에 대한 최신 뉴스 Array Technologies (NASDAQ:ARRY) 주식

Array Technologies

Array Technologies Inc manufacturer of ground-mounting systems used in solar energy projects. The company's product is an integrated system of steel supports, electric motors, gearboxes and electronic controllers referred to as a single-axis tracker that move solar panels throughout the day to maintain an optimal orientation to the sun, which increases their energy production. Its operations are in the United States, Australia, Spain, Brazil and Rest of the World with the United States deriving the majority of the revenue.

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골드만삭스의 애널리스트들은 인플레이션 감축법(IRA) 인센티브에 대한 상당한 수익 노출이 있는 아홉 개의 회사를 강조했다. 도널드 트럼프가 1월에 백악관으로 돌아오면서, 시장은 그의 정책이 재생 가능 에너지 투자에 어떤 영향을 미칠지 평가하고 있다. 골드만의 보고서는 주로 청정 기술 부문에 있는 회사들을 포함하고 있으며, 이들 회사는 IRA의 인센티브가 운영에 필수적이 되었다.

인플레이션 감소법으로 큰 상승이 예상되는 3개의 주식 - 테슬라가 이 목록에 빠진 이유

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어레이 테크놀로지스(NASDAQ:ARRY)의 주가는 회사가 목요일 2분기 재무 결과를 발표한 후 약 13% 하락했다. 보고서의 세부 내용은 다음과 같다.

어레이 테크의 주식은 양호한 2분기 실적에도 연간 영업지침 감소로 약 13% 하락

어레이 테크놀로지스(NASDAQ:ARRY)의 주가는 회사의 1분기 재무 결과에 뒤이어 목요일 시간외 거래에서 상승했다. 다음은 보고서 요약이다. 1분기 매출: 1억 5,340만 달러, 예상치인 1억 4,010.6만 달러 초과 1분기 EPS: 주당 7센트의 손실/ 조정 EPS 6센트

어레이 테크놀로지스:  4분기의 모멘텀이 새해까지 계속되면서 양호한 1분기 실적에 주가 상승

Array Technologies Inc

Susquehanna analyst Biju Perincheril downgrades Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) from Positive to Neutral and lowers the price target from $9 to $7.

Downgrades

Price Target

Susquehanna Downgrades Array Technologies to Neutral, Lowers Price Target to $7

Wells Fargo analyst Michael Blum maintains Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) with a Equal-Weight and lowers the price target from $8 to $7.

Wells Fargo Maintains Equal-Weight on Array Technologies, Lowers Price Target to $7

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Industrials sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>RKLB</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$20.00</td>
<td>$298.6K</td>
<td>5.8K</td>
<td>1.3K</td>
</tr>
<tr>
<td>ARRY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$5.00</td>
<td>$27.5K</td>
<td>807</td>
<td>526</td>
</tr>
<tr>
<td>EOSE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$2.50</td>
<td>$33.1K</td>
<td>16.2K</td>
<td>474</td>
</tr>
<tr>
<td>IESC</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/20/24</td>
<td>$240.00</td>
<td>$25.0K</td>
<td>450</td>
<td>321</td>
</tr>
<tr>
<td>UPS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$140.00</td>
<td>$32.6K</td>
<td>686</td>
<td>285</td>
</tr>
<tr>
<td>GEO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$30.00</td>
<td>$81.2K</td>
<td>16.6K</td>
<td>279</td>
</tr>
<tr>
<td>NOC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$500.00</td>
<td>$30.0K</td>
<td>704</td>
<td>110</td>
</tr>
<tr>
<td>VRT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$105.00</td>
<td>$32.7K</td>
<td>233</td>
<td>110</td>
</tr>
<tr>
<td>HON</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$230.00</td>
<td>$44.6K</td>
<td>645</td>
<td>56</td>
</tr>
<tr>
<td>ALK</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$70.00</td>
<td>$37.8K</td>
<td>35</td>
<td>44</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding RKLB (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>), we observe a call option trade with neutral sentiment. It expires in 28 day(s) on January 17, 2025. Parties traded 553 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $298.6K, with a price of $540.0 per contract. There were 5820 open contracts at this strike prior to today, and today 1360 contract(s) were bought and sold. 
• For ARRY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 500 contract(s) at a $5.00 strike. This particular call needed to be split into 35 different trades to become filled. The total cost received by the writing party (or parties) was $27.5K, with a price of $55.0 per contract. There were 807 open contracts at this strike prior to today, and today 526 contract(s) were bought and sold. 
• For EOSE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EOSE#NASDAQ">EOSE</a>), we notice a call option trade that happens to be bearish, expiring in 28 day(s) on January 17, 2025. This event was a transfer of 160 contract(s) at a $2.50 strike. The total cost received by the writing party (or parties) was $33.1K, with a price of $207.0 per contract. There were 16270 open contracts at this strike prior to today, and today 474 contract(s) were bought and sold. 
• For IESC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IESC#NASDAQ">IESC</a>), we notice a put option trade that happens to be neutral, is expiring today. Parties traded 10 contract(s) at a $240.00 strike. The total cost received by the writing party (or parties) was $25.0K, with a price of $2500.0 per contract. There were 450 open contracts at this strike prior to today, and today 321 contract(s) were bought and sold. 
• Regarding UPS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>), we observe a call option trade with bullish sentiment. It expires in 392 day(s) on January 16, 2026. Parties traded 40 contract(s) at a $140.00 strike. The total cost received by the writing party (or parties) was $32.6K, with a price of $815.0 per contract. There were 686 open contracts at this strike prior to today, and today 285 contract(s) were bought and sold. 
• For GEO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEO#NYSE">GEO</a>), we notice a call option sweep that happens to be bullish, expiring in 91 day(s) on March 21, 2025. This event was a transfer of 250 contract(s) at a $30.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $81.2K, with a price of $325.0 per contract. There were 16645 open contracts at this strike prior to today, and today 279 contract(s) were bought and sold. 
• Regarding NOC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>), we observe a call option sweep with bullish sentiment. It expires in 28 day(s) on January 17, 2025. Parties traded 100 contract(s) at a $500.00 strike. This particular call needed to be split into 22 different trades to become filled. The total cost received by the writing party (or parties) was $30.0K, with a price of $300.0 per contract. There were 704 open contracts at this strike prior to today, and today 110 contract(s) were bought and sold. 
• Regarding VRT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>), we observe a call option trade with bullish sentiment. It expires in 210 day(s) on July 18, 2025. Parties traded 11 contract(s) at a $105.00 strike. The total cost received by the writing party (or parties) was $32.7K, with a price of $2975.0 per contract. There were 233 open contracts at this strike prior to today, and today 110 contract(s) were bought and sold. 
• Regarding HON (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>), we observe a put option trade with bearish sentiment. It expires in 63 day(s) on February 21, 2025. Parties traded 48 contract(s) at a $230.00 strike. The total cost received by the writing party (or parties) was $44.6K, with a price of $930.0 per contract. There were 645 open contracts at this strike prior to today, and today 56 contract(s) were bought and sold. 
• Regarding ALK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), we observe a put option trade with bullish sentiment. It expires in 182 day(s) on June 20, 2025. Parties traded 44 contract(s) at a $70.00 strike. The total cost received by the writing party (or parties) was $37.8K, with a price of $860.0 per contract. There were 35 open contracts at this strike prior to today, and today 44 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

