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Avnet, Inc.NasdaqGS:AVT 株式レポート

時価総額 US$7.1b
株価
US$86.93
US$66
31.7% 割高 内在価値ディスカウント
1Y73.8%
7D1.2%
1D
ポートフォリオ価値
表示

Avnet, Inc.

NasdaqGS:AVT 株式レポート

時価総額:US$7.1b

Avnet(AVT)株式概要

は、アメリカ、ヨーロッパ、中東、アフリカ、アジア太平洋地域で電子部品技術を販売しています。 詳細

AVT ファンダメンタル分析
スノーフレーク・スコア
評価1/6
将来の成長3/6
過去の実績0/6
財務の健全性2/6
配当金4/6

AVT Community Fair Values

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Avnet, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Avnet
過去の株価
現在の株価US$86.93
52週高値US$90.20
52週安値US$44.25
ベータ1.11
1ヶ月の変化6.62%
3ヶ月変化32.03%
1年変化73.83%
3年間の変化95.00%
5年間の変化97.79%
IPOからの変化1,120.89%

最新ニュース

ナラティブの更新 May 12

AVT: Higher Revenue And Margin Assumptions Will Support Constructive Future Repricing

Avnet's analyst fair value estimate has moved from $69 to $95. Analysts point to updated assumptions for higher revenue growth, wider profit margins, and a lower P/E multiple as key reasons for the new target range.

Recent updates

ナラティブの更新 May 12

AVT: Higher Revenue And Margin Assumptions Will Support Constructive Future Repricing

Avnet's analyst fair value estimate has moved from $69 to $95. Analysts point to updated assumptions for higher revenue growth, wider profit margins, and a lower P/E multiple as key reasons for the new target range.
分析記事 May 06

News Flash: Analysts Just Made A Notable Upgrade To Their Avnet, Inc. (NASDAQ:AVT) Forecasts

Celebrations may be in order for Avnet, Inc. ( NASDAQ:AVT ) shareholders, with the analysts delivering a significant...
ナラティブの更新 Apr 23

AVT: Higher Earnings Multiple Will Limit Upside As Buybacks Conclude

Analysts have lifted their fair value estimate for Avnet to $66 from $53, citing updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple reflected across recent price target increases from major firms. Analyst Commentary Recent Street research on Avnet centers on refreshed price targets and an upgrade, with analysts updating their models to reflect revised assumptions on revenue, margins, and valuation multiples.
ナラティブの更新 Apr 08

AVT: Higher Revenue And Margin Assumptions Will Support Measured Future Repricing

Avnet's analyst price target has shifted to $69.00. The change is supported by analysts citing updated views on discount rate, revenue growth, profit margin and future P/E assumptions following recent target revisions from several firms.
ナラティブの更新 Mar 25

AVT: Higher Revenue And Margin Assumptions Will Support Richer Future P/E

Analysts have raised Avnet's price target by $5. They cite updated assumptions that include slightly higher revenue growth, modestly stronger profit margins, and a small adjustment to the discount rate and future P/E multiple.
ナラティブの更新 Mar 11

AVT: Raised Outlook Will Depend On Uncertain Execution And Margin Delivery

The analyst price target for Avnet has been raised from $43 to $48, reflecting updated assumptions on revenue growth, profit margins, and a lower future P/E multiple based on recent research from major firms. Analyst Commentary Recent research updates on Avnet highlight a split between higher price targets and a cautious tone on what the company needs to deliver to justify those assumptions.
ナラティブの更新 Feb 25

AVT: Fair View Sees Raised Price Hopes Resting On Future P/E Execution

Analysts have raised their price targets for Avnet, with an updated fair value of $69.00 based on slightly stronger assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Bullish analysts have recently lifted their price targets for Avnet, signaling a more constructive view on how the company could execute against its current assumptions for revenue growth, margins, and valuation multiples.
ナラティブの更新 Feb 11

AVT: Fair View Balances Higher Earnings Assumptions With Lower Future P E Multiple

Our updated view on Avnet lifts the fair value estimate from $64 to $69, reflecting analysts’ higher price targets and expectations for revenue growth, margins, and a lower future P/E multiple. Analyst Commentary Recent Street research around Avnet has tilted more constructive, with several firms lifting their price targets in quick succession.
分析記事 Jan 30

Earnings Tell The Story For Avnet, Inc. (NASDAQ:AVT) As Its Stock Soars 28%

Avnet, Inc. ( NASDAQ:AVT ) shareholders have had their patience rewarded with a 28% share price jump in the last month...
ナラティブの更新 Jan 27

