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ARARW

Arrow Electronics, Inc.

$ARW·$11B·Technology Distributors·Technology
$204.10-1.0%YTD+83.6%1Y+56.4%
Mentions · last 7 days
2026-07-09: 10 posts2026-07-10: 4 posts2026-07-11: 0 posts2026-07-12: 1 posts2026-07-13: 3 posts2026-07-14: 7 posts2026-07-15: 2 posts27+32%
Price updated 4h ago·X counts updated 1d ago
ARARW
$ARWArrow Electronics, Inc.
$204.10-0.97%27 posts+32%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ARW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-15

The move is getting stronger, with heavier trading behind it.

Cyclical-electronics distributor riding the AI-hardware capex wave — beats compounding, buyback authorized, sentiment aligned.

Arrow Electronics is doing exactly what a well-positioned distributor should do into a chip-cycle upturn — beat, raise, and buy back stock.

  • Revenue growth: Q1 2026 $9.47B (+39% YoY), Q4 2025 +20%, Q3 +13%, Q2 +10% — sequential acceleration through the whole trailing year.
  • Earnings surprises: +79%, +24%, +6%, +20% across the last four — the last two quarters step-changed higher, consistent with mix moving toward higher-margin enterprise-computing solutions.
  • Fundamentals: PE 15.5x, EV/EBITDA 10x, FCF yield 3.4%, D/E 0.37 — reasonable multiples for a cyclical at this point in the recovery.
  • Capital return: BofA-cited $1B share-repurchase authorization sits behind the price action.
  • Setup: $206.50, +86% YTD, +57% over 12 months, sitting ~77% up 52-week range and slightly below 50-day MA — a healthy shallow pullback rather than a blow-off.
  • No recent insider transactions on file (a cleaner tape than the semiconductor peers).

Jul 30 Q2 print is where the run has to justify itself; the setup rewards a modest beat and punishes any sign the book-to-bill is rolling over.

Agrees with X sentimentX sentiment matches — BofA upgrade to Neutral (target $233 from $122), book-to-bill above 1, AI-demand recovery framing; the $220-strike call option surge is a tape confirmation of the momentum sentiment posts describe.

What to watch: Jul 30 Q2 print — book-to-bill trend, Enterprise Computing Solutions segment margin, any commentary on Q3 backlog; buyback pace against the $1B authorization; whether Avnet's peer print in the same window forces relative-value trades.

On the calendar: 2026-07-30 — Q2 2026 earnings (EPS est $4.45)

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-05-20

Arrow Electronics is bullish, with the catalyst a BofA upgrade to Neutral from Underperform and a target hike to $233 from $122, citing improving fundamentals, a backlog extending into the second and third quarters, a book-to-bill firmly above 1, and an AI-driven demand recovery. Bulls also point to a newly authorized $1B share-repurchase program. Momentum traders flagged the move early, with $220 call options up roughly 200% over a couple of days, framing the electronics distributor as a recovering cyclical riding the AI rebound.

Read the AI verdict + X sentiment for $ARW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Distributes semiconductor components and enterprise computing solutions to industrial and commercial customers globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Technology Distributors sits in its cycle right now — and what that implies for $ARW.

Technology Distributors · Technology

No material change from last week — Arrow Electronics' Q1 beat and $1B buyback confirms sustained channel demand for semiconductors and enterprise computing in AI infrastructure buildouts.

What this means for $ARW

Direct beneficiary — Distributes semiconductor components and enterprise computing solutions to industrial and commercial customers globally; primary revenue lines track directly to the IT channel demand sustained through component cycle recovery.

Top industry ETF

$XLKTechnology Select Sector SPDR
+21.9%YTD
+37.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$5.22$2.92+78.8%
Q4 2025Feb 5, 2026$4.39$3.55+23.7%
Q3 2025Oct 30, 2025$2.41$2.28+5.7%
Q2 2025Jul 31, 2025$2.43$2.03+19.7%
Next earningsThu, Jul 30·consensus EPS $4.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.5B+39.0%11.1%4.2%$4.58$667.6M
Q4 FY25$8.7B+20.1%11.5%3.8%$3.78$172.6M
Q3 FY25$7.7B+13.0%10.8%2.3%$2.11$-238.1M
Q2 FY25$7.6B+10.0%11.2%2.5%$3.62$-224.5M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$38.9B$37.4B – $40.4B$19.94$17.90 – $21.003
FY27$40.6B$39.0B – $42.3B$21.57$17.57 – $23.543
FY28$43.6B$42.4B – $44.9B$24.44$23.52 – $25.371

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+35.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 50.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 29Gretchen ZechSVP, Chief Gov, Sust, HR Offr4.6K sh$990KSellMay 22Jean-claude Carine LamercieSVP, CLCO and Secretary3.0K sh$648KSellMay 21Gretchen ZechSVP, Chief Gov, Sust, HR Offr16.0K sh$3.4MSellMay 20Eric NowakPresident3.5K sh$733KSellFeb 23Jean-claude Carine LamercieSVP, CLCO and Secretary1.9K sh$303KBuyFeb 19William F. AustenCEO4.0K sh$601KSellFeb 17Marano Richard JohnPresident2.5K sh$388K
+ 37 other (19 awards · 14 inkinds · 4 exempts) in window

See when $ARW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentMay 138-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

ARW held its annual meeting of stockholders around 2026-05-13 (8-K Item 5.07). Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 14 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Arrow Electronics: Why I Prefer It To Avnet Todayseekingalpha.com·5d agoArrow Electronics Still Has Room To Climb Past Its Highsseekingalpha.com·8d agoArrow Electronics: Ignored, Discounted, And Growing Fastseekingalpha.com·9d agoShould Value Investors Buy Arrow Electronics (ARW) Stock?zacks.com·15d agoArrow Electronics (ARW) is a Great Momentum Stock: Should You Buy?zacks.com·25d ago

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Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $ARW on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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