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Arrow Electronics, Inc. Stock Price

NYSE:ARW Community·US$10.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author

ARW Share Price Performance

US$202.56
75.55 (59.48%)
US$235.00
Fair Value
US$202.56
75.55 (59.48%)
13.8% undervalued intrinsic discount
US$235.00
Fair Value
Price US$202.56
AnalystConsensusTarget US$235.00
AnalystLowTarget US$175.00
AnalystHighTarget US$260.00

ARW Community Narratives

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Fair Value US$235 13.8% undervalued intrinsic discount

ARW: Revenue Pressures And Leadership Changes Will Influence Market Opportunities

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Fair Value US$175 15.7% overvalued intrinsic discount

Semiconductor Corrections And ECS Expansion Will Shape Future Dynamics

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Fair Value US$260 22.1% undervalued intrinsic discount

Global Digital Transformation And Electrification Will Expand Secular Markets

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US$175
15.7% overvalued intrinsic discount
Revenue
11.31% p.a.
Profit Margin
2.32%
Future PE
10.66x
Price in 2029
US$228.55
US$260
22.1% undervalued intrinsic discount
Revenue
10.62% p.a.
Profit Margin
2.72%
Future PE
13.81x
Price in 2029
US$340.42

Trending Discussion

No trending discussion available.

Updated Narratives

ARW logo

ARW: Broad-Based Demand And Buybacks Will Drive Future Upside Potential

Fair Value: US$235 13.8% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ARW: AI And Cloud Momentum Will Fail To Support Elevated P/E

Fair Value: US$175 15.7% overvalued intrinsic discount
0 users have set this as their fair value
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ARW: Earnings Momentum And Buybacks Will Support Further Upside Potential

Fair Value: US$260 22.1% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet with proven track record.

1 Risk
4 Rewards

Arrow Electronics, Inc. Key Details

US$35.9b

Revenue

US$31.9b

Cost of Revenue

US$4.0b

Gross Profit

US$3.2b

Other Expenses

US$811.6m

Earnings

Last Reported Earnings
Jul 04, 2026
Next Reporting Earnings
n/a
15.94
11.27%
2.26%
30.7%
View Full Analysis

About ARW

Founded
1935
Employees
22230
CEO
William Austen
WebsiteView website
www.arrow.com

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. It operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes electronic components, including semiconductor products and related services; interconnect, passive, and electromechanical products comprising capacitors, resistors, potentiometers, power supplies, relays, switches, and connectors; and computing and memory products, as well as other products and services. Its Global Enterprise Computing Solutions segment offers computing solutions, such as datacenter, cloud, security, and analytics solutions, as well as engineering and integration support, warehousing and logistics, marketing resources, and authorized hardware and software training services. The company serves original equipment manufacturers, value-added resellers, managed service providers, contract manufacturers, and other commercial customers. Arrow Electronics, Inc. was founded in 1935 and is based in Centennial, Colorado.

Recent ARW News & Updates

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
Narrative Update 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.

Recent updates

No updates