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Array Digital Infrastructure, Inc. Stock Price

NYSE:AD Community·US$3.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author

AD Share Price Performance

US$0
-76.03 (-100.00%)
US$46.34
Fair Value
US$0
-76.03 (-100.00%)
Price US$0

AD Community Narratives

·
Fair Value US$46.34 23.7% undervalued intrinsic discount

T-Mobile Deal And Tower Agreements Will Drive Digital Infrastructure Transition

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·
Fair Value US$54 34.5% undervalued intrinsic discount

Expanding IoT And Rural Connectivity Will Unlock New Potential

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·
Fair Value US$40 11.6% undervalued intrinsic discount

Rising Capital Intensity And Rural Decline Will Shrink Tower Margins

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US$40
11.6% undervalued intrinsic discount
Revenue
0.073% p.a.
Profit Margin
29.45%
Future PE
77.06x
Price in 2029
US$48.71
US$46.34
23.7% undervalued intrinsic discount
Revenue
1.23% p.a.
Profit Margin
19.39%
Future PE
131.02x
Price in 2029
US$56.43
US$54
34.5% undervalued intrinsic discount
Revenue
2.53% p.a.
Profit Margin
29.96%
Future PE
95.12x
Price in 2029
US$65.76

Trending Discussion

No trending discussion available.

Updated Narratives

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AD: Takeover Proposal And Special Dividend Will Unlock Higher Earnings Power

Fair Value: US$40 11.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AD: Special Dividend And Buyout Proposal Will Drive Future Return Potential

Fair Value: US$46.34 23.7% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AD: Spectrum Sales And Special Dividend Will Drive Future Upside

Fair Value: US$54 34.5% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Good value with acceptable track record.

2 Risks
4 Rewards

Array Digital Infrastructure, Inc. Key Details

US$213.5m

Revenue

US$88.9m

Cost of Revenue

US$124.6m

Gross Profit

-US$539.2m

Other Expenses

US$663.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
7.68
58.36%
310.87%
53.1%
View Full Analysis

About AD

Founded
1983
Employees
60
CEO
Anthony J. Carlson
WebsiteView website
www.arrayinc.com

Array Digital Infrastructure, Inc. owns and operates shared wireless communications infrastructure in the United States. The company deploys 5G and other wireless technologies through its 4,400 cell towers. It also leases tower space to tenants. In addition, the company offers ancillary services. It serves organizations, wireless carriers, government agencies, municipalities, wireless internet service providers, and broadband providers. The company was formerly known as United States Cellular Corporation and changed its name to Array Digital Infrastructure, Inc. in August 2025. The company was incorporated in 1983 and is headquartered in Chicago, Illinois. Array Digital Infrastructure, Inc. is a subsidiary of Telephone and Data Systems, Inc.

Recent AD News & Updates

Narrative Update Aug 05

AD: Takeover Proposal And Special Dividend Will Unlock Higher Earnings Power

Analysts have trimmed their price target on Array Digital Infrastructure from $45.02 to $40.00. This reflects updated assumptions around faster revenue growth, a lower projected profit margin, and a broadly unchanged future P/E outlook.

Recent updates

No updates