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Arrow Electronics, Inc.
$242.01▲ 4.48% today
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Why Arrow Electronics, Inc. (ARW) stock moved

Updated Oct 3, 2026

Arrow Electronics, Inc. (ARW) shares rose 4.5% to $242.01 as of October 3, 2026, a moderate gain from the prior close of $231.63. BestStocks flagged the session as a major change for ARW. Below, we break down what changed for ARW, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

ARW climbed 4.5% to $242.01

Arrow Electronics surged 6.9% on September 11, 2026, to close at $227.91, driven by two major distribution expansions: full distribution rights for Hewlett Packard Enterprise's networking portfolio (Aruba and Juniper solutions) across North America and select EMEA countries, and deepened IBM distribution coverage into seven additional European countries. Both deals position the company to capture high-margin AI infrastructure and enterprise software opportunities.

ValuationMedium confidence
Rel. volume
1.9×
Above Avg
Vs peers
—
No comparable peers
Market cap
$12.4B
New York Stock Exchange
Analyst target
$225
-7.0% vs price
Price chart
Sep 2 – Oct 2
VVVVNNFE$208$225$242Sep 2Sep 10Sep 18Sep 25Oct 2
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Arrow Electronics, Inc. investors

For Arrow Electronics, Inc. investors, the recent signals are mixed, leaving the near-term picture neutral / mixed. On the constructive side: Positive 4.5% session move; Positive price momentum. Weighing against that: Arrow Electronics, Inc. (ARW) moved -2.91% from $209.60 to $203.51 on 2026-08-07; ARW fell 5.76% to $201.04 in intraday trading on elevated volume (1.36x normal). Wall Street's consensus price target sits at $225.00, implying -7.0% downside from $242.01. BestStocks rates the overall signal quality medium (63/100). With earnings roughly 26 days out, the next report is the most likely near-term test of the move.

ARW price reaction

ARW last traded at $242.01, up $10.38 (+4.48%) from the previous close of $231.63. The session traded on 1.9× average volume (above avg), so the move carried above-average conviction. Over the past month the stock has ranged between $208.13 and $242.01, and it currently sits about 100% of the way up that band.

Bullish and bearish analyst opinions on Arrow Electronics, Inc. (ARW)

The consensus analyst price target on Arrow Electronics, Inc. (ARW) is $225.00, 7.0% below the recent $242.01. Over the past 90 days analysts logged 0 upgrades, 3 maintains, and 0 downgrades. Here is how the bullish and bearish cases on ARW line up.

The bullish case

  • The Street's most bullish target is $250.00 (+3.3%).
  • Positive 4.5% session move.
  • Positive price momentum.
  • Arrow Electronics, Inc. (ARW) moved +5.17% from $205.61 to $216.23 on 2026-07-21.

The bearish case

  • The consensus analyst price target of $225.00 sits 7.0% below the recent $242.01, so the average target sees limited room to run.
  • The most bearish analyst target is $175.00 (-27.7%).
  • Arrow Electronics, Inc. (ARW) moved -2.91% from $209.60 to $203.51 on 2026-08-07.
  • ARW fell 5.76% to $201.04 in intraday trading on elevated volume (1.36x normal).
Bull vs bear balanceNeutral / Mixed
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is roughly balanced, 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 Oct 3, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $225-7.0%
= 3 maintains
Truist Securities maintained Buy · 2026-08-07
SEC filings watch
8-K2026-09-04
Material event — review for impact
high
8-K2026-08-06
Material event — review for impact
high
10-Q2026-08-06
Quarterly financial results
medium
Peer context
ARW+4.5%

Previous notable changes for ARW

News2026-09-29-0.1%
ARW received Zacks Rank #1 (Strong Buy) rating on the value stocks list for September 29th.
News2026-09-28-1.0%
Zacks identified Arrow Electronics as a strong value stock based on its Style Scores analysis.
Activity2026-09-23+2.2%via Yahoo Finance ↗
Arrow Electronics, Inc. moved +3.21% intraday from $221.83 to $228.96. Arrow Electronics, Inc. (ARW) stock is trading higher today following a series of upward earnings revisions from analysts and strong fundamentals linked to the ongoing artificial intelligence (AI) infrastructure boom. The stock has risen roughly 3.2% to trade near $228.72 per share. ## Arrow Electronics Inc (ARW) $228.72 3.20% today As of Sep 23, 12:40 PM EDT • Disclaimer 9:30 AM 10:30 AM 11:30 AM 12:30 PM 222 224 226 228 Prev close $221.63 Sep 23, 2026 9:30 AM - 12:40 PM 1D 5D 1M 6M YTD 1Y 5Y Max| Open 221.00 | Mkt cap $11.64B USD | 52-wk high 237.33 | | High 229.79 | P/E ratio 14.61 | 52-wk low 101.79 | | Low 219.73 | Div yield- | Several key drivers are fueling investor optimism: - Raised Earnings Estimates: Within the last few days, prominent Wall Street analysts revised their current-year earnings estimates upward . Market reports flag Arrow for its compelling combination of growth characteristics and a relatively low forward price-to-earnings (P/E) valuation. - AI & Infrastructure Momentum: As an enterprise computing and electronic component distributor, Arrow is capitalizing heavily on a massive hardware spending cycle. Increased enterprise IT channel demand has been further
Valuation2026-09-14-6.3%via investing.com ↗
Arrow Electronics fell 6.12% to $214.22, driven by macro headwinds including geopolitical tensions near the Strait of Hormuz and rising U.S. Treasury yields pressuring the tech and hardware distribution sector, combined with profit-taking following a recent rally tied to major distribution wins (HPE Networking rights for North America and EMEA). Volume at 441,485 shares (0.82x average) is normal for the time of day.

In-depth ARW event analyses

Permanent, dated analyses of ARW's most significant sessions.
Upcoming catalysts & outlook
Next earnings
2026-10-29 (est.)
in 26 days
10-Q Filing (est.)
2026-11-05
Medium impact
Thesis shift
Neutral / Mixed
bullish signal
Risk level
High
from change events

Frequently asked questions about ARW

Why did Arrow Electronics, Inc. (ARW) stock move?

Arrow Electronics surged 6.9% on September 11, 2026, to close at $227.91, driven by two major distribution expansions: full distribution rights for Hewlett Packard Enterprise's networking portfolio (Aruba and Juniper solutions) across North America and select EMEA countries, and deepened IBM distribution coverage into seven additional European countries. Both deals position the company to capture high-margin AI infrastructure and enterprise software opportunities.

How much did ARW stock rise?

ARW gained 4.48% ($10.38) versus the prior close of $231.63, last trading at $242.01 on 1.9× average volume.

When is Arrow Electronics, Inc.'s next earnings date?

ARW's next earnings report is estimated for 2026-10-29 — about 26 days away.

What is the analyst price target for ARW?

The consensus analyst price target for ARW is $225.00, about 7.0% below the current $242.01. Over the past 90 days, analysts recorded 0 upgrades, 3 maintains, and 0 downgrades.

How BestStocks tracks ARW

This page is generated automatically by BestStocks' change-detection system after its price and volume cleared ARW-specific materiality thresholds, triggering an evidence check. 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 October 3, 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.

Data sources
FMP real-time & historical price dataSEC EDGAR filingsFMP earnings & estimatesAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.