Arrow Electronics (NYSE:ARW) Raised to Buy at Wall Street Zen

Arrow Electronics (NYSE:ARW) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Saturday.

Other research analysts have also issued research reports about the company. Truist Financial upped their price objective on Arrow Electronics from $120.00 to $148.00 and gave the stock a “hold” rating in a report on Friday. Wells Fargo & Company boosted their target price on shares of Arrow Electronics from $94.00 to $115.00 and gave the stock an “underweight” rating in a research report on Friday. Finally, Zacks Research downgraded shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a report on Friday, November 14th. Three investment analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Reduce” and an average price target of $124.33.

Arrow Electronics Trading Up 12.5%

NYSE ARW opened at $158.67 on Friday. The company has a quick ratio of 1.14, a current ratio of 1.46 and a debt-to-equity ratio of 0.48. The stock has a market capitalization of $8.17 billion, a P/E ratio of 14.50, a P/E/G ratio of 1.10 and a beta of 1.04. Arrow Electronics has a 52-week low of $86.50 and a 52-week high of $160.63. The firm has a 50-day moving average price of $117.70 and a 200 day moving average price of $118.95.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings data on Thursday, February 5th. The technology company reported $4.39 earnings per share for the quarter, beating analysts’ consensus estimates of $3.55 by $0.84. The company had revenue of $8.75 billion for the quarter, compared to analyst estimates of $8.16 billion. Arrow Electronics had a return on equity of 9.15% and a net margin of 1.85%.The firm’s revenue for the quarter was up 20.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.97 EPS. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. Equities research analysts expect that Arrow Electronics will post 10.57 EPS for the current year.

Hedge Funds Weigh In On Arrow Electronics

Several hedge funds have recently added to or reduced their stakes in ARW. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Arrow Electronics by 45.9% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company’s stock valued at $2,154,000 after purchasing an additional 6,523 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Arrow Electronics by 8.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,971 shares of the technology company’s stock worth $20,763,000 after purchasing an additional 14,886 shares during the last quarter. Geneos Wealth Management Inc. raised its position in shares of Arrow Electronics by 68.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock worth $37,000 after purchasing an additional 143 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in Arrow Electronics in the 2nd quarter valued at approximately $492,000. Finally, Truist Financial Corp grew its holdings in Arrow Electronics by 6.7% during the 2nd quarter. Truist Financial Corp now owns 5,307 shares of the technology company’s stock valued at $676,000 after buying an additional 334 shares during the last quarter. 99.34% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Arrow Electronics

Here are the key news stories impacting Arrow Electronics this week:

• Positive Sentiment: Q4 results materially beat expectations — Arrow reported $4.39 EPS vs. $3.55 consensus and $8.75B revenue (roughly +20% Y/Y), with gross profit and operating profit rising. That beat is a key driver of investor optimism. Zacks: Earnings Beat
• Positive Sentiment: Management flagged record growth in ECS and strong Global Components momentum — positive for margin mix and recurring service revenues, supporting longer‑term earnings power. Yahoo: Call Highlights
• Positive Sentiment: Company set an ambitious Q1 sales growth target (~21%) and emphasized expanding value‑added services, which investors may view as evidence of sustainable top‑line expansion. Seeking Alpha: Q1 Sales Target
• Neutral Sentiment: Truist raised its price target to $148 and kept a “hold” rating — a modestly improved view but the PT remains below the current market price, so limited incremental upside from this note. Benzinga: Truist PT
• Neutral Sentiment: Earnings call/transcripts are available for deeper read on management commentary and segment dynamics (useful for investors but not an immediate price mover on its own). MSN: Call Transcript
• Negative Sentiment: Q1 FY2026 EPS guidance (2.130–2.330) was well below consensus (~3.56), creating near‑term earnings visibility risk and tempering the beat’s impact on forward valuation. Company Press Release / Slides
• Negative Sentiment: Wells Fargo raised its price target to $115 but reiterated an “underweight” rating — the PT implies significant downside versus the current market price, which could pressure sentiment among more conservative investors. Benzinga: Wells Fargo Note
• Negative Sentiment: Some balance‑sheet caution: operating cash flow declined and total liabilities increased materially Y/Y (reported by third‑party summaries), which could concern investors focused on cash conversion and leverage. QuiverQuant: Cash Flow & Liabilities

About Arrow Electronics

Arrow Electronics (NYSE: ARW) is a global provider of products, services and solutions to industrial and commercial users of electronic components and enterprise computing solutions. The company offers a broad portfolio of semiconductors, passives, connectors, electromechanical devices and embedded solutions, serving customers across diverse end markets including automotive, communications, computing, aerospace, defense and healthcare. Through its extensive supplier relationships, Arrow enables design engineers to identify and procure components required for the development of new electronic systems and devices.

In addition to component distribution, Arrow delivers value-added services such as design engineering support, supply chain management, global logistics and technical training.