AD Share Price Performance
US$47.94
-17.28 (-26.49%)
17.6% undervalued intrinsic discount
US$58.17
Fair Value
Price US$47.94
AnalystConsensusTarget US$58.17
AnalystHighTarget US$63.00
AnalystLowTarget US$72.00
Fair ValueUS$58.17
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$58.17 17.6% undervalued intrinsic discount
T-Mobile Deal And Tower Agreements Will Drive Digital Infrastructure Transition
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Fair Value US$63 23.9% undervalued intrinsic discount
Expanding IoT And Rural Connectivity Will Unlock New Potential
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Fair Value US$59.32 19.2% undervalued intrinsic discount
Rising Capital Intensity And Rural Decline Will Shrink Tower Margins
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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$58.17
17.6% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
-61.67% p.a.
Profit Margin
46.24%
Future PE
64.82x
Price in 2029
US$70.7
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
11
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US$63
23.9% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
-62.66% p.a.
Profit Margin
75.91%
Future PE
46.25x
Price in 2029
US$76.57
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
5
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AN
US$59.32
19.2% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-1.3% p.a.
Profit Margin
2.13%
Future PE
77.23x
Price in 2028
US$71.4
Trending Discussion
Recently Updated Narratives
AN
AD: Spectrum Sale Cash And Special Dividend Will Drive Future Upside
Fair Value: US$58.17 17.6% undervalued intrinsic discount
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AD: Spectrum Sale And Special Dividend Will Reframe Future Earnings Profile
Fair Value: US$63 23.9% undervalued intrinsic discount
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Rising Capital Intensity And Rural Decline Will Shrink Tower Margins
Fair Value: US$59.32 19.2% undervalued intrinsic discount
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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. owns and operates shared wireless communications infrastructure in the United States. The company deploys 5G and other wireless technologies through its 4,400 cell towers. It also leases tower space to tenants. In addition, the company offers ancillary services. It serves organizations, wireless carriers, government agencies, municipalities, wireless internet service providers, and broadband providers. The company was formerly known as United States Cellular Corporation and changed its name to Array Digital Infrastructure, Inc. in August 2025. The company was incorporated in 1983 and is headquartered in Chicago, Illinois. Array Digital Infrastructure, Inc. is a subsidiary of Telephone and Data Systems, Inc.
