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    Do New ARRY Revenue and Product Chiefs Reveal a Deeper Shift in Its Growth Playbook?

    Simply Wall St·01/07/2026 19:28:20
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    • Array Technologies recently promoted Darin Green to Global Chief Revenue Officer and Nick Strevel to Chief Product Officer, expanding their responsibilities over worldwide revenue generation and product development functions, including Product Management, Technical Sales, and Applications Engineering.
    • These leadership moves underscore Array’s effort to tighten the link between customer needs and its product roadmap while driving more coordinated global sales execution.
    • We’ll now examine how Green’s expanded global revenue role may influence Array Technologies’ existing investment narrative around growth and margin recovery.

    Find companies with promising cash flow potential yet trading below their fair value.

    Array Technologies Investment Narrative Recap

    To own Array Technologies today, you have to believe utility scale solar trackers can still support a recovery in revenue quality and margins despite recent volatility. The promotions of Darin Green to Global Chief Revenue Officer and Nick Strevel to Chief Product Officer look directionally helpful for execution, but they do not fundamentally change the near term reliance on stronger bookings and better pricing discipline as the key catalyst, or the ongoing exposure to policy, tariff, and project cancellation risk.

    Among recent updates, the launch of DuraTrack Hail XP, designed for extreme hail and wind and scheduled for first shipments in early 2026, stands out. It ties directly into Array’s push toward higher value products that address emerging weather risks, which is central to the investment case that improved product mix can support margin recovery even as tariffs, steel costs, and contract repricing pressures continue to affect earnings visibility.

    Yet, despite these positives, investors still need to be aware of how legacy fixed price, low margin contracts could...

    Read the full narrative on Array Technologies (it's free!)

    Array Technologies' narrative projects $1.5 billion revenue and $98.4 million earnings by 2028.

    Uncover how Array Technologies' forecasts yield a $10.97 fair value, a 15% upside to its current price.

    Exploring Other Perspectives

    ARRY 1-Year Stock Price Chart
    ARRY 1-Year Stock Price Chart

    Three members of the Simply Wall St Community currently place Array’s fair value tightly between US$10.61 and US$11.00, highlighting a fairly clustered set of expectations. You should weigh those views against the risk that shifting tariffs and policy changes can still disrupt project timing and margins, with meaningful implications for how quickly any operational improvements show up in reported numbers.

    Explore 3 other fair value estimates on Array Technologies - why the stock might be worth as much as 16% more than the current price!

    Build Your Own Array Technologies Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.