Array Digital Infrastructure, Inc.

NYSE:AD Voorraadrapport

Marktkapitalisatie: US$4.4b

Array Digital Infrastructure Toekomstige groei

Future criteriumcontroles 0/6

De winst van Array Digital Infrastructure zal naar verwachting dalen met 53.5% per jaar, terwijl de jaarlijkse omzet naar verwachting zal groeien met 3.7% per jaar. De winst per aandeel zal naar verwachting dalen met 56.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 1.2% zijn.

Belangrijke informatie

-53.5%

Groei van de winst

-56.05%

Groei van de winst per aandeel

Wireless Telecom winstgroei11.0%
Inkomstengroei3.7%
Toekomstig rendement op eigen vermogen1.25%
Dekking van analisten

Low

Laatst bijgewerkt26 May 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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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Nieuw narratief 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Winst- en omzetgroeiprognoses

NYSE:AD - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202819952122N/A4
12/31/202719538109N/A5
12/31/202620344390N/A5
3/31/20261883453065N/A
12/31/2025163170169201N/A
9/30/20253,796187-25524N/A
6/30/20253,774-18429852N/A
3/31/2025-820-99935839N/A
12/31/2024103-86845882N/A
9/30/20241,077-84619908N/A
6/30/20242,01534328992N/A
3/31/20243,870593471,028N/A
12/31/20231007698867N/A
9/30/20233,95512218899N/A
6/30/20234,074-23-50644N/A
3/31/20234,145-6-115562N/A
12/31/20224,16930-355832N/A
9/30/20224,18985-504787N/A
6/30/20224,122131-3411,017N/A
3/31/20224,109144-379989N/A
12/31/20214,122155-1,244802N/A
9/30/20214,126133-1,116954N/A
6/30/20214,137185-1,191908N/A
3/31/20214,097218-1,2191,019N/A
12/31/20204,037229471,237N/A
9/30/20204,016242-97987N/A
6/30/20204,020180-75940N/A
3/31/20204,019144-240779N/A
12/31/20194,022127N/A724N/A
9/30/20194,021130N/A796N/A
6/30/20193,991143N/A820N/A
3/31/20193,991159N/A808N/A
12/31/20183,967150N/A709N/A
9/30/20183,944402N/A675N/A
6/30/20183,90667N/A614N/A
3/31/20183,89631N/A596N/A
12/31/20173,89012N/A469N/A
9/30/20173,867-266N/A480N/A
6/30/20173,92750N/A460N/A
3/31/20173,95765N/A399N/A
12/31/20163,99048N/A501N/A
9/30/20163,97251N/A415N/A
6/30/20164,01898N/A393N/A
3/31/20164,00190N/A463N/A
12/31/20154,031241N/A555N/A
9/30/20154,019222N/A397N/A
6/30/20153,950135N/A382N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De winst van AD zal naar verwachting de komende 3 jaar dalen ( -53.5% per jaar).

Winst versus markt: De winst van AD zal naar verwachting de komende 3 jaar dalen ( -53.5% per jaar).

Hoge groeiwinsten: De winst van AD zal naar verwachting de komende 3 jaar dalen.

Omzet versus markt: De omzet van AD ( 3.7% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.7% per jaar).

Hoge groei-inkomsten: De omzet van AD ( 3.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen AD zal naar verwachting over 3 jaar laag zijn ( 1.2 %).


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/26 22:17
Aandelenkoers aan het einde van de dag2026/05/26 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Array Digital Infrastructure, Inc. wordt gevolgd door 16 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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