Wesco International

WCC · NYSE

$341.63−$0.35 (−0.10%)TodayMarket closed ·
Prev close $341.98

WCC analyst rating

BuyConsensus of 7 analysts over the last 12 months. 100% rate it a buy.
  • Strong buy0
  • Buy7
  • Hold0
  • Underperform0
  • Sell0

12-month price target · 12 analysts

Average $410.70 (+20.2% upside)

Low
$275.84
Now
$341.63
High
$462.00

Upgrades and downgrades

The latest rating actions, newest first

WCC analyst upgrades, downgrades and rating actions
FirmDateActionRating
RBC CapitalOct 14, 2026MaintainsOutperform
BarclaysOct 12, 2026MaintainsOverweight
BarclaysAug 3, 2026MaintainsOverweight
RBC CapitalJul 31, 2026MaintainsOutperform
RBC CapitalJul 16, 2026MaintainsOutperform
Stephens & Co.Jul 14, 2026UpgradeEqual-Weight → Overweight
DA DavidsonJun 16, 2026InitiatesBuy
BarclaysMay 4, 2026MaintainsOverweight
Stephens & Co.May 4, 2026MaintainsEqual-Weight
RBC CapitalMay 1, 2026MaintainsOutperform

The case for and against

Updated Oct 18, 2026

Bull case

WESCO International is well positioned to benefit from a powerful mix of secular and cyclical tailwinds, led by the data center buildout, a rebounding industrial cycle, and rising power generation demand tied to electrification and EV infrastructure. Data center sales now represent roughly 20% of total company sales on a TTM basis, have risen to more than ~$1.2B per quarter, and increased +70% y/y in 1Q26 while CSS backlog grew +40% y/y, supporting continued upside in earnings and estimates. The Anixter acquisition broadened scale and capabilities, and with ~74% of sales in the United States and a fragmented electrical distribution market, WESCO’s leadership position and margin leverage support a constructive fundamental view.

Bear case

WESCO International is viewed negatively because its earnings are exposed to a cyclical industrial backdrop, with slower North American demand and any economic downturn likely to pressure revenue, margins, and cash flow. The company also faces elevated execution risk from acquisitions, ERP transition, and a highly competitive market, while high financial leverage and debt service commitments could constrain flexibility and amplify downside in weaker periods. Although 4Q25 showed solid growth in EES and CSS, UBS still posted a 120 bps EBITDA margin decline from gross margin pressure, and concerns around data center disintermediation, hyperscale capex, and supplier pricing could limit sustainable upside.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.