Update shared on 11 Dec 2025
Analysts have modestly reiterated their price target on Array Digital Infrastructure at approximately 54.50 dollars. This reflects largely unchanged views on its long term fair value, discount rate, and profitability outlook, despite recent revisions to growth and valuation inputs.
What's in the News
- Anthony Carlson, age 39, has been appointed CEO of Array Digital Infrastructure effective November 16, 2025, with responsibility for 4,400 owned towers, wireless partnership interests, and retained spectrum (Key Developments)
- Carlson brings experience from UScellular, TDS Telecom, McKinsey and Samsung, and holds both an undergraduate degree and an MBA from Harvard. This positions him as a strategy focused leadership hire (Key Developments)
- Interim CEO Doug Chambers will step down from the board on November 16, 2025, and remain as Senior Advisor until December 9, 2025, to support a smooth leadership transition (Key Developments)
- Shareholders approved amendments to Array's Restated Certificate of Incorporation at the October 9, 2025 AGM to align governance with the recently closed transaction with T Mobile (Key Developments)
Valuation Changes
- Fair Value: Unchanged at approximately $54.50 per share, indicating stable long term valuation expectations.
- Discount Rate: Essentially flat at around 6.96 percent, with only an immaterial adjustment in the model.
- Revenue Growth: Remains at roughly minus 61.96 percent, signaling no reassessment of the expected contraction in top line.
- Net Profit Margin: Steady at about 24.43 percent, reflecting consistent expectations for long term profitability.
- Future P/E: Left unchanged at approximately 117.6 times, suggesting no shift in the valuation multiple applied to forward earnings.
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