Arrow Electronics (NYSE:ARW) Share Price Breaks Below Two Hundred Day Moving Average – Here’s What Happened

Arrow Electronics, Inc. (NYSE:ARW) shares crossed below its two hundred day moving average during trading on Thursday. The stock has a two hundred day moving average of $191.98 and traded as low as $176.42. Arrow Electronics shares last traded at $176.91, with a volume of 1,103,502 shares traded.

Key Arrow Electronics News

Here are the key news stories impacting Arrow Electronics this week:

• Positive Sentiment: Arrow reported record Q3 earnings of $6.22 per share, above the $5.06 consensus, on revenue of $10.72 billion versus $10.07 billion expected. Revenue rose 39% year over year. Arrow Electronics Reports Record Quarterly Revenue and EPS
• Positive Sentiment: Q4 guidance was well ahead of analyst expectations: EPS of $7.00–$7.20 versus $5.80 consensus and revenue of $11.6–$12.2 billion versus $10.5 billion. The company cited strong demand, higher volumes, growing backlogs and AI-related growth. Q3 Earnings Call Highlights
• Neutral Sentiment: Truist lowered its price target from $250 to $230 but maintained a Buy rating, indicating continued optimism while moderating its valuation view.
• Neutral Sentiment: A tranche update was reported for Arrow’s previously announced share-buyback plan, though the available details do not specify its size or likely near-term impact. Buyback Plan Tranche Update

Analyst Upgrades and Downgrades

Several research analysts recently commented on the stock. Raymond James Financial reaffirmed an “outperform” rating and issued a $250.00 price objective on shares of Arrow Electronics in a report on Friday, August 7th. Wells Fargo & Company increased their target price on Arrow Electronics from $175.00 to $200.00 and gave the stock an “underweight” rating in a research report on Friday, August 7th. Zacks Research cut Arrow Electronics from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 26th. Wall Street Zen upgraded Arrow Electronics from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Finally, Weiss Ratings raised Arrow Electronics from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. Three investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Arrow Electronics currently has a consensus rating of “Hold” and an average target price of $228.25.

Arrow Electronics Stock Up 2.3%

The company has a market cap of $9.22 billion, a PE ratio of 9.18, a PEG ratio of 0.30 and a beta of 1.20. The stock’s 50 day moving average price is $217.90 and its 200-day moving average price is $192.32. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.01 and a current ratio of 1.22.

Arrow Electronics (NYSE:ARW) last issued its earnings results on Thursday, November 5th. The technology company reported $6.22 EPS for the quarter, topping the consensus estimate of $5.06 by $1.16. Arrow Electronics had a net margin of 2.26% and a return on equity of 13.41%. The company had revenue of $10.72 billion for the quarter, compared to the consensus estimate of $10.07 billion. During the same period in the previous year, the firm earned $2.41 earnings per share. The firm’s revenue for the quarter was up 39.0% on a year-over-year basis. Arrow Electronics has set its Q4 2026 guidance at 7.000-7.200 EPS. On average, analysts predict that Arrow Electronics, Inc. will post 21.24 earnings per share for the current year.

Insider Activity

In related news, SVP Carine Jean-Claude sold 1,000 shares of Arrow Electronics stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $209.85, for a total value of $209,850.00. Following the completion of the sale, the senior vice president owned 11,626 shares of the company’s stock, valued at $2,439,716.10. The trade was a 7.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Arrow Electronics

Several large investors have recently added to or reduced their stakes in ARW. BlackRock Inc. purchased a new position in Arrow Electronics during the second quarter valued at $1,070,534,000. ACR Alpine Capital Research LLC lifted its holdings in shares of Arrow Electronics by 3.9% in the 1st quarter. ACR Alpine Capital Research LLC now owns 3,578,313 shares of the technology company’s stock valued at $513,166,000 after acquiring an additional 132,720 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Arrow Electronics by 0.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 3,007,509 shares of the technology company’s stock worth $431,280,000 after purchasing an additional 11,894 shares during the period. State Street Corp increased its position in Arrow Electronics by 0.5% during the second quarter. State Street Corp now owns 1,694,603 shares of the technology company’s stock valued at $361,645,000 after acquiring an additional 8,238 shares during the last quarter. Finally, Bank of America Corp DE bought a new stake in shares of Arrow Electronics in the 2nd quarter worth about $270,981,000. Hedge funds and other institutional investors own 99.34% of the company’s stock.

About Arrow Electronics

Arrow Electronics, Inc is a global distributor of electronic components and enterprise computing solutions. The company connects manufacturers of technology products with customers, including original equipment manufacturers, contract manufacturers, commercial enterprises and government organizations.

Arrow’s components business distributes products such as semiconductors, embedded systems, passive and electromechanical components, and related engineering services. Its enterprise computing solutions business provides technology products and services involving data center, cloud, security, networking and software solutions.