ARW
Arrow Electronics, Inc.
September 24, 2026 · pre-market open
- Rarity
- 1.76
- Peak move
- +7.80%
- Float cap
- $11.5B
Arrow Electronics sources and engineers technology, distributing electronic components and enterprise computing solutions. It serves OEMs, EMS providers, VARs, MSPs, and other industrial and commercial customers worldwide. Through global components and global ECS segments, it provides semiconductors, IT hardware, software, cloud, security, and supply-chain services.
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What we found
10 events · 0 from SEC or newswire · 1 timed with the move- Timed with the move
institutional_flowState Street Corp reported in a 13F filing that it grew its stock holdings in Arrow Electronics (ARW), which last reported Q2 2026 adjusted EPS of $5.45 on revenue of $9.99 billion and guided Q3 EPS to $4.83-$5.03.
- Key event
commodity_eventTrendForce data showed server DDR5 16GB modules quoted at $37-$68 per unit as of Aug 28, and TrendForce expects Q2 2026 DRAM contract prices to rise 58-63% quarter over quarter.
commodity_eventTrendForce reported that as of Sept 22 DRAM spot buying stayed cautious and prices diverged, with DDR4 2Gx8 branded chip spot prices falling 3.6% while the mainstream DDR4 1Gx8 3200MT/s average spot price rose 0.55% to $46.04.
- Key event
peer_disclosureChina's 186 A-share-listed semiconductor companies posted combined first-half 2026 net profit of RMB 160.51 billion, up 607.2% year over year, with distributor CECport second by revenue at RMB 73.56 billion.
- Key event
commodity_eventWedbush analyst Matt Bryson said memory (NAND and DRAM) is set for another double-digit price increase in Q4, with contract prices up 10-20% and tightness expected to persist into 2027.
peer_disclosureMicron reportedly listed its 2GB (16Gb) GDDR7 graphics memory die as end-of-life on its website, a part used in Nvidia's GeForce RTX 50-series cards.
peer_disclosureKorean first-tier suppliers of PCBs, camera modules, motors, antennas, connectors, battery packs, hinges and cases are being pressed by finished-goods makers for 10-20% cost cuts, while Chinese component makers quote 20-30% lower prices.
commodity_eventPC DRAM DDR4 8Gb contract prices averaged $25 in August, up 4.17% from $24 in July, and TrendForce raised its Q3 2026 PC DRAM contract price growth forecast to 18-23% from 15-20%.
commodity_eventMorgan Stanley said both DRAM and NAND are in undersupply with memory prices elevated, and that AI semiconductors could reach a total addressable market of about $753 billion by 2030.
peer_disclosureAcer Chairman Jason Chen said PC prices could rise 5% to 20% in Q4 2026 due to sustained memory and SSD cost pressure, with average selling prices potentially peaking around mid-2027.