Key Stats for WESCO Stock
- Past-6-Month Performance: 27%
- 52-Week Range: $125 to $320
- Valuation Model Target Price: $340
- Implied Upside: 17.5%
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What Happened?
WESCO International stock is up about 27% over the last 6 months, recently trading near $290 per share as investors responded to accelerating data center demand, improving utility momentum, and stronger 2026 earnings guidance.
The move reflects renewed confidence in the company’s positioning across AI-driven infrastructure, electrification, and grid modernization spending.
The rally has been driven primarily by record revenue growth and an upgraded earnings outlook that signaled expanding operating leverage into 2026. In Q4, WESCO reported $6.1 billion in revenue, up 10% year over year with 9% organic growth, and record data center sales of $1.2 billion, up roughly 30%.
Full-year data center revenue reached $4.3 billion, up about 50% and representing 18% of total sales, while total backlog rose 19% year over year to a record level.
Management guided for 4% to 7% organic sales growth and adjusted EPS of $14.50 to $16.50 in 2026, reinforcing visibility into continued expansion.
Insider activity has drawn attention but has not interrupted the broader uptrend. EVP Diane Lazzaris sold 17,294 shares on Feb. 17 at $305 for about $5.27 million and an additional 2,747 shares on Feb. 18 at $302.61 for roughly $831,270, reducing her stake by 37.3% and then 8.69%, respectively. CAO Matthew Kulasa also sold 73 shares at $307.03 for about $22,413, trimming his position by 1.78%.
Institutional positioning remains active. Rhumbline Advisers increased its stake by 4.9% in Q3 to 127,991 shares valued at about $27.07 million, while Impax Asset Management initiated a new position with 5,117 shares worth roughly $1.08 million.
At the same time, LSV Asset Management reduced its stake by 10.5%, Diamond Hill Capital cut its position by 30.7%, and Bank of New York Mellon trimmed holdings by 1.4%.
With institutional ownership around 93.75%, large-holder positioning continues to influence short-term volatility, but the six-month advance reflects improving fundamentals and stronger forward earnings visibility into 2026.
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Is WCC Undervalued?
Under valuation assumptions, the stock is modeled using:
- Revenue Growth (CAGR): 6%
- Operating Margins: 6.1%
- Exit P/E Multiple: 16x
Revenue is projected to expand from about $25.2 billion in 2026 to over $31.2 billion by 2030, supported by sustained data center investment, grid hardening, broadband expansion, and electrification spending rather than short-term inventory cycles.
Margin expansion toward 6.1% is meaningful in a distribution model where pricing discipline, mix shift toward higher-value communications and automation solutions, and logistics efficiency can materially lift earnings.
Continued double-digit growth in data center sales and improving momentum among investor-owned utilities provide operating leverage across all three business segments.
Debt reduction and stronger free cash flow generation also support earnings durability, especially with 2026 free cash flow guidance of $500 million to $800 million. That flexibility enhances balance sheet strength and supports disciplined capital allocation.
Based on these inputs, the framework implies a value of $340 per share, representing about 17.5% upside from current levels.
After a 27% six-month rally, shares appear modestly b if infrastructure demand, digital project momentum, and margin execution continue as guided in 2026.
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How Much Upside Does WCC Have From Here?
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All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
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