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8 stories mentioning ARWUpdated 13d ago

Every FINWIRES story that references ARW, newest first.

Insider Trading

Arrow Electronics Insider Sold Shares Worth $4,783,499, According to a Recent SEC Filing

Gretchen Zech, Senior Vice President, Chief Governance, Sustainability, and Human Resources Officer, on June 02, 2026, sold 20,931 shares in Arrow Electronics (ARW) for $4,783,499. Following the Form 4 filing with the SEC, Zech has control over a total of 21,670 common shares of the company, with 21,670 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/7536/000000753626000123/xslF345X05/form4.xml

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Insider Trading

Arrow Electronics Insider Sold Shares Worth $989,690, According to a Recent SEC Filing

Gretchen Zech, Senior Vice President, Chief Governance, Sustainability, and Human Resources Officer, on May 29, 2026, sold 4,600 shares in Arrow Electronics (ARW) for $989,690. Following the Form 4 filing with the SEC, Zech has control over a total of 28,270 common shares of the company, with 28,270 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/7536/000000753626000121/xslF345X05/form4.xml

$ARW
Wire

Arrow Electronics Demand, Backlog Improve but Asia Limits Margins, BofA Says

Arrow Electronics (ARW) is seeing improving demand and backlog trends, although Asia mix remains a headwind to margin upside, BofA Securities said in a note Wednesday.The analysts said the company's fundamentals are improving, with backlog extending into Q2/Q3 and book-to-bill firmly above 1, pointing to a healthier demand environment partly supported by artificial intelligence and better near-term revenue visibility.However, Asia is likely to stay a lower-margin headwind, while pull-forward activity and higher component costs could pressure end demand in H2 2026 and 2027, alongside market expectations that have already moved materially higher."We would become more positive if indicators emerge of more stable end market demand," the analysts added.The analysts said they are raising revenue estimates for 2026 to $39.4 billion from $34.6 billion, for 2027 to $41.7 billion from $36.2 billion, and for 2028 to $43.2 billion from $39.2 billion. Earnings per share projections were also raised to $20.17 from $13.32, to $21.59 from $15.48, and to $24.31 from $16.83 for 2026, 2027, and 2028, respectively.BofA upgraded Arrow Electronics to neutral from underperform and raised its price target to $233 from $122.Price: $210.15, Change: $+8.69, Percent Change: +4.31%

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Research

BofA Securities Upgrades Arrow Electronics to Neutral From Underperform, Raises Price Target to $233 From $122

Arrow Electronics (ARW) has an average rating of hold and mean price target of $186.75, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Research

Research Alert: CFRA Raises Opinion On Shares Of Arrow Electronics Inc. To Hold From Sell

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target to $210 from $132, implying a 2027 P/E of 11.0x, a justified premium to the stock's five-year average forward P/E multiple of 9.0x. We increase our adjusted EPS estimates to $17.55 from $13.48 for 2026 and to $19.10 from $14.64 for 2027. ARW posted Q1 adjusted EPS of $5.22 vs. $1.80 (+190%), well ahead of the $2.85 consensus. ARW's sales increased 39% Y/Y to $9.47B ($1.17B ahead of consensus) and operating margin expanded 150 bps to 3.8%. ARW's Q2 revenue and adjusted EPS guidance of $9.15B-$9.75B and $4.32-$4.52, respectively, was well ahead of the consensus forecasts of $8.84B and $3.64, respectively. While valuation and slowing growth remain concerns, the magnitude of upward estimates revisions and the company's overall positive momentum make it difficult to continue to justify a Sell rating. Both segments are firing on all cylinders after posting 39% revenue growth in Q1 with Global Components at ~70% of total revenue and Enterprise Computing Solutions at ~30%.

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Research

Research Alert: Arw: Q1 Earnings Well Ahead, But Slowing Growth A Concern

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ARW posted Q1 adjusted EPS of $5.22 vs. $1.80 (+190%), well ahead of the $2.85 consensus, with revenue increasing 39% to $9.47B ($1.14B ahead of consensus) and operating margin expanding 150 bps to 3.8%. The Global Components business (~70% of revenue) delivered 39% sales growth with adjusted operating income jumping 111% to $365M, while Enterprise Computing Solutions (~30%) posted 39% revenue growth but slower 34% operating income expansion. Despite the broad-based recovery and strong performance across all metrics, the components business firing on all cylinders contrasts with ECS facing near-term headwinds. ARW introduced Q2 revenue guidance of $9.15B-$9.75B and adjusted EPS of $4.32-$4.52, both ahead of consensus forecasts of $8.84B and $3.64, respectively. However, shares traded lower following results as Q2 guidance suggests sequential moderation, with slowing growth remaining the primary concern for investors despite the strong quarterly beat.

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Wire

Arrow Electronics Shares Rise After Truist Upgrade

Arrow Electronics (ARW) shares were up 8.5% in Monday trading after Truist upgraded the stock to buy from hold and raised the price target to $183 from $148.Trading volume stood at over 641,000 shares versus the daily average of 612,096.Price: $171.69, Change: $+13.50, Percent Change: +8.53%

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Research

Truist Upgrades Arrow Electronics to Buy From Hold, Raises Price Target to $183 From $148

Arrow Electronics (ARW) has an average rating of hold and mean price target of $146.25, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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