AD Share Price Performance
US$45.18
-18.76 (-29.34%)
37.3% undervalued intrinsic discount
US$72.00
Fair Value
Price US$45.18
AnalystLowTarget US$72.00
AnalystConsensusTarget US$68.80
AnalystHighTarget US$85.00
Fair ValueUS$59.32
Share Pricen/a
Array Digital Infrastructure, Inc. Stock Price
- 3 Narratives written by author
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- 13 Fair Values set on narratives written by author
AD Community Narratives
AN
Fair Value US$59.32 23.8% undervalued intrinsic discount
Rising Capital Intensity And Rural Decline Will Shrink Tower Margins
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Fair Value US$68.8 34.3% undervalued intrinsic discount
T-Mobile Deal And Tower Agreements Will Drive Digital Infrastructure Transition
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Fair Value US$85 46.8% undervalued intrinsic discount
Expanding IoT And Rural Connectivity Will Unlock New Potential
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T-Mobile Deal And Tower Agreements Will Drive Digital Infrastructure Transition
Key Takeaways The T-Mobile transaction and fiber program expansion could enhance earnings and drive future revenue growth through debt reduction and increased internet penetration. Cost optimization and tower revenue growth suggest potential for improved net margins and sustainable revenue from increased wireless demand.Read more
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AN
US$68.8
34.3% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-61.65% p.a.
Profit Margin
27.14%
Future PE
130.4x
Share price in 2028
US$83.49
Expanding IoT And Rural Connectivity Will Unlock New Potential
Key Takeaways Expanding rural connectivity, 5G rollout, and monetizeable spectrum assets set the stage for new revenue streams and improved service offerings. Strategic shift to tower operations, cost optimization, and asset divestitures drive efficiency, recurring cash flows, and margin improvement.Read more
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AN
US$85
46.8% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
-0.36% p.a.
Profit Margin
5.87%
Future PE
39.41x
Share price in 2028
US$103.39
Rising Capital Intensity And Rural Decline Will Shrink Tower Margins
Key Takeaways Worsening competitive disadvantages and limited scale hinder network upgrades, leading to higher customer churn and ongoing declines in market share and earnings stability. Urban migration and intensifying rival offerings reduce the addressable rural market, forcing price competition that compresses revenue and further challenges sustainable growth.Read more
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AN
US$59.32
23.8% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
-1.3% p.a.
Profit Margin
2.13%
Future PE
77.23x
Share price in 2028
US$71.4
Recently Updated Narratives
AN
T-Mobile Deal And Tower Agreements Will Drive Digital Infrastructure Transition
Fair Value: US$68.8 34.3% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Rising Capital Intensity And Rural Decline Will Shrink Tower Margins
Fair Value: US$59.32 23.8% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Expanding IoT And Rural Connectivity Will Unlock New Potential
Fair Value: US$85 46.8% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Array Digital Infrastructure, Inc. Key Details
About AD
- Founded
- 1983
- Employees
- 4100
- CEO
- WebsiteView website
Array Digital Infrastructure, Inc. provides wireless telecommunications services in the United States. The company offers wireless services, including voice, messaging, and data services. It also provides wireless devices, such as handsets, tablets, mobile hotspots, home phones, and routers, as well as wireless essentials, including cases, screen protectors, chargers, and memory cards; and consumer electronics comprising Bluetooth audio, wi-fi enabled cameras, and networking products. In addition, it sells wireless devices to agents and other third-party distributors for resale; and offers option for customers to purchase devices and accessories under installment contracts. Further, the company offers wireless roaming, wireless eligible telecommunications carrier, and tower rental services. It serves consumer, business, and government customers. The company provides its products and services through retail sales, direct sales, telesales, ecommerce, resellers, and independent agents, as well as third-party national retailers. The company was formerly known as United States Cellular Corporation and changed its name to Array Digital Infrastructure, Inc. in August 2025. Array Digital Infrastructure, Inc. was incorporated in 1983 and is headquartered in Chicago, Illinois. As of Novemeber 7, 2024, Array Digital Infrastructure, Inc. operates as a subsidiary of Telephone and Data Systems, Inc.
