Analysts Set Arrow Electronics, Inc. (NYSE:ARW) PT at $117.33

Shares of Arrow Electronics, Inc. (NYSE:ARW) have been given an average recommendation of “Reduce” by the five analysts that are covering the company, MarketBeat reports. Two analysts have rated the stock with a sell recommendation and three have assigned a hold recommendation to the company. The average 12-month price objective among analysts that have issued a report on the stock in the last year is $124.3333.

Several analysts have issued reports on the stock. Wells Fargo & Company increased their target price on shares of Arrow Electronics from $94.00 to $115.00 and gave the stock an “underweight” rating in a research note on Friday. Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 14th. Wall Street Zen upgraded Arrow Electronics from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Truist Financial upped their target price on Arrow Electronics from $120.00 to $148.00 and gave the stock a “hold” rating in a research note on Friday.

Arrow Electronics Stock Performance

NYSE:ARW opened at $158.67 on Friday. The business’s fifty day moving average is $117.70 and its 200 day moving average is $118.79. The firm has a market cap of $8.17 billion, a price-to-earnings ratio of 14.50, a PEG ratio of 1.24 and a beta of 1.04. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.09 and a current ratio of 1.36. Arrow Electronics has a 52-week low of $86.50 and a 52-week high of $160.63.

Arrow Electronics (NYSE:ARW) last issued its earnings results on Thursday, February 5th. The technology company reported $4.39 EPS for the quarter, topping the consensus estimate 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 9.01% and a net margin of 1.85%.The firm’s revenue was up 20.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.97 EPS. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. Research analysts predict that Arrow Electronics will post 10.57 EPS for the current year.

Arrow Electronics News Roundup

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

Hedge Funds Weigh In On Arrow Electronics

A number of hedge funds and other institutional investors have recently bought and sold shares of ARW. Vanguard Group Inc. raised its position in shares of Arrow Electronics by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 6,122,857 shares of the technology company’s stock valued at $674,616,000 after buying an additional 37,417 shares in the last quarter. ACR Alpine Capital Research LLC increased its stake in Arrow Electronics by 42.6% in the fourth quarter. ACR Alpine Capital Research LLC now owns 3,445,593 shares of the technology company’s stock valued at $379,635,000 after acquiring an additional 1,028,778 shares during the last quarter. AQR Capital Management LLC raised its position in Arrow Electronics by 37.7% during the third quarter. AQR Capital Management LLC now owns 3,185,582 shares of the technology company’s stock valued at $384,818,000 after purchasing an additional 871,585 shares in the last quarter. Boston Partners lifted its stake in Arrow Electronics by 12.5% during the second quarter. Boston Partners now owns 2,739,427 shares of the technology company’s stock worth $348,518,000 after purchasing an additional 305,182 shares during the last quarter. Finally, Earnest Partners LLC boosted its holdings in shares of Arrow Electronics by 0.3% in the 3rd quarter. Earnest Partners LLC now owns 1,479,482 shares of the technology company’s stock worth $179,017,000 after purchasing an additional 5,068 shares in the last quarter. Hedge funds and other institutional investors own 99.34% of the company’s stock.

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.