ARRY

ArrayB

Nasdaq / Capital Goods

At close

2026-07-20

Current thesis

The best post-print evidence is primary-source: record $2.4 billion orderbook, second straight ~2x book-to-bill, and reaffirmed full-year 2026 guidance despite a weak Q4 reset earlier in the year. A May 7 Reuters/Investing.com item also reported Jefferies raised its price target to $9.50 from $8.00 while keeping a Buy rating, citing strong backlog and backlog quality.

Posture

Constructive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta -0.0.

What can break

Backlog conversion risk remains material in utility-scale solar because project timing, permitting, interconnection, and customer financing can shift revenue recognition.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $9.20 · Bull $10.50 · Bear $6.70

Data freshness

Prices

As of 2026-07-20

Fundamentals

As of 2026-07-20 • Vendor: Data Vendor v1

Scores

As of 2026-07-20 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-08 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-20

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $9.91

Why

Momentum5 · Δ7d -2.4

Value66 · Δ7d +0.2

Sentiment93 · Δ7d -0.0

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Sentiment · See AI snapshot

Momentum

26% active weight

Current posture

7d trendFlat

Δ7d

-2.4

Δ21d

-8.9

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.2

Δ21d

+1.3

Sentiment

34% active weight

Current posture

7d trendFlat

Δ7d

-0.0

Δ21d

+18.2

Why this grade

Composite grade B. Momentum 4.8 / Value 66.0 / Sentiment 93.2

Fundamentals (TTM)

As of 2026-07-20

Market Cap

$915.27M

Beta

1.68

Shares Out

153.83M

P/E (TTM) · Derived

-8.1

P/S (TTM)

1.03

P/FCF (TTM)

15.63

Rev YoY

-26.1%

EPS YoY

-686.1%

Gross Margin

+21.3%

Op Margin

-0.7%

Net Debt

$519.21M

Current Ratio

2.25

As of 2026-07-20 • Updated nightlySource: Internal modelMethodology