Arrow Electronics president Marano sells $388,300 in stock
Richard John Marano, President, Global Components at Arrow Electronics (NASDAQ:ARW), sold 2,500 shares of company stock for $155.32 per share, totaling $388,300, on February 17, 2026. This transaction leaves Marano with 24,096 shares directly owned. This news follows Arrow Electronics' strong fourth-quarter 2025 earnings, which surpassed analyst expectations in both EPS and revenue, indicating robust financial health.
Insider Sell: Richard Marano Sells Shares of Arrow Electronics I
Richard Marano, President, Global Components at Arrow Electronics Inc (ARW), sold 2,500 shares of the company on February 17, 2026, reducing his holding to 24,096 shares. This transaction follows a pattern of 10 insider sells and 2 buys for ARW over the past year. The stock was trading at $155.32, which, with a GF Value of $130.95, indicates it is modestly overvalued.
Arrow Electronics president Marano sells $388,300 in stock
Richard John Marano, President, Global Components at Arrow Electronics (NASDAQ:ARW), sold 2,500 shares of common stock for a total of $388,300. This transaction follows the company's strong fourth-quarter 2025 earnings, where EPS and revenue significantly surpassed analyst expectations. These positive financial results are likely influencing market perspectives and investor confidence in Arrow Electronics.
Arrow Electronics' Distribution Center in Venlo Drives Efficiency, Sustainability, and Employee Well-Being
Arrow Electronics' state-of-the-art Primary Distribution Center in Venlo, Netherlands, is designed for efficiency, sustainability, and employee well-being. Spanning 90,000 square meters, the facility uses sustainable building materials, solar panels, rainwater harvesting, and eco-friendly practices to reduce its carbon footprint and waste. It has achieved BREEAM accreditation and WELL Building Gold Standard certification, reflecting Arrow's commitment to environmental responsibility and employee welfare.
Will Expanded Citrix Partnership and Strong 2025 Results Change Arrow Electronics' (ARW) Services-Led Narrative?
Arrow Electronics (ARW) recently expanded its partnership with Citrix, taking over management of all Citrix Service Providers in North America and Europe, aligning with Arrow's strategy for higher-margin, service-led offerings. This development, coupled with strong 2025 financial results of US$30.85 billion in sales and US$571.27 million in net income, and positive Q1 2026 guidance, reinforces Arrow's investment narrative focused on services-led growth. While the shift towards services is positive for Arrow, the company still faces risks from digital procurement and direct sourcing by large OEMs, which could impact its traditional distribution role.
Arrow Electronics Citrix Deal Deepens Role In Recurring Cloud Revenue
Arrow Electronics has expanded its agreement with Citrix, taking on responsibility for managing all Citrix Service Providers across North America and Europe. This move deepens Arrow's involvement in recurring cloud revenue through value-added services, moving beyond hardware distribution. The expanded partnership is expected to streamline operations for CSPs, contributing to Arrow's focus on higher-margin services and potentially influencing its stock performance.
Will Expanded Citrix Partnership and Strong 2025 Results Change Arrow Electronics' (ARW) Services-Led Narrative?
Arrow Electronics (ARW) recently announced an expanded partnership with Citrix, giving Arrow responsibility for managing all Citrix Service Providers across North America and Europe, alongside strong 2025 financial results and new Q1 2026 guidance. This development reinforces Arrow's strategic shift towards higher-margin, service-led offerings and operational efficiency. The article suggests this move supports Arrow's services-led growth narrative, but also cautions against risks like digital procurement by large OEMs that could still impact its role in the supply chain.
Atria Investments Inc Grows Position in Arrow Electronics, Inc. $ARW
Atria Investments Inc significantly increased its stake in Arrow Electronics (NYSE:ARW) by 1,581.0% in Q3, now owning 54,127 shares. This move is part of a broader trend of increased institutional holdings, bringing total institutional ownership to 99.34%. Despite recent insider selling and mixed analyst sentiment, Arrow Electronics' strong Q4 earnings beat and positive Q1 2026 guidance suggest improved fundamentals.
