Array Digital Infrastructure, Inc.

NYSE:AD Stok Raporu

Piyasa değeri: US$4.4b

Array Digital Infrastructure Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 1/6

Array Digital Infrastructure şirketinin kazançları yıllık ortalama -13.3% oranında azalırken, Wireless Telecom sektörünün kazançları yıllık 19.6% oranında artan oldu. Gelirler yıllık ortalama 27.3% oranında azalan oldu. Array Digital Infrastructure şirketinin öz sermaye getirisi 18.6% olup, net marjı 183.4% dir.

Anahtar bilgiler

-13.30%

Kazanç büyüme oranı

-13.29%

EPS büyüme oranı

Wireless Telecom Sektör Büyümesi23.12%
Gelir büyüme oranı-27.31%
Özkaynak getirisi18.60%
Net Marj183.41%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

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.
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
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

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Shareholders Will Probably Hold Off On Increasing United States Cellular Corporation's (NYSE:USM) CEO Compensation For The Time Being

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These 4 Measures Indicate That United States Cellular (NYSE:USM) Is Using Debt Extensively

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Analiz Makalesi Feb 17

United States Cellular Corporation's (NYSE:USM) Business Is Yet to Catch Up With Its Share Price

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Analiz Makalesi Nov 29

Is United States Cellular (NYSE:USM) A Risky Investment?

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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
Analiz Makalesi Sep 16

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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

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Subdued Growth No Barrier To United States Cellular Corporation (NYSE:USM) With Shares Advancing 53%

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Returns On Capital At United States Cellular (NYSE:USM) Have Hit The Brakes

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United States Cellular Corporation's (NYSE:USM) Earnings Haven't Escaped The Attention Of Investors

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Analiz Makalesi Mar 19

Is United States Cellular (NYSE:USM) Using Too Much Debt?

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Gelir ve Gider Dağılımı

Array Digital Infrastructure nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NYSE:AD Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 26188345680
31 Dec 25163170840
30 Sep 253,7961871,3200
30 Jun 253,774-181,3210
31 Mar 25-820-99-1990
31 Dec 24103-861030
30 Sep 241,077-844270
30 Jun 242,015347400
31 Mar 243,870591,3540
31 Dec 2310071010
30 Sep 233,955121,3960
30 Jun 234,074-231,4310
31 Mar 234,145-61,4280
31 Dec 224,169301,4080
30 Sep 224,189851,3930
30 Jun 224,1221311,3690
31 Mar 224,1091441,3650
31 Dec 214,1221551,3450
30 Sep 214,1261331,3580
30 Jun 214,1371851,3480
31 Mar 214,0972181,3380
31 Dec 204,0372291,3680
30 Sep 204,0162421,3730
30 Jun 204,0201801,3960
31 Mar 204,0191441,4150
31 Dec 194,0221271,4060
30 Sep 194,0211301,4010
30 Jun 193,9911431,3890
31 Mar 193,9911591,3880
31 Dec 183,9671501,3880
30 Sep 183,9444021,3850
30 Jun 183,906671,3890
31 Mar 183,896311,3990
31 Dec 173,890121,4120
30 Sep 173,867-2661,4320
30 Jun 173,927501,4520
31 Mar 173,957651,4580
31 Dec 163,990481,4800
30 Sep 163,972511,4760
30 Jun 164,018981,4820
31 Mar 164,001901,4860
31 Dec 154,0312411,4940
30 Sep 154,0192221,5020
30 Jun 153,9501351,5230

Kaliteli Kazançlar: AD büyük bir tek seferlik kazanç ile $111.6M, 31st March, 2026 tarihine ait son 12 aylık mali sonuçları etkiliyor.

Büyüyen Kar Marjı: AD geçmişte karlı hale geldi.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: AD şirketinin kazançları son 5 yılda yılda 13.3% oranında azaldı.

Büyüme Hızlandırma: AD son bir yılda karlı hale geldi, bu da kazanç büyüme oranının 5 yıllık ortalamayla karşılaştırılmasını zorlaştırıyor.

Kazançlar vs. Sektör: AD son bir yılda karlı hale geldi ve bu durum, geçmiş yıl kazanç büyümesinin Wireless Telecom sektörüyle ( -11.5% ) karşılaştırılmasını zorlaştırıyor.


Özkaynak Getirisi

Yüksek ROE: AD 'nin Özsermaye Getirisi ( 18.6% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/27 01:28
Gün Sonu Hisse Fiyatı2026/05/27 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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. 15 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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