Array Digital Infrastructure

Expanding IoT And Rural Connectivity Will Unlock New Potential

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

27 Apr 25

Updated

21 Apr 26

Views

13

21 Apr

US$50.67

AnalystHighTarget's Fair Value

US$60.00

15.5% undervalued

1Y

-17.0%

7D

1.3%

Loading

1Y

-17.0%

7D

1.3%

You can edit this narrative until Apr 22 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$6015.5% undervalued

AnalystHighTarget Fair Value

Shared on 21 Apr 26

AD: Officer Exculpation Vote And Carrier Deals Will Drive Future Upside

Analysts have nudged their price target on Array Digital Infrastructure higher to $60.00, reflecting refreshed assumptions around slightly stronger revenue growth expectations, a modestly lower profit margin forecast, and a marginally higher future P/E multiple. What's in the News Array Digital Infrastructure is asking shareholders to approve amendments to its Restated Certificate of Incorporation to add exculpation provisions for certain corporate officers regarding monetary damages tied to breaches of the fiduciary duty of care, subject to limitations, with a vote planned at the 2026 annual meeting on May 19, 2026 (company bylaws filing).

1 view

Shared on 07 Apr 26

Fair value Decreased 4.76%

AD: Spectrum Sale And Special Dividend Will Drive Future Upside Potential

Analysts have adjusted the Array Digital Infrastructure price target from $63.00 to $60.00, citing updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Array Digital Infrastructure issued 2026 earnings guidance, projecting total revenue in a range of $200 million to $215 million (Corporate Guidance).

1 view

Shared on 09 Feb 26

AD: Spectrum Sale And Special Dividend Will Reframe Future Earnings Profile

Analysts have maintained their fair value estimate for Array Digital Infrastructure at $63.00. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions, while keeping the overall price target unchanged.

0 views

Shared on 11 Jan 26

Fair value Decreased 26%

AD: New Leadership Transition Will Reshape Tower And Spectrum Prospects

Analysts have cut their fair value estimate for Array Digital Infrastructure from US$85.00 to US$63.00, reflecting updated assumptions for revenue growth, profit margins and a higher discount rate, along with a much higher future P/E multiple estimate. What's in the News Array Digital Infrastructure reported that between July 1, 2025 and September 30, 2025, it repurchased 0 shares for US$0 million, with the overall buyback program, announced on November 18, 2009, now totaling 9,741,893 shares, or 11.38%, for US$381.03 million (Key Developments).

0 views

Shared on 07 May 25

Fair value Decreased 1.87%

1 view

Shared on 30 Apr 25

Fair value Increased 1.91%

AnalystHighTarget made no meaningful changes to valuation assumptions.

1 view

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$60

15.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

3.73%

Historical revenue growth rate

-27.31%

Wireless Telecom revenue growth rate

0.19%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.11%

Calculation

US$90.09m

Earnings '29

x

73.38x

PE Ratio '29

=

US$6.61b

Market Cap '29

US$6.61b

Market Cap '29

/

90.74m

No. shares '29

=

US$72.86

Share Price '29

US$72.86 Share Price '29

Discounted to 2026 @ 6.98% p.a.

=

US$59.51

Fair Value '26