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

Wall Street Zen upgraded shares of Arrow Electronics (NYSE:ARW) from a hold rating to a buy rating in a research report report published on Saturday.

ARW has been the topic of several other reports. Truist Financial increased their price objective on Arrow Electronics from $120.00 to $148.00 and gave the company a “hold” rating in a research note on Friday. Wells Fargo & Company increased their price target on Arrow Electronics from $94.00 to $115.00 and gave the company an “underweight” rating in a research report on Friday. Finally, Zacks Research downgraded Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 14th. Three research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Arrow Electronics currently has a consensus 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 firm has a 50 day simple moving average of $117.70 and a 200-day simple moving average of $118.87. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.14 and a current ratio of 1.46. Arrow Electronics has a one year low of $86.50 and a one year high of $160.63. 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.

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

Institutional Investors Weigh In On Arrow Electronics

Institutional investors have recently added to or reduced their stakes in the business. Gateway Investment Advisers LLC grew its stake in Arrow Electronics by 3.8% in the fourth quarter. Gateway Investment Advisers LLC now owns 2,276 shares of the technology company’s stock worth $251,000 after purchasing an additional 84 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in Arrow Electronics by 25.2% during the second quarter. Geneos Wealth Management Inc. now owns 442 shares of the technology company’s stock valued at $56,000 after buying an additional 89 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its holdings in Arrow Electronics by 12.3% during the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 821 shares of the technology company’s stock worth $105,000 after buying an additional 90 shares during the last quarter. Meritage Portfolio Management grew its position in shares of Arrow Electronics by 4.3% in the 2nd quarter. Meritage Portfolio Management now owns 2,440 shares of the technology company’s stock worth $311,000 after acquiring an additional 101 shares in the last quarter. Finally, Farther Finance Advisors LLC increased its holdings in shares of Arrow Electronics by 38.3% in the 4th quarter. Farther Finance Advisors LLC now owns 368 shares of the technology company’s stock valued at $41,000 after acquiring an additional 102 shares during the last quarter. Hedge funds and other institutional investors own 99.34% of the company’s stock.

More Arrow Electronics News

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.