ARW Arrow Electronics Inc

Arrow Electronics, Inc. (NYSE:ARW) saw its shares advance 22.72% in Q3 2025, driven by better-than-expected earnings, improved margin performance, and proactive management initiatives. The company reported $6.8 billion in revenue and surpassed EPS expectations, largely due to effective cost management and a strong components segment. This performance was highlighted in Harbor Mid Cap Fund's Q3 2025 investor letter, despite the fund trailing the Midcap Index overall.

Truist Financial analyst William Stein has reiterated a Hold rating on Arrow Electronics (ARW), setting a price target of $111.26. Stein, with a strong track record, covers the technology sector, and the current analyst consensus on Arrow Electronics is a Moderate Sell with an average price target of $102.63. The company recently reported Q3 2025 revenues of $7.71 billion and a net profit of $109.19 million, showing growth compared to the previous year.

Truist Financial analyst William Stein maintained a Hold rating on Arrow Electronics (ARW) with a price target of $111.26. Stein has a strong track record as an analyst in the Technology sector. The current analyst consensus for Arrow Electronics is a Moderate Sell with an average price target of $102.63.

Arrow Electronics (NYSE: ARW) has joined the Hedera Council to support decentralized governance of the Hedera Network and develop a global supply chain initiative focused on standards and efficiency. Arrow plans to explore a DLT-based supply chain use case on Hedera to enhance visibility, automated compliance, and predictive logistics. This collaboration aims to leverage Arrow's expertise to drive enterprise-grade solutions on the Hedera network.

Arrow Electronics has appointed Sean J. Kerins as its new Chief Operating Officer, where he will continue to report to Chairman, President, and CEO Michael J. Long. Kerins previously led Arrow's global enterprise computing solutions and held various sales and leadership roles at EMC and Coopers & Lybrand Consulting. Kristin D. Russell has been named his successor as president of global enterprise computing solutions.

Arrow Electronics (ARW) has experienced a 12.4% share price pullback over the past three months despite continued revenue and profit growth, making its current valuation interesting. While analysts estimate a fair value of $108.25, suggesting it's slightly overvalued, its P/E ratio of 12x appears inexpensive compared to peers and the industry average. This disconnect prompts a deeper look into whether the stock is undervalued or if its current price already reflects modest future growth expectations.