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Der Nasdaq Composite sank um 2,6 % auf 26.008,86 Punkte, der S&P 500 fiel um 1,21 % auf 7.663,43 Punkte und der Dow Jones Industrial Average stieg um 11,89 Punkte beziehungsweise 0,02 % auf 52.867,98 Punkte. Der Artikel führt die Unsicherheit auf Sorgen über KI-Ausgaben und geopolitische Spannungen zurück. Er stellt das Kurs-Cashflow-Verhältnis als Bewertungskennzahl vor und nennt Signet Jewelers, Arrow Electronics, The Gap und Occidental Petroleum als Aktien mit niedrigem Kurs-Cashflow-Verhältnis. Anschließend erläutert der Beitrag die Auswahlkriterien, darunter Bewertungskennzahlen, Zacks-Rang und Value Score. Für Signet nennt er einen durchschnittlichen Gewinnüberraschungswert von 86,6 % in den letzten vier Quartalen und einen Kursanstieg von 12,8 % im vergangenen Jahr. Für Arrow Electronics nennt er einen durchschnittlichen Gewinnüberraschungswert von 34,4 %. Der bereitgestellte Text endet während des Abschnitts zu Arrow Electronics.

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Während die Berichtssaison für das dritte Quartal 2026 näher rückt, ziehen Aktien aus der Informationstechnologie Aufmerksamkeit auf sich, da Anleger die Gewinnerwartungen in den Bereichen Software, Hardware, Halbleiter, Kommunikationsausrüstung und IT-Dienstleistungen beurteilen.

Die folgende Liste zeigt 24 IT-Aktien mit EPS-Revision-Quant-Bewertungen von Seeking Alpha in Höhe von A+. Diese stehen für günstige Veränderungen bei den Gewinnschätzungen von Analysten vor den Quartalsergebnissen.

Astera Labs (ALAB) steht an der Spitze der Liste, gefolgt von Alarm.com Holdings (ALRM), Arrow Electronics (ARW), Benchmark Electronics (BHE) und PC Connection (CNXN). Zu den übrigen Namen zählen große Technologieunternehmen wie Salesforce (CRM), Cisco Systems (CSCO) und Synopsys (SNPS) sowie auf Halbleiter fokussierte Unternehmen, Softwareanbieter und Technologie-Hardwareunternehmen.

Die Liste umfasst mehrere Bereiche des IT-Sektors, darunter Halbleiterkomponenten, elektronische Ausrüstung, Unternehmenssoftware, Netzwerke, Datenspeicherung und Kommunikationstechnologie. Es gelten keine besonderen Beschränkungen hinsichtlich der Marktkapitalisierung.

Die EPS-Revision-Quant-Bewertungen von Seeking Alpha ordnen Aktien anhand der Veränderungen bei den Gewinnschätzungen der Analysten auf einer Skala von F bis A+ ein. A+ ist die höchste Bewertung auf der Skala und steht für besonders günstige Revisionen der Gewinnschätzungen.

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Arrow Electronics stock moves after IBM distribution expansion

Arrow Electronics (ARW) has drawn fresh attention after expanding its IBM distribution coverage to seven more European countries, widening access to IBM infrastructure, automation and data solutions for regional channel partners.

See our latest analysis for Arrow Electronics.

Arrow Electronics shares have climbed sharply over 2026, with a year to date share price return of 94.94% and a 1 year total shareholder return of 78.44%, pointing to strong momentum supported by recent earnings strength, buybacks and the IBM expansion.

If this IBM partnership has you looking at broader enterprise and infrastructure trends, it could be a good moment to scan other power grid and infrastructure plays using our 39 power grid technology and infrastructure stocks

Arrow Electronics now has a stronger business story and a much higher share price after the IBM expansion and recent results. The next step is to see whether that strength is already fully reflected in the valuation.

Most Popular Narrative: 3% Undervalued

Arrow Electronics last closed at $220.36 compared with a narrative fair value of $227, so the current setup has captured investor attention without looking extreme.

