Array Technologies (ARRY) Launches DuraTrack D2S, Is The Stock Still Cheap?

Array Technologies (ARRY) is drawing attention after launching its DuraTrack D2S dual row solar tracker for international markets, with the first commercial installation already underway in Spain in early 2026.

See our latest analysis for Array Technologies.

Even with the DuraTrack D2S launch and a new shelf registration filing, Array Technologies’ share price has come under pressure, with the 30 day share price return down 21.59% and the 1 year total shareholder return still positive at 20.68%. This suggests that recent momentum has faded after earlier gains.

If this shift in sentiment has you looking across the solar and grid build out space, it may be worth scanning other power infrastructure plays through our 35 power grid technology and infrastructure stocks

Array Technologies now sits about 26% below its year to date level, yet still carries a roughly 21% gain over the past year and trades at a small estimated intrinsic discount. Is this recent pullback a buying opportunity, or is the market already pricing in future growth?

Most Popular Narrative: 27.8% Undervalued

Array Technologies is trading at $7.12 against a widely followed fair value estimate of $9.86, which implies a material valuation gap based on consensus modelling that uses an 11.41% discount rate.

Diversification and expansion into international markets and new high-growth segments (such as engineered foundation solutions and fixed-tilt systems via pending APA Solar acquisition), increasing the total addressable market and reducing dependency on any single geographic or end market, supporting long-term revenue growth and margin stability.

Read the complete narrative.

Want to see what sits behind that fair value for Array Technologies? The narrative focuses on steady revenue expansion, rising margins, and a richer earnings profile. Curious which specific growth and profitability assumptions would need to align to close that gap? The full story is in how those forecasts come together and what multiple they imply on future profits.

Result: Fair Value of $9.86 (UNDERVALUED)

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

However, the Array Technologies narrative could be knocked off course if regulatory changes delay utility scale solar projects or if tariff and commodity cost pressures further squeeze margins.

Find out about the key risks to this Array Technologies narrative.

Next Steps

If the mixed sentiment around Array Technologies leaves you unsure, take a moment to inspect the numbers yourself, then weigh the 3 key rewards

Looking for more investment ideas beyond Array Technologies?

If Array Technologies has sharpened your focus on opportunities, do not stop here. Broaden your watchlist using a few targeted stock ideas built from our screeners.

• Target potential mispricings by reviewing companies that currently screen as 42 high quality undervalued stocks.
• Prioritise resilience by checking out 70 resilient stocks with low risk scores that may better match a cautious approach.
• Hunt for early opportunities by scanning the screener containing 19 high quality undiscovered gems before they attract wider attention.

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.

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