ARW

Arrow ElectronicsB

NYSE / Technology Hardware & Equipment

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

25%

Probability

Target price

$245.00

Analysis reference price unavailable

Analysis 2026-08-04 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$222.00

Analysis reference price unavailable

Analysis 2026-08-04 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$195.00

Analysis reference price unavailable

Analysis 2026-08-04 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-08-04

AI commentary

The concrete company source confirms that the Q2 earnings call is upcoming on August 6, so a post-print price reaction cannot yet be assessed as of August 4. News tone is moderately constructive because of the strong Q1 release and scheduled call. A secondary analyst snapshot shows Hold and a $222 target, but no clearly dated post-print revision is available. Social coverage, options data, short interest, and employee sentiment were unavailable; the deterministic neutral prior is retained.

RankAlpha Sentiment Codex - 2026-08-04

Open post-earnings memo

Evidence flagged

later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence

Impact

tentative

Confidence

AI events

2026-08-06eventQ2 2026 earnings checkpointMedium impact

Arrow's investor-relations announcement schedules the Q2 2026 earnings conference call for August 6, 2026; the packet's July 30 queue date is not corroborated [#IR-2026-07-23]. Q1 revenue was $9.474 billion and non-GAAP EPS was $5.22, both above guidance, with improved book-to-bill and a building backlog [#SEC-8K-2026-05-07]. Official event source: https://news.arrow.com/news-releases/news-details/2026/Arrow-Electronics-to-Host-Second-Quarter-2026-Earnings-Conference-Call/default.aspx

2026-08-06catalystRecent officer open-market sellingMedium impact

Several officers reported open-market common-stock sales during May and June 2026, including transactions by Gretchen Zech, Carine Jean-Claude, and Eric Nowak [#SEC-FORM4-2026-06-03] [#SEC-FORM4-2026-05-22] [#SEC-FORM4-2026-05-21]. This is a monitoring signal rather than evidence about operating performance.

2027-08-04catalystContinuation of components and ECS recoveryHigh impact

Q1 company commentary cited operational momentum across Global Components and ECS, improved book-to-bill ratios, healthy backlog, higher-margin value-added offerings, and a scalable cost structure [#SEC-8K-2026-05-07]. Continued execution could support modest upside, but Q2 confirmation is still pending.

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-08-04 • Updated nightlySource: Internal modelMethodology