AVT: Cyclical Stabilisation And Buybacks Will Shape Mixed Margin Outlook

Analysts lifted their price target on Avnet by $1 to $55, pointing to recent Q3 upside, mixed Q4 guidance, ongoing margin pressure from geographic mix, and early signs of cyclical stabilisation, even as AI exposure remains limited. Analyst Commentary Analysts are generally neutral on Avnet at current levels, but the small price target increase to US$55 reflects a mix of improving signals and ongoing execution questions, especially around margins.
ナラティブの更新 Jan 11

AVT: Cyclical Stabilization And Buybacks Will Support Mixed Margin Outlook

Analysts have increased their price target on Avnet by $1 to $55, citing recent Q3 upside, mixed Q4 guidance, and signs of cyclical stabilization, even as revenue strength has been slow to translate into margins and AI exposure remains limited. Analyst Commentary Bullish Takeaways Bullish analysts see the raised price target to $55 as a sign that recent Q3 upside is at least partly reflected in expectations, even if ratings stay neutral.
ナラティブの更新 Dec 27

AVT: Cyclical Stabilization And Buybacks Will Offset Mixed Margins

Analysts have nudged their price target on Avnet slightly higher to $55 from $54, citing recent quarterly upside, early signs of cyclical stabilization, and the potential for improved end-market conditions despite ongoing margin pressures and limited AI exposure. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent quarterly upside, particularly in Q3 performance, as evidence that Avnet is executing well enough to justify a modestly higher valuation.
Seeking Alpha Dec 14

Avnet: The Cycle Is Turning, But Margins Still Hold The Stock Back

Summary Avnet Inc. posted a Q1 FY26 revenue turnaround, but margin improvement remains elusive, supporting a continued hold rating. Farnell delivered double-digit revenue and margin growth, yet its small scale limits its impact on AVT's consolidated profitability. Gross and operating margins remain under pressure, with no near-term signs of operating leverage or upward re-rating potential. AVT trades at low multiples, reflecting thin margins and muted earnings quality; further upside depends on meaningful margin expansion. Read the full article on Seeking Alpha
ナラティブの更新 Dec 12

AVT: Cyclical Stabilization And Share Buybacks Will Support Future Performance

Analysts have nudged their price target on Avnet up by $1 to $55 as they factor in recent quarterly upside and early signs of cyclical stabilization, while still cautioning that margin pressure and limited AI exposure temper the recovery outlook. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent Q3 upside validates Avnet's ability to execute in a challenging demand backdrop, supporting the modest price target increase.
ナラティブの更新 Nov 27

AVT: Cyclical Stabilization and Margin Improvement Will Strengthen Future Performance

Analysts have modestly increased Avnet's price target from $54 to $55. This change reflects cautious optimism amid mixed quarterly guidance and ongoing challenges with margin improvement due to geographic factors.
ナラティブの更新 Nov 12

AVT: Cyclical Stabilization Signals Will Drive Renewed Investor Confidence

Analysts have modestly increased Avnet's price target from $54 to $55, citing mixed quarterly guidance and signs of cyclical stabilization. They also note that limited AI exposure and margin challenges continue to temper expectations.
ナラティブの更新 Oct 29

Cyclical Stabilization And Asia Momentum Will Support Measured Upside Ahead

Analysts have slightly increased their price target for Avnet, now at $53.00 from $52.75, citing recent revenue growth and signs of stabilization. Margin pressure persists across certain business segments.
分析記事 Aug 25

Avnet (NASDAQ:AVT) Has Announced That It Will Be Increasing Its Dividend To $0.35

The board of Avnet, Inc. ( NASDAQ:AVT ) has announced that it will be increasing its dividend by 6.1% on the 26th of...
分析記事 Aug 03

Avnet's (NASDAQ:AVT) Returns On Capital Are Heading Higher

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 Jul 16

Avnet (NASDAQ:AVT) Has A Somewhat Strained Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jun 28

Sentiment Still Eluding Avnet, Inc. (NASDAQ:AVT)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Seeking Alpha Feb 04

Avnet: Stock Likely To Remain Rangebound In The Near Term

Summary There is evidence of industry recovery and strong performance in Asia is a very positive sign. Weakness in the Americas and EMEA, coupled with uncertain timing of demand recovery, justifies maintaining a neutral rating for now. Current valuation at 11x forward PE is slightly above the 10-year average, and I don't expect a re-rating until tangible improvements are seen in the Americas and Europe. Read the full article on Seeking Alpha
Seeking Alpha Nov 07

