Arrow Electronics

Semiconductor Corrections And ECS Expansion Will Shape Future Dynamics

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

26 Apr 25

Updated

21 Jan 26

Views

17

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

37.9%

7D

-1.8%

Loading

1Y

37.9%

7D

-1.8%

You can edit this narrative until Jan 22 2:10 PM. Then, changes will post as Updates.

Author's Valuation

US$9449.5% overvalued

AnalystLowTarget Fair Value

Shared on 21 Jan 26

ARW: Richer P/E And Modest Margins Will Limit Future Upside

Analysts are keeping their price target for Arrow Electronics unchanged at US$94.00. They cite only small refinements to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially alter their view of fair value.

2 views

Shared on 07 Jan 26

ARW: Lower Margins And Richer P/E Will Restrain Future Returns

Analysts have kept their fair value target for Arrow Electronics steady at US$94.00. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine, rather than overhaul, their prior view on the stock.

0 views

Shared on 15 Dec 25

Fair value Decreased 6.62%

ARW: Higher Risk And Weaker Margins Will Pressure Future Returns

Analysts have trimmed their price target on Arrow Electronics from 100.66 dollars to 94.00 dollars. This reflects higher discount rate assumptions, more modest revenue growth expectations, and a reduced profit margin outlook, partially offset by a higher projected future price to earnings multiple.

4 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$94

49.5% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.83%

Historical revenue growth rate

-3.06%

Electronic Equipment and Components revenue growth rate

0.66%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.54%

Calculation

US$405.22m

Earnings '29

x

15.07x

PE Ratio '29

=

US$6.11b

Market Cap '29

US$6.11b

Market Cap '29

/

49.58m

No. shares '29

=

US$123.20

Share Price '29

US$123.20 Share Price '29

Discounted to 2026 @ 9.86% p.a.

=

US$92.90

Fair Value '26