Arrow Electronics expands HPE rights: Arrow Electronics stock sits 2.12 percent below its high
Arrow Electronics expanded its distribution rights for Hewlett Packard Enterprise (HPE) networking products across North America and selected EMEA markets, enhancing its offerings in enterprise networking, hybrid cloud, and AI infrastructure. This expansion follows a strong second quarter in 2026 where the company reported $9.99 billion in revenue, up 31.8% year-over-year, and adjusted earnings per share of $5.45, exceeding consensus. The stock is currently trading 2.12% below its 52-week high, with the next earnings report expected on October 29, 2026.
Arrow Electronics ARW Jumps As Traders Track Breakout Zone
Arrow Electronics (ARW) stock has surged by 7.1% following a strategic growth announcement, pushing its price from the low $230s to nearly $248. This movement indicates strong buying interest and potential for a breakout, supported by solid revenues, modest margins, and disciplined capital allocation. Analysts maintain a positive outlook, with the stock seen as undervalued compared to peers, and anticipate a mean re-rating as investors seek cash-generative cyclicals.
Form 4 Arrow Electronics For: 3 October By Investing.com
This article reports on a Form 4 filing for Arrow Electronics (ARW) on October 3. It briefly mentions the stock's performance, showing a 4.48% increase. The content primarily serves as a placeholder or brief announcement within a financial news platform.
Arrow Electronics stock hits all-time high at 238.02 USD
Arrow Electronics (ARW) stock has reached an all-time high of $238.02, reflecting a 90.5% increase over the past year and a 110% year-to-date return. InvestingPro analysis suggests the stock is currently undervalued despite its gains, with four analysts having revised earnings upwards for the upcoming period. This performance follows a strong second quarter where revenue surged 32% to $10.0 billion and non-GAAP earnings rose to $5.45 per share, driven by robust demand in components and enterprise computing.
Arrow Electronics (ARW) interim CEO has 13,416 shares withheld at $227 each for taxes.
William F. Austen, the interim President and CEO of Arrow Electronics, had 13,416 shares of common stock withheld on September 30, 2026, to cover tax obligations from the vesting of Restricted Stock Units. The shares were valued at $227 each, totaling approximately $3.05 million. Following this transaction, Austen's direct holdings in the company amount to 54,925 shares.
ARW Jumps As Arrow Electronics Expands HPE Networking Deal
Arrow Electronics Inc. (ARW) stock has risen by 5.73% due to upbeat analyst upgrades and stronger-than-expected earnings guidance. The company's expanded distribution agreement with HPE for networking solutions (Aruba and Juniper) is seen as a significant catalyst, positioning ARW deeper into AI infrastructure, hybrid cloud, and enterprise networking, and is expected to drive above-sector growth and modest margin improvement. Analysts view ARW as a stable, disciplined leader in IT distribution with controlled balance sheet risk and an attractive valuation, setting a 12-month target range of $260–$275.
Arrow Electronics stock hits all-time high at 238.02 USD By Investing.com
Arrow Electronics stock reached an all-time high of $238.02, reflecting a 90.5% increase over the past year and a 110% year-to-date return. InvestingPro analysis suggests the stock is undervalued, with four analysts revising earnings upwards. The company's recent strong Q2 financial performance, including a 32% revenue surge and increased non-GAAP earnings, further underscores its robust market position, supported by a reiterated Buy rating and $250 price target from Truist Securities.
Arrow Electronics, Inc. (ARW) Options Chain
The article provides the options chain for Arrow Electronics, Inc. (ARW), noting that options data is delayed by 15 minutes. As of the time of publication, there were no calls or puts listed as "In The Money" for the October 16, 2026 expiration date. The stock closed at $242.01, up 4.48%, and was trading at $248.08 after hours.
Arrow Electronics adds PeaSoup cloud storage services
Arrow Electronics has integrated PeaSoup Cloud's S3 compatible object storage and Veeam Cloud Connect services into its ArrowSphere Cloud platform for the UK market. This integration allows channel partners to offer customers secure, resilient, and UK data sovereignty-compliant cloud storage solutions. PeaSoup Cloud's services also feature liquid immersion cooling for sustainability and predictable pricing.
