Array Technologies

Improved Profit Margins And Policy Changes Will Shape Solar Sector Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Sep 24

Updated

11 Dec 25

Views

305

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

68.6%

7D

11.4%

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1Y

68.6%

7D

11.4%

You can edit this narrative until Dec 12 4:05 PM. Then, changes will post as Updates.

Author's Valuation

US$10.9313.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 0.37%

ARRY Turnaround Progress Will Drive Margin Recovery Through 2026 Outlook

Analysts have modestly lifted their price target on Array Technologies, reflecting greater confidence in the company’s turnaround prospects and improved positioning for 2026 and 2027, as evidenced by multiple recent target hikes to the $9 to $15 range and reiterated Buy ratings. Analyst Commentary Street research on Array Technologies has turned incrementally more constructive, with a growing group of bullish analysts highlighting execution on the turnaround plan and improved medium term visibility, even as a minority of bearish analysts continues to flag macro and policy risks that could constrain valuation.

Shared on 27 Nov 25

Fair value Increased 2.64%

ARRY: Turnaround Progress Will Drive Margin Recovery Despite Tariff and Policy Risks

Analysts have raised their price target for Array Technologies from $10.61 to $10.89, citing the success of the company's turnaround plan and improvements in U.S. market positioning. Analyst Commentary Recent commentary from Street research reveals a mix of optimism about Array Technologies' turnaround progress, market opportunity, and future earnings potential, while also noting several challenges and risks to the outlook.

Shared on 11 Nov 25

Fair value Increased 3.83%

ARRY: Succeeding Turnaround Will Drive Improved Margins by 2026 Amid Industry Shifts

Analysts have raised their fair value estimate for Array Technologies from $10.22 to $10.61 per share. They cite increased confidence in the company's turnaround efforts and improving industry position, as reflected in recent price target upgrades.

Shared on 28 Oct 25

Fair value Increased 5.60%

The analyst price target for Array Technologies has increased from $9.68 to $10.22, as analysts point to improved revenue growth and profit margins. This is supported by recent upward revisions in price targets from major research firms.

Shared on 13 Oct 25

Fair value Increased 4.10%

Analysts have raised their price target for Array Technologies from $12 to $15, citing improving management execution and industry trends, even though expectations for growth and margins remain mixed. Analyst Commentary Recent commentary from Wall Street reflects a mixed outlook on Array Technologies, balancing both optimism regarding the company’s progress and caution over ongoing headwinds impacting its forecast.

Shared on 01 May 25

Fair value Decreased 3.15%

Shared on 23 Apr 25

Fair value Decreased 1.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 8.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 7.50%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 20%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

US$10.93

13.2% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.29%

Electrical revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.65%

Calculation

US$101.30m

Earnings '28

x

22.75x

PE Ratio '28

=

US$2.30b

Market Cap '28

US$2.30b

Market Cap '28

/

154.97m

No. shares '28

=

US$14.87

Share Price '28

US$14.87 Share Price '28

Discounted to 2025 @ 11.04% p.a.

=

US$10.86

Fair Value '25