Avnet: Declining Demand And Escalating Competition Pose Challenges Ahead

Summary Avnet's financial performance has deteriorated since 3Q23, with no signs of turnaround due to global demand slowdown and competitive pressures. Margins have declined significantly, with gross margin falling to 10.83% from 11.81% and net margin to 1.05% from 3.30%. Avnet faces challenges such as a slowdown in demand due to poor global inventory turnover and a more competitive landscape due to the merger of WT Microelectronics and Future Electronics. Farnell segment continues to underperform, contributing only 1.1% to operating income, and faces multiple issues including weak EMEA market outlook. Valuation analysis suggests market participants are overly optimistic, with a potential 25% decline in share price after factoring a decline in revenue growth for FY 2025. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Aug 30

Decisive Moves And Market Focus Fuel Optimism Despite Challenges

Strategic inventory management and investment in areas of recovering demand are poised to enhance cash flow.
Seeking Alpha Jul 02

Avnet: Requires A Few More Quarters Before Reaching The Trough

Summary Avnet is recommended as a hold, as the near-term downside may be huge. AVT's scale provides a competitive advantage with a wide assortment of SKUs and strong distribution capacity. Turnaround for AVT is expected in a few quarters (but this is hard to pinpoint). Read the full article on Seeking Alpha

株主還元

AVTUS ElectronicUS 市場
7D1.2%1.7%1.5%
1Y73.8%98.6%28.6%

業界別リターン: AVT過去 1 年間で98.6 % の収益を上げたUS Electronic業界を下回りました。

リターン対市場: AVT過去 1 年間で28.6 % の収益を上げたUS市場を上回りました。

価格変動

Is AVT's price volatile compared to industry and market?
AVT volatility
AVT Average Weekly Movement5.5%
Electronic Industry Average Movement9.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

安定した株価: AVT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AVTの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
192114,869Phil Gallagherwww.avnet.com

は、アメリカ、ヨーロッパ、中東、アフリカ、アジア太平洋地域で電子部品技術を販売している。エレクトロニック・コンポーネンツとファーネルの2つのセグメントで事業を展開している。同社は、半導体、相互接続部品、受動部品、電子機械部品、および電子部品メーカーのその他の集積部品や組込み部品のマーケティング、販売、流通を行っている。また、エンジニアに技術的な設計ソリューションを提供する設計サポート、製品設計、部品表開発、技術教育・訓練をサポートするエンジニアリングおよび技術リソース、および相手先商標製品メーカー、電子機器製造サービスプロバイダー、電子部品メーカーにサポート、倉庫保管、物流サービスを提供するサプライチェーン・ソリューションも提供している。さらに、組み込み製品、システム、ソリューションの技術設計、統合、組み立てなどの組み込みソリューションや、タッチディスプレイやパッシブディスプレイからなる組み込みディスプレイソリューションを提供し、標準ボードや産業用サブシステム、特定顧客の要件に合わせたシステムの製造を可能にする特定用途向けデバイスの開発・製造も行っている。自動車、防衛、航空宇宙、医療、通信、産業、デジタル編集など様々な市場にサービスを提供している。さらに、エンジニアや起業家向けに、キット、ツール、電子・産業オートメーション部品、テスト・計測製品を販売している。は1921 年に設立され、アリゾナ州フェニックスに本社を置いている。

Avnet, Inc. 基礎のまとめ

Avnet の収益と売上を時価総額と比較するとどうか。
AVT 基礎統計学
時価総額US$7.15b
収益(TTM)US$213.90m
売上高(TTM)US$24.96b
33.3x
PER(株価収益率
0.3x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
AVT 損益計算書(TTM)
収益US$24.96b
売上原価US$22.34b
売上総利益US$2.61b
その他の費用US$2.40b
収益US$213.90m

直近の収益報告

Mar 28, 2026

次回決算日

該当なし

一株当たり利益(EPS)2.61
グロス・マージン10.46%
純利益率0.86%
有利子負債/自己資本比率59.4%

AVT の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.6%
現在の配当利回り
53%
配当性向

AVT 配当は確実ですか?

AVT 配当履歴とベンチマークを見る
AVT 、いつまでに購入すれば配当金を受け取れますか?
Avnet 配当日
配当落ち日Jun 03 2026
配当支払日Jun 17 2026
配当落ちまでの日数4 days
配当支払日までの日数18 days

AVT 配当は確実ですか?

AVT 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/29 07:17
終値2026/05/29 00:00
収益2026/03/28
年間収益2025/06/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Avnet, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
Ruplu BhattacharyaBofA Global Research
James SuvaCitigroup Inc
Louis MisciosciaCLSA