Avnet (AVT)
NASDAQInformation TechnologyTechnology DistributorsSnapshot 2026-10-29
$92.43-1.22%
Close 2026-10-29 · 1-day change
NASDAQInformation TechnologyTechnology DistributorsSnapshot 2026-10-29
Research Workspace
Put AVT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Information Technology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 24% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskHealthy across the board
AVT’s strong financial performance supports a claim on continued execution, with AI commercialization adding a growth opportunity. Revenue growth accelerated from 34% to 48% year over year, and fourth-quarter fiscal 2026 non-GAAP earnings beat consensus. AVT trades at 17× P/E versus a 34× peer median. The desk says expectations look modest relative to its view, though weak execution quality remains a concern. Our model puts the next-quarter miss probability at 21%. The 17× valuation has room relative to peers, but AVT’s Mania market cycle and recent sharp drop add risk. Peer multiples imply a price about 27% above where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-29. AVT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering AVT (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare AVT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AVT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Technology Distributors — fair value, gap to price, and forward P/E.
Compare the value case
Put AVT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Partnership enhances growth potential and aligns with revenue objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Earnings call provides insights on revenue growth.
Advances: Increase revenue growth
Sales forecast indicates strong revenue growth potential.
Advances: Increase revenue growth
Record sales indicate strong revenue growth performance.
