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Published
16 Sep 24
Updated
03 May 26
Views
588
Not Invested
Array TechnologiesARRY
ARRY logo
Fair Value
US$9.86
Share price03 May
US$4.0758.7% undervalued intrinsic discount
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1Y-46.94%
7D-7.08%

Improved Profit Margins And Policy Changes Will Shape Solar Sector Outlook

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
16 Sep 24
Updated
03 May 26
Views
588
Not Invested
Fair ValueUS$9.86
Share priceUS$4.07
58.7% undervalued intrinsic discount
Narrative
Updates19

Shared on 03 May 26

Fair value Decreased 1.79%

ARRY: Record Backlog And Mixed Margin Outlook Will Drive Repricing

Narrative Update Overview The updated analyst price target for Array Technologies edges down from about $10.04 to $9.86, as analysts factor in a slightly higher discount rate, modestly adjusted growth and margin assumptions, and a somewhat lower future P/E multiple following a series of mixed target moves across the Street. Analyst Commentary Recent research on Array Technologies presents a mix of optimism and caution, with many firms trimming price targets while still debating how attractive the shares look after the post earnings reset.
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16 viewsusers have viewed this narrative update

Shared on 05 Apr 26

Fair value Decreased 0.22%

ARRY: Record Backlog And July Safe Harbor Deadline Will Drive Repricing

Array Technologies' updated analyst price target edges slightly lower to around $10.04 from $10.07, as analysts factor in reduced margin assumptions and lower future P/E expectations following mixed post earnings revisions, even as bookings and backlog remain key focal points in recent research. Analyst Commentary Recent research around Array Technologies points to a split view, with several firms trimming price targets after the latest earnings update while still highlighting areas of potential strength.
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6 viewsusers have viewed this narrative update

Shared on 22 Mar 26

Fair value Decreased 3.87%

ARRY: Record Backlog And Policy Deadline Will Support Future Margin Recovery

Array Technologies' updated analyst price target edges lower to about $10.07 from $10.47. Analysts factor in softer margin assumptions and a higher discount rate following recent target cuts across several firms, despite ongoing strength in bookings and backlog.
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7 viewsusers have viewed this narrative update

Shared on 07 Mar 26

Fair value Decreased 4.57%

ARRY: Backlog Strength And Policy Catalyst Will Support Margin Recovery

The updated analyst price target for Array Technologies has edged lower to $10.47, with analysts citing reduced margin expectations, a higher discount rate, and ongoing product transition costs, even as revenue growth and backlog assumptions remain supportive. Analyst Commentary Recent Street research around Array Technologies reflects a mix of optimism on growth and backlog, alongside caution on margins, product transition costs, and capital structure.
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10 viewsusers have viewed this narrative update

Shared on 09 Jan 26

ARRY: Policy Deadline And Turnaround Execution Will Support Margin Recovery

Analysts have nudged their price targets on Array Technologies higher into a roughly $9 to $12.50 range, citing improving execution, stronger bookings, healthier U.S. positioning and a valuation gap versus peers as key reasons for the more constructive stance. Analyst Commentary Bullish analysts are framing the recent price target increases as a reflection of improving execution, healthier U.S. positioning and a discount relative to peers, even as they acknowledge some operational and earnings volatility.
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16 viewsusers have viewed this narrative update

Shared on 25 Dec 25

Fair value Increased 0.37%

ARRY: Turnaround Momentum Will Support Margin Recovery Amid Policy Uncertainty

The analyst price target for Array Technologies has been raised modestly to approximately $11, with analysts citing improving profitability, a successful turnaround strategy, and stronger positioning in the U.S. market as key drivers of upside potential into 2026 and 2027. Analyst Commentary Recent Street research reflects a generally constructive stance on Array Technologies, with multiple firms lifting price targets in response to the company’s operational progress and improving industry positioning.
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21 viewsusers have viewed this narrative update

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.
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11 viewsusers have viewed this narrative update

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.
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20 viewsusers have viewed this narrative update

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.
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13 viewsusers have viewed this narrative update

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.
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10 viewsusers have viewed this narrative update

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.
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6 viewsusers have viewed this narrative update

Shared on 01 May 25

Fair value Decreased 3.15%
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3 viewsusers have viewed this narrative update

Shared on 23 Apr 25

Fair value Decreased 1.13%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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3 viewsusers have viewed this narrative update

Shared on 17 Apr 25

Fair value Decreased 2.31%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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2 viewsusers have viewed this narrative update

Shared on 09 Apr 25

Fair value Increased 8.15%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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4 viewsusers have viewed this narrative update

Shared on 02 Apr 25

Fair value Increased 7.50%
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4 viewsusers have viewed this narrative update

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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4 viewsusers have viewed this narrative update

Shared on 19 Mar 25

Fair value Increased 19%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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5 viewsusers have viewed this narrative update

Shared on 11 Mar 25

Fair value Decreased 20%
AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.
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4 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$9.86
vs US$4.0758.7% undervalued intrinsic discount
PastFuture-282m2b2018202020222024202620282029Revenue US$1.7bEarnings US$80.5m
9.2%
Revenue growth
4.8%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Array Technologies

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Company analysis

Undervalued with excellent balance sheet.

Market capUS$625.3m
PB-3.1x
Estimated Growth8.7%
Dividend YieldN/A
Full analysis

CEO & management

Kevin Hostetler
CEO
2.2yrs
CEO Tenure

Engages in the manufacture and sale of solar tracking technology products in the United States, Spain, Brazil, Australia, and internationally.

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