Published

14 May 25

Updated

25 Jul 26

Views

96

Not Invested

Array TechnologiesARRY

Fair Value

US$6

Share price25 Jul

US$5.557.5% undervalued

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1Y0.91%

7D6.32%

Tariffs And Uncertainties Will Disrupt Solar Deployments Yet Spark Resilience

AN

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

14 May 25

Updated

25 Jul 26

Views

96

Not Invested

Shared on 25 Jul 26

Fair value Decreased 17%

ARRY: Rising Power Demand And Policy Risks Will Shape Future Upside

Wall Street gets more cautious on Array Technologies, with lower targets tied to policy uncertainty and questions about whether recent deals can deliver steadier growth and better profitability. At the same time, the company reaffirms its outlook and rolls out new tracker products aimed at tougher job sites, setting up a clearer test of demand versus new rule and trade-related risks.

7 views

Shared on 11 Jul 26

Fair value Decreased 9.38%

ARRY: Rising Power Demand And New Trackers Will Shape Future Upside

Analysts grow more cautious even as demand for electricity rises, with fresh targets suggesting the market may already be pricing in a lot of the hoped-for growth. The company points to growing global deliveries and new tracker products aimed at faster builds and lower upkeep, but questions remain about how reliably this turns into new orders.

14 views

Shared on 17 Jun 26

Fair value Increased 14%

ARRY: Backlog Strength And Margin Uncertainty Will Shape Future Share Performance

Array Technologies racks up a record pipeline of future orders and rolls out new tracker designs meant to cut build time and site work, even as recent results show a sharp dip in sales. Analysts are still split on how reliable future profits will be, and several have trimmed their expectations over worries about execution.

3 views

Shared on 19 Apr 26

Fair value Increased 4.50%

ARRY: Margin And Backlog Trade Off Will Drive Shares Lower

Array Technologies' updated analyst price target has moved to $7.00, with analysts generally trimming expectations as they factor in lower margin guidance, higher assumed discount rates, and a richer future P/E multiple, despite solid bookings and backlog commentary across recent research notes. Analyst Commentary Recent Street research on Array Technologies has leaned cautious, with several firms cutting price targets and reassessing their models following the latest earnings update and forward guidance.

4 views

Shared on 21 Feb 26

ARRY: July 4 Safe Harbor Deadline Will Test Execution Concerns

Analysts have modestly raised their price targets on Array Technologies by $1 to $12, citing improving execution, relatively low investor expectations, a valuation gap versus peers, and a clear catalyst related to the July 4 safe-harbor deadline. Analyst Commentary Recent research on Array Technologies highlights a mix of optimism and caution, with some firms lifting price targets while others are stepping back from more positive ratings.

11 views

Shared on 07 Feb 26

Fair value Increased 12%

ARRY: July Safe Harbor Catalyst Will Expose Turnaround Execution Risk

Narrative Update Analysts have lifted their fair value estimate for Array Technologies to about $6.70 from $6.00, reflecting updated assumptions around growth, margins and a higher future P/E multiple following a mix of recent upgrades, downgrades and price target changes across the Street. Analyst Commentary Recent Street research on Array Technologies shows a split view, with some firms raising targets and ratings while others are turning more cautious.

12 views

Fair Value vs Share Price

US$6

vs US$5.557.5% undervalued

9.7%

Revenue growth

2.7%

Profit margin

Recent News & Updates

No updates

Recent updates

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Stay ahead on Array Technologies

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Company analysis

Undervalued with excellent balance sheet.

Market capUS$808.5m

PB-4.2x

Estimated Growth8.4%

Dividend YieldN/A

CEO & management

Kevin Hostetler

CEO

2.1yrs

CEO Tenure

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