271,035 Arrow Electronics, Inc. $ARW Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. significantly reduced its stake in Arrow Electronics (NYSE:ARW) by selling 271,035 shares, though it still retains 352,359 shares valued at approximately $75.2 million. Despite this sale, analysts maintain a "Moderate Buy" rating for Arrow Electronics, with a consensus price target of $233.25, following strong quarterly results that exceeded revenue and EPS estimates. Institutional investors collectively own 99.34% of the company, and recent insider activity shows a senior vice president selling a portion of their holdings.
1% Undervalued? Arrow Electronics (ARW) Looks Fairly Valued On Raised Guidance
Arrow Electronics (ARW) recently exceeded quarterly revenue expectations and raised its EPS outlook, leading to a significant stock price increase. While some analysts see it as slightly undervalued, Simply Wall St's DCF model suggests it is overvalued. The article explores these differing valuations and potential risks, such as direct sourcing and inventory destocking, while highlighting Arrow's shift towards higher-margin, recurring revenue streams.
State Street Corp Grows Stock Holdings in Arrow Electronics, Inc. $ARW
State Street Corp increased its stake in Arrow Electronics (NYSE:ARW) by 0.5% in the second quarter, bringing its total ownership to 1.69 million shares. This move contributes to the overall institutional ownership of the company reaching 99.34%. Arrow Electronics reported strong quarterly results, beating EPS estimates, and maintains a "Moderate Buy" analyst rating with a positive price target.
Arrow Electronics stock trades at USD 219.13 after Q2 results
Arrow Electronics (ARW) stock traded at USD 219.13 on September 22, 2026, following its second-quarter earnings report. The stock declined 1.4 percent since the reporting, with a market capitalization of USD 11.17 billion. The market's response was weaker than the price level might suggest, despite the company's valuation remaining above USD 11 billion.
Reflecting On Engineered Components and Systems Stocks’ Q2 Earnings: Arrow Electronics (NYSE:ARW)
This article analyzes the Q2 earnings for engineered components and systems stocks, highlighting Arrow Electronics (NYSE:ARW) as a strong performer with exceptional revenue growth and EPS beats, despite a slight dip in stock price post-reporting. It also reviews the performance of other companies like Enpro, Worthington, Applied Industrial, and Gates Industrial Corporation, noting their individual results against analyst expectations and market reactions. The article concludes by discussing broader market uncertainties, including the impact of AI and geopolitical events, on investor sentiment.
Arrow Electronics (ARW) Could Be 7% Undervalued Following Earnings Estimate Upgrades
Following recent analyst coverage and raised earnings estimates, Arrow Electronics (ARW) is currently considered 7% undervalued at a share price of US$219.31, with a fair value of $235 based on one narrative. However, Simply Wall St's DCF model suggests a fair value of $165.40, indicating the stock might be overvalued by that metric. The article highlights both the potential for continued growth from recurring revenue streams and risks such as digital procurement and inventory corrections.
Arrow Electronics (ARW) president added to insider ranks
Arrow Electronics (ARW) has filed an initial Form 3 for its President and Chief Operating Officer, Deidra C. Merriwether, indicating her addition to the insider ranks. This filing reports no current transactions, derivative positions, or specific share holdings for her at this time, signifying her new status as an insider subject to reporting requirements. The Form 3 serves as an initial statement of beneficial ownership, providing transparency for investors regarding her future holdings and transactions.
Arrow Electronics (ARW) grants 23,619 RSUs to its interim CEO
Arrow Electronics granted its interim President and CEO, William F. Austen, 23,619 restricted stock units (RSUs) on September 16, 2026. These RSUs will vest 100% on the first anniversary of the grant date, contingent on his continuous service, increasing his direct holdings to 68,341.06 shares. The grant is part of his ongoing role and was not made under a Rule 10b5-1 trading plan.
