Array Tech (ARRY ) Estoque Fórum e discussão

Aktien Stammtisch

@Aktien_Stammtisch

10Mês·

FIRST SOLAR EMERGES AS KEY WINNER FROM DOC ANTIDUMPING RULING $FSLR (+4,46%)

MARKET RESPONSE

- $FSLR shares gained up to 6.5% Monday, following 3.5% increase on Friday

- Positive market reaction follows Department of Commerce's preliminary determination on antidumping duties (Nov 29)

ANALYST INSIGHTS

Piper Sandler (Kashy Harrison)

- Rating: Overweight

- Price Target: Raised to $250 from $210

- Key Points:

* DoC rates exceeded expectations

* Panel pricing likely to increase significantly post-duties

* Potential for utility-scale project delays

* Names $FSLR as sole beneficiary under coverage

Jefferies (Julien Dumoulin-Smith)

- Rating: Buy

- Analysis:

* Positive outlook for US domestic manufacturers ($FSLR) and Malaysia-based Longi

* Vietnam producers ($JKS (+2,09%), $002459) face higher-than-expected antidumping rates

* Thailand rates significantly above expectations, affecting $CSIQ (+6,16%) and Trina

* Market reactions deemed appropriate for $FSLR (up) and $JKS/$CSIQ (down)

Truist (Jordan Levy)

- Rating: Buy

- Key Observations:

* Clear positive for $FSLR given domestic US supply chain

* Company secured on near-term price/volume

* Potential catalyst for expanded domestic manufacturing

* Positive implications for related companies: $SHLS, $ARRY (-1,4%), $NXT (all rated Buy)

UPCOMING CATALYST

- CPIA Annual PV Conference (Dec 4-6)

* Critical event for sector near-term direction

* Expected to reveal supply-side dynamics

* Recommended close monitoring by investors

INDUSTRY IMPLICATIONS

- Strengthens case for US manufacturing expansion

- Module/cell pricing expected to adjust to reflect tariff impact

- Reduced uncertainty may boost booking momentum

- Final determinations pending for next year

2

Marco

@RABINATOR

1Ano·

$ARRY (-1,4%) is actually a long stock for me and of course a small bet.

I think that you can definitely make this bet with a small position 👍

2

Marco

@RABINATOR

1Ano·

$ARRY (-1,4%)

Hello everyone,

I was doing a bit of research on solar / renewables today and came across $ARRY (-1,4%) Technologies.

I think the products for time-of-day-dependent alignment of solar systems are great. I also see a lot of opportunities to use solar in different places in the future, so I think the orientation of the systems is incredibly important to get the most out of them.

What do you think of the Array Technologies share?

I will probably buy a small position soon.

I also think that the stock has been pretty beaten up without realizing the potential behind it sehen🤷‍♂️

$ARRY (-1,4%)

3

Marco

@RABINATOR

1Ano·

Hello everyone,

today I was doing a little research on solar / renewables and came across $ARRY (-1,4%) I came across.

I think the products for time-of-day-dependent alignment of solar systems are great. I also see a lot of opportunities to use solar in different places in the future, so I think the orientation of the systems is incredibly important to get the maximum out of them.

What do you think of the Array Technologies share?

I will probably buy a small position soon.

$ARRY (-1,4%)

2

6 Comentários

JCM@TheStoic

1Ano

I come from the industry and would strongly advise against it. The industry is so fast-moving. Manufacturers that seemed solid just 5 years ago and gave the impression that they could dominate the industry have now completely disappeared again.

The company also looks like a fundamental disaster

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3

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Andreas B.

@Bele

2Ano·

Hi

What do you think about array technology as a long term investment. $ARRY (-1,4%)

Greetings

1

2 Comentários

Pandamona@Pandamona

2Ano

I think more of ETfs (MSCI World) as a long term investment... always depends on how much you want to invest. At 1000euro I could take it if the company goes bust. At 10000euros I would find it harder to get over.

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