Update shared on27 Aug 2025
Fair value Decreased 6.50%The sharp decline in consensus revenue growth forecasts, despite a significant improvement in net profit margin, has driven analysts to lower Array Digital Infrastructure’s fair value estimate from $80.75 to $75.50.
What's in the News
- United States Cellular Corporation is changing its name to Array Digital Infrastructure, Inc. and its NYSE ticker symbol to AD as of August 12, 2025.
- Array Digital Infrastructure completed the sale of its wireless operations to T-Mobile US Inc., and entered into a 15-year Master License Agreement for T-Mobile to lease space on at least 2,015 towers, with additional interim and extension provisions.
- A special cash dividend of $23.00 per share has been declared, payable August 19, 2025, to shareholders of record on August 11, 2025.
- Douglas W. Chambers has been appointed interim CEO, replacing Laurent C. Therivel following the completion of the wireless sale to T-Mobile.
- No shares were repurchased in the latest buyback tranche, leaving the total at 9,741,893 shares repurchased (11.38%) for $381.03 million under the program begun in 2009.
Valuation Changes
Summary of Valuation Changes for Array Digital Infrastructure
- The Consensus Analyst Price Target has fallen from $80.75 to $75.50.
- The Consensus Revenue Growth forecasts for Array Digital Infrastructure has significantly fallen from -0.8% per annum to -61.6% per annum.
- The Net Profit Margin for Array Digital Infrastructure has significantly risen from 4.80% to 30.47%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.