EOSE

IESC

RKLB

10 Industrials Stocks Whale Activity In Today's Session

Throughout the last three months, 13 analysts have evaluated Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>), offering a diverse set of opinions from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">6</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Array Technologies, revealing an average target of $11.0, a high estimate of $20.00, and a low estimate of $6.00. This current average represents a 17.79% decrease from the previous average price target of $13.38. 
<img src="https://www.benzinga.com/files/images/story/2024/1734462010_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The analysis of recent analyst actions sheds light on the perception of Array Technologies by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Brian Lee</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Buy</td>
<td>$11.00</td>
<td>$12.00</td>
</tr>
<tr>
<td>Biju Perincheril</td>
<td>Susquehanna</td>
<td>Lowers</td>
<td>Positive</td>
<td>$9.00</td>
<td>$10.00</td>
</tr>
<tr>
<td>Jon Windham</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$10.00</td>
<td>$16.00</td>
</tr>
<tr>
<td>Philip Shen</td>
<td>Roth MKM</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$6.00</td>
<td>$7.00</td>
</tr>
<tr>
<td>Paul Coster</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$15.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Colin Rusch</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$14.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Kashy Harrison</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$7.00</td>
<td>$8.00</td>
</tr>
<tr>
<td>Paul Coster</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$20.00</td>
<td>$22.00</td>
</tr>
<tr>
<td>Biju Perincheril</td>
<td>Susquehanna</td>
<td>Lowers</td>
<td>Positive</td>
<td>$10.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Jordan Levy</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$10.00</td>
<td>$12.00</td>
</tr>
<tr>
<td>Ameet Thakkar</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$9.00</td>
<td>$11.00</td>
</tr>
<tr>
<td>Joseph Osha</td>
<td>Guggenheim</td>
<td>Lowers</td>
<td>Buy</td>
<td>$12.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Christine Cho</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$10.00</td>
<td>$11.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Array Technologies. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Array Technologies compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Array Technologies's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Capture valuable insights into Array Technologies's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/ARRY/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Array Technologies analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap">you can start by tracking it here</a>.
<h2>About Array Technologies</h2>
Array Technologies Inc manufacturer of ground-mounting systems used in solar energy projects. The company's product is an integrated system of steel supports, electric motors, gearboxes and electronic controllers referred to as a single-axis tracker that move solar panels throughout the day to maintain an optimal orientation to the sun, which increases their energy production. Its operations are in the United States, Australia, Spain, Brazil and Rest of the World with the United States deriving the majority of the revenue.
<h3>Key Indicators: Array Technologies's Financial Health</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Negative Revenue Trend: Examining Array Technologies's financials over 3 months reveals challenges. As of 30 September, 2024, the company experienced a decline of approximately -33.97% in revenue growth, reflecting a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Array Technologies's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of -67.17%, the company may face hurdles in effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of -117.55%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Array Technologies's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of -9.67%, the company may face hurdles in achieving optimal financial performance.
Debt Management: Array Technologies's debt-to-equity ratio is notably higher than the industry average. With a ratio of 10.49, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where Array Technologies Stands With Analysts

Goldman Sachs analyst Brian Lee maintains Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) with a Buy and lowers the price target from $12 to $11.

Goldman Sachs Maintains Buy on Array Technologies, Lowers Price Target to $11

Management

ARRAY Technologies Appoints H. Keith Jennings As CFO

<a href="https://www.trade.gov/commerce-initiates-antidumping-and-countervailing-duty-investigations-crystalline-silicon" title="https://www.trade.gov/commerce-initiates-antidumping-and-countervailing-duty-investigations-crystalline-silicon">https://www.trade.gov/commerce-initiates-antidumping-and-countervailing-duty-investigations-crystalline-silicon</a>

Macro Economic Events

Legal

Global

Economics

FSLR

NOVA

SEDG

SHLS

iShares MSCI Thailand Investable Market Index Fund

U.S. Commerce Dept Sets Preliminary Antidumping Tariff Rate Of 125.37% On Solar Cells From Cambodia; Antidumping Tariff Rate Of 81.22% On Solar Cells From Malaysia; Antidumping Tariff Rate Of 70.36% On Solar Cells From Thailand; Antidumping Tariff Rate Of 271.28% On Solar Cells From Vietnam

ARRAY Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) ("ARRAY" or the "Company"), a global leader in solar tracker technology, is proud to announce its strategic $3 million investment in Swap Robotics, a pioneer in utility-scale solar robotic operations, maintenance, and automation solutions. This investment aligns with ARRAY's ongoing commitment to innovation, sustainability, and its goal of future-proofing the business through new growth opportunities.
Swap Robotics is currently in the process of closing a pre–Series A funding round targeting strategic investors, including ARRAY. With this investment, ARRAY positions itself at the forefront of the rapidly developing automation sector within the utility-scale solar industry, particularly focused on photovoltaic (PV) installation technology. Under the investment agreement, ARRAY has agreed to provide two additional investments of $1 million each if Swap attains certain agreed-upon milestones.

Contracts

ARRAY Announces $3M Investment In Swap Robotics To Drive Automation In PV Installation; Has Agreed To Provide Two Additional Investments Of $1M Each If Swap Attains Certain Agreed-Upon Milestones

Susquehanna analyst Biju Perincheril maintains Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) with a Positive and lowers the price target from $10 to $9.

Susquehanna Maintains Positive on Array Technologies, Lowers Price Target to $9

UBS analyst Jon Windham maintains Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) with a Buy and lowers the price target from $16 to $10.

UBS Maintains Buy on Array Technologies, Lowers Price Target to $10

Roth MKM analyst Philip Shen maintains Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) with a Neutral and lowers the price target from $7 to $6.

Roth MKM Maintains Neutral on Array Technologies, Lowers Price Target to $6

JP Morgan analyst Paul Coster maintains Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) with a Overweight and lowers the price target from $20 to $15.

JP Morgan Maintains Overweight on Array Technologies, Lowers Price Target to $15

Oppenheimer analyst Colin Rusch maintains Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) with a Outperform and lowers the price target from $17 to $14.

Oppenheimer Maintains Outperform on Array Technologies, Lowers Price Target to $14

Guidance

Array Technologies Sees FY24 Revenue $900M-$920M Vs $948.521M Est; Adj. EPS $0.60-$0.65 Vs $0.67 Est

Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) reported quarterly earnings of $0.17 per share which beat the analyst consensus estimate of $0.14 by 21.43 percent. The company reported quarterly sales of $231.400 million which missed the analyst consensus estimate of $232.609 million by 0.52 percent. This is a 33.97 percent decrease over sales of $350.438 million the same period last year.

Earnings Beats

Earnings Misses

Array Technologies Q3 2024 Adj. EPS $0.17 Beats $0.14 Estimate, Sales $231.400M Miss $232.609M Estimate

Goldman Sachs analysts have highlighted nine companies with significant earnings exposure to <a href="https://www.benzinga.com/topic/inflation-reduction-act">Inflation Reduction Act (IRA) incentives</a>.
With Donald Trump returning to the White House in January, the market is assessing how his policies might influence renewable investments. Goldman's note includes companies primarily in the clean technology sector, where incentives from the IRA have become integral to operations.
The bank's analyst, Brian Lee, has highlighted three stocks with strong upside potential, even considering potential challenges in Trump's second term.
Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>), a leader in solar tracking solutions for utility-scale projects, holds a strong domestic market position. Benefiting from the IRA's 10% bonus for domestic content, Array's potential gains from utility-scale solar demand are substantial, and Lee projects a 114% upside.
The company's manufacturing footprint supports eligibility for IRA tax benefits, yielding credits that have bolstered its gross margins to around 35% in recent quarters. Furthermore, he anticipates the company could see IRA-related cost reductions of up to 8% annually by 2026. The stock is currently down 64% year-to-date.
Lee sees Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), a major producer of solar microinverters, with a 75% upside due to IRA incentives. Enphase benefits from domestic manufacturing credits for microinverters, averaging around $27 to $42 per unit, depending on configuration.
The incentives significantly support Enphase's cost structure, with expected credits projected to reach approximately $275 million by 2026. Lee suggests that this subsidy could cover up to 30% of Enphase's non-GAAP EPS within two years. So far, Enphase is down 44% year-to-date.
Nextracker (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>) also benefits from the IRA's manufacturing credits, with a projected upside of 58%. As the leading U.S. provider of solar tracking systems, Nextracker's domestic manufacturing capacity aligns well with the IRA's requirements, which offers a financial lift through torque tube and fastener credits.
Projected IRA credits exceed $204 million by 2027, supporting the company's margin through reduced cost of goods sold.
Meanwhile, Goldman analyst Mark Delaney maintains a neutral stance on Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). While the company benefits directly from the IRA through credits of up to $45 per kWh for battery cells and indirectly through a $7,500 EV consumer tax credit, Delaney notes these advantages are likely already reflected in Tesla's stock valuation—currently at 72.7x its earnings. The benefit of Elon Musk's newly found foothold in Trump's inner circle has yet to materialize.
Though IRA incentives can reduce production costs by around $1,000 to $4,500 per vehicle, the analyst cautions that competition and market saturation may counterbalance these savings, keeping Tesla's potential gains from the IRA modest compared to other, more focused clean-energy stocks.
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Photo: Shutterstock

3 Stocks Set For Major Upside From Inflation Reduction Act — Why Tesla Misses Goldman's List

Guggenheim analyst Joseph Osha downgrades Array Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) from Buy to Neutral.

