Arrow Electronics, Inc. (NYSE:ARW) Receives Average Recommendation of “Reduce” from Analysts

Shares of Arrow Electronics, Inc. (NYSE:ARW) have earned an average recommendation of “Reduce” from the five brokerages that are covering the stock, MarketBeat.com reports. Two research analysts have rated the stock with a sell recommendation and three have assigned a hold recommendation to the company. The average twelve-month target price among brokers that have updated their coverage on the stock in the last year is $117.3333.

ARW has been the topic of a number of analyst reports. Wall Street Zen cut Arrow Electronics from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Zacks Research cut shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 14th. Wells Fargo & Company lowered their price target on Arrow Electronics from $98.00 to $94.00 and set an “underweight” rating for the company in a report on Friday, October 31st. Finally, Truist Financial lifted their target price on Arrow Electronics from $120.00 to $148.00 and gave the company a “hold” rating in a research report on Friday.

Key Arrow Electronics News

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

• Positive Sentiment: Q4 results beat estimates — EPS $4.39 vs. consensus ~$3.55 and revenue $8.75B (+20.1% YoY), signaling stronger-than-expected demand. Arrow Electronics Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Management highlighted record ECS growth and an expanding value‑added services mix, and outlined a 21% Q1 sales growth target — a signal that higher‑margin services are driving momentum. Arrow outlines 21% Q1 sales growth target with expanding value-added services mix
• Positive Sentiment: Profitability improved sharply year-over-year (gross profit, operating profit and net income growth), supporting the view that revenue growth is translating into better margins. Arrow Electronics (ARW) Releases Q4 2025 Earnings
• Neutral Sentiment: Investors had access to the earnings call transcript, slide deck and detailed commentary — useful for digging into segment trends and seasonality (management emphasized execution and improving indicators). Arrow Electronics Inc (ARW) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Q1 2026 EPS guidance came in at $2.13–$2.33, well below the prior street consensus (~$3.56), which introduces near-term earnings risk and explains some caution among analysts. Arrow Electronics Reports Fourth-Quarter and Full-Year 2025 Results
• Negative Sentiment: Operating cash flow declined (~38.8% YoY) and total liabilities increased materially, which traders may view as a balance-sheet/cash-cycle caution despite higher cash balances. Arrow Electronics (ARW) Releases Q4 2025 Earnings

Arrow Electronics Trading Up 7.7%

Shares of Arrow Electronics stock traded up $10.92 during trading on Friday, reaching $152.02. 1,159,053 shares of the stock were exchanged, compared to its average volume of 625,422. Arrow Electronics has a 1 year low of $86.50 and a 1 year high of $152.77. The firm has a market cap of $7.83 billion, a price-to-earnings ratio of 16.80, a price-to-earnings-growth ratio of 1.08 and a beta of 1.04. 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’s fifty day moving average is $116.69 and its 200 day moving average is $118.76.

Arrow Electronics (NYSE:ARW) last announced its quarterly earnings data on Thursday, February 5th. The technology company reported $4.39 EPS for the quarter, beating the consensus estimate of $3.55 by $0.84. The business had revenue of $8.75 billion during the quarter, compared to analyst estimates of $8.16 billion. Arrow Electronics had a return on equity of 8.19% and a net margin of 1.62%.The company’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same quarter last year, the firm posted $2.97 earnings per share. Arrow Electronics has set its Q1 2026 guidance at 2.130-2.330 EPS. As a group, equities research analysts expect that Arrow Electronics will post 10.57 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Arrow Electronics

Several institutional investors and hedge funds have recently added to or reduced their stakes in ARW. Gateway Investment Advisers LLC lifted its holdings 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 valued at $251,000 after acquiring an additional 84 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in shares of Arrow Electronics by 25.2% during the second quarter. Geneos Wealth Management Inc. now owns 442 shares of the technology company’s stock worth $56,000 after buying an additional 89 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its stake 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 valued at $105,000 after acquiring an additional 90 shares during the last quarter. Farther Finance Advisors LLC grew its stake in shares of Arrow Electronics by 84.2% in the 2nd quarter. Farther Finance Advisors LLC now owns 221 shares of the technology company’s stock valued at $28,000 after purchasing an additional 101 shares during the last quarter. Finally, Meritage Portfolio Management raised its stake in shares of Arrow Electronics by 4.3% during the second quarter. Meritage Portfolio Management now owns 2,440 shares of the technology company’s stock worth $311,000 after purchasing an additional 101 shares during 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.