Array Digital Infrastructure, Inc.

Informe acción NYSE:AD

Capitalización de mercado: US$4.4b

Array Digital Infrastructure Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Los beneficios de Array Digital Infrastructure han disminuido a una tasa media anual de -13.3%, mientras que en la industria Wireless Telecom los beneficios crecieron en un 19.6% anualmente. Los ingresos han ido disminuyendo a una tasa media de 27.3% al año. La rentabilidad financiera de Array Digital Infrastructure es de 18.6%, y sus márgenes netos son de 183.4%.

Información clave

-13.30%

Tasa de crecimiento de los beneficios

-13.29%

Tasa de crecimiento del BPA

Crecimiento de la industria Wireless Telecom 23.12%
Tasa de crecimiento de los ingresos-27.31%
Rentabilidad financiera18.60%
Margen neto183.41%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa May 24

AD: Proposed Buyout Terms Will Likely Expose Rich Earnings Multiple

Analysts have reduced their price target on Array Digital Infrastructure from $59.32 to $45.00, citing updated assumptions around discount rates, revenue growth, profit margins, and a much higher future P/E as the main drivers of the change. What's in the News Telephone and Data Systems, Inc.
Actualización de narrativa May 06

AD: Guidance Stability And Governance Changes Will Shape Future Return Potential

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.
Actualización de narrativa Apr 21

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).
Actualización de narrativa Apr 07

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).
Actualización de narrativa Mar 23

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

Analysts have revised their price target for Array Digital Infrastructure to $53.83, reflecting updated assumptions for revenue growth, profit margins and future P/E, which together shape a more balanced view of the company’s potential risk and reward profile. What's in the News Array Digital Infrastructure issued earnings guidance for 2026, with expected total revenue in a range of $200 million to $215 million, giving investors a concrete top line reference point for the year (Corporate guidance).
Actualización de narrativa Mar 09

AD: Spectrum Sale Cash And Special Dividend Will Balance Future Uncertainty

Analysts have trimmed their price target on Array Digital Infrastructure from about $58.17 to $53.83, citing updated assumptions for fair value, revenue growth, profit margins, and future P/E estimates. What's in the News Array Digital Infrastructure issued 2026 earnings guidance, with total revenue expected in a range of US$200m to US$215m.
Actualización de narrativa Feb 23

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

Analysts now place Array Digital Infrastructure's price target at about $58.17, up slightly from roughly $57.71, reflecting updated views on its projected profit margin, P/E multiple, and discount rate. What's in the News Array Digital Infrastructure issued earnings guidance for 2026, targeting total revenue between $200 million and $215 million.
Actualización de narrativa Feb 09

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.
Actualización de narrativa Jan 25

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

Analysts have raised their price target for Array Digital Infrastructure from US$54.50 to about US$57.71, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the main drivers of this change. What's in the News Array Digital Infrastructure closed a previously announced agreement with AT&T to sell a portion of its retained spectrum licenses for total consideration of US$1.018b, providing a significant cash inflow for the company (Key Developments).
Actualización de narrativa Jan 11

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).
Actualización de narrativa Dec 25

AD: Leadership Transition And T-Mobile Deal Will Shape Future Risk Reward Balance

Analysts have maintained their price target on Array Digital Infrastructure at 54.50 dollars, reflecting unchanged fair value assumptions, a steady discount rate, and consistent long term expectations for growth, margins, and valuation multiples. What's in the News Array Digital Infrastructure appointed Anthony Carlson, currently Vice President of Organizational Transformation at TDS Telecom and former senior leader at UScellular, as CEO effective November 16, 2025.
Actualización de narrativa Dec 11

AD: New CEO And T-Mobile Deal Will Shape Balanced Future Prospects

Analysts have modestly reiterated their price target on Array Digital Infrastructure at approximately 54.50 dollars. This reflects largely unchanged views on its long term fair value, discount rate, and profitability outlook, despite recent revisions to growth and valuation inputs.
Actualización de narrativa Nov 27

AD: Leadership Change And T-Mobile Deal Will Drive Upside Momentum

Analysts have lowered their price target on Array Digital Infrastructure from $68.80 to $54.50, citing more conservative outlooks on revenue growth and profit margins. What's in the News Anthony Carlson, age 39, will become CEO of Array Digital Infrastructure on November 16, 2025.
Seeking Alpha Nov 17

Array Digital Infrastructure: Pending Spectrum Sales And Positive Free Cash Flow From Towers

Summary Array Digital Infrastructure's cell tower business grew by 68% over its year-ago comp following T-Mobile's master license agreement. The tower company is set to see some near-term headwinds as DISH Wireless declared force majeure and moves to escape its agreement. Telephone and Data Systems expects to receive a $10 per share special dividend following the close of spectrum sales to AT&T. AD's total debt fell to $672 million at the end of the third quarter, with the company holding cash and short-term investments of $325 million. Read the full article on Seeking Alpha
Actualización de narrativa Nov 10

AD: Leadership Transition And T-Mobile Deal Signal Upside Ahead

Analysts have lowered their price target for Array Digital Infrastructure from $72.80 to $68.80. They cite recent adjustments to discount rates and downward revisions in projected profit margins.
Actualización de narrativa Oct 27

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

Analysts have revised their price target for Array Digital Infrastructure down from $75.50 to $72.80. They cited minor adjustments to discount rates and projected future earnings multiples as key drivers behind the updated valuation.
Actualización de narrativa Aug 27

T-Mobile Partnership And Fiber Expansion Will Fuel Future Prospects

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.
Artículo de análisis Jun 13

