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.
What's in the News
- Array Digital Infrastructure closed its previously announced agreement with AT&T to sell a portion of the company's retained spectrum licenses for total consideration of US$1.018b (Key Developments).
- Following the close of the AT&T transaction, the Board of Directors declared a special cash dividend of US$10.25 per Common Share and Series A Common Share (Key Developments).
- The special dividend is scheduled to be paid on February 2, 2026, to shareholders of record as of January 23, 2026 (Key Developments).
Valuation Changes
- Fair Value: The fair value estimate is unchanged at US$63.00 per share.
- Discount Rate: The discount rate has risen slightly from 6.96% to 6.98%.
- Revenue Growth: The revenue growth assumption now reflects a slightly larger 62.66% decline, compared with a prior 62.11% decline.
- Net Profit Margin: The profit margin assumption has risen sharply from 16.46% to 75.91%.
- Future P/E: The future P/E multiple assumption has fallen significantly from 204.04x to 46.25x.
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