A Look At Arrow Electronics (ARW) Valuation After Strong Q4, AI Infrastructure Growth And Expanded Citrix Partnership
Arrow Electronics (ARW) is under valuation scrutiny after a strong Q4, positive guidance, and an expanded Citrix partnership. The stock has seen significant short-term gains, leading to questions about whether its current trading price of $156, against an average analyst target of $137.50, is already pricing in future growth. While a narrative fair value suggests the stock is overvalued at $108.25, its current P/E ratio is considerably lower than the industry average, hinting at differing market perspectives.
Arrow Electronics (ARW) Just Flashed Golden Cross Signal: Do You Buy?
Arrow Electronics (ARW) has recently shown a "golden cross" signal, where its 50-day simple moving average crossed above its 200-day moving average, often indicating a bullish breakout. Coupled with a #1 (Strong Buy) Zacks Rank and positive earnings outlook with 3 upward revisions, the stock appears to be positioned for further gains. Investors are advised to monitor ARW for potential continued momentum.
SVP At Arrow Electronics Sells $626K Of Stock
Lamercie Carine JeanClaude, an SVP at Arrow Electronics (NYSE: ARW), recently sold 4,000 shares of the company for a total value of $626,600, as disclosed in an SEC filing. This comes as Arrow Electronics shows strong financial performance with notable revenue growth of 13.41% as of December 31, 2025, and a healthy debt-to-equity ratio of 0.47. The article also highlights various other financial metrics indicating the company's strong position and potential undervaluation.
Arrow Electronics (ARW) Just Flashed Golden Cross Signal: Do You Buy?
Arrow Electronics (ARW) has recently displayed a "golden cross" signal, indicating a potential bullish breakout. This technical pattern, combined with the company's #1 (Strong Buy) Zacks Rank and positive earnings outlook, suggests that ARW could be poised for further gains. Investors are advised to watch ARW due to these favorable technical and fundamental indicators.
A Look At Arrow Electronics (ARW) Valuation After Strong Q4, AI Infrastructure Growth And Expanded Citrix Partnership
Arrow Electronics (ARW) has seen a significant increase in share price following a strong Q4, positive Q1 2026 guidance, and an expanded partnership with Citrix, which has fueled investor interest. Despite this, a common valuation narrative suggests the stock is overvalued at $156.19 compared to a fair value of $108.25, though its current P/E ratio is lower than industry averages. The article encourages investors to consider different perspectives and conduct further research into the company's prospects.
Director Andrew Kerin Sells 1,456 Shares of Arrow Electronics In
Director Andrew Kerin sold 1,456 shares of Arrow Electronics Inc (ARW) on February 11, 2026, leaving him with 0 shares. This transaction is part of a broader trend of insider selling at ARW, with 2 insider buys and 10 insider sells over the past year. Arrow Electronics is currently considered modestly overvalued based on its GF Value, with a price-to-GF-Value ratio of 1.2.
Arrow Electronics (NYSE:ARW) Insider Sells $1,994,885.91 in Stock
Arrow Electronics insider Eric Nowak sold 12,699 shares for approximately $1.99 million on February 11th, reducing his stake by 22.59%. The company recently reported strong Q4 earnings, beating analyst expectations with $4.39 EPS and $8.75 billion in revenue. Institutional investors hold 99.34% of the stock, while analysts have a "Hold" consensus rating with an average target price of $124.33.
Citrix Expands Partner Management Deal With Arrow Electronics
Citrix is significantly expanding its partnership with Arrow Electronics, entrusting the distributor with the full management of its Citrix Service Provider business across North America and Europe starting March 1. This move aims to streamline partner processes, reduce duplication, and provide a unified management style for solution providers. The expanded deal, which follows previous collaborations, allows Citrix to concentrate more on technical innovation while Arrow handles partner transactions, pricing, and incentives.
