NYSE: ARW

Arrow Electronics (ARW) Stock Analysis & Forecast

Sep 28 close

$230.46−2.34 (−1.0%)

Gekko Brief

AI summary

Arrow Electronics has drawn attention this week for exceeding quarterly revenue expectations and raising its EPS outlook, which one report ties to a significant stock price increase, while another notes the stock traded at $219.13 after its second-quarter results, down 1.4% since that report. Coverage has also framed Arrow as a strong performer within engineered components and systems, citing exceptional revenue growth and EPS beats despite a post-reporting dip, alongside a separate view calling the stock a strong value pick.

The stock closed at $230.46, down 1% on the day, sitting above both its 50-day ($213.96) and 200-day ($177.83) moving averages, with the 50-day above the 200-day. It has returned 10.3% over one month, 65.1% over six months and 93.9% over the past year, and trades near its 52-week high of $237.33. The GekkoIndex reads 49.8, placing it in the Neutral zone, down 5.5 over five days. Price sits 6.8% above Gekko Fair Value of $215.77.

Arrow's next earnings report is set for 29 October 2026, 30 days out and beyond a typical 20-trading-day window. Its last report showed EPS of $4.39 against an estimate of $3.55, producing a 14.9% reaction, with eight beats across eight recent quarters and an average absolute reaction of 6.7%. No insider, Congress or unusual options activity appears in the current windows. Seasonally, the next 20 trading days have averaged a -1.4% return over five years, rising in just one of them. Analyst views among four firms show two buy, one hold and one sell ratings, with a consensus target of $235 implying 2% upside.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Arrow Electronics price vs fair value

$230.46$215.77Sep ’25Mar ’26Sep ’26
Close $230.46200-day averageGekko Fair Value $215.77

Arrow Electronics quick facts

Market cap
$11.78B
P/E ratio
14.9
Forward P/E
5
EPS, TTM
$15.64
Revenue, TTM
$35.92B
Profit margin
2.3%
Dividend yield
—
Beta
1.19
Volume
346,830 avg 526,981
1-year return
+93.9%
Typical daily move
±3.4%
Typical 20-day move
±5.6%
50-day average
$213.96
200-day average
$177.83
Next earnings
Oct 29
Shares outstanding
50.91M
52-week range
$101.79$237.33

Arrow Electronics swing-trade checklist

Arrow Electronics scores 2 supportive, 1 mixed and 2 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive1 mixed2 headwinds

  • Trendsupportive

    Above 50 and 200-day

    Close $230.46 is above the 50-day ($213.96) and 200-day ($177.83) averages, and the 50-day is above the 200-day.

    See the chart
  • GekkoIndexmixed

    49.8, Neutral

    Reading 49.8 is in the Neutral zone.

    See the GekkoIndex
  • Fair valueheadwind

    6.8% above

    Price is 6.8% above Gekko Fair Value (more than 5% above).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 30 days

    Next report Oct 29, 2026, 30 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalityheadwind

    −1.4% on average

    From this point in the calendar, the next 20 trading days averaged −1.4% over 5 years, rising in 1 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Arrow Electronics stock chart and price history

Arrow Electronics closed at $230.46 on Sep 28, 2026, +93.9% over the past year, inside a 52-week range of $101.79 to $237.33.

Close50-day average200-day averageVolume
Arrow Electronics share price, past year, with 50-day and 200-day moving averages and volume$100$125$150$175$200NovDecJan 2026FebMarAprMayJunJulAugSep230.46

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
+10.3%
3 months
+7.2%
6 months
+65.1%
1 year
+93.9%
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About Arrow Electronics

Arrow Electronics supplies electronic parts and enterprise computing offerings to business customers located across North and South America, Europe, the Middle East, Africa, and the Asia Pacific region. Its catalog spans semiconductor products, passive and electromechanical hardware like capacitors, resistors, connectors, and switches, as well as memory and computing gear, plus datacenter, cloud, security, and analytics offerings. The company is known for pairing distribution of physical components with wider technology solutions.

