Array Digital Infrastructure 将来の成長
Future 基準チェック /06
Array Digital Infrastructureの収益は年間53.5%で減少すると予測されていますが、年間収益は年間3.7%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に1.3% 56.1%なると予測されています。
主要情報
-53.5%
収益成長率
-56.05%
EPS成長率
| Wireless Telecom 収益成長 | 11.2% |
| 収益成長率 | 3.7% |
| 将来の株主資本利益率 | 1.32% |
| アナリストカバレッジ | Low |
| 最終更新日 | 11 Jun 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 199 | 52 | 122 | N/A | 4 |
| 12/31/2027 | 195 | 38 | 167 | 256 | 5 |
| 12/31/2026 | 203 | 443 | 121 | 189 | 5 |
| 3/31/2026 | 188 | 345 | 30 | 65 | N/A |
| 12/31/2025 | 163 | 170 | 169 | 201 | N/A |
| 9/30/2025 | 3,796 | 187 | -25 | 524 | N/A |
| 6/30/2025 | 3,774 | -18 | 429 | 852 | N/A |
| 3/31/2025 | -820 | -99 | 935 | 839 | N/A |
| 12/31/2024 | 103 | -86 | 845 | 882 | N/A |
| 9/30/2024 | 1,077 | -84 | 619 | 908 | N/A |
| 6/30/2024 | 2,015 | 34 | 328 | 992 | N/A |
| 3/31/2024 | 3,870 | 59 | 347 | 1,028 | N/A |
| 12/31/2023 | 100 | 7 | 698 | 867 | N/A |
| 9/30/2023 | 3,955 | 12 | 218 | 899 | N/A |
| 6/30/2023 | 4,074 | -23 | -50 | 644 | N/A |
| 3/31/2023 | 4,145 | -6 | -115 | 562 | N/A |
| 12/31/2022 | 4,169 | 30 | -355 | 832 | N/A |
| 9/30/2022 | 4,189 | 85 | -504 | 787 | N/A |
| 6/30/2022 | 4,122 | 131 | -341 | 1,017 | N/A |
| 3/31/2022 | 4,109 | 144 | -379 | 989 | N/A |
| 12/31/2021 | 4,122 | 155 | -1,244 | 802 | N/A |
| 9/30/2021 | 4,126 | 133 | -1,116 | 954 | N/A |
| 6/30/2021 | 4,137 | 185 | -1,191 | 908 | N/A |
| 3/31/2021 | 4,097 | 218 | -1,219 | 1,019 | N/A |
| 12/31/2020 | 4,037 | 229 | 47 | 1,237 | N/A |
| 9/30/2020 | 4,016 | 242 | -97 | 987 | N/A |
| 6/30/2020 | 4,020 | 180 | -75 | 940 | N/A |
| 3/31/2020 | 4,019 | 144 | -240 | 779 | N/A |
| 12/31/2019 | 4,022 | 127 | N/A | 724 | N/A |
| 9/30/2019 | 4,021 | 130 | N/A | 796 | N/A |
| 6/30/2019 | 3,991 | 143 | N/A | 820 | N/A |
| 3/31/2019 | 3,991 | 159 | N/A | 808 | N/A |
| 12/31/2018 | 3,967 | 150 | N/A | 709 | N/A |
| 9/30/2018 | 3,944 | 402 | N/A | 675 | N/A |
| 6/30/2018 | 3,906 | 67 | N/A | 614 | N/A |
| 3/31/2018 | 3,896 | 31 | N/A | 596 | N/A |
| 12/31/2017 | 3,890 | 12 | N/A | 469 | N/A |
| 9/30/2017 | 3,867 | -266 | N/A | 480 | N/A |
| 6/30/2017 | 3,927 | 50 | N/A | 460 | N/A |
| 3/31/2017 | 3,957 | 65 | N/A | 399 | N/A |
| 12/31/2016 | 3,990 | 48 | N/A | 501 | N/A |
| 9/30/2016 | 3,972 | 51 | N/A | 415 | N/A |
| 6/30/2016 | 4,018 | 98 | N/A | 393 | N/A |
| 3/31/2016 | 4,001 | 90 | N/A | 463 | N/A |
| 12/31/2015 | 4,031 | 241 | N/A | 555 | N/A |
| 9/30/2015 | 4,019 | 222 | N/A | 397 | N/A |
| 6/30/2015 | 3,950 | 135 | N/A | 382 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: ADの収益は今後 3 年間で減少すると予測されています (年間-53.5% )。
収益対市場: ADの収益は今後 3 年間で減少すると予測されています (年間-53.5% )。
高成長収益: ADの収益は今後 3 年間で減少すると予測されています。
収益対市場: ADの収益 ( 3.7% ) US市場 ( 12.7% ) よりも低い成長が予測されています。
高い収益成長: ADの収益 ( 3.7% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: ADの 自己資本利益率 は、3年後には低くなると予測されています ( 1.3 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/15 12:31 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Array Digital Infrastructure, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| William Power | Baird |
| Zachary Silver | B. Riley Securities, Inc. |
| Michael Rollins | Citigroup Inc |