Arrow Electronics (ARW) Aktievy
Arrow Electronics, Inc. köper in och utvecklar teknik för tillverkare, tjänsteleverantörer och användare av datalösningar för företag i Nord- och Sydamerika, Europa, Mellanöstern, Afrika och Asien och Stillahavsområdet. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 4/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
ARW Community Fair Values
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Analyst Price Targets
Arrow Electronics, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$220.36 |
| 52 veckors högsta | US$237.33 |
| 52 veckors lägsta | US$101.79 |
| Beta | 1.2 |
| 1 månads förändring | 6.66% |
| 3 månaders förändring | 6.83% |
| 1 års förändring | 78.44% |
| 3 års förändring | 71.34% |
| 5 års förändring | 85.47% |
| Förändring sedan börsintroduktionen | 22,353.55% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.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 AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • Sep 10
Here's Why Arrow Electronics (NYSE:ARW) Has A Meaningful Debt Burden
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...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 AlphaSeeking Alpha • Nov 04
Arrow Electronics: Growth Should Inflect Positive In FY25
Summary Arrow Electronics (ARW) is nearing a growth inflection point, with 1Q25 expected to be the first quarter of positive y/y year revenue growth. ARW is entering the next growth cycle with a structurally improved margin profile due to cost-cutting initiatives and leaner operations. Despite recent share price decline, ARW's valuation remains attractive, with potential upside as it enters the growth cycle. Read the full article on Seeking AlphaAktieägarnas avkastning
| ARW | US Electronic | US Marknad | |
|---|---|---|---|
| 7D | 8.8% | 4.9% | 0.1% |
| 1Y | 78.4% | 68.9% | 18.9% |
Avkastning vs industri: ARW översteg US Electronic branschen som gav 68.9 % under det senaste året.
Avkastning vs Marknaden: ARW översteg US marknaden som gav 18.9 % under det senaste året.
Prisvolatilitet
| ARW volatility | |
|---|---|
| ARW Average Weekly Movement | 5.8% |
| Electronic Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: ARW har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ARW s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1935 | 22,230 | Bill Austen | www.arrow.com |
Arrow Electronics, Inc. köper in och utvecklar teknik för tillverkare, tjänsteleverantörer och användare av datalösningar för företag i Nord- och Sydamerika, Europa, Mellanöstern, Afrika och Asien och Stillahavsområdet. Verksamheten bedrivs inom två segment, Global Components och Global Enterprise Computing Solutions. Segmentet Global Components marknadsför och distribuerar elektroniska komponenter, inklusive halvledarprodukter och relaterade tjänster; sammankopplingsbara, passiva och elektromekaniska produkter, inklusive kondensatorer, motstånd, potentiometrar, nätaggregat, reläer, omkopplare och kontakter; samt dator- och minnesprodukter, liksom andra produkter och tjänster.
Arrow Electronics, Inc. Sammanfattning av grunderna
| ARW grundläggande statistik | |
|---|---|
| Börsvärde | US$10.89b |
| Vinst(TTM) | US$811.61m |
| Intäkter(TTM) | US$35.92b |
13.8x
P/E-förhållande0.3x
P/S-förhållandeÄr ARW övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ARW resultaträkning (TTM) | |
|---|---|
| Intäkter | US$35.92b |
| Kostnad för intäkter | US$31.88b |
| Bruttovinst | US$4.05b |
| Övriga kostnader | US$3.24b |
| Intäkter | US$811.61m |
Senast redovisade vinst
Jul 04, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 15.94 |
| Bruttomarginal | 11.27% |
| Nettovinstmarginal | 2.26% |
| Skuld/egenkapitalförhållande | 30.7% |
Hur har ARW utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/17 09:06 |
| Aktiekurs vid dagens slut | 2026/08/17 00:00 |
| Intäkter | 2026/07/04 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Arrow Electronics, Inc. bevakas av 16 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ruplu Bhattacharya | BofA Global Research |
| James Suva | Citigroup Inc |
| Louis Miscioscia | CLSA |