异动解读 | Array Technologies盘中大跌30.45%,因2026年利润指引低于预期

异动解读
Feb 26

太阳能跟踪器制造商Array Technologies Inc.(ARRY)今日盘中股价大幅下跌30.45%,引发了市场的广泛关注。

消息面上,该公司发布的2026财年业绩预测显示,其调整后利润预计在65美分至75美分之间,低于分析师普遍预期的78美分。这一令人失望的利润指引直接打击了投资者信心,导致至少三家券商下调了该股的目标价,其中德意志银行更是将其评级从“买入”下调至“持有”。

分析师指出,投资者对该公司2026年的前景感到失望,其调整后的息税折旧摊销前利润(EBITDA)预期为2.15亿美元,比市场预期低14%。尽管公司积压订单创下历史新高,但由于面临定价压力,其利润率预期低于市场预估,这成为股价承压的主要原因。

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