AVT Avnet Inc.

Electronics distribution Technology Re-underwrite / risk
Leaning supportive Trend: Rising Sector cycle: Semiconductor Production: Slowdown, turning
AI impact: AI is not material to it, not material
$99.16
−$0.40 −0.40% today

AVT price and valuation history

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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.

Electronics & Computer Distribution · Phoenix, AZ · 15,040 employees · avnet.com

Avnet distributes electronic components, including semiconductors, interconnect parts, and embedded subsystems, to clients across global markets. The company also generates revenue through technical design support, custom integration and assembly, and supply chain logistics services for equipment makers and manufacturers.

Bull case

The business operates within the semiconductor production cycle and has seen its annual revenue growth accelerate, a trend shared by most companies tracked.

  • Annual revenue growth rose from -7% to +24%.
  • The share price trend is rising.

Bear case

The company burns cash after accounting for stock-based compensation, leaving it with a brief cash runway relative to its ongoing burn rate.

  • Burns cash after stock pay (-1% of revenue).
  • Trades at the 90th percentile of its own valuation history.
  • Its cash covers about 1.8 quarters of its current cash burn.

Features

  • V-OVERVALUED Overvalued The price is 199% above its own-history reference value.
  • V-ACCELERATING Growth accelerating Annual revenue growth rose from -7% to +24%. Shared by most companies we track
  • H-RUNWAY Short cash runway Its cash covers about 1.8 quarters of its current cash burn.

AI impact

AI is not material to it Not material

Avnet distributes electronic components and provides related services. While the company's reports do not show any advantages from artificial intelligence, technological advances could reduce the types or volume of services that customers require.

Where AI could hurt it

  • AI tools could do part of what it sells (minor)

In the company's words

Changes in technology (such as artificial intelligence) could reduce the types or quantity of services that customers require from the Company.

Assessed by AI from the company's own annual report filed 14 Aug 2026. A reading of the business, not a forecast or a recommendation.

Valuation position

AVT is at the 90th percentile of its own valuation history. Depending on how far back you look, it ranges from the 84th to the 90th percentile. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.

Lower than own history Higher than own history

Price ladder

The measured price sits in the Above reference zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.

Quality versus peers

Each dimension is shown on its own; they are not combined into a score.

Earnings quality 23rd percentile
Investment discipline 50th percentile
Profitability 44th percentile
Cash margin 29th percentile

Current analyst snapshot

Shown for reference only; not used in any measurement.

Positive ratings50.0%
Analysts4
Forward P/E9.0×

What would have to break

  • Not triggered — Revenue decline
  • Not triggered — Margin break
  • Not triggered — Cash burn with rising debt
  • Not triggered — Heavy dilution
  • Not triggered — Warning language in filings

News

No recent brief on this company.