ARROW ELECTRONICS, INC.
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Arrow Electronics (ARW) signed a distribution deal with Usercentrics, adding Cookiebot CMP to its privacy solutions. The agreement expands Arrow's offerings in Austria, France, Germany, Italy, Portugal, Spain, Switzerland, and the UK, helping partners comply with global privacy regulations like GDPR. Usercentrics' platform supports major consent signal frameworks and integrates with popular marketing technologies.
Arrow Electronics (ARW) stock has gained 50% over six months but slipped 1.0% in the past three. Its earnings per share grew 4.7% annually over three years, outpacing net income growth of 0.7%, due to share buybacks. Buybacks slowed to 1.1% in the past year, covered 6.5x by free cash flow. Q2 2026 revenue was $10B, with non-GAAP EPS up 124% YoY. Management expects the components cycle to continue into 2027, despite some margin pressure in enterprise computing.
Arrow Electronics (ARW) secured distribution rights for HPE's full networking portfolio in North America and select EMEA markets. Its stock has surged 101.88% year-to-date, with a 6.92% 1-day and 8.51% 1-month return. Analysts have mixed views on its valuation, with some seeing it as modestly undervalued and others overvalued.
Over the past 7 days, AlphAI's AI scored 9 news stories mentioning ARW (ARROW ELECTRONICS, INC.). Coverage has skewed bullish: 5 bullish, 4 neutral, and 0 bearish.
Recent ARW coverage spans technology, corporate actions and market movers.
In the last 30 days, ARW insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($210K). The most active reporter was Jean-Claude Carine Lamercie, SVP, CLCO and Secretary, with 1 filing.
Potential modest revenue uplift for Arrow's enterprise solutions segment and increased exposure to privacy‑tech market.
Buyback pace has slowed, potentially limiting price support and raising questions on capital allocation.
The new distribution agreement expands Arrow's addressable market in data center and cloud infrastructure, potentially boosting revenue and margins.
The financing expansion provides more working‑capital flexibility and potential acquisition capacity, likely supporting near‑term earnings momentum.
The new HPE/IBM distribution deals boost Arrow's revenue visibility and margin potential, supporting a bullish outlook.
AlphAI scores every news story that mentions ARW with an AI model for sentiment and relevance, and aggregates insider trades from ARROW ELECTRONICS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Arrow Electronics (ARW) signed a distribution deal with Usercentrics, adding Cookiebot CMP to its privacy solutions. The agreement expands Arrow's offerings in Austria, France, Germany, Italy, Portugal, Spain, Switzerland, and the UK, helping partners comply with global privacy regulations like GDPR. Usercentrics' platform supports major consent signal frameworks and integrates with popular marketing technologies.
2 min readArrow Electronics (ARW) stock has gained 50% over six months but slipped 1.0% in the past three. Its earnings per share grew 4.7% annually over three years, outpacing net income growth of 0.7%, due to share buybacks. Buybacks slowed to 1.1% in the past year, covered 6.5x by free cash flow. Q2 2026 revenue was $10B, with non-GAAP EPS up 124% YoY. Management expects the components cycle to continue into 2027, despite some margin pressure in enterprise computing.
2 min readArrow Electronics (ARW) secured distribution rights for HPE's full networking portfolio in North America and select EMEA markets. Its stock has surged 101.88% year-to-date, with a 6.92% 1-day and 8.51% 1-month return. Analysts have mixed views on its valuation, with some seeing it as modestly undervalued and others overvalued.
2 min readArrow Electronics (ARW) shares rose 6.9% on improving fundamentals and expanded financing. The company extended its asset securitization facility to 2029, increasing the limit to $1.75B. Q2 2026 revenue grew 32% YoY to $10B, with EPS exceeding guidance. Analysts raised earnings estimates for 2026.
2 min readArrow Electronics (ARW) stock rose 6.92% after winning a major HPE deal and reporting strong earnings. The company has $30.9B in revenue, with a target price of $250 and support at $215. Analysts cite its strong position in IT and electronic components distribution, with solid financials and positive near-term catalysts.
2 min readArrow Electronics offers remote access to NXP Semiconductors' Ara240 edge AI accelerator via its Digital Test Drive platform, enabling engineers to evaluate AI models for computer vision and generative AI before purchasing. The collaboration aims to accelerate AI adoption in industrial and robotics applications by providing cloud-based testing of real hardware.
2 min readTrendAI has appointed Ingram Micro and Arrow Electronics as its pan-European distribution partners. The deal aims to provide a consistent route to market for TrendAI's AI-driven security platform. TrendAI, formerly Trend Micro's enterprise division, rebranded in March 2026. The partnership includes a joint readiness program focusing on AWS Marketplace, technical skills, and go-to-market strategies.
2 min readArrow Electronics (ARW) was upgraded to a Zacks Rank #1 (Strong Buy) due to upward earnings estimate revisions. The company's consensus EPS estimate for 2026 is $21.24, unchanged year-over-year, but has increased 10.9% over the past three months. This upgrade reflects a positive earnings outlook and potential stock price increase.
2 min readHarbor Funds' Q2 2026 investor letter noted Arrow Electronics (ARW) as a performance contributor, benefiting from AI infrastructure growth. ARW's stock rose 6.30% in the past month and 70.76% over the year, closing at $215.97 on September 4, 2026. The company reported strong earnings and a new share repurchase program.
2 min readArrow Electronics extended and upsized its receivables securitization facility to $1.75 billion, maturing in 2029. The amendment, involving multiple banks, aims to enhance liquidity and support growth. According to the company, it adds a step-up feature for leverage ratios tied to material acquisitions.
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