Guggenheim Downgrades Array Technologies to Neutral

WIIM

CSIQ

SPWR

Shares of solar stocks are trading lower following Donald Trump's presidential election victory. Investors may be assessing Trump's policies regarding solar and renewable energy.

U.S. stocks were lower, with the Dow Jones index falling around 300 points on Monday.
Shares of Integra LifeSciences Holdings Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IART#NASDAQ">IART</a>) rose sharply during Monday's session after the company reported better-than-expected third-quarter financial results.
Integra Lifesciences reported quarterly earnings of 41 cents per share which beat the analyst consensus estimate of 39 cents per share. The company reported quarterly sales of $380.83 million which beat the analyst consensus estimate of $375.78 million.
Integra LifeSciences shares jumped 24.4% to $23.96 on Monday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Neurogene Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NGNE#NASDAQ">NGNE</a>) shares jumped 43% to $66.22 after the company entered a securities purchase agreement for a PIPE investment, expected to bring in gross proceeds of $200 million.</li>
<li>Air Transport Services Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ATSG#NASDAQ">ATSG</a>) gained 26.4% to $22.01 after the company announced it will be acquired by Stonepeak for approximately $3.1 billion, with shareholders receiving $22.50 per share in cash.</li>
<li>Xiao-I Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIXI#NASDAQ">AIXI</a>) rose 24.2% to $7.14. Xiao-I entered into private placement &amp; securities purchase agreement to issue, sell convertible promissory note for $2.1 million.</li>
<li>Disc Medicine, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IRON#NASDAQ">IRON</a>) gained 22.9% to $57.93 after the company announced the end of its Phase 2 Bitopertin In Erythropoietic Protoporphyria meeting with the FDA. The company is aligned with the FDA across all proposed study parameters and has a clear development path to registration.</li>
<li>Globalstar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GSAT#NASDAQ">GSAT</a>) gained 21.8% to $1.6800.</li>
<li>Canopy Growth Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CGC#NASDAQ">CGC</a>) rose 16% to $5.64.</li>
<li>The Chemours Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CC#NYSE">CC</a>) gained 14.6% to $20.42 after the company reported better-than-expected quarterly financial results.</li>
<li>Array Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) rose 13.5% to $7.61.</li>
<li>Evotec SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVO#NYSE">EVO</a>) jumped 13.1% to $4.3850.</li>
<li>LexinFintech Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LX#NYSE">LX</a>) gained 12.8% to $3.6100.</li>
<li>Freshpet, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRPT#NASDAQ">FRPT</a>) gained 10.9% to $148.32 after the company reported better-than-expected quarterly financial results and raised its full-year adjusted EBITDA outlook.</li>
<li>Bloom Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BE#NYSE">BE</a>) rose 9.4% to $10.88.</li>
<li>Yum China Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUMC#NYSE">YUMC</a>) surged 8.1% to $48.73 after the company reported better-than-expected quarterly EPS and revenues.</li>
<li>Nextracker Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>) gained 8% to $42.75.</li>
<li>Peloton Interactive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTON#NASDAQ">PTON</a>) rose 7.5% to $7.80.</li>
<li>Polestar Automotive Holding UK PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSNY#NASDAQ">PSNY</a>) gained 7.5% to $1.2250.</li>
<li>Chewy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>) gained 7.3% to $29.13 after it was announced that the company will join the S&amp;P MidCap 400 prior to the opening of trading on Wednesday, Nov. 6.</li>
<li>Bath &amp; Body Works, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NASDAQ">BBWI</a>) rose 7.2% to $30.99.</li>
<li>Advance Auto Parts, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AAP#NYSE">AAP</a>) gained 5.6% to $ 38.29</li>
</ul>
Now Read This: 
<ul>
<li><a href="https://www.benzinga.com/news/24/11/41713625/this-roblox-analyst-turns-bullish-here-are-top-5-upgrades-for-monday">This Roblox Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday</a></li>
</ul>

Intraday Update

Markets

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Integra LifeSciences Posts Upbeat Results, Joins Air Transport Services, Freshpet, Yum China And Other Big Stocks Moving Higher On Monday

