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AVAVT

Avnet, Inc.

$AVT·$7.3B·Technology Distributors·Technology
$88.84+2.4%YTD+78.6%1Y+67.8%
Mentions · last 7 days
2026-07-24: 2 posts2026-07-25: 1 posts2026-07-26: 91 posts2026-07-27: 5 posts2026-07-28: 1 posts2026-07-29: 2 posts2026-07-30: 1 posts103-1%
Price updated 5h ago·X counts updated 1d ago
AVAVT
$AVTAvnet, Inc.
$88.84+2.35%103 posts-1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AVT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-31

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Avnet up 79% YTD as AI supply-chain tailwind lands — Q4 print Aug 5 with three straight beats and cup-base reclaim.

Avnet is one of the two largest global electronic-component distributors (with Arrow) — the picks-and-shovels play on the semiconductor and industrial-electronics cycle recovery, indirectly benefiting from the AI hardware buildout that requires broader component sourcing.

The reason the run is fundamentally justified:

  • The recent beat cadence is real: Q3 EPS $1.48 vs $1.33 consensus (+11%), Q2 $1.05 vs $0.95 (+11%), Q1 $0.84 vs $0.817 (+3%) — meaning consensus has been persistently too pessimistic on distributor margins, and the pattern points to another beat on the Aug 5 Q4 print against $1.76 consensus.
  • The revenue growth is accelerating: Q3 revenue was $7.12B (+34% YoY, big acceleration) with 10% gross margin — meaning the AI hardware pull-through into broader component demand is showing up in distributor volumes, and consensus FY (June 2026) EPS of $5.13 growing to $8.01 in FY27 (+56% growth) supports the multi-year trajectory.
  • The tape confirms: shares at 83% of 52-week range, 31% above the 200-day, volume at 0.75x — meaning the accumulation is real institutional (not retail chase) and the setup remains constructive into the print.

Aug 5 Q4 print is the direct catalyst — a beat above $1.76 EPS plus continued semi + industrial revenue growth commentary and any raised FY27 guidance extends toward $105. A miss on distributor gross margin or any commentary of AI hardware demand deceleration keeps this at $85. The setup is 'AI-adjacent quality with real earnings acceleration' — Aug 5 confirms.

Agrees with X sentimentX captures the setup accurately — AVT reclaimed 10-week/50-day SMA, 21-day EMA, and prior 3-week high, new cup base forming, semi-adjacent relative strength. Fair take. The Aventus Cloud crypto references are background noise; the equity signal dominates and is the right read.

What to watch: Aug 5 Q4 earnings — a beat above $1.76 EPS plus continued semi + industrial revenue growth commentary and any raised FY27 guidance extends toward $105. A miss on distributor gross margin or AI hardware demand deceleration keeps this at $85.

On the calendar: 2026-08-05 — Q4 FY26 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-27

Avnet reclaimed the 10-week/50-day SMA, 21-day EMA, and prior 3-week high with contributors seeing a new cup base forming. AVT shows nice relative strength in the semi-adjacent space. Some Aventus Cloud crypto references appear but the equity signal dominates.

Read the AI verdict + X sentiment for $AVT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global distributor of electronic components and embedded computing solutions serving industrial, defense, and commercial technology markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Technology Distributors sits in its cycle right now — and what that implies for $AVT.

Technology Distributors · Technology

No material change from last week — Arrow Electronics' Q1 beat and $1B buyback confirms sustained channel demand for semiconductors and enterprise computing in AI infrastructure buildouts.

What this means for $AVT

Partial — Global distributor of electronic components and embedded computing solutions serving industrial, defense, and commercial technology markets; partial earnings exposure to technology distributors demand dynamics through its product portfolio.

Top industry ETF

$XLKTechnology Select Sector SPDR
+20.8%YTD
+33.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
10.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$1.48$1.33+11.3%
Q4 2025Jan 28, 2026$1.05$0.95+10.5%
Q3 2025Oct 29, 2025$0.84$0.82+2.8%
Q2 2025Aug 6, 2025$0.81$0.72+12.5%
Next earningsWed, Aug 5·consensus EPS $1.80

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$7.1B+33.9%10.4%3.1%$1.15$-70.7M
Q2 FY26$6.3B+11.6%10.5%2.7%$0.76$192.9M
Q1 FY26$5.9B+5.3%10.4%2.5%$0.62$-169.2M
Q4 FY25$5.6B+1.0%10.6%2.5%$0.07$79.9M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.8B$25.9B – $26.9B$5.13$5.10 – $5.173
FY27$30.8B$29.5B – $32.1B$8.01$7.29 – $8.942
FY28$34.5B$34.0B – $34.9B$9.28$8.85 – $9.721
FY29$37.1B$35.7B – $38.4B$10.83$10.32 – $11.331

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.83%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+31.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 81.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.115-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 22Kenneth A JacobsonCFO12.0K sh$1.0MSellMay 5Philip R GallagherCEO23.9K sh$2.0MSellFeb 24Philip R GallagherCEO46.1K sh$3.1MSellFeb 17Mccoy Michael RyanSVP, General Counsel36.3K sh$2.4MSellFeb 12Youngblood Jay DavidSVP, Chief Digital Officer987 sh$65KSellFeb 2Chan Leng JinSVP, CIO9.2K sh$568K
+ 18 other (14 awards · 4 exempts) in window

See when $AVT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 68-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Avnet, Inc. (AVT) and its subsidiary Avnet Receivables Corporation entered Amendment No. 9 to their Fourth Amended and Restated Receivables Purchase Agreement with Wells Fargo Bank, N.A. on July 1, 2026. Key changes include: (1) an increase in the maximum purchase limit from $500 million to $700 million, (2) extension of the facility termination date from the prior date to July 1, 2028, and (3) exclusion of certain specified receivables; all other terms remain substantially unchanged. This is a material but routine credit facility enhancement — expanding Avnet's off-balance-sheet receivables financing capacity by $200 million and extending the facility's maturity two additional years, modestly improving the company's liquidity flexibility.

+ 8 other (5 13Gs · 1 SD · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Avnet to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?zacks.com·13h agoAVT vs. ARW: Which AI Supply Chain Stock Is the Better Buy?zacks.com·4d agoBank of Nova Scotia Boosts Holdings in Avnet, Inc. $AVTdefenseworld.net·4d agoCan Margin Expansion Sustain Avnet's Earnings Growth in FY26?zacks.com·10d agoAvnet to Report Fourth Quarter and Fiscal Year 2026 Earnings on August 5 and to Hold Annual Shareholder Meeting on November 20businesswire.com·10d ago

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