Arrow Electronics's Q4 Earnings Call: Our Top 5 Analyst Questions
Arrow Electronics reported a strong fourth quarter, with revenue and EPS exceeding analyst estimates, driven by recovering global components demand and growth in high-margin value-added services. The company's management highlighted a strategic shift towards value-added offerings and anticipated continued recovery in key sectors. Analysts focused their questions on billing patterns, sustainability of sales growth, composition of hardware growth, working capital, and market visibility.
LSV Asset Management Sells 77,646 Shares of Arrow Electronics, Inc. $ARW
LSV Asset Management reduced its stake in Arrow Electronics (NYSE:ARW) by 3.6%, selling 77,646 shares in Q3, now holding 2.07 million shares valued at $250.6 million. Despite this, institutional ownership remains high at 99.34% of the stock. Arrow Electronics recently beat earnings estimates with $4.39 EPS and $8.75 billion in revenue, though analyst ratings are mixed, with a consensus price target of $124.33 against its current trading price of around $157.68.
Arrow Electronics’s Q4 Earnings Call: Our Top 5 Analyst Questions
Arrow Electronics reported a solid fourth quarter, with revenue and adjusted EPS exceeding analyst estimates, driven by recovery in global components demand and growth in value-added services and the Enterprise Computing Solutions (ECS) segment. Management highlighted an intentional shift towards value-added offerings as a key driver for improved margins and cash generation. Analyst questions focused on billing/booking patterns, sustainability of sales growth, composition of ECS hardware growth, working capital impact on interest expense, and recovery visibility.
Arrow Electronics, Inc. (NYSE:ARW) Shares Fly 36% But Investors Aren't Buying For Growth
Arrow Electronics' shares have recently surged by 36%, bringing its annual gain to 45%. However, despite this strong price performance, its P/E ratio of 13.9x remains lower than many other US companies, suggesting investors are not anticipating significant future growth. This is due to recent undesirable earnings growth, with a 49% drop in EPS over the last three years, and analysts forecasting a further 5.9% decline in earnings over the next year, contrasting with expected market growth.
Arrow Electronics unveils new initiative to help build next-gen vehicle EE architecture
Arrow Electronics has launched a new initiative to accelerate the development of next-generation electrical and electronic (E/E) architecture for vehicles. This program includes a dedicated research hub with technical resources to help automotive companies transition to more consolidated, software-defined vehicle systems, leveraging Arrow's expertise in hardware, software, and supply chain services. The initiative aims to reduce development time and risk, supporting the industry's shift towards electrification, autonomy, and advanced connectivity.
ARROW ELECTRONICS, INC. SEC 10-K Report
Arrow Electronics, Inc. (ARW) has released its 2025 10-K report, showcasing robust financial performance including a 10.5% sales increase to $30.85 billion and a 45.7% rise in net income. The company is implementing an Operating Expense Efficiency Plan to optimize costs and is focusing on adapting to non-cancellable multi-year purchase obligations, managing global and business risks, and addressing geopolitical and technological challenges. Despite these challenges, Arrow anticipates continued growth, particularly driven by AI technology demand, and is strategically managing its capital and operations for future profitability.
Arrow Electronics, Inc. (NYSE:ARW) Shares Fly 36% But Investors Aren't Buying For Growth
Arrow Electronics (NYSE:ARW) stock has seen a significant 36% gain over the last month, contributing to a 45% annual increase. Despite this strong price performance, the company's P/E ratio of 13.9x is lower than many U.S. companies, suggesting investors are not buying for future growth. Analysts forecast a 5.9% decline in earnings over the next year for Arrow Electronics, while the broader market is expected to grow by 16%, explaining the lower P/E and the challenges the company faces in sustaining its share price.
Zacks.com featured highlights include Arrow Electronics, IPG Photonics, Taiwan Semiconductor and ATI
This article highlights four stocks—Arrow Electronics, IPG Photonics, Taiwan Semiconductor, and ATI INC—that are trading near their 52-week highs and are expected to continue their upward momentum. Zacks Equity Research recommends these Zacks Rank #1 stocks based on strong financial performance, strategic growth initiatives, and positive earnings outlooks. The analysis uses momentum investing principles to identify companies with robust sales, surging profits, and strategic acquisitions.
