Arrow Electronics (ARW) Resumen de Acciones
Arrow Electronics, Inc. crea y diseña tecnología para fabricantes, proveedores de servicios y usuarios de soluciones informáticas empresariales en América, Europa, Oriente Medio, África y Asia-Pacífico. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
ARW ha superado nuestros controles de riesgos.
ARW Community Fair Values
Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Arrow Electronics, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$215.02 |
| Máximo en las últimas 52 semanas | US$237.33 |
| Mínimo de 52 semanas | US$101.79 |
| Beta | 1.19 |
| Cambio en 1 mes | 0.71% |
| Variación en 3 meses | -7.60% |
| Cambio de 1 año | 75.04% |
| Variación en 3 años | 69.52% |
| Variación en 5 años | 90.25% |
| Variación desde la OPV | 21,809.43% |
Noticias y actualizaciones recientes
Actualización de narrativa • Sep 05
ARW: Expanding AI Partnerships And Buybacks Will Support Fair Future P/E
Analysts have raised their price target on Arrow Electronics from $175 to $200, citing updated assumptions around discount rates, revenue, profit margins and future P/E that they see as better reflecting the company’s current outlook. What’s in the News for Arrow Electronics Arrow Electronics was awarded distribution rights for the Hewlett Packard Enterprise Networking product portfolio across North America and select EMEA countries, expanding access for channel partners to campus, data center, cloud managed networking and AI native infrastructure solutions.Seeking Alpha • Aug 24
Arrow Electronics: The Evolution Of A Highly Connected Tech Workbench
Summary Arrow Electronics (ARW) has enjoyed strong growth this year, with AI buying trend across the board giving it a lift in all segments. Free cash flow has been strong in recovery, but within the context of capital expenditures being at historical lows. Gross profit margin has reached its lowest point in company history, signaling operational headwinds and competitive pressures. The market has largely priced in its upside growth with a particularly strong Q4 expectation, with little room to disappoint. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 21
ARW: Broad-Based Demand And Buybacks Will Drive Future Upside Potential
Analysts have adjusted their price target for Arrow Electronics from $227 to $235, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Arrow Electronics Arrow Electronics reported second quarter revenue of about US$10b with a 32% year over year increase and non GAAP EPS of US$5.45, which the company said was helped by expense management and operating leverage.Actualización de narrativa • Aug 07
ARW: AI-Driven Margin Expansion And Buybacks Will Support Future Upside
Analysts have lifted their price target for Arrow Electronics from $219.50 to $227.00, citing updated assumptions that include the company’s stated revenue growth outlook of 11.05%, a profit margin estimate of 3.25%, a discount rate of 9.44% and a future P/E of 9.11x. What’s in the News for Arrow Electronics Arrow Electronics issued consolidated earnings guidance for the third quarter ending October 3, 2026, with expected sales of US$9.60b to US$10.20b, including Global Components sales of US$7.50b to US$7.90b and Global ECS sales of US$2.10b to US$2.30b, and projected diluted EPS of US$4.72 to US$4.92.Recent updates
Actualización de narrativa • Sep 05
ARW: Expanding AI Partnerships And Buybacks Will Support Fair Future P/E
Analysts have raised their price target on Arrow Electronics from $175 to $200, citing updated assumptions around discount rates, revenue, profit margins and future P/E that they see as better reflecting the company’s current outlook. What’s in the News for Arrow Electronics Arrow Electronics was awarded distribution rights for the Hewlett Packard Enterprise Networking product portfolio across North America and select EMEA countries, expanding access for channel partners to campus, data center, cloud managed networking and AI native infrastructure solutions.Seeking Alpha • Aug 24
Arrow Electronics: The Evolution Of A Highly Connected Tech Workbench
Summary Arrow Electronics (ARW) has enjoyed strong growth this year, with AI buying trend across the board giving it a lift in all segments. Free cash flow has been strong in recovery, but within the context of capital expenditures being at historical lows. Gross profit margin has reached its lowest point in company history, signaling operational headwinds and competitive pressures. The market has largely priced in its upside growth with a particularly strong Q4 expectation, with little room to disappoint. Read the full article on Seeking AlphaActualización de narrativa • Aug 21
ARW: Broad-Based Demand And Buybacks Will Drive Future Upside Potential
Analysts have adjusted their price target for Arrow Electronics from $227 to $235, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Arrow Electronics Arrow Electronics reported second quarter revenue of about US$10b with a 32% year over year increase and non GAAP EPS of US$5.45, which the company said was helped by expense management and operating leverage.Actualización de narrativa • Aug 07
ARW: AI-Driven Margin Expansion And Buybacks Will Support Future Upside
Analysts have lifted their price target for Arrow Electronics from $219.50 to $227.00, citing updated assumptions that include the company’s stated revenue growth outlook of 11.05%, a profit margin estimate of 3.25%, a discount rate of 9.44% and a future P/E of 9.11x. What’s in the News for Arrow Electronics Arrow Electronics issued consolidated earnings guidance for the third quarter ending October 3, 2026, with expected sales of US$9.60b to US$10.20b, including Global Components sales of US$7.50b to US$7.90b and Global ECS sales of US$2.10b to US$2.30b, and projected diluted EPS of US$4.72 to US$4.92.Actualización de narrativa • Jul 22
ARW: AI And Cloud Momentum Will Fail To Support Elevated P/E
Analysts have revised their fair value estimate for Arrow Electronics to $175 from $165, citing updated assumptions for revenue growth, profit margins and future P/E that adjust the analyst price target accordingly. What’s in the News for Arrow Electronics Arrow Electronics reported AI driven growth across cloud and diversified end markets, with recent quarters showing 39% year over year sales growth, margin improvements, aggressive debt reduction and about US$700 million in quarterly free cash flow, according to recent news reports.Actualización de narrativa • Jul 06
ARW: AI And Cloud Expansion Will Struggle To Justify Rich P/E
Analysts have lifted their Arrow Electronics fair value estimate from $122.00 to $165.00, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as key drivers of the higher price target. What’s in the News for Arrow Electronics Arrow Electronics launched a global network of AI and cloud experience centers in Alpharetta and Stockholm, giving vendors and partners a vendor-agnostic environment to test multi-vendor solutions and validate technologies before committing capital.
