ARW logo

Arrow Electronics, Inc. Stock Price

NYSE:ARW Community·US$10.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

ARW Share Price Performance

US$206.41
74.48 (56.45%)
US$219.50
Fair Value
US$206.41
74.48 (56.45%)
6.0% undervalued intrinsic discount
US$219.50
Fair Value
Price US$206.41
AnalystConsensusTarget US$219.50
AnalystHighTarget US$260.00
AnalystLowTarget US$165.00

ARW Community Narratives

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Fair Value US$219.5 6.0% undervalued intrinsic discount

ARW: Revenue Pressures And Leadership Changes Will Influence Market Opportunities

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Fair Value US$260 20.6% undervalued intrinsic discount

Global Digital Transformation And Electrification Will Expand Secular Markets

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Fair Value US$165 25.1% overvalued intrinsic discount

Semiconductor Corrections And ECS Expansion Will Shape Future Dynamics

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US$165
25.1% overvalued intrinsic discount
Revenue
10.75% p.a.
Profit Margin
2.34%
Future PE
10.13x
Price in 2029
US$215.88
US$260
20.6% undervalued intrinsic discount
Revenue
10.62% p.a.
Profit Margin
2.72%
Future PE
13.81x
Price in 2029
US$340.42
US$219.5
6.0% undervalued intrinsic discount
Revenue
10.66% p.a.
Profit Margin
2.63%
Future PE
12.03x
Price in 2029
US$287.64

Trending Discussion

Updated Narratives

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ARW: AI And Cloud Expansion Will Struggle To Justify Rich P/E

Fair Value: US$165 25.1% overvalued intrinsic discount
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ARW: Earnings Momentum And Buybacks Will Support Further Upside Potential

Fair Value: US$260 20.6% undervalued intrinsic discount
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ARW: AI Demand And Higher Margins Will Offset Lower Future P/E

Fair Value: US$219.5 6.0% undervalued intrinsic discount
2 users have set this as their fair value
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Snowflake Analysis

Excellent balance sheet with proven track record.

1 Risk
4 Rewards

Arrow Electronics, Inc. Key Details

US$33.5b

Revenue

US$29.7b

Cost of Revenue

US$3.8b

Gross Profit

US$3.0b

Other Expenses

US$726.7m

Earnings

Last Reported Earnings
Apr 04, 2026
Next Reporting Earnings
n/a
14.21
11.26%
2.17%
36.2%
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 Jul 08

Arrow Electronics: Ignored, Discounted, And Growing Fast

Summary Arrow Electronics is a leading distributor of electronic components, hardware systems, and software with a diverse product catalog. ARW's broad portfolio reduces risk and earnings volatility but can obscure its exposure to high-growth AI infrastructure demand. The company's offerings span critical AI data center needs, including memory, storage, networking, power components, and supply chain management. If AI infrastructure expansion matches big-tech expectations, ARW's AI-related segments could become significant growth drivers. Read the full article on Seeking Alpha
Narrative Update 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.

Recent updates

No updates