01:25 AM EDT, 05/07/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We keep our 12-month target at $120, shifting to a P/E of 7.9x our 2026 EPS view, below its three-year historical average of 8.6x. We cut our 2025 EPS view to $10.21 from $11.68 and 2026's to $15.23 from $17.07. ARW reported Q1 2025 results that exceeded guidance, with revenue of $6.81B, down 2% Y/Y, but showing signs of cyclical improvement in industrial markets globally. We believe ARW is well-positioned to benefit from improving cyclical trends in components while capitalizing on enterprise IT transformation through its ECS segment. Management highlighted that industry-wide intelligence indicates customer inventory levels are trending toward replenishment, though newly implemented tariffs add complexity to the operating environment. While secular tailwinds in cloud and AI solutions offer long-term optimism, we expect muted near-term performance as markets stabilize and industrial/automotive end markets remain soft.