Array Digital Infrastructure (AD) Panoramica del titolo
Array Digital Infrastructure, Inc. possiede e gestisce infrastrutture di comunicazione wireless condivise negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
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Analyst Price Targets
Concorrenti di Array Digital Infrastructure, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$34.16 |
| Massimo di 52 settimane | US$79.17 |
| Minimo di 52 settimane | US$33.71 |
| Beta | 0.25 |
| Variazione di 1 mese | -16.19% |
| Variazione a 3 mesi | -29.33% |
| Variazione di 1 anno | -50.48% |
| Variazione a 3 anni | 103.09% |
| Variazione a 5 anni | -7.60% |
| Variazione dall'IPO | 127.73% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Jul 08
AD: Spectrum Sales And Special Dividend Will Drive Future Upside
Analysts have trimmed their fair value estimate for Array Digital Infrastructure from $60.00 to $54.00 as updated assumptions reflect a higher discount rate, more modest revenue growth and profit margins, and a higher projected future P/E multiple. What’s in the News for Array Digital Infrastructure Array Digital Infrastructure stock reached a 52 week low at US$35.24, following spectrum license sales worth US$1.17b to Verizon and T Mobile, and the announcement of a US$11 dividend.
Aggiornamento narrativa • Jun 24
AD: Spectrum Sale And Special Dividend Will Drive Higher Earnings Power
Array Digital Infrastructure's analyst price target has been refined from about $45.00 to $45.02 as analysts incorporate updated assumptions for revenue growth, profit margin and future P/E multiples into their valuation work. What’s in the News for Array Digital Infrastructure Array Digital Infrastructure completed the sale of spectrum licenses to Verizon for US$1.0b in cash and to T Mobile for US$168 million in additional spectrum assets, totaling US$1.17b in spectrum sales.Seeking Alpha • Jun 19
Array Digital Infrastructure's Bonds Are Cheap As Investment-Grade Telephone and Data Systems To Take Over
Summary Array Digital Infrastructure's baby bonds are trading at record discounts, offering compelling yields amid an imminent acquisition by Telephone and Data Systems. Post-acquisition, AD's baby bonds will be backed by TDS's investment-grade balance sheet, with TDS currently holding $1.37 billion in cash, with a net cash position of $686 million. UZE, the 5.50% Senior Notes, currently yield 8.14% and trade at a 32.56% discount to par, far above typical investment-grade spreads. I rate AD's baby bonds as a strong buy, expecting price appreciation as the acquisition closes and credit profile strengthens. Read the full article on Seeking AlphaRecent updates
Aggiornamento narrativa • Jul 08
AD: Spectrum Sales And Special Dividend Will Drive Future Upside
Analysts have trimmed their fair value estimate for Array Digital Infrastructure from $60.00 to $54.00 as updated assumptions reflect a higher discount rate, more modest revenue growth and profit margins, and a higher projected future P/E multiple. What’s in the News for Array Digital Infrastructure Array Digital Infrastructure stock reached a 52 week low at US$35.24, following spectrum license sales worth US$1.17b to Verizon and T Mobile, and the announcement of a US$11 dividend.Aggiornamento narrativa • Jun 24
AD: Spectrum Sale And Special Dividend Will Drive Higher Earnings Power
Array Digital Infrastructure's analyst price target has been refined from about $45.00 to $45.02 as analysts incorporate updated assumptions for revenue growth, profit margin and future P/E multiples into their valuation work. What’s in the News for Array Digital Infrastructure Array Digital Infrastructure completed the sale of spectrum licenses to Verizon for US$1.0b in cash and to T Mobile for US$168 million in additional spectrum assets, totaling US$1.17b in spectrum sales.Seeking Alpha • Jun 19
Array Digital Infrastructure's Bonds Are Cheap As Investment-Grade Telephone and Data Systems To Take Over
Summary Array Digital Infrastructure's baby bonds are trading at record discounts, offering compelling yields amid an imminent acquisition by Telephone and Data Systems. Post-acquisition, AD's baby bonds will be backed by TDS's investment-grade balance sheet, with TDS currently holding $1.37 billion in cash, with a net cash position of $686 million. UZE, the 5.50% Senior Notes, currently yield 8.14% and trade at a 32.56% discount to par, far above typical investment-grade spreads. I rate AD's baby bonds as a strong buy, expecting price appreciation as the acquisition closes and credit profile strengthens. Read the full article on Seeking AlphaAggiornamento narrativa • Jun 08
AD: Spectrum Sale And Special Dividend Will Ultimately Expose Stretched Earnings Multiple
Array Digital Infrastructure's analyst price target remains at $45.00, with analysts citing updated assumptions for revenue growth, profit margins, and future P/E as key reasons for maintaining their view. What's in the News Array Digital Infrastructure completed the sale of select spectrum assets totaling approximately US$1.17b, including about US$1.0b to Verizon and US$168m to T-Mobile, as part of its plan to monetize remaining spectrum following the sale of its T-Mobile wireless operations.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaArticolo di analisi • 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...
Nuova 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.Articolo di analisi • 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...Articolo di analisi • 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...Rendimenti per gli azionisti
| AD | US Wireless Telecom | US Mercato | |
|---|---|---|---|
| 7D | -2.1% | 1.4% | 0.2% |
| 1Y | -50.5% | -13.7% | 19.6% |
Ritorno vs Industria: AD ha avuto una performance inferiore rispetto al US Wireless Telecom che ha registrato un rendimento -13.7 % nell'ultimo anno.
Rendimento vs Mercato: AD ha avuto una performance inferiore al mercato US che ha registrato un rendimento 19.6 % nell'ultimo anno.
Volatilità dei prezzi
| AD volatility | |
|---|---|
| AD Average Weekly Movement | 8.6% |
| Wireless Telecom Industry Average Movement | 5.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: AD non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di AD è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1983 | 60 | Anthony J. Carlson | www.arrayinc.com |
Array Digital Infrastructure, Inc. possiede e gestisce infrastrutture di comunicazione wireless condivise negli Stati Uniti. L'azienda distribuisce il 5G e altre tecnologie wireless attraverso le sue 4.400 torri cellulari. Inoltre, affitta lo spazio delle torri ai locatari.
Array Digital Infrastructure, Inc. Riepilogo dei fondamenti
| AD statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$2.94b |
| Utili (TTM) | US$344.80m |
| Ricavi(TTM) | US$187.99m |
8.6x
Rapporto P/E15.7x
Rapporto P/SAD è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| AD Conto economico (TTM) | |
|---|---|
| Ricavi | US$187.99m |
| Costo del fatturato | US$84.80m |
| Profitto lordo | US$103.19m |
| Altre spese | -US$241.61m |
| Utili | US$344.80m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.99 |
| Margine lordo | 54.89% |
| Margine di profitto netto | 183.41% |
| Rapporto debito/patrimonio netto | 36.2% |
Come si è comportato AD nel lungo periodo?
Vedi performance storica e confrontoDividendi
129.5%
Rendimento attuale del dividendon/a
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/14 18:21 |
| Prezzo dell'azione a fine giornata | 2026/07/14 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Array Digital Infrastructure, Inc. è coperta da 12 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| William Power | Baird |
| Zachary Silver | B. Riley Securities, Inc. |
| Michael Rollins | Citigroup Inc |