Why Arrow Electronics, Inc. (ARW) stock moved
Arrow Electronics, Inc. (ARW) shares tumbled 9.0% to $184.45 as of November 5, 2026, a significant decline from the prior close of $202.63. BestStocks flagged the session as a major change for ARW. The move is tied to an earnings beat. Below, we break down what changed for ARW, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
Earnings Beat
Arrow Electronics, Inc. (ARW) reported EPS of $6.22 vs. consensus estimate of $5.06 for Q3 FY2026, beating consensus by 22.9%. Monitor for management commentary on demand trends, inventory levels, and margin sustainability in the technology distribution market during the earnings call.
What it means for Arrow Electronics, Inc. investors
For Arrow Electronics, Inc. investors, the recent signals add up to a bearish shift. On the constructive side: Earnings beat — stock sold off (sell-the-news reaction); Positive price momentum. Weighing against that: Sharp 9.0% decline — elevated risk; Arrow Electronics reported record quarterly revenue and earnings per share today (Business Wire), yet the stock fell 6.44% to $189.58 in intraday trading. Wall Street's consensus price target sits at $225.00, implying +22.0% upside from $184.45. BestStocks rates the overall signal quality medium (68/100). With earnings roughly 91 days out, the next report is the most likely near-term test of the move.
ARW price reaction
ARW last traded at $184.45, down $18.18 (-8.97%) from the previous close of $202.63. The session traded on 0.3× average volume (below avg), so participation was unremarkable.
Bullish and bearish analyst opinions on Arrow Electronics, Inc. (ARW)
The consensus analyst price target on Arrow Electronics, Inc. (ARW) is $225.00, 22.0% above the recent $184.45. Over the past 90 days analysts logged 0 upgrades, 2 maintains, and 0 downgrades. Here is how the bullish and bearish cases on ARW line up.
The bullish case
- Wall Street's consensus price target of $225.00 implies +22.0% upside from $184.45.
- The Street's most bullish target is $250.00 (+35.5%).
- Earnings beat — stock sold off (sell-the-news reaction).
- Positive price momentum.
- Arrow Electronics, Inc. (ARW) moved +5.17% from $205.61 to $216.23 on 2026-07-21.
The bearish case
- The most bearish analyst target is $175.00 (-5.1%).
- Sharp 9.0% decline — elevated risk.
- Arrow Electronics reported record quarterly revenue and earnings per share today (Business Wire), yet the stock fell 6.44% to $189.58 in intraday trading.
- ARW fell 5.76% to $201.04 in intraday trading on elevated volume (1.36x normal).
Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Nov 5, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Previous notable changes for ARW
Frequently asked questions about ARW
Why did Arrow Electronics, Inc. (ARW) stock move?
ARW tumbled 9.0% to $184.45. The move is associated with an earnings beat.
How much did ARW stock fall?
ARW lost 8.97% ($18.18) versus the prior close of $202.63, last trading at $184.45 on 0.3× average volume.
When is Arrow Electronics, Inc.'s next earnings date?
ARW's next earnings report is estimated for 2027-02-04 — about 91 days away.
What is the analyst price target for ARW?
The consensus analyst price target for ARW is $225.00, about 22.0% above the current $184.45. Over the past 90 days, analysts recorded 0 upgrades, 2 maintains, and 0 downgrades.
How BestStocks tracks ARW
This page is generated automatically by BestStocks' change-detection system after an earnings beat was detected and verified against independent data sources. It draws on 20 tracked change events for ARW, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of November 5, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.