Arrow Electronics combines strong growth (32% YoY) and a cheap forward P/E of 8.7x, but quality is below the minimum bar (3.7/10) and the price already sits 4.1% above the $199.75 analyst target, leaving no upside cushion.
Thesis pillars
- Strong Yoy Growth→Stable
- Product Concentration Risk↓Deteriorating
- Below Floor Business Quality↓Deteriorating
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026, based on the 10-K filed Feb 11, 2026
Arrow Electronics, Inc. (ARW) Stock Analysis
Technology · Electronics & Computer Distribution
Sell if holding. Engine safety override at $202.63: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 6.4/10. Specifically: Below-average business quality.
Arrow Electronics distributes electronic components to OEMs and EMS providers through its global components segment (70% of 2025 sales) and enterprise computing solutions to VARs and MSPs through global ECS (30%), serving over 85 countries via 140+ sales facilities. The company... Read more
Sell if holding. Engine safety override at $202.63: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 6.4/10. Specifically: Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 6.4/10, moderate confidence.
Passes 5/8 gates (clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and earnings proximity 0d<=7d. Suitability: moderate.
Recent developments
updated Nov 4, 2026Recent Developments — Arrow Electronics, Inc.
Latest news
- NEWS Arrow Electronics Hosts Flagship Technology Showcase in Shanghai — fiscal.ai Nov 4, 2026 neutral
- NEWS Arrow Electronics Scheduled to Report Third-Quarter 2026 Financial Results — fiscal.ai Nov 3, 2026
- NEWS Arrow Electronics Highlights SAM Car Project in New Film Series — fiscal.ai Oct 26, 2026 positive
- NEWS Arrow Electronics Hosts Technical Seminar in Seoul — fiscal.ai Oct 20, 2026 neutral
- NEWS Here’s How Much You Would Have Made Owning Arrow Electronics Stock In The Last 15 Years — benzinga Oct 13, 2026 positive
Latest item Nov 4, 2026 · Generated 2026-11-05T11:34:06Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductglobal components70%10-K Item 1: 'approximately 70% of the company's sales were from global components'
- MEDIUMProductsemiconductor products50%10-K Item 1A: 'Sales of semiconductor products and related services represented approximately 50%, 53%, and 60%, of the company's consolidated sales in 2025, 2024, and 2023, respectively.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $202.63: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 6.4/10. Specifically: Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $189.94. Score 6.4/10, moderate confidence.
Analyst target $199.75 reached (−1.4% from $202.63); no take-profit level is published. Prior stop was $189.94. Stop-loss: $189.94.
Concentration risk — Product: global components (70.0%); Target reached (-1.4% upside); Quality below floor (3.7 < 4.0).
Arrow Electronics, Inc. trades at a P/E of 13.0 (forward 8.5). TrendMatrix value score: 8.1/10. Verdict: Sell.
10 analysts rate ARW, with a consensus score of 3.6/5. 4 analysts publish price targets averaging $235.
What does Arrow Electronics, Inc. do?Arrow Electronics distributes electronic components to OEMs and EMS providers through its global components segment...
Arrow Electronics distributes electronic components to OEMs and EMS providers through its global components segment (70% of 2025 sales) and enterprise computing solutions to VARs and MSPs through global ECS (30%), serving over 85 countries via 140+ sales facilities. The company employs approximately 22,230 people worldwide and generated sales where no single customer exceeded 2% of 2025 consolidated revenue.