TickerTalks
Browse all tickers →
TickerTalks›$ARRY
ARARRY

Array Technologies, Inc.

$ARRY·$708M·Solar·Energy
——
X counts updated 2d ago
ARARRY
$ARRYArray Technologies, Inc.
——140 posts0.9×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $ARRY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

140X posts · last 7 days
Aug 29Sep 5
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $ARRY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ARRY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptStalledAI verdict · as of 2026-09-07

The move has stalled — likely just drifts unless something new shows up.

Solar-tracker maker at 4% of 52w range — real revenue contraction meets a Telephone/Data-Systems M&A walk-away.

Array Technologies makes solar-tracker systems — the mechanical infrastructure that lets solar panels follow the sun and boost yield. The business is contracting, and the tape reflects it.

  • The topline is genuinely shrinking: revenue down 5.6% YoY at $342M last quarter with 29% gross margin and 10% operating margin — a partial recovery from Q1's -26% growth, but the trajectory is stabilization at best, not growth.
  • The strategic-buyer signal walked away: Telephone and Data Systems announced it is no longer pursuing the acquisition of Public Shares of Array Digital Infrastructure — that removes a possible take-out floor, though the associated entity relationships are the honest complexity here.
  • The tape is stalled and deeply oversold: 17% below the 50-day, 41% below the 200-day, sitting at just 4% of the 52-week range, volume 43% of normal — a name where the next positive datapoint (a booked utility-scale project or a solar-policy tailwind) can produce a violent bounce.

A Q3 print showing bookings reacceleration plus IRA-related solar-project pipeline commentary extends the turnaround thesis; another shrinking-revenue print with a customer-cancellation risk is what keeps this stalled near lows.

What to watch: Nov 4 earnings — bookings trajectory (needs to stabilize), any IRA-related solar-project pipeline commentary, and gross-margin trend. A booking beat with a utility-scale project extends the turnaround; another shrinking-revenue print or customer cancellation keeps this stalled.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $ARRY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Array Technologies, Inc. (ARRY) develops, manufactures, and provides solar tracking solutions and complementary products for customers both within the United States and internationally. A key offering is the DuraTrack HZ v3, a system designed for single-axis solar panel tracking. Additionally, the company offers SmarTrack, an intelligent software powered by machine learning that continuously determines the optimal alignment for solar arrays in real time to maximize energy output. This enterprise was established in 1989 and its corporate headquarters are situated in Albuquerque, New Mexico.

Industry overviewAI analysisGenerated by AI from underlying data

Where Solar sits in its cycle right now — and what that implies for $ARRY.

Solar · Energy

US solar demand is supported by IRA tax credits and data-centre PPA demand; Chinese-manufactured panel oversupply has collapsed spot-module pricing, pressuring non-US module producers. Residential solar faces installation-cost and financing headwinds.

What this means for $ARRY

Partial — Array Technologies solar trackers; utility-scale tracker demand growing with IRA projects, competitive tracker market.

Top industry ETF

$TANInvesco Solar ETF
+6.0%YTD
+14.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
19.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-47.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-3.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.24$0.12+97.2%
Q1 2026May 6, 2026$0.06$-0.06+200.0%
Q4 2025Feb 25, 2026$-0.01$-0.01-27.2%
Q3 2025Nov 5, 2025$0.30$0.21+42.9%
Next earningsWed, Nov 4·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$342.1M-5.6%29.1%10.2%$0.05$113.6M
Q1 FY26$223.4M-26.1%28.2%2.0%$-0.09$-36.9M
Q4 FY25$226.0M-17.9%8.6%-20.5%$-1.06$36.2M
Q3 FY25$393.5M+70.0%26.9%11.8%$0.12$21.9M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.5B$0.75$0.70 – $0.8914
FY27$1.6B$1.6B – $1.7B$0.89$0.69 – $1.0913
FY28$1.7B$1.5B – $1.9B$0.98$0.71 – $1.2513
FY29$1.6B$1.5B – $1.7B$0.91$0.84 – $1.0011
FY30$1.6B$1.5B – $1.7B$0.78$0.72 – $0.866

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.4%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-17.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-41.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 139.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.765-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 33 other (15 exempts · 9 awards · 9 inkinds) in window

See when $ARRY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 318-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Array Technologies, Inc. (ARRY) filed an 8-K on August 31, 2026, under Item 7.01 (Regulation FD disclosure) and Item 8.01 (other events). The excerpt confirms Item 7.01 before cutting off, with Item 8.01 suggesting a strategic announcement or partnership beyond a routine press release. The combination implies a business development event — potentially a new customer contract or supply agreement — for the solar tracker manufacturer; substantive terms require the full filing.

8-KPress release / Reg FDAug 208-K — Item 7.01: Press release / Reg FD
AI summary

Array Technologies, Inc. (ARRY) filed an 8-K under Item 7.01 (Regulation FD disclosure) as of August 20, 2026, indicating a press release or investor presentation was disseminated. The excerpt ends at the company name without substantive content. This is a routine Reg FD investor communications filing for the solar tracker manufacturer.

8-KMaterial agreementJul 168-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Array Technologies, Inc. (ARRY) filed an 8-K on July 16, 2026, reporting a material definitive agreement (Item 1.01) and issuance of unregistered securities (Item 3.02), alongside a Regulation FD disclosure (Item 7.01). The excerpt confirms 'Entry Into a Material Defin' before cutting off. The combination of a material agreement and unregistered securities issuance — typical of a convertible note, PIPE, or credit facility — signals a private financing event; if equity-linked, this would be dilutive. Specific terms, counterparty, and size require reading the full filing.

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
3New insider — initial holdingsApr 73
3New insider — initial holdingsApr 63
8-KOfficer or director changeMar 198-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 23 other (12 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Array Technologies: The Pieces Are Coming Together In This Turnaround Playseekingalpha.com·5d agoTelephone and Data Systems Announces It Is No Longer Pursuing the Acquisition of Public Shares of Array Digital Infrastructureprnewswire.com·6d agoHere's Why Array Technologies, Inc. (ARRY) is a Strong Value Stockzacks.com·6d agoARRAY Technologies Completes Acquisition of Affordable Wire Management, Expanding Balance-of-System Strategyglobenewswire.com·7d agoARRAY Technologies to Participate in Upcoming Investor Conferencesglobenewswire.com·11d ago

More in Solar

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ENPH$FSLR$SPWR$RUN$SEDG$CSIQ$NXT$SHLS
Voices on X · last 7 days

No standout posts about $ARRY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport