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Array Digital Infrastructure, Inc.NYSE:AD Aktierapport

Marknadsvärde US$4.3b
Aktiekurs
US$50.59
US$53.83
6.0% undervärderad intrinsisk rabatt
1Y-17.3%
7D-3.7%
Portföljens värde
Utsikt

Array Digital Infrastructure, Inc.

NYSE:AD Aktierapport

Börsvärde: US$4.3b

Array Digital Infrastructure (AD) Aktievy

Array Digital Infrastructure, Inc. äger och driver gemensam infrastruktur för trådlös kommunikation i USA. Mer information

AD fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt0/6
Tidigare resultat1/6
Finansiell hälsa3/6
Utdelningar2/6

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Array Digital Infrastructure, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Array Digital Infrastructure
Historiska aktiekurser
Aktuell aktiekursUS$50.59
52 veckors högstaUS$79.17
52 veckors lägstaUS$44.03
Beta0.19
1 månads förändring0.96%
3 månaders förändring-1.27%
1 års förändring-17.31%
3 års förändring228.93%
5 års förändring33.73%
Förändring sedan börsintroduktionen237.27%

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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.

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Aktieägarnas avkastning

ADUS Wireless TelecomUS Marknad
7D-3.7%0.03%-0.7%
1Y-17.3%-18.0%24.4%

Avkastning vs industri: AD översteg US Wireless Telecom branschen som gav -18 % under det senaste året.

Avkastning vs Marknaden: AD presterade sämre än US marknaden som gav 24.4 % under det senaste året.

Prisvolatilitet

Is AD's price volatile compared to industry and market?
AD volatility
AD Average Weekly Movement5.4%
Wireless Telecom Industry Average Movement8.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: AD har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: AD s veckovolatilitet ( 5% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
198360Anthony J. Carlsonwww.arrayinc.com

Array Digital Infrastructure, Inc. äger och driver delad infrastruktur för trådlös kommunikation i USA. Företaget distribuerar 5G och andra trådlösa tekniker genom sina 4.400 mobilmaster. Det hyr också ut tornutrymme till hyresgäster.

Array Digital Infrastructure, Inc. Sammanfattning av grunderna

Hur förhåller sig Array Digital Infrastructure:s resultat och omsättning till dess börsvärde?
AD grundläggande statistik
BörsvärdeUS$4.32b
Vinst(TTM)US$344.80m
Intäkter(TTM)US$187.99m
12.7x
P/E-förhållande
23.3x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
AD resultaträkning (TTM)
IntäkterUS$187.99m
Kostnad för intäkterUS$84.80m
BruttovinstUS$103.19m
Övriga kostnader-US$241.61m
IntäkterUS$344.80m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)3.99
Bruttomarginal54.89%
Nettovinstmarginal183.41%
Skuld/egenkapitalförhållande36.2%

Hur har AD utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

65.7%
Aktuell utdelningsavkastning
n/a
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/18 15:12
Aktiekurs vid dagens slut2026/05/18 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Array Digital Infrastructure, Inc. bevakas av 15 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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