Operations run through two divisions. One, Global Components, focuses on marketing and moving semiconductor and hardware inventory to buyers. The other, Global Enterprise Computing Solutions, packages advanced computing offerings together with engineering and integration help, logistics and storage support, marketing aid, and certified training on hardware and software. Buyers of these offerings include equipment manufacturers, resellers that add value to products, managed service providers, contract manufacturers, and other commercial organizations.

Founded in 1935, Arrow Electronics is headquartered in Centennial, Colorado. Its stock trades on the NYSE under the ticker ARW.

Listed
NYSE
Sector
Distribution services
Industry
Electronics distributors
Website
arrow.com

Arrow Electronics GekkoIndex: the smart money zone

Arrow Electronics’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 49.8, in the Neutral zone, down 5.5 points over five sessions.

010049.8Neutral

Down 5.5 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying42+2.4%+3.4%+5.2%+6.3%
Accumulation197+0.6%+1.2%+3.0%+8.6%
Neutral (current zone)3880.0%+0.4%+1.3%+3.8%
Distribution39+4.4%+6.9%+9.2%+14.0%
Selling6Too few readings yet

Average ARW share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the ARW price, zone by zone.Track ARW in Gekko

Is Arrow Electronics stock overvalued? Gekko Fair Value

Arrow Electronics trades 6.8% above Gekko Fair Value of $215.77, so the shares are overvalued on Gekko’s estimate.

Gekko’s own estimate of what Arrow Electronics shares are worth, recalculated every trading day.

$215.77

Gekko Fair Value, Sep 29, 2026

6.8% Overvalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open ARW in Gekko

Arrow Electronics insider and Congress trading

No open-market insider purchases were filed for Arrow Electronics, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for ARW in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every ARW insider filing, plotted on the chart in Gekko.Open ARW in Gekko

Congress trades last 90 days

No trades in ARW were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for ARW, plotted on the chart in Gekko.Open ARW in Gekko

Buybacks

Arrow Electronics has been buying back its own shares.

Bought back, quarter ended Jul 4, 2026
$41.86M
As a share of market cap
0.36%
Trailing four quarters
$126.7M

From company filings.

Arrow Electronics earnings: next date and track record

Arrow Electronics reports on Oct 29, 2026 (30 days away), and beat the EPS estimate in 8 of its last 8 reports.

8 of 8reports beat the EPS estimate
±6.7%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

0.0%May ’24+1.7%Aug ’24−10.9%Oct ’24−6.9%Feb ’25+3.4%May ’25−11.7%Jul ’25−3.9%Oct ’25+14.9%Feb ’26

Last earnings call, Feb 5, 2026 AI summary

What they said
Arrow Electronics reported Q4 2025 revenue up 20% year-over-year and non-GAAP EPS up 48% year-over-year, both exceeding expectations. ECS segment delivered record gross profit and operating profit in Q4. Value-added services grew to ~30% of total operating income in 2025, up from less than 20% historically. Book-to-bill and backlog metrics are improving with incrementally extending lead times.
Guidance
Management expects gradual recovery to continue across global components. Strategic focus remains on value-added services mix shift to support margins and cash generation. No specific revenue or EPS targets were provided in this excerpt.
ReportedEPSSurpriseRevenueSurpriseMove
Feb 5, 2026$4.39
est $3.55
+23.7%$8.75B
est $8.21B
+6.6%+14.9%
Oct 30, 2025$2.41
est $2.28
+5.7%$7.71B
est $8.16B
−5.5%−3.9%
Jul 31, 2025$2.43
est $2.03
+19.7%$7.58B
est $7.47B
+1.4%−11.7%
May 1, 2025$1.80
est $1.47
+22.4%$6.81B
est $6.67B
+2.2%+3.4%
Feb 6, 2025$2.97
est $2.80
+6.1%$7.28B
est $7.01B
+3.8%−6.9%
Oct 31, 2024$2.38
est $2.22
+7.2%$6.82B
est $7.10B
−3.9%−10.9%
Aug 1, 2024$2.49
est $2.16
+15.3%$6.89B
est $6.52B
+5.7%+1.7%
May 2, 2024$2.41
est $2.31
+4.3%$6.92B
est $7.05B
−1.7%0.0%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Arrow Electronics stock forecast and analyst price targets

Analysts’ average 12-month price target for Arrow Electronics is $235.00, +2.0% from the last close, from 4 firms rating the stock in the last 90 days.