Solar energy companies have been among the <a href="https://www.benzinga.com/markets/esg/24/10/41450681/enphase-energy-solar-stock-stuck-in-the-dark-hopes-earnings-spark-a-turnaround">market&#8217;s biggest underperformers</a> in recent weeks but traded well in the green on Friday. Have solar&#8217;s woes hit an inflection point?
Solar&#8217;s Performance: Investors have been bearish on solar energy in 2024. The solar-tracking Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) is down over 25% year to date; solar&#8217;s performance in the past month ranks last in the technology industry.
The largest components have fared poorly <a href="https://www.benzinga.com/quote/ENPH/earnings">following lackluster earnings</a>. Rising material costs and political uncertainty aren&#8217;t helping, either.
Enphase Energy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) shed over 30% of its market cap from Sept. 24 to Thursday. Canadian Solar Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSIQ#NASDAQ">CSIQ</a>) is down over 18% while shares of First Solar Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) dropped nearly 20% in that timeframe.
Array Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) has performed, comparatively, even in the past month, though is down over 61% in 2024.
What Happened Friday: Solar stocks were among the market&#8217;s top performers on Friday, according to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Bloomberg <a href="https://www.bloomberg.com/news/articles/2024-10-25/china-solar-stocks-jump-on-optimism-oversupply-will-be-addressed">reported</a> on Friday morning that China could address oversupply concerns by curbing industry production. A new policy could speed up the retirement of less-efficient polysilicon plants; polysilicon is a key component in the solar supply chain.
The market quickly reacted:
<ul>
<li>Shares of Canadian Solar closed the day up 9.83%.</li>
<li>Shares of Enphase Energy closed the day up 3.37%.</li>
<li>Shares of Array Technologies closed the day up 4.38%.</li>
<li>Shares of First Solar closed the day up 1.24%.</li>
</ul>
What&#8217;s Next?: An obvious catalyst (or hindrance) for investors looking to invest in the solar energy industry is the <a href="https://www.benzinga.com/topic/2024-presidential-election">2024 United States presidential election</a> between Vice President Kamala Harris and former President Donald Trump. 
Harris, the Democratic nominee, has supported <a href="https://www.benzinga.com/markets/esg/24/07/39888337/what-a-kamala-harris-presidency-could-mean-for-oil-stocks-chevron-marathon-move-lower">reducing greenhouse gas emissions</a> through the adoption of green energy. Trump, the Republican nominee, has <a href="https://www.benzinga.com/markets/equities/24/07/39846094/exclusive-would-a-trump-victory-help-or-hurt-solar-stocks-benzinga-poll-shows-investors-divided">previously falsely claimed</a> that climate change is a hoax. A Trump presidency <a href="https://www.benzinga.com/markets/equities/24/10/41213583/what-a-trump-win-could-mean-for-financial-energy-stocks-lessons-from-2016">would likely benefit</a> mining, oil and gas companies and present an obvious headwind for solar.
Perhaps much of solar&#8217;s underperformance in recent weeks can be chalked up to <a href="https://www.benzinga.com/markets/cryptocurrency/24/10/41455938/donald-trumps-election-odds-surge-to-64-on-polymarket-60-on-kalshi-and-favorite-in-all-swi">growing market confidence</a> that Trump will prevail come November. Solar stocks <a href="https://www.benzinga.com/markets/equities/24/09/40817317/solar-shares-climb-as-harris-gains-momentum-post-debate-against-trump-7-top-gainers-in-clean-ene">previously performed well</a> during times of momentum for Harris.
Also Read:
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<li><a href="https://www.benzinga.com/news/earnings/24/10/41552274/tech-stocks-rally-as-investors-await-magnificent-7-earnings-dollar-eyes-fourth-straight-positive-we">Tech Stocks Rally As Investors Await Magnificent 7 Earnings; Dollar Eyes Fourth Straight Positive Week: What&#8217;s Driving Markets Friday?</a></li>
</ul>
Image: Midjourney

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Piper Sandler analyst Kashy Harrison maintained a Hold rating on Array Technologies (ARRY – Research Report) today and set a price target of $7.00....

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Array Technologies downgraded to Neutral from Positive at Susquehanna