Envestnet Asset Management Inc. Has $55.42 Million Holdings in Arrow Electronics, Inc. $ARW
Envestnet Asset Management Inc. significantly increased its stake in Arrow Electronics, Inc. by 197.2% in the third quarter, now holding 458,036 shares valued at $55.42 million. This move comes as Arrow Electronics reported strong Q3 earnings, surpassing analyst estimates with $4.39 EPS and $8.75 billion in revenue. Despite mixed analyst ratings, with an average "Reduce" and target price of $124.33, the company continues to attract institutional investment.
Earnings Estimates Moving Higher for Arrow Electronics (ARW): Time to Buy?
Arrow Electronics (ARW) is showing an attractive earnings outlook with analysts raising their estimates for the company's performance. The stock has been a strong performer, and consensus estimates for the next quarter and full year have significantly improved. With a Zacks Rank #1 (Strong Buy) and recent stock gains, investors might consider buying ARW due to its favorable earnings growth prospects.
Implied Volatility Surging for Arrow Electronics Stock Options
The article highlights a significant surge in implied volatility for Arrow Electronics (ARW) stock options, particularly the Mar 20, 2026 $130.00 Put. This suggests that options traders are anticipating a large price movement for ARW. Despite this, analysts currently rate Arrow Electronics as a Zacks Rank #1 (Strong Buy), with recent upward revisions to earnings estimates.
Arrow Electronics Auto Hub Links Vehicle Electronics Push With Hot Stock Run
Arrow Electronics has launched a new research hub focused on next-generation vehicle electrical and electronic architectures to serve automotive OEMs and suppliers. This initiative builds on their software acquisitions and existing capabilities, providing a dedicated platform to work with automakers on software-defined vehicles. For investors, this move adds context to the stock's significant year-to-date and annual returns, suggesting potential new revenue streams and stronger customer relationships in the evolving automotive electronics market.
Arrow Electronics Launches Initiative to Support Next-Generation Vehicle E/E Architecture
Arrow Electronics has announced a new initiative and research hub dedicated to supporting the next-generation electrical and electronic (E/E) architecture for vehicles. This move aims to provide automotive manufacturers and tier-1 suppliers with essential engineering expertise and supply chain stability as the industry shifts towards software-defined vehicles. The initiative focuses on aggregating hardware, software, and supply chain solutions to streamline vehicle systems, reduce wiring, and enhance energy efficiency and software update capabilities.
Arrow Electronics Launches Strategic Initiative for E/E Architecture
Arrow Electronics has initiated a strategic program to enhance next-generation vehicle electrical and electronic (E/E) architecture, aiming to assist automotive manufacturers in the transition to software-defined mobility. This initiative seeks to improve design efficiency, reduce wiring by up to 20%, and simplify vehicle updates by offering integrated technology and supply chain solutions. Additionally, Arrow has launched an online research hub to provide engineers and procurement leaders with technical insights and tools to accelerate time-to-market.
CO-ARROW-ELECTRONICS
This article announces that Arrow Electronics serves as a central solution aggregator for E/E architecture, effectively connecting individual components with comprehensive, integrated systems. The news was disseminated by Business Wire.
Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Arrow Electronics (NYSE:ARW) shares surged 20% after beating earnings expectations with statutory EPS of US$10.93, surpassing forecasts by 6.4%. Analysts have since raised their revenue and EPS forecasts for 2026, leading to a 27% increase in the price target to US$138 per share, indicating increased optimism about the company's future growth. While EPS is projected to dip slightly, revenue growth is expected to outperform its five-year historical decline and match the broader industry's growth.
Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Arrow Electronics (NYSE:ARW) recently exceeded earnings per share expectations, causing its shares to surge by 20%. Following these results, analysts have increased their revenue and earnings per share forecasts for 2026, and the price target has been lifted by 27% to US$138 per share. The company is projected to grow its revenues at a rate similar to the overall industry through 2026.
Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Arrow Electronics, Inc. (NYSE:ARW) saw its shares surge 20% after beating earnings expectations, with statutory EPS 6.4% higher than anticipated. Analysts have subsequently increased their revenue and earnings per share forecasts for 2026, leading to a 27% lift in the price target to US$138 per share. The company is expected to achieve 12% annual revenue growth until the end of 2026, aligning with the broader industry's growth rate.
Truist Financial Issues a Hold Rating on Arrow Electronics (ARW)
Truist Financial analyst William Stein assigned a Hold rating to Arrow Electronics (ARW) with a price target of $148.00. This rating is consistent with another Hold from TipRanks – OpenAI’s OpenAI Technology Distributors, though Wells Fargo has a Sell rating. Arrow Electronics recently reported strong Q4 earnings, with revenue up to $8.75 billion and net profit of $194.6 million.
Arrow Electronics (ARW) Earnings Surge 45.7% Challenges Low P/E Narrative
Arrow Electronics (ARW) reported a significant earnings surge of 45.7% for FY 2025, with Q4 revenue reaching US$8.7 billion and EPS of US$3.78. Despite this strong performance and a trailing P/E of 14.2x (lower than peers), the company faces challenges with a 1.9% net profit margin and concerns about debt coverage by operating cash flow, alongside a five-year pattern of earnings decline. Both bullish investors and skeptics are analyzing whether the recent profitability is sustainable and how it will impact the company's valuation.
Arrow Electronics Projects Robust Q1 Earnings, Expects Market Impact
Arrow Electronics Inc. (ARW) stocks have risen by 12.4%, driven by strong Q4 2025 results and robust Q1 2026 earnings projections. The company reported adjusted EPS of $4.39 and revenue of $8.75 billion for Q4 2025, surpassing analyst estimates, and anticipates Q1 2026 EPS to be between $2.70 and $2.90, also above consensus. Strategic collaborations, including with .lumen for AI-integrated guide glasses, and inclusion in Fortune’s World’s Most Admired Companies list, further bolster its market position and investor confidence.
Why Are Arrow Electronics (ARW) Shares Soaring Today
Arrow Electronics (ARW) shares jumped 5.8% after the company reported strong fourth-quarter 2025 earnings, surpassing analyst expectations for both revenue and EPS. The electronics distributor announced revenue of $8.75 billion, a 20.1% increase year-over-year, and an EPS surge of 47.8% to $4.39. Additionally, the company provided an optimistic revenue forecast for Q1 2026, suggesting continued momentum.
Truist Financial Maintains Arrow Electronics Inc(ARW.US) With Hold Rating, Raises Target Price to $148
Truist Financial analyst William Stein has maintained a Hold rating on Arrow Electronics Inc (ARW.US) while increasing the target price from $120 to $148. According to TipRanks, Stein has a 77.0% success rate and an average return of 34.5% over the past year. This report provides an updated assessment of the company's stock outlook for investors.
Arrow Electronics hits 80-plus relative strength rating benchmark
The article states that Arrow Electronics (ARW) has achieved a Relative Strength (RS) Rating of 81. This indicates strong stock performance compared to other companies, placing it in the top 19% of all stocks. Investors often look for companies with an 80+ RS Rating as a sign of potential market leadership.
Arrow Electronics Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Arrow Electronics (ARW) reported strong fourth-quarter 2025 results, with earnings of $4.39 per share, surpassing estimates by 23.66%, and revenues of $8.75 billion, up 20% year-over-year. The company's Global Components and Global Enterprise Computing Solutions segments both saw significant growth. ARW also provided optimistic guidance for the first quarter of 2026, forecasting sales between $7.95 and $8.55 billion.
Truist Raises Price Target on Arrow Electronics to $148 From $120, Keeps Hold Rating
Truist has increased its price target for Arrow Electronics (ARW) shares to $148 from $120, while maintaining a Hold rating on the stock. This adjustment reflects an updated outlook from the financial institution regarding the electronics distributor.
