By Simply Wall St
Publication Date: 2026-02-14 01:30:00
Arrow Electronics (ARW) is back in focus after a strong fourth quarter, upbeat guidance for early 2026, and an expanded Citrix partnership that hands Arrow responsibility for all Citrix Service Providers in key regions.
See our latest analysis for Arrow Electronics.
Those fourth quarter numbers, upbeat first quarter 2026 guidance, and the expanded Citrix role have arrived alongside strong momentum. A 30 day share price return of 34.65% and a 1 year total shareholder return of 43.14% suggest interest has been building.
If Arrow’s recent run has you thinking about where else demand for computing and infrastructure could matter, take a look at our screener of 34 AI infrastructure stocks as a starting list of ideas.
With the shares up 44% over 90 days and trading around $156 against an average analyst target of $137.50, investors now have to ask: Is Arrow still on sale, or is the market already pricing in future growth?
Most Popular Narrative: 44.3% Overvalued
The most followed…
