Avnet: Stable, But Still A Hold Until Q4 Earnings Are In

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  Posted by Two Blokes Jul 9 - Filed in Stock - 8 views
  
  Avnet remains a Hold as sluggish OEM demand and high inventory persist, but signs of stability are emerging, especially in Asia. Q3 2025 results were unremarkable but solid, with strong cash flow, stable margins, and EPS outperforming guidance despite revenue declines. Valuation is fair and discounted versus peers, reflecting manageable headwinds; not a value trap, but not a clear bargain either.