Arrow Electronics, Inc. (NYSE:ARW) Q4 2025 Earnings Call Transcript
Arrow Electronics (NYSE: ARW) reported strong Q4 2025 earnings, with revenue up 20% year-over-year and non-GAAP EPS up 48%, both exceeding expectations. The company highlights a gradual recovery in global components and record gross and operating profit in its Enterprise Computing Solutions (ECS) segment. Arrow's strategy focuses on increasing higher-margin value-added services, optimizing capital allocation, and driving operational efficiencies for future profitable growth.
Arrow Electronics Inc (NYSE:ARW) Surpasses Q4 Estimates and Provides Robust Guidance
Arrow Electronics Inc (NYSE:ARW) concluded its fiscal 2025 with strong fourth-quarter results, exceeding analyst expectations for both revenue and earnings per share. The company's positive performance was supported by growth in its Global Components and Global Enterprise Computing Solutions segments, and it issued robust guidance for Q1 2026, which also surpassed analyst projections. This financial strength and optimistic outlook have led to a positive market response, indicating investor confidence in Arrow's trajectory amid an anticipated cyclical upturn.
Arrow Electronics (ARW) Surpasses Revenue Expectations in Q4
Arrow Electronics (ARW) reported strong fourth-quarter financial results, achieving $8.75 billion in revenue, which exceeded analysts' expectations of $8.16 billion. This performance was driven by significant growth in its Global Components and Enterprise Computing Solutions divisions, and advancements in cloud, AI, and data center initiatives. Despite some financial indicators suggesting potential stress or mild overvaluation, analysts maintain a positive outlook, reflecting confidence from large investors.
Arrow Electronics (ARW) Projects Strong Q1 Revenue Growth
Arrow Electronics (ARW) has projected a Q1 revenue between $7.95 billion and $8.55 billion, exceeding analyst expectations. Despite this strong outlook and market position in electronic components and enterprise computing, the company faces financial stress indicated by a moderate Altman Z-Score and negative earnings growth. Insider activity shows more sales than purchases, and technical indicators suggest the stock is currently overbought.
Arrow Electronics: Q4 Earnings Snapshot
Arrow Electronics Inc. (ARW) reported strong fourth-quarter earnings, with profit reaching $194.6 million, or $3.75 per share, exceeding Wall Street expectations. Adjusted earnings per share were $4.39, significantly higher than the analyst estimate of $3.55. The company also posted revenues of $8.75 billion, surpassing forecasts, and provided a positive outlook for the first quarter of the fiscal year.
Earnings call transcript: Arrow Electronics beats Q4 2025 forecasts with strong EPS
Arrow Electronics surpassed Q4 2025 forecasts with an EPS of $4.39, beating the $3.56 estimate by 23.31%, and revenue of $8.75 billion, exceeding the $8.15 billion forecast. The company reported a 48% year-over-year increase in Q4 EPS and a 20% rise in revenue, leading to a 2.25% stock increase in aftermarket trading. Management highlighted continued growth in value-added services, particularly in AI infrastructure, and provided optimistic Q1 2026 guidance, expecting sales between $7.95 billion and $8.55 billion.
Arrow Electronics: Q4 Earnings Snapshot
Arrow Electronics Inc. reported strong fourth-quarter results, with profits of $194.6 million, or $3.75 per share, surpassing Wall Street estimates. The company achieved revenue of $8.75 billion, also exceeding forecasts. For the upcoming first quarter, Arrow Electronics anticipates per-share earnings between $2.70 and $2.90 and revenue ranging from $7.95 billion to $8.55 billion.
Arrow Electronics: Fourth Quarter Earnings Overview
Arrow Electronics surpassed Wall Street expectations for its fourth-quarter earnings, reporting a net profit of $194.6 million and adjusted earnings of $4.39 per share, significantly higher than the forecasted $3.55. The company's revenue also exceeded projections, reaching $8.75 billion against an expected $8.1 billion. Looking ahead, Arrow Electronics provided an optimistic outlook for the upcoming quarter, projecting earnings per share between $2.70 and $2.90 and revenue between $7.95 billion and $8.55 billion.