Actualización de narrativa • Jun 22
ARW: Earnings Momentum And Buybacks Will Support Further Upside Potential
Analysts have raised their price target on Arrow Electronics to $260 from $240, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their models. What’s in the News for Arrow Electronics Arrow Electronics stock recently reached a new 52 week high after multiple earnings surprises, with year to date performance of about 104% compared with 22.1% for the broader Computer and Technology sector.Artículo de análisis • Jun 21
Arrow Electronics (ARW) Stock Could Be 6% Overvalued After Earnings And Microsoft AI Win
Arrow Electronics (ARW) is back in focus after strong quarterly results and a new Frontier Distributor designation in the Microsoft AI Cloud Partner Program, a combination that has coincided with renewed interest in the stock. See our latest analysis for Arrow Electronics. The Frontier Distributor status and recent earnings beat appear to have fed directly into price momentum, with Arrow Electronics posting a 66.33% 3 month share price return and a 105.86% year to date share price return. The...Actualización de narrativa • Jun 05
ARW: AI Demand And Higher Margins Will Offset Lower Future P/E
Analysts have lifted their Arrow Electronics fair value estimate from $146.25 to $219.50, citing updated assumptions around revenue growth, profit margins and a lower future P/E multiple that together reshape their long term view of the stock. What's in the News Arrow reported Q1 2026 revenue of US$9.47b, up 39% year over year, with non GAAP EPS of US$5.22 that was more than 80% above analyst estimates, supported by demand tied to AI workloads and data center needs.Actualización de narrativa • May 19
ARW: Share Repurchases And Digital Services Expansion Will Drive Future Upside
Analysts have raised their price target for Arrow Electronics from $165.00 to $240.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their valuation work. What's in the News Arrow Electronics announced a new share repurchase program authorizing the buyback of up to US$1,000 million of its common stock, following board approval on May 12, 2026.Artículo de análisis • May 15
This Just In: Analysts Are Boosting Their Arrow Electronics, Inc. (NYSE:ARW) Outlook for This Year
Arrow Electronics, Inc. ( NYSE:ARW ) shareholders will have a reason to smile today, with the analysts making...Artículo de análisis • May 09
Arrow Electronics, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Arrow Electronics, Inc. ( NYSE:ARW ) defied analyst predictions to release its first-quarter results, which were ahead...Actualización de narrativa • May 01
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).Actualización de narrativa • Apr 16
ARW: Higher P/E Expectations Will Outrun Margins Despite Digital Platform Progress
Analysts have raised their price target on Arrow Electronics from $137.50 to $146.25, citing an updated view that reflects adjusted assumptions around the discount rate, profit margin, and future P/E expectations. What's in the News Arrow Electronics has consolidated its customer facing digital platforms into a redesigned arrow.com, creating a single interface that combines product selection, purchasing, services, and end to end account management for its global components business (Key Developments).Actualización de narrativa • Apr 02
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).Actualización de narrativa • Mar 19
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).Actualización de narrativa • Mar 05
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.Actualización de narrativa • Feb 18
ARW: Expanded Service Role And Buybacks Will Mask Weak Future Upside
Analysts have lifted their price target on Arrow Electronics from $108.25 to $137.50, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E as key drivers of the change. What's in the News Citrix plans to expand its agreement with Arrow Electronics effective March 1, 2026, giving Arrow responsibility for managing all Citrix Service Providers across North America and Europe, including transactions, pricing, discounts, incentives and partner engagement (Client Announcements).Artículo de análisis • Feb 11
Arrow Electronics, Inc. (NYSE:ARW) Shares Fly 36% But Investors Aren't Buying For Growth
The Arrow Electronics, Inc. ( NYSE:ARW ) share price has done very well over the last month, posting an excellent gain...Artículo de análisis • Feb 08
Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Arrow Electronics, Inc. ( NYSE:ARW ) shareholders, with its shares surging 20% to...Actualización de narrativa • Feb 04
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.Actualización de narrativa • Jan 21
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.Actualización de narrativa • Jan 07
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.Artículo de análisis • Jan 01
Arrow Electronics (NYSE:ARW) May Have Issues Allocating Its Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Actualización de narrativa • Dec 15
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.Actualización de narrativa • Nov 30
