ARW
Arrow ElectronicsBNYSE / Technology Hardware & Equipment
Last Price
At close
2026-06-02
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
Constructive
Lead driver
Momentum
What changed
3 setup hits (3d) with net bullish as of 2026-06-02.
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
78
Value
57
Sentiment
40
Setup hits (3d)
3 · Net Bullish
AI TargetsBase $188.00 · Bull $215.00 · Bear $160.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-09 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Bullish
Target $137.50
Why
Momentum78 · Δ7d +0.6
Value57 · Δ7d +0.4
Sentiment40 · Δ7d +2.7
So what
Strength-led posture (Net Bullish). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
78
34% active weight
Current posture
7d trendFlat
Δ7d
+0.6
Δ21d
-12.6
Value
57
32% active weight
Current posture
7d trendFlat
Δ7d
+0.4
Δ21d
+0.1
Sentiment
40
33% active weight
Current posture
7d trendImproving
Δ7d
+2.7
Δ21d
+0.8
Why this grade
Composite grade B. Momentum 78.4 / Value 56.7 / Sentiment 39.8
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$11.12B
Beta
1.04
Shares Out
51.51M
P/E (TTM)
12.5
P/S (TTM)
0.20
P/FCF (TTM)
61.82
Rev YoY
+13.0%
EPS YoY
+11.4%
Gross Margin
+11.1%
Op Margin
+2.5%
Net Debt
$2.93B
Current Ratio
1.46
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology