Technical evaluation verifies DuraTrack® and OmniTrack™ systems meet industry standards for next-generation solar installationsALBUQUERQUE, N.M., Sept. 03, 2025 (GLOBE NEWSWIRE) -- ARRAY Technologies (NASDAQ: ARRY) (“ARRAY” or the “Company”), a leading global provider of solar tracking technology products, software, services and foundation solutions, announced today that its DuraTrack® and OmniTrack™ systems have been verified by Intertek to be compatible with 2000-volt (2kV) module-wired systems. This mile ...

Artificial intelligence is creating the first true energy bottleneck in the history of the digital economy. Hyperscale data centers are so compute and power hungry that the US grid is already straining to keep up. To put it in perspective: the largest campuses now approach 1 gigawatt (GW) of demand, with some hyperscalers already talking about 5 GW campuses. Current forecasts suggest US data centers could consume up to a quarter of the nation’s electricity capacity by 2030, rising substantially from the 4% ...

Core Insights - The significant decline in Array Digital Infrastructure's fixed-income securities following the sale of UScellular to T-Mobile is perceived as excessive, creating a new investment opportunity for holders of Telephone and Data Systems' preferred shares [1] Group 1: Market Dynamics - The equity market is characterized by daily price fluctuations that can lead to substantial wealth creation or destruction over the long term [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1] Group 2: Company Specifics - The sale of UScellular to T-Mobile is a pivotal event impacting Array Digital Infrastructure's securities [1] - Telephone and Data Systems' preferred shares are highlighted as a potential investment opportunity in the current market context [1]

Core Viewpoint - The digital economy is facing an energy bottleneck due to the high power demands of artificial intelligence and hyperscale data centers, which may soon exceed the capacity of the existing US grid [1][2]. Energy Demand and Supply - The largest hyperscale data centers are nearing 1 gigawatt (GW) of demand, which is about 10% of New York City's peak summer electricity usage. Projections indicate that US data centers could consume 25% of the nation's electricity capacity by 2030, requiring significant grid expansion [2]. - Current data center power usage is approximately 55 GW, representing about 4% of total electricity output, and is expected to rise to 85 GW by 2027 and 300 GW by 2030 [2]. Solar Power Potential - Solar power is emerging as a viable solution to the energy challenges posed by AI and data centers, with several catalysts aligning to enhance its competitiveness [3][4]. - The solar industry has matured, with photovoltaic (PV) costs decreasing by roughly 90% over the past decade, making solar energy cheaper than coal or natural gas in many regions [6][9]. - Battery technology is also advancing, with lithium-ion battery pack costs dropping 20% in the past year to $115 per kWh, making solar-plus-storage increasingly viable [8]. Investment Opportunities - Despite the favorable economics, solar stocks remain undervalued after years of underperformance, presenting attractive investment opportunities as the sector approaches a significant growth phase [9][24]. - Key solar stocks identified include SolarEdge Technologies (SEDG), Nextracker Inc. (NXT), Sunrun (RUN), Array Technologies (ARRY), and Shoals Technologies Group (SHLS), all of which are well-positioned for growth [4][14]. Growth Projections - To meet the projected demand of 130 GW for US data centers by 2030, the solar industry would need to expand its capacity significantly, requiring an investment of hundreds of billions, potentially exceeding $1 trillion when including storage [12][13]. - The current US solar fleet stands at about 235 GWdc, indicating a need to triple or quadruple capacity in a short timeframe [12]. Company-Specific Insights - SolarEdge Technologies (SEDG) is positioned for recovery with rising earnings estimates and strong demand for utility-scale inverters [15][16]. - Nextracker Inc. has seen significant stock appreciation and benefits from the shift to utility-scale solar projects [18]. - Sunrun is expected to recover as financing conditions improve and consumer adoption of solar-plus-storage increases [19]. - Array Technologies is projected to grow earnings by 21.6% annually over the next three to five years, offering a compelling risk-reward opportunity [20]. - Shoals Technologies Group specializes in essential components for solar farms and has a strong demand base, making it a stable investment choice [21][22]. Regulatory Challenges - The primary challenges for solar and storage projects are regulatory and permitting delays, which can hinder the adoption of renewable energy solutions compared to fossil fuel infrastructure [23]. Conclusion - The solar sector is poised for significant growth driven by the demand from AI data centers, with strong economic fundamentals and currently depressed valuations making it an attractive investment opportunity [24].