Arrow Electronics CFO Rajesh K. Agrawal Reports RSU Tax Withholding Share Sale on Form 4
Arrow Electronics CFO Rajesh K. Agrawal reported a disposition of 4,414 shares of common stock on September 14, 2026. The shares, valued at $213.85 each, were withheld to cover tax obligations arising from the vesting of Restricted Stock Units. Following this transaction, Agrawal directly owns 55,581 shares of Arrow Electronics.
Does Arrow Electronics Still Buy Back Enough Stock To Matter?
Arrow Electronics (ARW) stock has seen significant gains but its share buyback program has slowed considerably. While share count reduction previously drove earnings per share growth, the current pace of buybacks is a third of its three-year average. The article suggests that the company's future performance is now more dependent on the components cycle than on its share repurchase strategy.
Arrow Electronics (NYSE: ARW) CFO holds 55,581 shares after RSU tax withholding
Arrow Electronics' CFO, Rajesh K. Agrawal, had 4,414 shares withheld on September 14, 2026, to cover tax obligations from vested Restricted Stock Units (RSUs). Following this transaction, Agrawal directly holds 55,581 common shares of Arrow Electronics. The shares withheld for taxes were valued at $213.85 per share, and no Rule 10b5-1 trading plan was involved.
Arrow Electronics Stock Jumps as HPE, IBM Deals Expand Reach
Arrow Electronics Inc. (ARW) stock has jumped 6.92% due to expanded distribution deals with HPE and IBM, positioning the company as a key player in hybrid cloud, AI infrastructure, and software ecosystems. These strategic moves are expected to boost margins and cash flow, with the stock showing strong technical uptrend and solid financials, suggesting further upside potential. The company's disciplined capital deployment and reasonable valuation also contribute to its positive outlook.
Zacks.com featured highlights include Concentra, QuinStreet and Arrow Electronics
Zacks.com has highlighted Concentra Group Holdings Parent, Inc. (CON), QuinStreet, Inc. (QNST), and Arrow Electronics Inc. (ARW) as top stock picks following recent broker rating upgrades. Despite market volatility, these companies are recommended for investment due to their strong fundamentals, positive earnings outlooks, and favorable analyst assessments. The article emphasizes that broker upgrades, when combined with other financial indicators, can signal potential growth and improved investor sentiment.
Arrow Electronics gains HPE networking distribution rights By Investing.com
Arrow Electronics (NYSE: ARW) has secured distribution rights for HPE's networking product portfolio across North America and select EMEA countries, expanding its existing relationship with Hewlett Packard Enterprise. This agreement allows Arrow's channel partners to access HPE Aruba Networking and HPE Juniper Networking solutions alongside other HPE offerings through a single distributor. The move aims to provide channel partners with a more comprehensive platform for growth, supported by Arrow's technical expertise and resources.
Arrow Electronics, Inc. Expands Distribution Rights for Hewlett Packard Enterprise Networking Portfolio in North America and EMEA
Arrow Electronics, Inc. has expanded its distribution rights for the Hewlett Packard Enterprise Networking portfolio to include North America and select EMEA countries. This expansion allows Arrow to provide channel partners with a complete suite of HPE solutions, including Aruba and Juniper Networking, fostering streamlined procurement and accelerated solution development. The move aims to help partners address complex hybrid cloud, networking, and AI opportunities by offering a comprehensive range of solutions and Arrow's specialized services.
Arrow Electronics Expands HPE Networking Distribution Rights
Arrow Electronics has expanded its distribution rights with HPE Networking, now including Aruba Networking solutions in the Asia Pacific region, specifically Australia, New Zealand, and Hong Kong. This expansion allows Arrow to offer a broader portfolio of secure networking solutions to its channel partners, enhancing its position in the market. The agreement aims to help partners leverage new opportunities and deliver comprehensive networking and security services.
Why Arrow Electronics (ARW) is a Top Value Stock for the Long-Term
Arrow Electronics (ARW) is identified as a top value stock, earning a Zacks Rank #1 (Strong Buy) and a VGM Score of A. The company's attractive valuation metrics, including a forward P/E ratio of 9.7, and upward earnings estimate revisions by analysts contribute to its strong recommendation for investors. The article details how Zacks Style Scores, including Value, Growth, and Momentum, combined with the Zacks Rank, help investors identify high-potential stocks.
