% over 3m
Quality
Thin
Strong fundamentals
Dividend
Modest
0.89% yield
Smart-money signal
Who's buying CNXN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
JUL 29, 2026
Reported EPS of $1.31 vs $1.00 consensus (+31.7% surprise). Revenue of $854.0M vs $764.8M expected (+11.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+31.7%
Revenue trend · last 8Q
—
+2%
+11%
+3%
-2%
-1%
+3%
+12%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$724.7M
$708.9M
$701.0M
$759.7M
$709.1M
$702.9M
$721.9M
$854.0M
Margins · last 8Q
Gross
18.4%
Operating
5.0%
Profit
3.9%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How CNXN stacks vs Technology Distributors
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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