Sunnova Energy slips over 8% as Susquehanna downgrades to neutral

The solar energy market has witnessed remarkable growth in recent years owing to government initiatives to aid the adoption of clean energy. Hence, investing in fundamentally stable solar stocks Enphase Energy (ENPH), JinkoSolar (JKS), and Array Technologies (ARRY) could be a wise move for investors looking to capitalize on the sector's growth. Read more… A global clean energy revolution is knocking on our doorsteps, fueled by significant investments by organizations and governments to facilitate the deployment of clean energy resources. Solar power, being the top choice for this clean energy switch, has experienced substantial growth in recent years and is set to soar even higher.
Amid this backdrop, investors could watch out for shares of fundamentally stable solar stocks, Enphase Energy, Inc. (<a href="https://stocknews.com/stock/ENPH/">ENPH</a>), JinkoSolar Holding Co., Ltd. (<a href="https://stocknews.com/stock/JKS/">JKS</a>) and Array Technologies, Inc. (<a href="https://stocknews.com/stock/ARRY/">ARRY</a>).
The U.S. solar market is achieving new heights, with the third quarter of 2024 setting a record 8.6 GW of installed capacity, <a href="https://seia.org/research-resources/us-solar-market-insight/">a 21% increase</a> from the previous year, according to the Solar Energy Industries Association.
Additionally, the solar market has also contributed towards reducing 227 million metric tons of carbon emission and has employed more than a quarter of a million people. On the other hand, government investments and plans have also aided in the growth of the clean energy industry.
Since the signing of the <a href="https://energyinnovation.org/2024/07/22/what-is-the-inflation-reduction-act/">Inflation Reduction Act</a> in August 2022 by President Biden, private sector companies have announced more than <a href="https://www.forbes.com/sites/energyinnovation/2024/06/25/americas-clean-energy-jobs-boom-313000-new-jobs-and-counting/">$360 billion</a> in investment across nearly 600 clean energy projects that will create nearly 313,000 new jobs.
Additionally, more than <a href="https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/123124-us-clean-energy-building-boom-fuels-hiring-spree">73 GW of large-scale solar</a>, wind, and battery storage capacity was under construction across the United States as of late November 2024, according to S&amp;P Global Market Intelligence data. This boom is set to accelerate the job market and play an important role in bolstering local economies.
Now, considering these positive trends, let us dive deep into the fundamentals of three <a href="https://stocknews.com/category/solar/">Solar</a> stocks, starting with #3.
Stock #3: Enphase Energy, Inc. (<a href="https://stocknews.com/stock/ENPH/">ENPH</a>)
ENPH designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry. Its offerings include semiconductor-based microinverters, IQ gateway, IQ batteries, cloud-based Enlighten monitoring service, storage solutions, electric vehicle charging solutions, and more.
On January 13, 2025, ENPH <a href="https://investor.enphase.com/news-releases/news-release-details/enphase-energy-introduces-iq-battery-5p-flexphase-delivering">announced production shipments</a> of its most powerful and versatile battery yet, the IQ&#xAE; Battery 5P with FlexPhase, for customers in Germany, Austria, and Switzerland. The shipments could enhance ENPH's market position in the European continent and drive sales growth.
On January 9, 2025, ENPH announced its <a href="https://investor.enphase.com/news-releases/news-release-details/enphase-energy-expands-latin-america-launch-iq8-microinverters">expansion in Latin America</a> with the launch of IQ8P&#x2122; Microinverters for residential and commercial applications in Colombia, Panama, and Costa Rica. The company's global expansion ensures its commitment to delivering value, empowering its customers, and strengthening its market presence.
For the fiscal 2024 third quarter that ended September 30, ENPH's net revenues came in at $380.87 million. Its non-GAAP operating income was reported to be $101.41 million. Additionally, the company's non-GAAP net income and non-GAAP net income per share came in at $88.40 million and $0.65, respectively.
Analysts expect ENPH's revenue and EPS for the fiscal 2024 fourth quarter (ended December 2024) to increase 24.8% and 39.3% year-over-year to $377.62 million and $0.75, respectively.
Shares of ENPH surged marginally intra-day to close the last trading session at $66.87.
ENPH's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect its fundamentals. It has a B grade for Quality. The POWR Ratings assess stocks by 118 different factors, each with its own weighting.
Within the <a href="https://stocknews.com/category/solar/">Solar</a> industry, ENPH is ranked #5 out of 15 stocks. In addition to the POWR Rating highlighted above, you can check ENPH's ratings for Value, Growth, Sentiment, Momentum, and Stability <a href="https://stocknews.com/stock/ENPH/">here</a>.
Stock #2: JinkoSolar Holding Co., Ltd. (<a href="https://stocknews.com/stock/JKS/">JKS</a>)
Headquartered in Shangrao, China, JKS designs, develops, produces, and markets photovoltaic products. It offers solar modules, silicon wafers, solar cells, recovered silicon materials, solar system integration services, solar power generation, and solar system EPC services under the JinkoSolar brand.
On January 6, 2025, JKS <a href="https://ir.jinkosolar.com/news-releases/news-release-details/jinkosolars-perovskite-tandem-solar-cell-based-n-type-topcon-0">announced a significant breakthrough</a> in the development of its N-type TOPCon-based perovskite tandem solar cell. The cell achieved a conversion efficiency of 33.84%, surpassing the company's previous record of 33.24% and setting a world record for efficiency and power output for PV products.
The company's innovations and breakthroughs could aid in enhancing its market position as a top contender in the PV industry.
For the fiscal 2024 third quarter that ended September 30, JKS' <a href="https://www.investopedia.com/terms/r/revenue.asp">revenues</a> came in at $3.49 billion. Its gross profit was reported to be $549.43 million. Moreover, net income and net income per share attributable to JKS ordinary shareholders amounted to $3.21 million and $0.02, respectively.
Street expects JKS' revenue and EPS for the fiscal year ending December 2025 to increase 8.8% and 221.5% year-over-year to $$14.58 billion and $4.64, respectively.
JKS' shares surged 6% over the past six months to close the last trading session at $24.59.
JKS' fundamentals are mirrored in its POWR Ratings. It has an A grade for Value.
Within the Solar industry, JKS is ranked #2 out of 15 stocks. To access JKS' Sentiment, Stability, Momentum, Quality, and Growth ratings, <a href="https://stocknews.com/stock/JKS/">click here</a>.
Stock #1: Array Technologies, Inc. (<a href="https://stocknews.com/stock/ARRY/">ARRY</a>)
ARRY manufactures and sells ground-mounting tracking systems used in solar energy projects. The company has two segments: Array Legacy Operations and STI Operations. Its products include DuraTrack HZ v3, Array STI H250, Array OmniTrack, and SmarTrack.
On December 4, 2024, ARRY announced the <a href="https://ir.arraytechinc.com/news-releases/news-release-details/array-technologies-and-rp-surpass-6gw-solar-power-deployed">deployment of more than 6GW of solar projects</a> in North America through its partnership with RP Construction Services (RP), a value-added distributor of solar construction materials. The company continues to drive solar adoption and accelerates clean energy's futures through this partnership that spans 15 years and counting.
On November 18, 2024, ARRY announced a strategic <a href="https://ir.arraytechinc.com/news-releases/news-release-details/array-announces-3-million-investment-swap-robotics-drive">$3 million investment</a> in Swap Robotics, a pioneer in utility-scale solar robotic operations, to drive automation in photovoltaic installation technology. This investment could aid the company in innovating and developing solar products to enhance its offerings and strengthen its market position.
For the fiscal third quarter that ended September 30, 2024, ARRY's revenue was reported to be $231.41 million. Its adjusted gross profit came in at $81.95 million. Additionally, the company's adjusted net income and adjusted net income per common share were reported to be $26.46 million and $0.17, respectively.
The consensus revenue and EPS estimates of $1.14 billion and $0.81 for the fiscal year ending December 2025 exhibit a year-over-year rise of 25.5% and 32.8%, respectively. Moreover, the company has surpassed consensus EPS estimates in all four trailing quarters, which is impressive.
ARRY's shares have surged 20.6% over the past month to close the last trading session at $6.61.
ARRY's POWR Ratings reflect its prospects. It has a B grade for Growth.
ARRY has topped the 15-stock Solar industry. <a href="https://stocknews.com/stock/ARRY/">Click here</a> to access ARRY's ratings for Momentum, Quality, Stability, Value, and Sentiment.
What To Do Next?
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ENPH shares were unchanged in premarket trading Tuesday. Year-to-date, ENPH has declined -2.64%, versus a -0.80% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Aritra_Gangopadhyay</h2> <img src='https:/wp-content/uploads/2025/01/Aritra_Gangopadhyay.png' style="float:left; padding:5px;width:125px;">Aritra is a financial journalist dedicated to breaking down complex financial topics into simple, actionable insights. Holding a Master's degree in Economics, he uses his analytical expertise to help investors uncover unique opportunities for long-term success.<a href="https://stocknews.com/authors/?author=aritra-gangopadhyay">More...</a>The post <a href=https://stocknews.com/news/enph-jks-arry-3-must-watch-solar-stocks-powering-the-clean-energy-boom/>3 Must-Watch Solar Stocks Powering the Clean Energy Boom</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Must-Watch Solar Stocks Powering the Clean Energy Boom

Barclays analyst Christine Cho lowered the firm's price target on Array Technologies (ARRY) to $9 from $10 and keeps an Overweight rating on the sh...

Array Technologies price target lowered to $9 from $10 at Barclays

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ARRAY Technologies Introduces Reusable Packaging Option

ARRAY Technologies, Inc. Announces Third Quarter 2024 Earnings Release Date and Conference Call

ARRAY Technologies, Inc. Reports Financial Results for the Third Quarter 2024 – Delivers exceptional gross margin growth and continued operational momentum

ARRAY Technologies Appoints Two Industry Veterans to Lead EMEA

ARRAY Announces $3 Million Investment in Swap Robotics to Drive Automation in PV Installation

ARRAY Technologies Names H. Keith Jennings as Chief Financial Officer

ARRAY Technologies and RP Surpass 6GW of Solar Power Deployed

Heritage Distilling Company Strengthens Senior Leadership Team with Key Appointments to Accelerate Next Stage of Growth and Innovation

Heritage Distilling Names Michael P. Carrosino as Chief Financial Officer

ARRAY Technologies Names Darin Green as Chief Revenue Officer for North America

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골드만삭스의 애널리스트들은 <a href="https://www.benzinga.com/topic/inflation-reduction-act" target="_blank" rel="noopener" data-google-interstitial="false">인플레이션 감축법(IRA) 인센티브</a>에 대한 상당한 수익 노출이 있는 아홉 개의 회사를 강조했다.
도널드 트럼프가 1월에 백악관으로 돌아오면서, 시장은 그의 정책이 재생 가능 에너지 투자에 어떤 영향을 미칠지 평가하고 있다. 골드만의 보고서는 주로 청정 기술 부문에 있는 회사들을 포함하고 있으며, 이들 회사는 IRA의 인센티브가 운영에 필수적이 되었다.
골드만의 애널리스트인 브라이언 리(Brian Lee)는 트럼프의 2기에서의 잠재적인 도전 과제를 고려하더라도, 강력한 상승 잠재력을 가진 세 가지 주식을 강조했다.
어레이 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>)는 유틸리티 규모 프로젝트를 위한 태양광 추적 솔루션의 선두주자로서 강력한 국내 시장 위치를 보유하고 있다. 국내 콘텐츠에 대한 IRA의 10% 보너스 덕분에 어레이는 유틸리티 규모의 태양광 수요로 인한 잠재적 이익이 상당하며 리는 114%의 상승 여력을 예상하고 있다.
이 회사의 제조 기반은 IRA 세액 공제 자격을 지원하여 최근 몇 분기 동안 총 마진을 약 35%로 높였다. 또한, 그는 이 회사가 2026년까지 IRA 관련 비용 절감을 연간 최대 8%까지 경험할 수 있을 것으로 예상한다. 이 회사의 주가는 목요일 4.38% 상승한 6.20달러에 마감되었다. 현재 주가는 연초 대비 63.44% 하락했다. 목요일 시장 마감 후 2.10% 하락했다.
리 애널리스트는 엔페이즈 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>)가 IRA 인센티브로 인해 75%의 상승 여력을 가지고 있다고 보고했다. 태양광 마이크로인버터의 주요 생산업체인 엔페이즈는 마이크로인버터에 대한 국내 제조 세액 공제 혜택으로 인해 평균 27달러에서 42달러의 단위당 혜택을 받고 있다.
이 인센티브는 엔페이즈의 비용 구조를 크게 지원하며, 2026년까지 예상되는 세액 공제는 약 2억 7천 5백만 달러에 이를 것으로 예상된다. 리는 이 보조금이 엔페이즈의 비GAAP EPS의 최대 30%를 커버할 수 있다고 제시한다. 이 회사의 주식은 목요일 4.30% 하락한 71.59달러에 마감되었다. 현재 엔페이즈 주가는 연초 대비 45.45% 하락했다.
넥스트래커(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>) 또한 IRA의 제조 세액 공제 혜택을 받으며, 58%의 상승 여력을 보인다. 넥스트래커는 미국 태양광 추적 시스템의 선두 공급업체로서, 국내 제조 능력이 IRA의 요구 사항과 잘 일치하여 토크 튜브(torque tube) 및 패스너(fastener) 크레딧을 통한 재정 지원을 제공한다.
예상되는 IRA 세액 공제는 2027년까지 2억 400만 달러를 초과하여 판매 비용 절감을 통해 회사의 마진을 지원한다.
한편, 골드만의 애널리스트인 마크 델라니(Mark Delaney)는 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)에 대해 중립적인 입장을 유지하고 있다. 이 회사는 배터리 셀당 최대 45달러의 세액 공제와 7,500달러의 전기차 소비자 세액 공제를 통해 IRA의 직접적인 혜택을 받고 있지만, 델라니는 이러한 이점이 현재 테슬라 주가(현재 72.7배 수익)에 이미 반영되어 있을 가능성이 높다고 언급한다. 일론 머스크의 트럼프 내각 친밀도 확보의 이점은 아직 실현되지 않았다.
IRA 인센티브가 차량당 생산 비용을 약 1,000달러에서 4,500달러까지 줄일 수 있지만, 이 애널리스트는 경쟁과 시장 포화가 이러한 절감을 상쇄할 수 있어 테슬라의 IRA로 인한 잠재적 이익이 다른 청정 에너지 주식에 비해 미미할 것이라고 경고한다.
Photo: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

