NASDAQ · STOCK
Arrow Electronics
$215.42
52W $101.79 – $237.33
58/100
—
14.6
1.20
Explore ARW Further
Is ARW Bullish or Bearish?
Mixed.
Innellis AI committee rates Arrow Electronics (ARW) Watch with a composite score of 58/100
, based on 7 analysts with 57% agreement.
Last updated July 20, 2026.
Executive Summary
The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 14.5 is inexpensive for the broad market. Risk Analyst remains cautious — bollinger bandwidth of 23.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- Weekly trend: uptrend.
- Daily downtrend but weekly uptrend — possible early reversal but not yet confirmed on the daily.
- Higher Highs / Higher Lows structure confirms bullish price action.
- Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
- MACD histogram is negative (-0.282) — bearish momentum.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 20, 2026
Overall Committee Score
58/100
Agreement
57%
Analysts
7
Conviction
Contested
Value Analyst
bullish
77
/ 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 14.5 is inexpensive for the broad market
Growth Analyst
bullish
66
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 91.4% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst
bearish
35
/ 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 23.3% signals elevated volatility
Macro Analyst
bullish
70
/ 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
63
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.17 across 12 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2975.52)
Investment Thesis Evolution
Committee score moved marginally from 57.9 to 57.7.
- New bearish signals: 1 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
- Bearish pressure eased: 1 signal(s) disappeared.
Analyst-level changes:
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: +1 bearish signal(s).
Comparing 2026-07-19 to 2026-07-20 (1 day apart).
Technical Analysis
RSI (14)
46.9
Neutral
MACD Histogram
-0.282
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.40
Inside Bands
Price vs Moving Averages
EMA 9
$205.52
Above
EMA 21
$208.65
Above
EMA 50
$205.62
Above
EMA 200
$167.41
Above
Fundamental Analysis
Valuation
100
Growth
69
Profitability
0
Financial Health
68
Cash Flow
37
Valuation
P/E Ratio
14.6×
P/B Ratio
1.57×
PEG Ratio
0.16
Dividend Yield
0.00%
52W High
$237.33
52W Low
$101.79
Quality & Growth
ROE
8.7%
ROA
2.0%
Gross Margin
11.2%
Operating Margin
3.3%
Revenue Growth YoY
—
Debt / Equity
0.37
AI Fundamental Assessment
P/E ratio of 14.6 (inexpensive relative to a 15-40x range); Price-to-book of 1.6x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.1%; Current ratio of 1.24 (tight short-term liquidity); Debt-to-equity of 0.37; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (7.36); Most recent quarter beat estimates by 81.2%; 4 consecutive earnings beats; EPS growth decelerating (+82.2% -> +18.9% QoQ); Analyst estimates rising over recent quarters
Key Risks
- MACD histogram is negative (-0.282) — bearish momentum.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
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