Arrow Electronics

Semiconductor Corrections And ECS Expansion Will Shape Future Dynamics

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

26 Apr 25

Updated

01 May 26

Views

20

01 May

US$224.77

AnalystLowTarget's Fair Value

US$122.00

84.2% overvalued

1Y

77.0%

7D

-0.5%

Loading

1Y

77.0%

7D

-0.5%

Author's Valuation

US$12284.2% overvalued

AnalystLowTarget Fair Value

Shared on 01 May 26

Fair value Increased 6.09%

ARW: Rising P/E And Thinner Margins Will Pressure Forward Returns

Analysts have lifted their price target for Arrow Electronics by $7 to $122, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Arrow completed a broad shift of its global components customer-facing digital platforms to a single, redesigned arrow.com, consolidating product selection, purchasing, services, and account management into one omnichannel experience while retiring the MyArrow portal (Client Announcement).

0 views

Shared on 19 Mar 26

Fair value Increased 22%

ARW: Higher Multiples And Thin Margins Will Constrain Future Returns

Analysts have raised their Arrow Electronics fair value estimate from $94.00 to $115.00, citing updated assumptions on revenue growth, profit margin, discount rate, and a lower future P/E multiple as the key drivers of this change. What's in the News Elevate Quantum, Arrow Electronics, and several quantum technology partners launched the Quantum Platform for the Advancement of Commercialization (Q PAC), described as the first commercially deployable Quantum Open Architecture system in the US and built using the open, modular Quantum Utility Block framework (Key Developments).

0 views

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.

3 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.

5 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$122

84.2% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

9.41%

Historical revenue growth rate

-3.51%

Electronic Equipment and Components revenue growth rate

0.72%

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

9.45%

Calculation

US$562.65m

Earnings '29

x

13.60x

PE Ratio '29

=

US$7.65b

Market Cap '29

US$7.65b

Market Cap '29

/

48.79m

No. shares '29

=

US$156.87

Share Price '29

US$156.87 Share Price '29

Discounted to 2026 @ 9.34% p.a.

=

US$120.02

Fair Value '26