Published

26 Apr 25

Updated

22 Jul 26

Views

35

Not Invested

Arrow ElectronicsARW

Fair Value

US$175

Share price22 Jul

US$203.5116.3% overvalued

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1Y68.34%

7D-6.03%

Semiconductor Corrections And ECS Expansion Will Shape Future Dynamics

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AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

26 Apr 25

Updated

22 Jul 26

Views

35

Not Invested

Shared on 22 Jul 26

Fair value Increased 6.06%

ARW: AI And Cloud Momentum Will Fail To Support Elevated P/E

Arrow Electronics is leaning into cloud and AI partnerships and even rolling out a new remote testing service, but the market may still be expecting too much from that momentum. Recent updates also raise the estimated worth of the business, yet the view remains that faster growth won’t be enough to justify today’s optimism.

0 views

Shared on 06 Jul 26

Fair value Increased 35%

ARW: AI And Cloud Expansion Will Struggle To Justify Rich P/E

Arrow Electronics rolls out new AI and cloud “experience centers” and deepens its Microsoft partnership as it pushes partners to test and deploy multi-vendor solutions. At the same time, it ramps up buybacks and looks for higher-margin acquisitions—but the market may already be expecting a lot from that growth.

3 views

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).

2 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).

1 view

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.

4 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.

2 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

Fair Value vs Share Price

US$175

vs US$203.5116.3% overvalued

11.3%

Revenue growth

2.3%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Arrow Electronics

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Flawless balance sheet with proven track record.

Market capUS$10.4b

PB1.5x

Estimated Growth10.2%

Dividend YieldN/A

CEO & management

William Austen

CEO

3.5yrs

CEO Tenure

Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.