Truist Financial Boosts Arrow Electronics (NYSE:ARW) Price Target to $148.00

Arrow Electronics (NYSE:ARW) had its price target boosted by investment analysts at Truist Financial from $120.00 to $148.00 in a research note issued on Friday,Benzinga reports. The firm presently has a “hold” rating on the technology company’s stock. Truist Financial’s target price indicates a potential downside of 6.72% from the stock’s previous close.

A number of other brokerages also recently commented on ARW. Zacks Research downgraded shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 14th. Wall Street Zen downgraded shares of Arrow Electronics from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, Wells Fargo & Company dropped their target price on Arrow Electronics from $98.00 to $94.00 and set an “underweight” rating on the stock in a report on Friday, October 31st. Three equities research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Arrow Electronics currently has an average rating of “Reduce” and an average price target of $124.33.

Arrow Electronics Price Performance

ARW stock opened at $158.67 on Friday. The business’s 50-day moving average is $117.70 and its two-hundred day moving average is $118.87. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.46 and a quick ratio of 1.14. The firm has a market capitalization of $8.17 billion, a P/E ratio of 14.50, a P/E/G ratio of 1.24 and a beta of 1.04. Arrow Electronics has a 1 year low of $86.50 and a 1 year high of $160.63.

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

Institutional Investors Weigh In On Arrow Electronics

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Root Financial Partners LLC purchased a new position in shares of Arrow Electronics during the third quarter worth about $26,000. Winnow Wealth LLC purchased a new stake in shares of Arrow Electronics in the 3rd quarter valued at about $26,000. Advisory Services Network LLC acquired a new stake in shares of Arrow Electronics in the 3rd quarter valued at about $31,000. Quarry LP acquired a new stake in shares of Arrow Electronics in the 3rd quarter valued at about $33,000. Finally, True Wealth Design LLC grew its stake in Arrow Electronics by 660.0% during the 2nd quarter. True Wealth Design LLC now owns 266 shares of the technology company’s stock worth $34,000 after buying an additional 231 shares during the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Arrow Electronics News Summary

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

Arrow Electronics Company Profile

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.