Investor Optimism Abounds United States Cellular Corporation (NYSE:USM) But Growth Is Lacking

With a median price-to-sales (or "P/S") ratio of close to 1.2x in the Wireless Telecom industry in the United States...
Artículo de análisis May 14

Shareholders Will Probably Hold Off On Increasing United States Cellular Corporation's (NYSE:USM) CEO Compensation For The Time Being

Key Insights United States Cellular will host its Annual General Meeting on 20th of May CEO LT Therivel's total...
Artículo de análisis Mar 17

These 4 Measures Indicate That United States Cellular (NYSE:USM) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Feb 17

United States Cellular Corporation's (NYSE:USM) Business Is Yet to Catch Up With Its Share Price

When you see that almost half of the companies in the Wireless Telecom industry in the United States have...
Artículo de análisis Nov 29

Is United States Cellular (NYSE:USM) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Nov 02

United States Cellular Q3 Earnings: 2 Very Different Paths

Summary US Cellular's Q3 earnings were disappointing with misses on both EPS and Revenue. If the sale to T-Mobile is approved, US Cellular shareholders are likely to see significant upside from the sale price, additional spectrum sales, and remaining assets. If the sale is not approved, shareholders are left with a struggling and underinvested telecom business. Read the full article on Seeking Alpha
Seeking Alpha Oct 23

United States Cellular Exits Wireless Business: What The T-Mobile And Verizon Deals Mean For Investors

Summary United States Cellular plans to sell its wireless operations and 30% of its spectrum to T-Mobile for $4.4 billion, exiting the wireless business by mid-2025. U.S. Cellular will retain 70% of its spectrum, 4,400 towers, and key investments, focusing on fiber infrastructure and fixed wireless broadband solutions. Combined, the $1 billion spectrum sale to Verizon and the T-Mobile deal will boost USM's cash by $3.4 billion and reduce debt by $2 billion. Despite revenue declines, USM stock's valuation remains attractive with a potential book value increase to $8 billion, justifying a "Buy" rating. My main cause for concern is the uncertainty regarding the actual details of the deals themselves and how they'll ultimately shape UScellular's balance sheet post-transaction. Read the full article on Seeking Alpha
Artículo de análisis Sep 16

Revenues Not Telling The Story For United States Cellular Corporation (NYSE:USM)

With a median price-to-sales (or "P/S") ratio of close to 0.8x in the Wireless Telecom industry in the United States...
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Nueva narrativa Aug 31

Monetizing Spectrum And Expanding 5G To Propel Growth Amidst Competitive Challenges

Enhanced network capacity with mid-band 5G deployment aimed at handling significant data traffic, hinting at better customer satisfaction and subscriber growth.
Artículo de análisis Jul 24

Here's Why United States Cellular (NYSE:USM) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jun 01

Subdued Growth No Barrier To United States Cellular Corporation (NYSE:USM) With Shares Advancing 53%

United States Cellular Corporation ( NYSE:USM ) shareholders have had their patience rewarded with a 53% share price...
Artículo de análisis May 14

Returns On Capital At United States Cellular (NYSE:USM) Have Hit The Brakes

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Apr 17

United States Cellular Corporation's (NYSE:USM) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
Artículo de análisis Mar 19

Is United States Cellular (NYSE:USM) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Array Digital Infrastructure. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:AD Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26188345680
31 Dec 25163170840
30 Sep 253,7961871,3200
30 Jun 253,774-181,3210
31 Mar 25-820-99-1990
31 Dec 24103-861030
30 Sep 241,077-844270
30 Jun 242,015347400
31 Mar 243,870591,3540
31 Dec 2310071010
30 Sep 233,955121,3960
30 Jun 234,074-231,4310
31 Mar 234,145-61,4280
31 Dec 224,169301,4080
30 Sep 224,189851,3930
30 Jun 224,1221311,3690
31 Mar 224,1091441,3650
31 Dec 214,1221551,3450
30 Sep 214,1261331,3580
30 Jun 214,1371851,3480
31 Mar 214,0972181,3380
31 Dec 204,0372291,3680
30 Sep 204,0162421,3730
30 Jun 204,0201801,3960
31 Mar 204,0191441,4150
31 Dec 194,0221271,4060
30 Sep 194,0211301,4010
30 Jun 193,9911431,3890
31 Mar 193,9911591,3880
31 Dec 183,9671501,3880
30 Sep 183,9444021,3850
30 Jun 183,906671,3890
31 Mar 183,896311,3990
31 Dec 173,890121,4120
30 Sep 173,867-2661,4320
30 Jun 173,927501,4520
31 Mar 173,957651,4580
31 Dec 163,990481,4800
30 Sep 163,972511,4760
30 Jun 164,018981,4820
31 Mar 164,001901,4860
31 Dec 154,0312411,4940
30 Sep 154,0192221,5020
30 Jun 153,9501351,5230

Ingresos de calidad: AD tiene una única gran ganancia de $111.6M que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.

Margen de beneficios creciente: AD pasó a ser rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de AD han disminuido en un 13.3% al año en los últimos 5 años.

Acelerando crecimiento: AD ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.

Beneficios vs. Industria: AD ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Wireless Telecom (-11.5%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de AD (18.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/27 03:33
Precio de las acciones al final del día2026/05/27 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Array Digital Infrastructure, Inc. está cubierta por 15 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William PowerBaird
Zachary SilverB. Riley Securities, Inc.
Michael RollinsCitigroup Inc