
Arrow Electronics (ARW) Stock Forecast & Price Target
Arrow Electronics (ARW) Analyst Ratings
Bulls say
Arrow Electronics is expected to continue its cyclical growth, driven by strong profitability, broad-based cyclical strength, and healthy cash flow. The company delivered a strong Q1 beat and above-consensus guidance for Q2, leading to an increase in EPS estimates. ARW's positive book/bill ratio and strong cash flow further support a positive outlook and a Buy rating with a price target of $240, based on a 11x multiple applied to CY27 EPS. However, downside risks include reduced demand for distributed products or IT services, supply-related disruptions, and increased competition from other companies.
Bears say
Arrow Electronics is facing challenges in terms of profitability and forecasting, with a lack of clarity in their long-term outlook. This is evidenced by their recent stock offering and the uncertainty around their future CEO. While their Q4 results and outlook are positive for the components business, the direct semiconductor sales are lagging. Their current CY27 EPS estimate is $15.54, giving a PT of $148 and a Hold rating. The sale of property, plant, and equipment could potentially provide some short term financial relief but does not address the underlying issues in the company's operations and leadership.
This aggregate rating is based on analysts' research of Arrow Electronics and is not a guaranteed prediction by Public.com or investment advice.
Arrow Electronics (ARW) Analyst Forecast & Price Prediction
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