$235.00consensus 12-month target, +2.0% from the last close
Low $200High $250
Buy2
Hold1
Sell1

Each firm’s latest rating in the last 90 days: 4 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Aug 12Truist FinancialBuy, maintained——
Aug 10Bank of America SecuritiesHold, reiterated$240+4.1%
Aug 7Truist FinancialBuy, maintained$260+12.8%
Aug 7Truist FinancialBuy, reiterated$250+8.5%
Aug 7Raymond JamesBuy, maintained$250+8.5%
+1.3%average 20-day move after past Neutral readings
−1.4%average move over the next 20 trading days in the last 5 years
±3.4%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Arrow Electronics seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Arrow Electronics averaged −1.4% across the last 5 years, rising in 1 of them.

Next 20 trading days, by year

−1.4%2021+7.2%2022−10.7%2023+0.7%2024−1.0%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+0.2%3 of 5
Next 10 trading days−2.3%1 of 5
Next 15 trading days+0.4%4 of 5
Next 20 trading days−1.4%1 of 5
Next 30 trading days+0.5%2 of 5

For scale, ARW’s typical 20-trading-day move in either direction is about 5.6%.

Arrow Electronics market cap and key statistics

Arrow Electronics’s market cap is $11.78B, with a P/E ratio of 14.9 and revenue of $35.92B over the last twelve months.

Valuation

Market cap
$11.78B
P/E ratio
14.9
Forward P/E
5
EPS, TTM
$15.64
Gekko Fair Value
$215.77

Trading

Volume
346,830
Avg volume, 20 days
526,981
52-week high
$237.33
52-week low
$101.79
Shares outstanding
50.91M

Financials

Revenue, TTM
$35.92B
Profit margin
2.3%
Return on equity
12%
Quarterly earnings growth, YoY
+46.5%

Risk and income

Beta
1.19
Typical daily move
±3.4%
Typical 20-day move
±5.6%

Arrow Electronics stock news this week

Coverage of Arrow Electronics this week reads positive: 4 positive, 0 neutral and 1 negative headlines.

News sentiment positive

Arrow Electronics peers

Arrow Electronics’s 5 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
SNXTD SYNNEX−1.6%Accumulation7.0% above
AVTAvnet−1.5%Neutral24.8% above
REZIResideo Technologies+0.8%Accumulation16.2% below
SCSCScanSource−0.4%Neutral15.0% above
CLMBClimb Global Solutions+4.0%Distribution1.3% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Arrow Electronics stock FAQ

What is Arrow Electronics’s market cap?

Arrow Electronics’s market cap is $11.78B at the Sep 28, 2026 close of $230.46, with 50.91M shares outstanding. The shares trade on a P/E ratio of 14.9.

What is the Arrow Electronics stock forecast?

The consensus analyst 12-month price target for Arrow Electronics is $235.00, +2.0% from the last close. Of the 4 firms that rated the stock in the last 90 days, 2 rate it a buy, 1 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.

Is Arrow Electronics stock overvalued or undervalued?

On Gekko’s estimate Arrow Electronics is overvalued: the Sep 28, 2026 close of $230.46 is 6.8% above Gekko Fair Value of $215.77. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Arrow Electronics report earnings next?

Arrow Electronics is expected to report on Oct 29, 2026 (30 days away). Analysts expect earnings of $4.98 per share on revenue of $9.99B. Arrow Electronics beat the earnings estimate in 8 of its last 8 reports, moving 6.7% on average across the report.

What is Arrow Electronics’s 52-week high and low?

Arrow Electronics’s 52-week high is $237.33 and its 52-week low is $101.79; it closed at $230.46 on Sep 28, 2026, +93.9% over the past year.

Is Arrow Electronics stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (trend and earnings risk), 1 as mixed (gekkoindex) and 2 as headwinds (fair value and seasonality). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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