Array Digital Infrastructure (AD) Hisse Özeti
Array Digital Infrastructure, Inc. Amerika Birleşik Devletleri'nde ortak kablosuz iletişim altyapısının sahibidir ve işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 2/6 |
Ödüller
Risk Analizi
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Analyst Price Targets
Array Digital Infrastructure, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$34.65 |
| 52 Haftanın En Yüksek Seviyesi | US$79.17 |
| 52 Haftanın En Düşük Seviyesi | US$34.09 |
| Beta | 0.25 |
| 1 Aylık Değişim | -14.99% |
| 3 Aylık Değişim | -28.67% |
| 1 Yıllık Değişim | -50.49% |
| 3 Yıllık Değişim | 113.36% |
| 5 Yıllık Değişim | -5.59% |
| Halka arzdan bu yana değişim | 131.00% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jul 08
AD: Spectrum Sales And Special Dividend Will Drive Future Upside
Analysts have trimmed their fair value estimate for Array Digital Infrastructure from $60.00 to $54.00 as updated assumptions reflect a higher discount rate, more modest revenue growth and profit margins, and a higher projected future P/E multiple. What’s in the News for Array Digital Infrastructure Array Digital Infrastructure stock reached a 52 week low at US$35.24, following spectrum license sales worth US$1.17b to Verizon and T Mobile, and the announcement of a US$11 dividend.
Anlatı Güncellemesi • Jun 24
AD: Spectrum Sale And Special Dividend Will Drive Higher Earnings Power
Array Digital Infrastructure's analyst price target has been refined from about $45.00 to $45.02 as analysts incorporate updated assumptions for revenue growth, profit margin and future P/E multiples into their valuation work. What’s in the News for Array Digital Infrastructure Array Digital Infrastructure completed the sale of spectrum licenses to Verizon for US$1.0b in cash and to T Mobile for US$168 million in additional spectrum assets, totaling US$1.17b in spectrum sales.Seeking Alpha • Jun 19
Array Digital Infrastructure's Bonds Are Cheap As Investment-Grade Telephone and Data Systems To Take Over
Summary Array Digital Infrastructure's baby bonds are trading at record discounts, offering compelling yields amid an imminent acquisition by Telephone and Data Systems. Post-acquisition, AD's baby bonds will be backed by TDS's investment-grade balance sheet, with TDS currently holding $1.37 billion in cash, with a net cash position of $686 million. UZE, the 5.50% Senior Notes, currently yield 8.14% and trade at a 32.56% discount to par, far above typical investment-grade spreads. I rate AD's baby bonds as a strong buy, expecting price appreciation as the acquisition closes and credit profile strengthens. Read the full article on Seeking AlphaRecent updates
Anlatı Güncellemesi • Jul 08
AD: Spectrum Sales And Special Dividend Will Drive Future Upside
Analysts have trimmed their fair value estimate for Array Digital Infrastructure from $60.00 to $54.00 as updated assumptions reflect a higher discount rate, more modest revenue growth and profit margins, and a higher projected future P/E multiple. What’s in the News for Array Digital Infrastructure Array Digital Infrastructure stock reached a 52 week low at US$35.24, following spectrum license sales worth US$1.17b to Verizon and T Mobile, and the announcement of a US$11 dividend.Anlatı Güncellemesi • Jun 24
AD: Spectrum Sale And Special Dividend Will Drive Higher Earnings Power
Array Digital Infrastructure's analyst price target has been refined from about $45.00 to $45.02 as analysts incorporate updated assumptions for revenue growth, profit margin and future P/E multiples into their valuation work. What’s in the News for Array Digital Infrastructure Array Digital Infrastructure completed the sale of spectrum licenses to Verizon for US$1.0b in cash and to T Mobile for US$168 million in additional spectrum assets, totaling US$1.17b in spectrum sales.Seeking Alpha • Jun 19
Array Digital Infrastructure's Bonds Are Cheap As Investment-Grade Telephone and Data Systems To Take Over
Summary Array Digital Infrastructure's baby bonds are trading at record discounts, offering compelling yields amid an imminent acquisition by Telephone and Data Systems. Post-acquisition, AD's baby bonds will be backed by TDS's investment-grade balance sheet, with TDS currently holding $1.37 billion in cash, with a net cash position of $686 million. UZE, the 5.50% Senior Notes, currently yield 8.14% and trade at a 32.56% discount to par, far above typical investment-grade spreads. I rate AD's baby bonds as a strong buy, expecting price appreciation as the acquisition closes and credit profile strengthens. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| AD | US Wireless Telecom | US Pazar | |
|---|---|---|---|
| 7D | -4.4% | 5.0% | 0.8% |
| 1Y | -50.5% | -13.9% | 20.6% |
Getiri vs. Endüstri: AD geçen yıl % -13.9 oranında getiri sağlayan US Wireless Telecom sektörünün gerisinde kaldı.
Getiri vs Piyasa: AD geçen yıl % 20.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| AD volatility | |
|---|---|
| AD Average Weekly Movement | 8.6% |
| Wireless Telecom Industry Average Movement | 5.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: AD son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: AD 'nin haftalık oynaklığı ( 9% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1983 | 60 | Anthony J. Carlson | www.arrayinc.com |
Array Digital Infrastructure, Inc. Amerika Birleşik Devletleri'nde ortak kablosuz iletişim altyapısının sahibidir ve işletmektedir. Şirket, 4.400 hücre kulesi aracılığıyla 5G ve diğer kablosuz teknolojileri dağıtmaktadır. Ayrıca kiracılara kule alanı kiralamaktadır.
Array Digital Infrastructure, Inc. Temel Bilgiler Özeti
| AD temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.00b |
| Kazançlar(TTM) | US$344.80m |
| Gelir(TTM) | US$187.99m |
8.7x
F/K Oranı15.9x
P/S OranıAD aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| AD gelir tablosu (TTM) | |
|---|---|
| Gelir | US$187.99m |
| Gelir Maliyeti | US$84.80m |
| Brüt Kâr | US$103.19m |
| Diğer Giderler | -US$241.61m |
| Kazançlar | US$344.80m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 3.99 |
| Brüt Marj | 54.89% |
| Net Kâr Marjı | 183.41% |
| Borç/Özkaynak Oranı | 36.2% |
AD uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
127.7%
Mevcut Temettü Verimin/a
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/12 19:50 |
| Gün Sonu Hisse Fiyatı | 2026/07/10 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Array Digital Infrastructure, Inc. 12 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| William Power | Baird |
| Zachary Silver | B. Riley Securities, Inc. |
| Michael Rollins | Citigroup Inc |