To be a shareholder in Arrow Electronics, you must believe that the company can successfully pivot toward higher-margin, recurring revenue streams as industrial, automotive, and connectivity trends drive demand for electronics content. While the recent eInfochips\u2013NXP collaboration underscores Arrow\u2019s ambitions in software and engineering services, it does not materially affect the immediate risk that automation and direct sourcing could weaken Arrow\u2019s position in the traditional distribution business.<\/p>\n
The most relevant recent announcement is Arrow\u2019s appointment of an interim CEO in September 2025. This leadership change, closely following strategic partnerships, may impact Arrow\u2019s agility in executing new service-focused initiatives as it aims for greater exposure to the software-defined automotive sector.<\/p>\n
However, against this potential for a shift into higher-value offerings, investors should also recognize the risk if digital procurement trends accelerate and…<\/p>\n
Read the full narrative on Arrow Electronics (it’s free!)<\/a><\/p>\n Arrow Electronics’ outlook suggests $35.2 billion in revenue and $734.1 million in earnings by 2028. This is based on an anticipated 7.3% annual revenue growth and a $266.9 million increase in earnings from the current $467.2 million.<\/p>\n Uncover how Arrow Electronics’ forecasts yield a $116.75 fair value<\/a>, a 3% downside to its current price.<\/p>\n Two fair value estimates from the Simply Wall St Community both land at US$116.75, reflecting remarkably consistent expectations. Some see Arrow\u2019s effort to expand recurring, engineering-related services as a turning point, but your experience could differ, explore alternative viewpoints to inform your decision.<\/p>\n Explore 2 other fair value estimates on Arrow Electronics<\/a> – why the stock might be worth as much as $116.75!<\/p>\n Disagree with existing narratives? Create your own in under 3 minutes<\/a> – extraordinary investment returns rarely come from following the herd.<\/p>\n Every day counts. These free picks are already gaining attention. See them before the crowd does:<\/p>\n This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n Companies discussed in this article include ARW<\/a>.<\/p>\n Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"eInfochips, an Arrow Electronics company, and NXP Semiconductors recently announced a multi-year collaboration focusing on software distribution and…\n","protected":false},"author":2,"featured_media":98248,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[65361,114,65363,65359,11628,85,46,65360,17582,65362],"class_list":["post-98247","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-automotive-software","tag-business","tag-customer-services","tag-einfochips","tag-fair-value","tag-il","tag-israel","tag-nxp-semiconductors","tag-revenue-growth","tag-software-distribution"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/98247","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=98247"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/98247\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/98248"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=98247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=98247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=98247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}<\/a> ARW Earnings & Revenue Growth as at Oct 2025 <\/p>\n