Arrow Electronics

ARW

Market cap $10.3B

Arrow Electronics is one of the better ways to get a company with AI tailwinds at a value price today. Arrow's aggressive share buyback program has halved its share count since 2014, driving robust EPS growth even amid modest top-line expansion. Recent AI/data center demand has reignited sales momentum, with last quarter's 39.5% sales growth far outpacing analyst expectations.

Arrow Electronics has surged 75% in six months, yet trades at just 10x forward non-GAAP earnings, offering double-digit upside potential. ARW benefits from robust AI-driven demand, a growing backlog, and improved margin visibility, with Q1 sales up 39% and non-GAAP EPS up 190%. Valuation remains compelling: ARW trades at a 61% discount to sector median, with a re-rating to 11–12x forward earnings supporting a $220–$230 target.

Arrow Electronics is a leading distributor of electronic components, hardware systems, and software with a diverse product catalog. ARW's broad portfolio reduces risk and earnings volatility but can obscure its exposure to high-growth AI infrastructure demand. The company's offerings span critical AI data center needs, including memory, storage, networking, power components, and supply chain management.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Does Arrow Electronics (ARW) have what it takes to be a top stock pick for momentum investors? Let's find out.

Arrow Electronics (ARW) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics announced on June 15, 2026, that it has earned the Frontier Distributor designation within the Microsoft AI Cloud Partner Program.

PLGO, GCO, DAVE, NUE and ARW stand out as relative price strength winners amid firmer market sentiment and positive earnings estimate revisions.

Arrow Electronics stock has returned 104% YTD. The stock is trading at just 11 times forward earnings.

CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics announces U.S. and Europe experience centers to help channel partners test high-growth technology solutions before investing.