Update shared on 06 May 2026
Analysts have maintained Array Digital Infrastructure's fair value estimate at $53.83 per share, with only minor model tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding this narrative update to the price target rationale.
What's in the News
- Array Digital Infrastructure, Inc. proposed amendments to its Restated Certificate of Incorporation to extend limited exculpation from monetary damages for breaches of the fiduciary duty of care to certain corporate officers, subject to shareholder approval at the 2026 annual meeting scheduled for May 19, 2026, with effectiveness expected following filing in Delaware if approved (company filing).
- The company issued 2026 earnings guidance, indicating expected total revenue in a range of $200 million to $215 million for the year (company guidance).
- Array reported that between October 1, 2025 and December 31, 2025 it repurchased 0 shares for $0 under its ongoing buyback program and that, in total, it has completed the repurchase of 9,741,893 shares, or 11.38%, for $381.03 million under the program announced on November 18, 2009 (company disclosure).
- T-Mobile US, Inc. and UScellular announced plans to offer Apple’s new iPhone 17e and iPad Air models, with T-Mobile, Metro by T-Mobile and UScellular customers gaining access to the devices through preorder from March 4 and broader availability from March 11 (client announcement).
- T-Mobile and UScellular also outlined availability and promotional offers for Samsung’s Galaxy S26 series, including preorder starting February 25 and availability in store and online from March 11, with various bill credit and trade in offers tied to T-Mobile plans (client announcement).
Valuation Changes
- Fair Value: Maintained at $53.83 per share, with no change in the updated model.
- Discount Rate: Risen slightly from 6.98% to 7.11%, reflecting a modest adjustment to the required return assumption.
- Revenue Growth: Kept effectively unchanged, moving from 7.83% to 7.83% in the updated assumptions.
- Net Profit Margin: Remains effectively stable at about 30.12%, with only a minimal model refinement.
- Future P/E: Edged higher from 96.37x to 96.72x, indicating a small upward adjustment to the long term earnings multiple assumption.
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