Accelerating adoption of cloud, infrastructure software, cybersecurity, and mid-market as-a-service offerings (notably through ArrowSphere) is increasing Arrow's exposure to higher-margin, recurring revenue streams, which is set to support both revenue growth and margin stability in future quarters.

Read the complete narrative.

The current fair value hinges on a specific mix of revenue growth, margin expansion and a lower profit multiple than many peers. Want to see which earnings and buyback assumptions sit underneath that story and how they connect to Arrow Electronics guidance and recent IBM and Microsoft partnerships.

Result: Fair Value of $227 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, you also need to weigh the risk that larger customers bypass distributors like Arrow Electronics, and that any demand slowdown leaves it with elevated inventory and weaker margins.

Find out about the key risks to this Arrow Electronics narrative.

Another View on Arrow Electronics Valuation

The first fair value of $227 for Arrow Electronics leans on earnings forecasts and profit margins. Our DCF model tells a different story. On that basis, the estimated future cash flow value is $163.31, so at $220.36 the stock screens as overvalued instead of 3% undervalued. Which set of assumptions do you trust more?

Story Continues

Look into how the SWS DCF model arrives at its fair value.ARW Discounted Cash Flow as at Aug 2026

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Arrow Electronics for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 53 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Next Steps

After considering both the potential benefits of Arrow Electronics partnerships and the valuation debate, it may be useful to move quickly and test those assumptions yourself using the 4 key rewards and 1 important warning sign.

Looking for more Arrow Electronics investment ideas?

If you are serious about building a stronger portfolio around Arrow Electronics and related themes, do not stop at a single stock. The right tools can help you spot other opportunities quickly and avoid missing setups that fit your style.

Target dependable income by reviewing 10 dividend fortresses that combine higher yields with balance sheets you can scrutinize in detail. Hunt for value opportunities by scanning 53 high quality undervalued stocks where quality fundamentals and pricing currently line up in your favor. Protect your downside by focusing on 80 resilient stocks with low risk scores designed to keep volatility and business risk on a tighter leash.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include ARW.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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CENTENNIAL, Colo., August 17, 2026--(BUSINESS WIRE)--Arrow Electronics has expanded its IBM distribution coverage to seven additional countries. The expansion enables Arrow to distribute IBM solutions to channel partners in Bulgaria, Croatia, the Czech Republic, Germany, Slovakia, Slovenia and Ukraine.

This will enable channel partner organizations in the select areas to deliver scalable, enterprise-ready solutions that support customers on their transformation journeys.

Arrow will distribute IBM's portfolio across infrastructure, automation and data, including software and services designed to support modern application development, hybrid cloud deployments and resilient IT operations. Channel partners will benefit from Arrow's deep technical expertise, local support, and value-added resources including Arrow's experience centers and the channel partner-focused IBM Practice accelerator program that help drive growth.

The enhancement builds on Arrow's longstanding global relationship with IBM. Arrow has worked closely with IBM in regions including Benelux, Estonia, France, Hungary, Iberia, Ireland, Morocco, Nordics, Poland, UK and across North America, supporting the delivery of IBM solutions with a combination of strong commercial capability, technical depth, experience centers and proven channel accessible enablement programs. This global experience allows Arrow to deliver both strategic reach and tailored in-country support to help the channel unlock more value from IBM's technology.

"This coverage expansion strengthens our longstanding relationship with IBM and reflects Arrow's focus on bringing high-quality solutions and services to the market in seven additional countries," said Salesh Rampersad, chief revenue officer for Arrow's global enterprise computing solutions business. "By providing greater access to IBM's technologies, combined with Arrow's local expertise, we are helping channel partners create meaningful outcomes for customers navigating complex IT environments."

The addition of seven new countries is part of Arrow's continued focus on strengthening the channel with access to enterprise-class technology and support.

About Arrow Electronics

Arrow Electronics (NYSE:ARW) sources and engineers technology solutions for thousands of leading manufacturers and service providers. With 2025 sales of $31 billion, Arrow's portfolio enables technology across major industries and markets. Learn more at arrow.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260817909280/en/

Contacts

Media Contacts

Thorsten Hecking (EMEA) thorsten.hecking@arrow.com

Jon Watters (North America) jwatters@arrow.com

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For Immediate Release

Chicago, IL – August 17, 2026 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here:  https://www.zacks.com/stock/news/2975247/will-there-be-a-us-recession-in-2026

Welcome to Episode #496 of the Zacks Market Edge Podcast.

