Update shared on 01 Nov 2025
Fair value Decreased 4.07%Analysts have revised their price target for Arrow Electronics downward by $4.75 to $112.00. They cite expectations of slower revenue growth and reduced profit margins in their updated models.
What's in the News
- Arrow Electronics issued earnings guidance for the fourth quarter of 2025, projecting consolidated sales of $7.80 billion to $8.40 billion and diluted net income per share between $3.08 and $3.28. (Key Developments)
- William F. Austen, a director at Arrow Electronics, has been named Interim President and CEO as of September 16, 2025, succeeding Sean Kerins. The board has begun a search for a permanent replacement. (Key Developments)
- Arrow Electronics expanded its interconnect, passive, and electromechanical components portfolio by adding AirBorn, a Molex company, to its product offerings in North America and EMEA. This addition strengthens Arrow’s cooperation with Molex. (Key Developments)
Valuation Changes
- The Fair Value Estimate has been reduced from $116.75 to $112.00.
- The Discount Rate has increased slightly, moving from 9.36% to 9.78%.
- The Revenue Growth Projection has fallen significantly, decreasing from 7.33% to 4.96%.
- The Net Profit Margin Estimate has declined from 2.08% to 1.58%.
- The Future P/E Ratio is now higher, rising from 9.98x to 13.27x.
Disclaimer
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