ARW: European Expansion And Leadership Transition Will Guide Steady Outlook Ahead
Analysts have maintained their price target for Arrow Electronics at $108.25, citing stable key metrics and consistent business expectations as the basis for their unchanged outlook. What's in the News Arrow Electronics will expand distribution of Clavister’s full cybersecurity portfolio from Sweden into 11 additional European markets.Actualización de narrativa • Nov 16
ARW: Expansion Into Europe And Leadership Changes Will Shape Outlook
Analysts have revised Arrow Electronics’ fair value estimate downward from $112 to $108.25. This change reflects updated views on the company’s discount rate and projected profitability.Actualización de narrativa • Nov 01
ARW: Revenue Pressures And Leadership Changes Will Influence Market Opportunities
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.Seeking Alpha • Feb 15
Arrow Electronics Is Poised For An Upcycle
Summary Arrow Electronics presents attractive risk-reward for patient investors, with potential for EPS growth and multiple rerating as demand stabilizes and the destocking cycle ends. Arrow's focus on hybrid cloud solutions and AI adoption in its Global Enterprise Computing Solutions segment shows promising growth. Its Global Component Solutions benefits from secular growth in demand. Arrow's historical P/E of 8-10x undervalues its GDP+ growth potential, with a projected fair value of $184.5/share by 2027, implying a 19.7% annualized return. The destocking cycle is nearing its end, with no demand destruction, setting the stage for Arrow to outperform as inventory normalizes and demand increases. Even if multiple stays compressed, Arrow has consistently, and will very likely continue to aggressively shrink its share outstanding in a value-accretive fashion. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Arrow Electronics Q4 Preview: The Same Issues To Persist Into The New Year
Summary Arrow Electronics, Inc. faces persistent inventory issues, impacting sales and profitability; I recommend a hold rating until more information is available post-earnings report. Analysts expect Q4 earnings of $2.67 (adjusted) and $2.00 (GAAP) per share on $7.05B in revenue, but past performance shows mixed results. Key focus areas include inventory management progress, the economic outlook for 2025, and IT spending growth driven by AI hardware updates. Given current uncertainties and management's cautious stance, I advise against starting or adding to an ARW position before the upcoming earnings announcement. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ARW | US Electronic | Mercado US | |
|---|---|---|---|
| 7D | 0.7% | -4.9% | -1.1% |
| 1Y | 75.0% | 39.4% | 11.7% |
Rentabilidad vs. Industria: ARW superó a la industria US Electronic, que obtuvo un rendimiento del 39.4% el año pasado.
Rentabilidad vs. Mercado: ARW superó al mercado US, que obtuvo un rendimiento del 11.7% el año pasado.
Volatilidad de los precios
| ARW volatility | |
|---|---|
| ARW Average Weekly Movement | 6.2% |
| Electronic Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: ARW no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ARW (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1935 | 22,230 | Bill Austen | www.arrow.com |
Arrow Electronics, Inc. crea y diseña tecnología para fabricantes, proveedores de servicios y usuarios de soluciones informáticas empresariales en América, Europa, Oriente Medio, África y Asia-Pacífico. Opera en dos segmentos, Componentes Globales y Soluciones Informáticas Empresariales Globales. El segmento Global Components comercializa y distribuye componentes electrónicos, incluidos productos semiconductores y servicios relacionados; productos de interconexión, pasivos y electromecánicos que comprenden condensadores, resistencias, potenciómetros, fuentes de alimentación, relés, interruptores y conectores; y productos informáticos y de memoria, así como otros productos y servicios.
Resumen de fundamentos de Arrow Electronics, Inc.
| Estadísticas fundamentales de ARW | |
|---|---|
| Capitalización bursátil | US$10.78b |
| Beneficios(TTM) | US$811.61m |
| Ingresos (TTM) | US$35.92b |
13.5x
Ratio precio-beneficio (PE)0.3x
Ratio precio-ventas (PS)¿Está ARW sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ARW | |
|---|---|
| Ingresos | US$35.92b |
| Coste de los ingresos | US$31.88b |
| Beneficio bruto | US$4.05b |
| Otros gastos | US$3.24b |
| Beneficios | US$811.61m |
Últimos beneficios comunicados
Jul 04, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 15.94 |
| Margen bruto | 11.27% |
| Margen de beneficio neto | 2.26% |
| Ratio deuda/patrimonio | 30.7% |
¿Cómo se ha desempeñado ARW a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/17 23:37 |
| Precio de las acciones al final del día | 2026/09/17 00:00 |
| Beneficios | 2026/07/04 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Arrow Electronics, Inc. está cubierta por 16 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ruplu Bhattacharya | BofA Global Research |
| James Suva | Citigroup Inc |
| Louis Miscioscia | CLSA |