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]

Company Performance - Array Technologies, Inc. (ARRY) has shown a year-to-date performance increase of approximately 26.2%, significantly outperforming the average gain of 1.7% in the Oils-Energy sector [4] - The Zacks Consensus Estimate for ARRY's full-year earnings has increased by 5.6% over the past quarter, indicating improved analyst sentiment and a more positive earnings outlook [3] Industry Comparison - Array Technologies, Inc. is part of the Solar industry, which includes 15 companies and currently ranks 94 in the Zacks Industry Rank. The average gain for this group is 5.7% this year, suggesting that ARRY is performing better than its peers [5] - In contrast, Eni SpA, another stock in the Oils-Energy sector, has a year-to-date return of 28.7% and belongs to the Oil and Gas - Integrated - International industry, which is ranked 152 and has moved up by 3.3% this year [4][6]

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]

Core Insights - ARRAY Technologies has successfully completed the acquisition of APA Solar, enhancing its position in the renewable energy infrastructure market and expanding its product offerings for the solar industry [1][2][3] Company Overview - ARRAY Technologies is a leading global provider of solar tracking technology, focusing on utility-scale solar energy projects and offering a range of products, software, and services [6] - The company emphasizes its commitment to manufacturing and technology, leveraging a diversified global supply chain and a customer-centric approach [6] Acquisition Details - The acquisition of APA Solar is expected to be accretive to ARRAY's earnings and create significant commercial synergies, allowing ARRAY to serve a broader range of utility-scale and commercial solar projects [3] - APA Solar will continue to operate under its brand as a strategic business unit within ARRAY Technologies, maintaining its focus on tracker-compatible engineered foundation systems and robust fixed-tilt racking systems [2][3] Leadership Perspectives - The CEO of ARRAY Technologies highlighted the acquisition as a pivotal moment, emphasizing the combined strengths in innovation and customer service [2] - The CEO of APA expressed enthusiasm about the partnership, noting that it will enable faster scaling and transformative innovation [3] Future Outlook - ARRAY plans to update its full-year guidance to reflect the impact of the APA acquisition during its third quarter earnings call [3]

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use fundamental analysis and traditional v ...

Core Viewpoint - Array Technologies, Inc. (ARRY) is experiencing significant selling pressure, with a 24.3% decline over the past four weeks, but is now positioned for a potential trend reversal as it enters oversold territory, supported by positive earnings forecasts from Wall Street analysts [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold conditions, with a reading below 30 typically indicating that a stock is oversold [2]. - ARRY's current RSI reading is 27.91, suggesting that the heavy selling pressure may be exhausting itself, indicating a potential trend reversal [5]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts that ARRY will report better earnings than previously predicted, with a 2% increase in the consensus EPS estimate over the last 30 days [7]. - An upward trend in earnings estimate revisions is generally associated with price appreciation in the near term, further supporting the potential for a turnaround in ARRY's stock price [7]. Group 3: Analyst Ratings - ARRY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a near-term turnaround [8].

Group 1 - ARRAY Technologies is a leading global provider of solar tracking technology products, software, and services [4] - The company will participate in several upcoming investor events, including Citi's 2025 Natural Resources Conference on August 14, 2025, and Barclays 39th Annual Energy-Power Conference on September 2, 2025 [1][2] - ARRAY's senior management team will also attend the RE+ Conference from September 8-11, 2025, in Las Vegas [3] Group 2 - ARRAY's solutions are designed to maximize energy production and deliver value throughout the entire lifecycle of solar projects [4] - The company emphasizes its domestic manufacturing, diversified global supply chain, and customer-centric approach in its operations [4]

Core Insights - Jack Henry™ has launched MyFinancialHealth, a suite of financial health tools for over 1,000 banks and credit unions on the Banno Digital Platform™, enhancing their embedded offerings [1][3] - The platform operates on a free-to-premium model, allowing financial institutions to provide essential features at no cost, with optional paid upgrades for enhanced services [2][5] - The initiative aims to strengthen the connection between accountholders and their financial institutions, reducing financial fragmentation and improving digital engagement [3][6] Product Features - MyFinancialHealth includes tools for credit monitoring, identity protection, privacy management, and subscription management, all accessible in one platform [1][4] - Users engage with the platform an average of 2.2 times per month, with many opting for premium services that offer additional protection [4] - Financial institutions can offer core tools for free while creating new revenue opportunities through optional upgrades [4][5] Market Positioning - The launch aligns with Jack Henry's mission to enhance user experience and trust through innovative technology and data-driven insights [5][6] - Early adopter First Fidelity Bank highlights the value of providing comprehensive financial health tools to customers, reinforcing the bank's position as a one-stop financial service provider [4] - The expansion of embedded tools is part of a broader strategy to help financial institutions deliver exceptional user experiences with minimal effort [5][6]