Group 1 - The stock of Array Digital Infrastructure (AD) has experienced a significant decline of 23.9% over the past four weeks due to excessive selling pressure, but it is now in oversold territory, indicating a potential for a turnaround [1] - The Relative Strength Index (RSI) for AD is currently at 19.66, suggesting that the heavy selling may be exhausting itself, which could lead to a price rebound as the stock seeks to return to its previous equilibrium of supply and demand [5] - There is a strong consensus among sell-side analysts regarding an increase in earnings estimates for AD, with a notable 72.1% rise in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation in the near term [7] Group 2 - AD holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on trends in earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [8]

Group 1 - Array Technologies, a solar tracker manufacturer based in New Mexico, published Q2 2025 results on August 7th, which could significantly impact its shareholders and potential investors [1] - The results indicate a potential shift in the company's game plan, suggesting that 2025 could be a pivotal year for the company [1] Group 2 - The focus of the analysis is on value investing, emphasizing the importance of understanding business, economics, technology, and other areas to identify long-term investment opportunities [1] - The sectors of interest include energy systems, power generation and distribution, transport electrification, and emerging high-tech sectors such as Cleantech, Robotics, AI, Blockchain, and IoT [1]

Company Overview - Array Technologies, Inc. is a biopharmaceutical company based in Boulder, CO, focused on the discovery, development, and commercialization of targeted small molecule drugs for treating cancer and other high-burden diseases [12] - The company has one marketed combination therapy, Braftovi (encorafenib) plus Mektovi (binimetinib), approved for treating unresectable or metastatic melanoma with a BRAF V600E or V600K mutation [12] Investment Ratings - Array Technologies, Inc. currently holds a Zacks Rank of 3 (Hold) with a VGM Score of A [13] - The company has a Momentum Style Score of A, with shares increasing by 23.5% over the past four weeks [13] Earnings Estimates - For fiscal 2025, four analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate increasing by $0.05 to $0.68 per share [13] - Array Technologies boasts an average earnings surprise of +19.8% [13] Investment Considerations - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Array Technologies should be on investors' short list [14]

Investors interested in Oils-Energy stocks should always be looking to find the best-performing companies in the group. Is Array Technologies, Inc. (ARRY) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Oils-Energy peers, we might be able to answer that question. Array Technologies, Inc. is a member of the Oils-Energy sector. This group includes 241 individual stocks and currently holds a Zacks Sector Rank of #13. The Zacks Sector Rank gauges the ...

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1][2] Group 1: Momentum Investing Strategy - Momentum investors typically do not time the market, instead they capitalize on stocks that are trending upwards [1] - The challenge lies in determining the right entry point, as stocks can lose momentum if their valuations exceed future growth potential [2] Group 2: Investment Opportunities - A safer approach involves investing in bargain stocks that exhibit recent price momentum, identified through the Zacks Momentum Style Score [3] - Array Technologies, Inc. (ARRY) is highlighted as a strong candidate due to a four-week price change of 7.3% [4] - ARRY has shown a 10.8% gain over the past 12 weeks, indicating sustained momentum [5] Group 3: Performance Metrics - ARRY has a beta of 1.74, suggesting it moves 74% more than the market in either direction, indicating high volatility [5] - The stock has a Momentum Score of B, suggesting it is an opportune time to invest [6] - ARRY has a Zacks Rank 2 (Buy) due to positive earnings estimate revisions, which typically attract more investors [7] Group 4: Valuation - ARRY is trading at a Price-to-Sales ratio of 0.99, indicating it is relatively undervalued as investors pay only 99 cents for each dollar of sales [7] - This suggests that ARRY has significant potential for price appreciation while maintaining a favorable valuation [8]

Core Viewpoint - The solar energy sector in the U.S. is experiencing a surge in stock prices, driven by concerns over upcoming tax guidance from the U.S. Treasury that could threaten the financial viability of numerous clean energy projects [1] Group 1: Stock Performance - Solar stocks such as Sunrun (RUN.US), Daqo New Energy (DQ.US), and Canadian Solar (CSIQ.US) have risen over 7%, while JinkoSolar (JKS.US) and Array Technologies (ARRY.US) have increased over 6%, and Enphase Energy (ENPH.US) has gained over 4% [1] Group 2: Policy Changes - The core controversy revolves around adjustments to the eligibility criteria for clean energy tax credits, which have historically allowed developers to qualify for tax subsidies by demonstrating over 5% of project costs incurred by a specific deadline [1] - An executive order signed by former President Trump last month mandates the Treasury to significantly raise this threshold or require developers to provide more evidence of construction progress [1] Group 3: Potential Impact - Analysts warn that if the new regulations are implemented, many projects that rely on tax credits for profitability may lose their eligibility, potentially leading to project cancellations [1]