어레이 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>)의 주가는 회사가 목요일 2분기 재무 결과를 발표한 후 약 13% 하락했다. 보고서의 <a href="https://www.benzinga.com/pressreleases/24/08/g40266021/array-technologies-inc-reports-financial-results-for-the-second-quarter-2024-delivers-strong-resul">세부 내용</a>은 다음과 같다.
주요 내용: 어레이 테크놀로지스는 분기별 주당 순이익을 20센트로 보고했는데, 이는 분석가들의 합의 추정치인 11센트를 81.82%나 앞선 것이다. 이 회사는 태양 위치에 따라 태양광 패널의 방향을 최적화하여 태양 에너지 프로젝트의 효율성을 높이는 추적 시스템을 설계 및 제조한다.
분기별 매출은 2억 5,576만 6천 달러로 분석가 컨센서스 추정치 2억 3,161만 5천 달러를 10.43% 상회했으며, 전년 동기 대비 매출은 49.63% 감소했다.
이 회사는 2분기 조정 총이익률이 35%라고 보고했다. 총 실행된 계약과 수주 금액은 20억 달러였으며 해당 분기의 신규 예약은 4억 2,900만 달러였다.
어레이 테크놀로지스의 CEO인 케빈 호스티틀러(Kevin Hostetler)는 &#8220;우리는 강력한 성과와 실행으로 2분기를 마무리했으며 가능성이 높은 파이프라인에서 확인되는 지속적인 수요에 만족한다&#8221;고 말했다.
"우리의 주문서는 20억 달러가 넘는 건전한 상태를 유지하고 있으며, 우리의 제품 및 서비스 포트폴리오에 대한 고객의 관심과 빠르게 성장하는 에너지 수요를 충족시키기 위한 최저 비용 옵션 중 하나로 유틸리티 규모의 태양광을 지원하는 장기적인 순풍에 고무되어 있다."
전망: 어레이 테크놀로지스는 회계연도 전망을 추정치 1.08달러 대비 64~74센트로 낮추었고, 연간 매출은 추정치 13억 달러 대비 9억~10억 달러로 낮췄다.
ARRY 주가 움직임: <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">벤징가 프로</a>에 따르면 어레이 테크놀로지스의 주식은 목요일 애프터마켓에서 12.90% 하락한 7.83달러에 거래되었다.
이미지는 MidJourney를 통해 인공 지능을 활용하여 생성된 이미지입니다.
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

어레이 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>)의 주가는 회사의 1분기 재무 결과에 뒤이어 목요일 시간외 거래에서 상승했다. 다음은 <a href="https://www.benzinga.com/pressreleases/24/05/g38743355/array-technologies-inc-reports-financial-results-for-the-first-quarter-2024-achieves-record-gross-">보고서 요약</a>이다.
<ul>
<li>1분기 매출: 1억 5,340만 달러, <a href="https://www.benzinga.com/calendars/earnings">예상치</a>인 1억 4,010.6만 달러 초과</li>
</ul>
<ul>
<li>1분기 EPS: 주당 7센트의 손실/ 조정 EPS 6센트</li>
</ul>
"2023년 4분기에 관찰된 모멘텀이 새해까지 이어져 1분기에 약 4억 달러의 예약이 이루어지면서 우리는 2024년을 힘차게 시작했으며, 이는 우리 제품과 서비스에 대한 전 세계적으로 지속적인 수요가 지속되고 있음을 보여준다. 지난 4분기 동안 우리는 누적 18억 달러의 신규 사업을 예약했으며 현재 주문서는 약 21억 달러에 달한다"고 어레이 테크놀로지스의 CEO인 케빈 호스티틀러(Kevin Hostetler)가 말했다.
해당 분기 총이익률은 35.9%였고, 조정 총이익률은 38.3%였다. 어레이는 1분기에 2,620만 달러의 조정 EBITDA를 보고했다.
가이던스: 어레이는 2분기 매출이 2억 2,500만~2억 3,500만 달러에 이를 것으로 예상한다고 밝혔다.
&#8220;우리는 2023년에 비해 ASP가 감소하면서 2024년에도 상대적으로 균일한 볼륨을 예상하고 있다. 예상 프로젝트 시기를 기준으로 보면 우리의 매출 지침은 2024년 하반기로 치우쳐 있다&#8221;고 이 회사가 말했다.
어레이는 12억 5천만 달러에서 14억 달러 범위의 연간 매출 예측을 재확인했다. 이 태양광 회사는 연간 조정 순이익이 주당 1달러에서 1.15달러 사이가 될 것으로 예상한다고 밝혔다. 조정 EBITDA는 2억 8,500만 달러에서 3억 1,500만 달러 사이가 될 것으로 예상된다.
참고: <a href="https://www.benzinga.com/markets/cryptocurrency/24/05/38745113/marathon-digital-q1-earnings-eps-beat-revenue-up-223-yoy-2-811-bitcoin-mined-and-more">마라톤 디지털 Q1 실적: EPS 상회, 매출 YoY 223% 증가, 채굴된 비트코인 수 2,811개 등</a>
ARRY 주가 움직임: <a href="https://www.benzinga.com/quote/ARRY">어레이</a>의 주식은 9.51% 상승한 13.70달러에 거래되었다.
사진: Pixabay의 Andreas

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