Arrow Electronics (ARW) Aandelenoverzicht
Arrow Electronics, Inc. zoekt en ontwikkelt technologie voor fabrikanten, dienstverleners en gebruikers van zakelijke computeroplossingen in Noord- en Zuid-Amerika, Europa, het Midden-Oosten, Afrika en Azië-Pacific. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
ARW onze risicocontroles hebben doorstaan.
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
Arrow Electronics, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$214.73 |
| 52 Week Hoogtepunt | US$237.33 |
| 52 Week Laag | US$101.79 |
| Bèta | 1.19 |
| 1 maand verandering | 6.00% |
| 3 maanden verandering | -3.65% |
| 1 Jaar Verandering | 69.00% |
| 3 jaar verandering | 71.07% |
| 5 jaar verandering | 88.18% |
| Verandering sinds IPO | 21,779.88% |
Recent nieuws en updates
Narratiefupdate • 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
Narratiefupdate • 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.Narratiefupdate • 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
Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 AlphaRendement voor aandeelhouders
| ARW | US Electronic | US Markt | |
|---|---|---|---|
| 7D | 3.2% | 4.9% | -0.2% |
| 1Y | 69.0% | 47.7% | 14.8% |
Rendement versus industrie: ARW overtrof de US Electronic industrie, die het afgelopen jaar een rendement 47.7 % opleverde.
Rendement versus markt: ARW overtrof de US markt, die het afgelopen jaar een rendement opleverde van 14.8 %.
Prijsvolatiliteit
| ARW volatility | |
|---|---|
| ARW Average Weekly Movement | 5.8% |
| Electronic Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiele aandelenkoers: ARW heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van ARW is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1935 | 22,230 | Bill Austen | www.arrow.com |
Arrow Electronics, Inc. koopt en ontwikkelt technologie voor fabrikanten, dienstverleners en gebruikers van ondernemingsbrede computeroplossingen in Noord- en Zuid-Amerika, Europa, het Midden-Oosten, Afrika en Azië-Pacific. Het bedrijf is actief in twee segmenten, Global Components en Global Enterprise Computing Solutions. Het segment Global Components verkoopt en distribueert elektronische componenten, waaronder halfgeleiderproducten en aanverwante diensten; interconnectie-, passieve en elektromechanische producten zoals condensatoren, weerstanden, potentiometers, voedingen, relais, schakelaars en connectoren; en computer- en geheugenproducten, evenals andere producten en diensten.
Arrow Electronics, Inc. Samenvatting
| ARW fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$11.07b |
| Inkomsten(TTM) | US$811.61m |
| Inkomsten(TTM) | US$35.92b |
13.5x
Koers/Winstverhouding0.3x
P/S-verhoudingIs ARW overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ARW resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$35.92b |
| Kosten van inkomsten | US$31.88b |
| Brutowinst | US$4.05b |
| Overige uitgaven | US$3.24b |
| Inkomsten | US$811.61m |
Laatst gerapporteerde inkomsten
Jul 04, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 15.94 |
| Brutomarge | 11.27% |
| Nettowinstmarge | 2.26% |
| Schuld/Eigen Vermogen Verhouding | 30.7% |
Hoe presteerde ARW op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/09 21:50 |
| Aandelenkoers aan het einde van de dag | 2026/09/09 00:00 |
| Inkomsten | 2026/07/04 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Arrow Electronics, Inc. wordt gevolgd door 16 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Ruplu Bhattacharya | BofA Global Research |
| James Suva | Citigroup Inc |
| Louis Miscioscia | CLSA |