02:55 PM EDT, 08/01/2025 (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 cut our 12-month target to $96 from $120, shifting to a P/E of 7x our 2026 EPS view. We lift our 2025 EPS view to $10.31 from $10.21 and cut 2026's to $13.69 from $15.23. We downgrade Arrow to Sell from Hold following Q2 results that revealed concerning structural headwinds despite beating guidance. While management expresses optimism about cyclical recovery, we think persistent margin pressures from APAC mix shifts and tariff impacts create challenges that the market is under-appreciating. The 110 basis point gross margin decline in Global Components reflects deeper structural issues beyond typical cyclical dynamics. Though ECS growth remains strong at 23%, we expect moderation as enterprise IT spending normalizes. Our discounted valuation reflects uncertainty around margin sustainability and uneven recovery timing, suggesting current prices don't adequately account for execution risks.