Array Technologies (ARRY): Una oleada impulsada por las ganancias, la estrategia y el impulso del sector solar

Array Technologies (ARRY) has captured investor attention in November 2025 with a 6.89% stock price surge on November 21, pushing shares to $7.14 from a prior low of $6.54. This rally reflects a confluence of short-term catalysts and long-term sector tailwinds, positioning the solar tracker manufacturer as a focal point in the renewable energy transition.

Short-Term Catalysts: Earnings Outperformance and Strategic Acquisitions

The immediate driver of ARRY's stock surge was its Q3 2025 financial performance, which far exceeded expectations. The company reported adjusted earnings per share (EPS) of $0.30, surpassing the consensus estimate of $0.19, while revenue surged to $393.49 million, well above the projected $311.92 million. This outperformance underscores ARRY's ability to capitalize on robust demand for utility-scale solar projects, a trend accelerated by global decarbonization efforts.

Strategic acquisitions have further bolstered ARRY's momentum. The August 2025 acquisition of APA Solar, a provider of photovoltaic mounting systems, unlocked commercial synergies by expanding ARRY's product portfolio and enhancing its competitive positioning in the solar market. Analysts have taken note: Seaport Research's Tom Curran and UBS upgraded the stock to "Buy" status, setting price targets of $12 and $15, respectively, citing the company's strong orderbook and strategic initiatives.

Long-Term Growth: Solar Sector Expansion and Revenue Guidance

The solar energy sector, in which ARRY operates, is poised for sustained growth. Utility-scale solar projects remain a cornerstone of global renewable energy strategies, with ARRY's updated 2025 full-year revenue guidance of $1.25–$1.28 billion reflecting current demand. Looking ahead, the company anticipates reaching $1.5 billion in revenue and $98.4 million in earnings by 2028, assuming an 8.6% annual revenue growth rate.

However, challenges loom. The expiration of U.S. solar tax credits and potential tariffs on steel and aluminum inputs could compress margins. Additionally, ARRY's revenue concentration-two clients accounted for a significant portion of 2024 sales-introduces volatility risks. Investors must weigh these factors against the sector's long-term potential, as solar adoption is expected to accelerate amid regulatory and technological advancements.

Technical Analysis: Bullish Momentum with Caution

Technical indicators suggest ARRY's stock remains in a bullish phase. The 50-day moving average ($8.30) crossing above the 200-day moving average ($7.80) forms a "golden cross," signaling short-term momentum. The Relative Strength Index (RSI) at 65.4 indicates neutral conditions, while the MACD line staying above the signal line reinforces upward momentum. Key support and resistance levels are critical for near-term traders. The stock has stabilized around $7.19 after dipping to $7.58 on November 19, with pivot points highlighting potential support at $8.57 and resistance at $9.17. Analysts have raised price targets to a range of $9–$15, reflecting optimism about ARRY's strategic direction. Yet, CoinCodex's bearish 2030 forecast-driven by tax credit expiration and limited AI integration-serves as a cautionary note.

Conclusion: A Strong Buy with Long-Term Risks

ARRY's recent surge is underpinned by earnings outperformance, strategic acquisitions, and analyst upgrades. The solar sector's growth trajectory further supports its long-term potential, though investors must remain vigilant about regulatory and margin pressures. For now, the technical outlook is bullish, with key levels offering opportunities for both traders and long-term investors.

As the renewable energy transition accelerates, Array Technologies is well-positioned to benefit-provided it navigates near-term headwinds and maintains its innovation edge.