$flex LONG vs $arry SHORT

By our friends at Weeden

Description

We see ARRY as a very compelling short with both near-term catalysts and long-term headwinds.  With expectations running very high, it is positioned to disappoint.  We think an interesting pair trade is long FLEX (which we wrote up here) and short ARRY.  FLEX for reference owns the #1 solar tracker company internationally and has discussed th…