Wall Street Zen Upgrades Arrow Electronics (NYSE:ARW) to Strong-Buy

09 Nov 2026, 06:13 by Mitch Edgeman · The Markets Daily

Arrow Electronics (NYSE:ARW – Get Free Report) was upgraded by equities researchers at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a research report issued on Saturday, Wall Street Zen reports.

A number of other equities analysts have also recently issued reports on ARW. Truist Financial dropped their price objective on Arrow Electronics from $250.00 to $230.00 and set a “buy” rating for the company in a report on Friday. Zacks Research lowered Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 26th. Wells Fargo & Company increased their target price on Arrow Electronics from $175.00 to $200.00 and gave the stock an “underweight” rating in a research note on Friday, August 7th. Raymond James Financial reaffirmed an “outperform” rating and issued a $250.00 price target on shares of Arrow Electronics in a research note on Friday, August 7th. Finally, Weiss Ratings upgraded shares of Arrow Electronics from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. Three analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Arrow Electronics presently has a consensus rating of “Hold” and an average price target of $228.25.

Read Our Latest Analysis on ARW

Arrow Electronics Stock Up 0.0%

Shares of NYSE ARW opened at $181.11 on Friday. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.20 and a quick ratio of 0.99. The company has a market cap of $9.22 billion, a P/E ratio of 9.18, a PEG ratio of 0.27 and a beta of 1.20. Arrow Electronics has a 1 year low of $101.79 and a 1 year high of $249.43. The firm has a 50-day simple moving average of $217.90 and a two-hundred day simple moving average of $192.32.

Arrow Electronics (NYSE:ARW – Get Free Report) last announced its earnings results on Thursday, November 5th. The technology company reported $6.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.06 by $1.16. The business had revenue of $10.72 billion during the quarter, compared to analyst estimates of $10.07 billion. Arrow Electronics had a return on equity of 15.84% and a net margin of 2.62%. The company’s revenue for the quarter was up 39.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.41 earnings per share. Arrow Electronics has set its Q4 2026 guidance at 7.000-7.200 EPS. Research analysts anticipate that Arrow Electronics will post 21.24 earnings per share for the current year.

Insider Activity

In other news, SVP Carine Jean-Claude sold 1,000 shares of the firm’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $209.85, for a total transaction of $209,850.00. Following the transaction, the senior vice president owned 11,626 shares in the company, valued at approximately $2,439,716.10. This trade represents a 7.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.80% of the company’s stock.

Hedge Funds Weigh In On Arrow Electronics

Institutional investors have recently bought and sold shares of the business. BlackRock Inc. purchased a new stake in Arrow Electronics in the second quarter valued at approximately $1,070,534,000. ACR Alpine Capital Research LLC grew its position in Arrow Electronics by 3.9% during the first quarter. ACR Alpine Capital Research LLC now owns 3,578,313 shares of the technology company’s stock valued at $513,166,000 after buying an additional 132,720 shares during the period. Dimensional Fund Advisors LP increased its stake in shares of Arrow Electronics by 0.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 3,007,509 shares of the technology company’s stock valued at $431,280,000 after purchasing an additional 11,894 shares in the last quarter. State Street Corp increased its position in shares of Arrow Electronics by 0.5% in the second quarter. State Street Corp now owns 1,694,603 shares of the technology company’s stock valued at $361,645,000 after buying an additional 8,238 shares in the last quarter. Finally, Bank of America Corp DE acquired a new position in Arrow Electronics during the second quarter worth $270,981,000. 99.34% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Arrow Electronics

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

Positive Sentiment: Arrow reported record Q3 earnings of $6.22 per share, above the $5.06 consensus, on revenue of $10.72 billion versus $10.07 billion expected. Revenue rose 39% year over year. Arrow Electronics Reports Record Quarterly Revenue and EPS
Positive Sentiment: Q4 guidance was well ahead of analyst expectations: EPS of $7.00–$7.20 versus $5.80 consensus and revenue of $11.6–$12.2 billion versus $10.5 billion. The company cited strong demand, higher volumes, growing backlogs and AI-related growth. Q3 Earnings Call Highlights
Neutral Sentiment: Truist lowered its price target from $250 to $230 but maintained a Buy rating, indicating continued optimism while moderating its valuation view.
Neutral Sentiment: A tranche update was reported for Arrow’s previously announced share-buyback plan, though the available details do not specify its size or likely near-term impact. Buyback Plan Tranche Update

About Arrow Electronics

(Get Free Report)

Arrow Electronics, Inc is a global distributor of electronic components and enterprise computing products and services. The company connects manufacturers with components and technology solutions, supporting customers from product design and development through production and supply chain management.

Through its global components business, Arrow supplies semiconductors and other electronic components, along with engineering and supply chain services. Its enterprise computing solutions business distributes technology such as data center, cloud, security and networking products, and provides related services to resellers and other customers.