ARW
Arrow ElectronicsCNYSE / Technology Hardware & Equipment
Last Price
At close
2026-07-21
Current thesis
The post-earnings bull case is that Q1 was not just a beat but a broad-based recovery: both Components and ECS grew 39% year over year, management highlighted improved book-to-bill and a growing backlog, and Q2 guidance stayed strong enough to support further estimate catch-up.
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.7.
What can break
Analyst revision visibility remains thin in the evidence packet, so the stock may be relying more on market momentum than on fully refreshed sell-side support.
Momentum
66
Value
60
Sentiment
36
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $188.00 · Bull $215.00 · Bear $160.00
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-09 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-21
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $222.00
Why
Momentum66 · Δ7d +8.3
Value60 · Δ7d -0.7
Sentiment36 · Δ7d -4.2
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
66
26% active weight
Current posture
7d trendImproving
Δ7d
+8.3
Δ21d
-0.3
Value
60
39% active weight
Current posture
7d trendFlat
Δ7d
-0.7
Δ21d
-0.9
Sentiment
36
34% active weight
Current posture
7d trendSoftening
Δ7d
-4.2
Δ21d
+0.3
Why this grade
Composite grade C. Momentum 66.1 / Value 60.1 / Sentiment 35.8
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$11.06B
Beta
1.04
Shares Out
51.13M
P/E (TTM)
12.5
P/S (TTM)
0.20
P/FCF (TTM)
61.82
Rev YoY
+39.0%
EPS YoY
+200.4%
Gross Margin
+10.9%
Op Margin
+2.5%
Net Debt
$3.04B
Current Ratio
1.24
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology