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Arrow Electronics Community
NYSE:ARW Community
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Arrow Electronics
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Arrow Electronics
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Global Digital Transformation And Electrification Will Expand Secular Markets
Key Takeaways Sustained demand for advanced components and digital transformation is fueling Arrow's growth, expanding its market and boosting operating leverage. Expanded value-added services and scalable digital platforms are increasing recurring revenues, strengthening margins, and deepening customer relationships.
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US$135.00
FV
5.3% undervalued
intrinsic discount
8.19%
Revenue growth p.a.
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4 days ago
author updated this narrative
Arrow Electronics
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Asia And OEM Wins Will Fuel Digital Platform Expansion
Key Takeaways Strong sales trends in Asia and positive momentum in key verticals suggest potential for revenue growth and stability. ECS business growth and digital platform expansion position Arrow for improved revenue, margins, and long-term earnings.
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US$116.53
FV
9.7% overvalued
intrinsic discount
6.46%
Revenue growth p.a.
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about 1 month ago
author updated this narrative
Arrow Electronics
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Semiconductor Corrections And ECS Expansion Will Shape Future Dynamics
Key Takeaways Expanding customer base and global consistency efforts may impact revenue and net margins amidst semiconductor industry corrections. Regional performance struggles and high inventory levels could pressure revenue, cash flow, and profitability in a challenging market.
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US$100.66
FV
27.0% overvalued
intrinsic discount
5.99%
Revenue growth p.a.
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3 months ago
author updated this narrative
Your Valuation for
ARW
ARW
Arrow Electronics
Your Fair Value
US$
Current Price
US$127.81
0.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-288m
38b
2015
2018
2021
2024
2025
2027
2030
Revenue US$37.8b
Earnings US$527.7m
Advanced
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