• In early September 2025, Array Technologies announced that its DuraTrack and OmniTrack solar tracking systems have been independently verified by Intertek as compatible with 2,000-volt module-wired systems, confirming compliance with UL 3703 and UL 2703 standards without requiring further modification. This positions Array’s technology at the forefront of supporting the solar sector’s shift to higher-voltage architectures, which can lead to greater system efficiency and cost savings for developers and EPCs.
• Intertek's validation of Array’s 2kV-ready trackers will be explored further as we assess its significance for the company’s investment narrative.
• We'll assess how this technical validation of Array's trackers for next-generation solar modules could impact its growth potential and market positioning.

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Array Technologies Investment Narrative Recap

To own Array Technologies, investors need to believe in the company’s ability to capture growing demand for advanced solar tracking solutions, while navigating regulatory uncertainty and margin pressures. The recent Intertek certification strengthens Array’s positioning as higher-voltage architectures gain traction but does not address the near-term risk of policy shifts or project delays, which remain the foremost concern for short-term performance and revenue clarity.

Among Array’s recent actions, the announcement that it will supply trackers for a 200 MWac solar project, in compliance with domestic content rules, illustrates its response to regulatory drivers shaping demand. This relevance ties directly to the catalysts unlocked by product advancements like the 2kV-ready tracker validation, in an environment sensitive to policy changes and compliance requirements.

In contrast, investors should also be mindful that regulatory volatility and sudden tariff changes can still disrupt order flow and …

Array Technologies' outlook suggests $1.5 billion in revenue and $98.4 million in earnings by 2028. This is based on annual revenue growth projections of 8.6% and a $364.3 million increase in earnings from -$265.9 million currently.

Uncover how Array Technologies' forecasts yield a $9.30 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Six members of the Simply Wall St Community estimate Array’s fair value between US$9.30 and US$14.13 per share. While some see considerable upside, evolving regulatory risk continues to be a key factor shaping performance and sentiment.

Explore 6 other fair value estimates on Array Technologies - why the stock might be worth as much as 84% more than the current price!

Build Your Own Array Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Array Technologies research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Array Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Array Technologies' overall financial health at a glance.

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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.