ARW — Arrow Electronics Inc

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates ARW Bullish with a Setup Score of 49, net conviction 62, actionability 38. How the Setup Score works →

Total Setup Score49
Directional BiasBullish
Net Conviction62
Actionability38 (in range)

Key signals behind this score

About Arrow Electronics Inc

Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates in two segments, Global Components and Global Enterprise Computing Solutions. The Global Components segment markets and distributes electronic components, including semiconductor products and related services; interconnect, pas… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$225.72
Market Cap$11.54B
Float50.5M
Shares Outstanding50.9M
P/E (Forward)5.03
P/E (TTM)14.50
Price/Sales (TTM)0.32
vs. Analyst Target+4.1% to analyst PT
Profit Margin2.26%
Operating Margin (TTM)3.95%
Revenue (TTM)$35.92B
Earnings Growth (YoY)46.50%
Dividend RateNone
Analyst Target Price$235.00 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $28.67B $584M $3.19B $1.09B
2021 $34.48B $1.11B $4.20B $1.76B
2022 $37.12B $1.43B $4.84B $2.26B
2023 $33.11B $904M $4.15B $1.67B
2024 $27.92B $392M $3.29B $1.12B
2025 $30.85B $571M $3.47B $1.07B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $7.71B $109M
Dec 2025 $8.75B $195M
Mar 2026 $9.47B $235M
Jun 2026 $9.99B $273M

Ownership & Float

Insider Ownership0.5%
Institutional Ownership105.6%
Short Float2.9%
% of All Funds Holding7.13%
Number of Funds Holding627

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$222.07Near-term / short-term trend
Weekly40-Week SMA$189.74Medium-term trend
Weekly80-Week SMA$154.04Cyclical trend (business cycle)
Weekly200-Week SMA$134.75Secular trend (multi-year)
Monthly10-Month SMA$191.77Near-term monthly trend
Monthly20-Month SMA$153.59Medium-term monthly trend
Monthly40-Month SMA$138.33Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$194.00 support 1.45x 4 months ago
$144.00 support 1.04x 5 months ago
$132.00 support 1.34x 7 months ago
$104.00 support 1.68x 17 months ago

Historical Earnings Reactions (122 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.62% 0.25% 61.48% 50.00% -5.71%
1 Day 0.85% 0.56% 59.02% 39.13% -8.45%
1 Week 2.20% 1.97% 64.75% 30.98% -11.14%
2 Weeks 2.58% 2.41% 67.21% 47.28% -13.81%
1 Month 2.08% 2.31% 59.02% 39.67% -29.63%

Next earnings: October 29, 2026 (16 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.5%54.3%46
Feb3.4%60.9%46
Mar1.2%60.9%46
Apr4.2%57.4%47
May-0.6%51.1%47
Jun-0.4%42.6%47
Jul3.0%66.0%47
Aug-0.3%51.1%47
Sep-2.5%31.9%47
Oct0.9%47.8%46
Nov3.9%67.4%46
Dec4.7%63.0%46

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.11% 44.2% 2218
Tuesday 0.07% 46.7% 2408
Wednesday 0.17% 47.0% 2406
Thursday 0.17% 47.7% 2360
Friday 0.04% 45.0% 2344

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 105.6%

Insider Transactions — Smart Summary

Total insider ownership: 0.5%

12-Month Insider Activity Summary

Total Filings12
Net Value-$11.1M
Net Shares Change-26,698
% of Float-0.1%
C-Suite Filings11
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
Zech Gretchen SVP, Chief Gov, Sust, HR Offr -$8.0M 3 3 sell
Nowak Eric President, Global ECS -$1.5M 2 2 sell
Jean-Claude Carine Lamercie SVP, CLCO and Secretary -$1.2M 3 3 sell
Austen William F. Interim President and CEO +$601,408.368 1 1 buy
Marano Richard John President, Global Components -$388,300 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-02-12 – 2026-02-24 6 5 -$1.8M 5 C-suite
2026-05-21 – 2026-06-03 5 3 -$9.4M 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-09-04 Jean-Claude Carine Lamercie SVP, CLCO and Secretary -$209,850 Transaction at $209.85, now +7.6%
2026-02-20 Austen William F. Interim President and CEO +$601,408.368 Transaction at $151.87, now +48.6%
2026-06-03 Zech Gretchen SVP, Chief Gov, Sust, HR Offr -$3.6M Transaction at $154.79, now +45.8%
2026-05-22 Zech Gretchen SVP, Chief Gov, Sust, HR Offr -$3.4M Transaction at $212.08, now +6.4%
2026-06-01 Zech Gretchen SVP, Chief Gov, Sust, HR Offr -$989,690 Transaction at $215.15, now +4.9%
2026-05-22 Jean-Claude Carine Lamercie SVP, CLCO and Secretary -$648,000 Transaction at $216.00, now +4.5%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Arrow Electronics Inc (ARW) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for ARW on Trend Edge →