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Arrow Analyst Rating Upgraded to Strong Buy
Weiss Ratings raised Arrow Electronics from 'buy (b-)' to 'buy (b)' rating on October 8th. Zacks Research upgraded shares from 'hold' to 'strong-buy' rating. Arrow reported Q2 2026 revenue of $9.99 billion (up 31.8% YoY) and non-GAAP EPS of $5.45 (up 124% YoY), both exceeding estimates. The company generated $297M in free cash flow while reducing debt and repurchasing stock.
Arrow's strong-buy rating upgrade, driven by 32% revenue growth and 124% EPS growth, reflects Wall Street confidence in their execution and financial momentum. Their ability to generate $297M FCF while deleveraging and buying back stock demonstrates operational efficiency and capital discipline. This financial strength positions Arrow to outspend Tech Data on partner incentives, technical enablement, and strategic vendor investments.
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