Arrow Electronics broadens HPE offerings, adding complete HPE Networking portfolio in North America and EMEA
Arrow Electronics has expanded its offerings by securing distribution rights for the complete HPE Networking product portfolio across North America and select EMEA countries. This enables Arrow to provide channel partners with comprehensive HPE solutions, including HPE Aruba Networking and HPE Juniper Networking. The expanded partnership aims to simplify procurement, accelerate solution development, and help channel partners address complex hybrid cloud, networking, and AI opportunities.
Arrow Electronics: Reference Platform for AMR
Arrow Electronics, in collaboration with eInfochips and STMicroelectronics, has introduced a new reference platform designed for autonomous mobile robots (AMRs). This platform integrates an Nvidia Jetson Orin Nano-based compute unit with the ROS 2 software stack, a mechanical rover, and an STM32-based real-time controller for sensor and actuator connectivity. It supports both 24-V and 48-V architectures and is equipped for various AMR applications, including intralogistics and manufacturing.
Technical Reactions to ARW Trends in Macro Strategies
This article provides a technical analysis of Arrow Electronics Inc. (NYSE: ARW) as of August 29, 2026, highlighting divergent sentiment and a mid-channel oscillation pattern. It outlines three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes a multi-timeframe signal breakdown for near-term, mid-term, and long-term horizons, indicating varying signal strengths and key support and resistance levels.
Why Did Arrow Electronics (ARW) Stock Drop As Attention Turns To Its Latest Update?
Arrow Electronics (ARW) stock has seen a recent pullback despite expanding its IBM distribution coverage in Europe. While the stock is down short-term, its year-to-date and one-year returns remain strong, suggesting underlying momentum. Simply Wall St notes mixed signals regarding its valuation, with a popular narrative suggesting it's 14.1% undervalued, while their DCF model indicates it's overvalued.
Arrow Electronics Inc (ARW) Stock Down 4.3% but Still Overvalued -- GF Score: 86/100
Arrow Electronics Inc (ARW) shares dropped 4.3% to $201.84, yet the stock remains overvalued according to its GF Value™ estimate of $159.08. Despite a strong GF Score™ of 86/100, reflecting solid profitability and growth, its valuation is a concern, with its current P/E ratio of 12.9x exceeding its 5-year median. Insider activity also shows a significant net selling trend, signaling potential caution regarding its current price.
Arrow’s Expanded IBM Reach in Europe Might Change The Case For Investing In Arrow Electronics (ARW)
Arrow Electronics has expanded its IBM distribution coverage to seven additional European countries, strengthening its role as a key intermediary in electronics and IT. This move, while not a major short-term catalyst, reinforces Arrow's solutions and services positioning and deepens its footprint in Central and Eastern Europe. Investors should consider the integration risks and existing concerns like insider selling, while also noting diverse fair value estimates for the stock.
Arrow’s Expanded IBM Reach in Europe Might Change The Case For Investing In Arrow Electronics (ARW)
Arrow Electronics has expanded its IBM distribution coverage to seven new European countries, strengthening its role as an essential intermediary in global electronics and enterprise IT. While this move reinforces Arrow's solutions and services positioning, it introduces new integration and service quality risks, alongside existing concerns like insider selling and low net margins. The article suggests investors consider multiple viewpoints and additional research beyond this expansion when evaluating ARW.
Tocqueville Asset Management L.P. Makes New $2.02 Million Investment in Arrow Electronics, Inc. $ARW
Tocqueville Asset Management L.P. has initiated a new position in Arrow Electronics, Inc. (NYSE:ARW), purchasing 9,442 shares valued at approximately $2.02 million in the second quarter. This move comes as other institutional investors have also adjusted their holdings in the technology company. Arrow Electronics has shown strong financial performance, beating earnings estimates and announcing a $1.00 billion stock repurchase plan, while analysts maintain a "Hold" rating with an average price target of $233.25.
Advisors Preferred LLC Takes $2.87 Million Position in Arrow Electronics, Inc. $ARW
Advisors Preferred LLC has acquired a new stake worth approximately $2.87 million in Arrow Electronics, Inc. (NYSE:ARW) during the second quarter. This move is part of broader institutional investment activity, with several other hedge funds also adjusting their positions in the technology company. Analyst ratings for Arrow Electronics currently average a "Hold" with an average target price of $233.25, following recent adjustments from various brokerage firms.
Arrow Electronics Expands IBM Distribution Coverage to Seven European Countries
Arrow Electronics has extended its IBM distribution coverage to seven more European countries, enhancing channel partners' access to IBM's infrastructure, automation, data, software, and services. This expansion includes Bulgaria, Croatia, the Czech Republic, Germany, Slovakia, Slovenia, and Ukraine, reinforcing Arrow's existing global distribution relationship with IBM. The move is part of Arrow’s strategic goal to provide comprehensive enterprise technologies and support to its channel partners across various markets.
Pallas Capital Advisors LLC Makes New $1.15 Million Investment in Arrow Electronics, Inc. $ARW
Pallas Capital Advisors LLC has made a new $1.15 million investment in Arrow Electronics, acquiring 5,407 shares. Institutional investors collectively hold 99.34% of the company, which recently reported stronger-than-expected quarterly earnings and authorized a $1 billion share-repurchase program. Analyst sentiment is mixed, with an average "Hold" rating and a target price of $233.25.
13,588 Shares in Arrow Electronics, Inc. $ARW Acquired by Foster & Motley Inc.
Foster & Motley Inc. recently acquired 13,588 shares of Arrow Electronics (NYSE:ARW) stock, valued at approximately $2.9 million, according to an SEC filing. This acquisition is part of broader institutional investor activity, with several other firms also adjusting their positions in the company, which reported strong quarterly results and announced a $1 billion share repurchase program. Despite a mixed outlook from analysts, institutional investors and hedge funds collectively own 99.34% of Arrow Electronics.
Perigon Wealth Management LLC Makes New Investment in Arrow Electronics, Inc. $ARW
Perigon Wealth Management LLC has made a new investment in Arrow Electronics, Inc. (NYSE:ARW), purchasing 7,119 shares valued at approximately $1.52 million during the second quarter. This comes as institutional investors collectively own 99.34% of the company, despite recent insider share sales. Arrow Electronics reported strong quarterly earnings, beating estimates with an EPS of $5.45 and a 31.8% revenue increase year-over-year, alongside authorizing a $1 billion share-repurchase program.
125,168 Shares in Arrow Electronics, Inc. $ARW Bought by Pzena Investment Management LLC
Pzena Investment Management LLC has acquired 125,168 shares of Arrow Electronics (NYSE:ARW), valued at approximately $26.7 million, giving it a 0.24% stake in the company. This comes as Arrow Electronics reported strong quarterly results, beating EPS and revenue expectations, and authorized a $1 billion share repurchase program. Despite some mixed analyst sentiment and insider selling, institutional investors collectively own 99.34% of the company's stock.
Arrow Electronics Expands IBM Distribution Coverage to Seven Additional Countries
Arrow Electronics has expanded its distribution coverage for IBM to seven additional countries: Estonia, Hungary, Latvia, Lithuania, Romania, Serbia, and Slovakia. This expansion allows Arrow to provide a broader range of IBM's software portfolio, including AI, automation, and security solutions, to these markets. The move aims to enhance support for IBM Business Partners and customers in the region.
Is Arrow Electronics (ARW) Cheap As Strong Earnings And Guidance Lift Valuation Questions?
Arrow Electronics (ARW) recently reported strong Q2 2026 sales and net income, along with positive earnings guidance and M&A plans, leading to a 78.4% one-year total shareholder return. While some fair value estimates suggest it's undervalued by 2.9% due to increasing recurring revenue streams, another discounted cash flow model indicates the stock might be overvalued. The article encourages investors to analyze the details and risks to determine the true value of ARW.
Arrow Electronics adds seven countries to distribution coverage with IBM
Arrow Electronics has expanded its distribution coverage for IBM solutions to include seven new countries: Bulgaria, Croatia, the Czech Republic, Germany, Slovakia, Slovenia, and Ukraine. This expansion strengthens Arrow's long-standing relationship with IBM and provides channel partners in these regions with access to IBM's portfolio across infrastructure, automation, and data, along with Arrow's technical expertise and support programs. The initiative aims to help partners deliver scalable enterprise solutions and navigate complex IT environments.
Arrow Electronics (NYSE: ARW) director gets 146 deferred stock units
Andrew Charles Kerin, a director at Arrow Electronics (NYSE: ARW), acquired 146.03 Deferred Stock Units through a non-employee director deferred compensation plan. These units, which will be settled in Common Stock upon his death or separation from service, increase his direct holdings to 14,756.51 units. The transaction was reported with a per-unit price of $0.00, indicating a grant rather than a purchase.
Arrow Electronics (NYSE: ARW) awards new deferred stock units to board member
Arrow Electronics (NYSE: ARW) director Carol P. Lowe was awarded 163.56 deferred stock units on August 14, 2026, as reported in a recent Form 4 filing. These units, part of the company's Non-Employee Directors Deferred Compensation Plan, will settle into common stock upon her death or separation from service. Following this grant, Lowe directly holds a total of 4,773.21 deferred stock units.
Arrow Electronics (NYSE: ARW) director adds deferred stock units
Michael D. Hayford, a director at Arrow Electronics (NYSE: ARW), was awarded 128.51 Deferred Stock Units on August 14, 2026, under the company's Non-Employee Directors Deferred Compensation Plan. These units, which settle into common stock upon death or separation from service, bring his total direct holdings to 2055.28 Deferred Stock Units. The transaction, reported in a Form 4 filing, is considered neutral in sentiment and impact.
Arrow Electronics Shows Why Operating Leverage Is Driving the Recovery
Arrow Electronics (ARW) reported strong Q2 2026 results, with non-GAAP diluted EPS climbing 124% to $5.45 on a 31.8% rise in consolidated sales to $9.992 billion. This significant outperformance of profit growth over sales growth is attributed to operating leverage, primarily driven by the Global Components business. While the recovery is real and balance sheet flexibility improved, investors are cautioned to monitor the sustainability of growth in Global Components and the margin repair in Enterprise Computing Solutions.
Arrow Electronics expands IBM distribution to seven countries
Arrow Electronics has announced an expansion of its IBM distribution coverage to include seven additional European countries: Bulgaria, Croatia, the Czech Republic, Germany, Slovakia, Slovenia, and Ukraine. This move strengthens Arrow's long-standing relationship with IBM, providing channel partners in these nations with access to IBM's infrastructure, automation, and data portfolio, along with Arrow's technical support and accelerator programs. Arrow, which reported $31 billion in sales in 2025, previously distributed IBM solutions across various other regions.
Focus Partners Advisor Solutions LLC Invests $1.34 Million in Arrow Electronics, Inc. $ARW
Focus Partners Advisor Solutions LLC has invested approximately $1.34 million in Arrow Electronics, acquiring 6,291 shares of the technology company in the second quarter. Arrow Electronics recently surpassed quarterly earnings and revenue expectations, reporting $5.45 EPS and $9.99 billion in revenue, and also authorized a $1 billion share buyback program. Despite mixed analyst sentiment resulting in a consensus "Hold" rating, institutional investors collectively own 99.34% of the company's stock.
Is Arrow Electronics (ARW) Cheap As Strong Earnings And Guidance Lift Valuation Questions?
Arrow Electronics (ARW) recently reported strong Q2 2026 earnings and provided positive guidance, leading to questions about its valuation. While some analyses suggest it is slightly undervalued based on growth and margin assumptions, others, like the Simply Wall St DCF model, indicate it might be overvalued. The article explores these contrasting views, highlighting the company's shift towards higher-margin, recurring revenue streams and potential risks like disintermediation and inventory issues.