(0:20) - Should Investors Be Concerned About An Incoming Recession? (19:45) - Where Should Be Looking To Invest Right Now? (38:15) - Episode Roundup: ARW, MKSI, MWH, TSM, CAT, AMZN Podcast@zacks.com

Every week, host and Zacks stock strategist, Tracey Ryniec, is joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.

This week, Tracey was joined by Zacks Chief Equity Strategist, John Blank, to talk about their favorite topic which is the state of the U.S. economy.

Will there be a recession in 2026?

Weak Job Market: Cause for Concern?

The job market appears to be weakening as new jobs created went negative for the first time this year with a loss of 23,000 jobs in July. The two prior months were also revised lower from prior readings.

Despite a trillion dollars in AI spending, in addition to robust federal government spending in areas like defense and agriculture, the US economy is not booming.

The Federal Reserve doesn't seem concerned. It remained on the sidelines, with no revisions to interest rates, either cuts or increases, at its July meeting. Its next meeting is Sep 15-16, 2026.

Stocks at New Highs

Meanwhile, the stock market doesn't seem concerned either. The S&P 500 and Russell 2000 are hitting new all-time highs this month.

AI Revolution spending is trickling down to the old economy infrastructure companies that are involved in the data center buildout. You can find these stocks by looking at a list of Zacks Rank #1 (Strong Buy) stocks and seeing who has earnings that are taking off.

Tracey found three of them on a quick look at the list of #1s.

These aren't who you think. They aren't NVIDIA or Micron. These companies are further down the chain but revenue and earnings are popping as the hyperscalers plan on spending $1 trillion on the AI buildout this year.

3 AI Revolution Strong Buy Stocks for Your Short List

1. Arrow Electronics, Inc. ARW

Arrow Electronics is a technology solutions distributor for manufacturers and service providers. On Aug 6, 2026, Arrow Electronics reported its results for the second quarter 2026. Sales jumped 32% to $9.9 billion and it saw healthy demand across all regions, end markets, and customer segments.

Story Continues

Shares of Arrow jumped 90% year-to-date. Earnings are expected to rise 85.5% in 2026 so the stock remains cheap. Arrow Electronics has a price-to-earnings (P/E) ratio of just 10.3. A P/E ratio of 10 is considered a deep value stock.

Arrow was added to the Zacks Rank #1 (Strong Buy) list on Aug 11, 2026.

Should a technology distributor like Arrow be on your short list?

2. MKS Inc. MKSI

MKS provides foundational technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications. On Aug 5, 2026, MKS reported second quarter 2026 results and saw revenue above the high end of the company's guidance. It also saw rapidly growing order volume due to AI.

Shares of MKS are up 92% year-to-date. Earnings are expected to jump 64.5% in 2026. Yet it's still attractively priced with a forward P/E of 23.7.

MKS Inc. was added to the Zacks Rank #1 (Strong Buy) list on Aug 11, 2026.

Should a solutions provider to the semiconductor industry like MKS Inc. be on your short list?

3. SOLV Energy, Inc. MWH

SOLV Energy is another AI infrastructure play. It is a provider of infrastructure services to the power industry, including engineering, construction, testing, operations, maintenance, and repowering. Since 2008, it has built more than 500 power plants but also provides operations and maintenance (O&M) to 152 power plants.

On Aug 13, 2026, SOLV Energy reported second quarter 2026 earnings and saw record revenue. It's backlog jumped 44% year-over-year to a record $8.9 billion. The company raised full year 2026 revenue guidance.

SOLV Energy went public in Feb 2026. Shares are up 7.2% since the IPO.

SOLV Energy was added to the Zacks #1 Rank list on Aug 11, 2026.

Should a power infrastructure company like SOLV Energy be on your short list?

What Else Should You Know About the Economy and Stocks Right Now?

Tune into this week's podcast to find out.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.

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