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

Arrow Electronics (NYSE:ARW) had its price target upped by investment analysts at Truist Financial from $120.00 to $148.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “hold” rating on the technology company’s stock. Truist Financial’s price target would suggest a potential downside of 1.38% from the stock’s current price.

ARW has been the topic of a number of other research reports. Zacks Research cut shares of Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 14th. Wall Street Zen cut shares of Arrow Electronics from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, Wells Fargo & Company lowered their price target 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 analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Reduce” and an average price target of $117.33.

Arrow Electronics Trading Up 6.4%

Shares of NYSE:ARW traded up $8.97 during midday trading on Friday, hitting $150.07. 1,159,053 shares of the stock were exchanged, compared to its average volume of 625,422. The business’s 50-day moving average price is $116.69 and its 200 day moving average price is $118.76. Arrow Electronics has a 12 month low of $86.50 and a 12 month high of $152.77. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.14 and a current ratio of 1.46. The stock has a market capitalization of $7.73 billion, a price-to-earnings ratio of 16.80, a P/E/G ratio of 1.08 and a beta of 1.04.

Arrow Electronics (NYSE:ARW) last issued its earnings results on Thursday, February 5th. The technology company reported $4.39 earnings per share 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 8.19% and a net margin of 1.62%.The firm’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 predict that Arrow Electronics will post 10.57 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in ARW. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Arrow Electronics by 45.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,748 shares of the technology company’s stock worth $2,154,000 after buying an additional 6,523 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Arrow Electronics by 8.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 199,971 shares of the technology company’s stock valued at $20,763,000 after purchasing an additional 14,886 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in shares of Arrow Electronics by 68.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 353 shares of the technology company’s stock valued at $37,000 after buying an additional 143 shares during the period. Sivia Capital Partners LLC purchased a new position in shares of Arrow Electronics in the 2nd quarter worth $492,000. Finally, Truist Financial Corp raised its holdings in shares of Arrow Electronics by 6.7% in the 2nd quarter. Truist Financial Corp now owns 5,307 shares of the technology company’s stock worth $676,000 after purchasing an additional 334 shares during the period. Institutional investors and hedge funds own 99.34% of the company’s stock.

Key Headlines Impacting Arrow Electronics

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

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.