Avnet is an industry growth leader with 48% YoY revenue growth, a 4-quarter beat streak and a forward P/E of 7.1x. Low business quality (2.8/10), negative free-cash-flow conversion and a price only 2.4% below the analyst target make the reward-to-risk of 0.27 thin.
Thesis pillars
- Industry Growth Leader→Stable
- Consistent Earnings Beat Streak↑Improving
- Weak Earnings Quality Cash Burn→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026, based on the 10-K filed Aug 14, 2026
Avnet, Inc. (AVT) Stock Analysis
Technology · Electronics & Computer Distribution
Sell if holding. Engine safety override at $88.73: Quality below floor (2.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: High short interest: 11%; Below-average business quality.
Avnet, Inc. and its consolidated subsidiaries (collectively, the "Company" or "Avnet"), is a leading global electronic component technology distributor and solutions provider that has served customers' evolving needs for more than a century. Founded in 1921, the Company works... Read more
Sell if holding. Engine safety override at $88.73: Quality below floor (2.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: High short interest: 11%; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.9/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated Nov 3, 2026Recent Developments — Avnet, Inc.
Latest news
- NEWS Wishbone Management Issues Letter to Avnet Shareholders Opposing Two Director Nominees — fiscal.ai Nov 3, 2026 negative
- NEWS Avnet Silica Releases Analysis on Solar Startup Venture Capital Trends — fiscal.ai Oct 29, 2026 neutral
- NEWS Avnet to Report First Quarter Fiscal Year 2027 Earnings on November 4, 2026 — fiscal.ai Oct 21, 2026
- NEWS $100 Invested In Avnet 5 Years Ago Would Be Worth This Much Today — benzinga Oct 7, 2026 neutral
- NEWS If You Invested $100 In Avnet Stock 5 Years Ago, You Would Have This Much Today — benzinga Oct 1, 2026
Latest item Nov 3, 2026 · Generated 2026-11-04T11:39:49Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers·1 ceiling hit
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $88.73: Quality below floor (2.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: High short interest: 11%; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $82.52. Score 5.9/10, moderate confidence.
Analyst target: $90.31 (+1.8% upside). Prior stop was $82.52. Stop-loss: $82.52.
Target reached (1.8% upside); Quality below floor (2.8 < 4.0).
Avnet, Inc. trades at a P/E of 21.5 (forward 7.1). TrendMatrix value score: 7.6/10. Verdict: Sell.
9 analysts rate AVT, with a consensus score of 3.7/5. 4 analysts publish price targets averaging $106.
What does Avnet, Inc. do?Avnet, Inc. and its consolidated subsidiaries (collectively, the "Company" or "Avnet"), is a leading global electronic...
Avnet, Inc. and its consolidated subsidiaries (collectively, the "Company" or "Avnet"), is a leading global electronic component technology distributor and solutions provider that has served customers' evolving needs for more than a century. Founded in 1921, the Company works with electronic component manufacturers (suppliers) in every major electronic component segment to serve customers in more than 140 countries.