Global Digital Transformation And Electrification Will Expand Secular Markets

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

Published

23 Apr 25

Updated

22 Jun 26

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Shared on 22 Jun 26

Fair value Increased 8.33%

ARW: Earnings Momentum And Buybacks Will Support Further Upside Potential

Arrow Electronics keeps beating expectations, and analysts now think the company could have more room to run as forecasts move higher. Share buybacks and a growing role in cloud and AI partnerships add extra support, but the details show what assumptions need to hold for that optimism to pay off.

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Shared on 19 May 26

Fair value Increased 45%

ARW: Share Repurchases And Digital Services Expansion Will Drive Future Upside

Arrow Electronics ramps up its stock buybacks and rolls out a new online service that lets customers test hardware remotely, deepening its push into digital services. The company also outlines its near-term outlook, while analysts become much more optimistic about how fast Arrow can grow and how much profit it can keep.

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Shared on 02 Apr 26

ARW: Quantum Platform Partnership And Unified Digital Channel Will Drive Future Upside

Analysts are keeping their Arrow Electronics price target effectively unchanged at $165.00, reflecting only minor tweaks to assumptions around the discount rate, revenue growth, profit margin, and forward P/E. What's in the News Arrow completed a broad shift of its customer facing digital platforms for the global components business to a single, redesigned arrow.com, consolidating product selection, purchasing, services, and account management into one omnichannel interface and retiring the former MyArrow portal (Client Announcements).

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Shared on 05 Mar 26

Fair value Increased 33%

ARW: Expanded Partner Deal Will Support Higher Margins And Future Upside

Narrative Update on Arrow Electronics The analyst price target for Arrow Electronics has moved from $124.00 to $165.00, with analysts citing updates to fair value assumptions, discount rate, revenue growth, profit margin, and future P/E expectations as key drivers of the change. What’s in the News Citrix expanded its agreement with Arrow Electronics to include all Citrix Service Provider business across North America and Europe from March 1, 2026.

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Shared on 04 Feb 26

Fair value Decreased 8.15%

ARW: Higher Discount Rate And Narrower Margins Will Shape Fair Value Outlook

Analysts have lowered their price target for Arrow Electronics from US$135.00 to US$124.00, citing updated assumptions that now reflect a higher discount rate, more moderate revenue growth and profit margins, and a higher future P/E input. Valuation Changes Fair value estimate was lowered from US$135.00 to US$124.00, reflecting the updated set of assumptions.

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Shared on 07 May 25

Fair value Increased 0.19%

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Shared on 30 Apr 25

Fair value Decreased 0.19%

AnalystHighTarget made no meaningful changes to valuation assumptions.

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Global Digital Transformation And Electrification Will Expand Secular Markets

ARW: Earnings Momentum And Buybacks Will Support Further Upside Potential

ARW: Share Repurchases And Digital Services Expansion Will Drive Future Upside

ARW: Quantum Platform Partnership And Unified Digital Channel Will Drive Future Upside

ARW: Expanded Partner Deal Will Support Higher Margins And Future Upside

ARW: Higher Discount Rate And Narrower Margins Will Shape Fair Value Outlook

Shared on 07 May 25

Shared on 30 Apr 25

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