Array Digital Infrastructure Inc. AD

34.49 0.00 0.00% as of 25 Sep
Market cap
$3.0B
P/E
5.6×

Insider Decisions

Total sells 0.26
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — 1
Insider Ownership 82.37%

Capital & Financial Ratios

Market Cap 2,980.00
Revenue 213.53
Net Income 557.86
Free Cash Flow (340.21)
Net Debt 275.21
Current Ratio 0.95
Debt/Equity 0.54
P/E ratio 5.57
P/S ratio 13.97
P/B ratio 2.35
Past 5Y EPS Growth (18.48%)
This Y EPS Growth 1,094.40%
Next Y EPS Growth (83.03%)
Next 5Y EPS Growth 32.78%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2028 Powerpack
2027 Powerpack
2026 Powerpack
2025 1.25
23.00
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 150 144 113 416
Receivables 958 13 22 18
Inventory 199 179 — —
Other 36 18 7 2
1,400 1,345 145 439
2023 2024 2025 Q'26
Payables 248 36 38 41
ST’ Debt 20 22 4 25
Other 383 21 101 52
901 884 200 462
in millions of $

Compound Annual Growth

10y 5y 3y
Sales (27.45%) (47.37%) (66.06%)
Cash Flow (9.67%) (30.48%) (37.74%)
Earnings (14.77%) (26.61%) 17.57%
Book Value (3.22%) (10.27%) (17.41%)

Revenue

Mar Jun Sep Dec Year
’26 52 54 — — —
’25 27 29 47 60 163
’24 950 927 26 — 103
’23 986 957 963 — 100
’22 1,010 1,027 1,083 1,049 4,169
’21 1,023 1,014 1,016 1,069 4,122
’20 963 973 1,027 1,074 4,037
in millions of $ · fiscal quarters ending in the months shown
value withheld pending a data check

Operating Cash Flow

Mar Jun Sep Dec Year
’26 24 (43) — — —
’25 159 325 (82) (202) 201
’24 203 313 245 121 882
’23 41 349 329 148 867
’22 311 267 74 180 832
’21 124 239 304 135 802
’20 342 350 258 287 1,237
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 10 (49) — — —
’25 150 319 (89) (211) 169
’24 59 172 501 113 845
’23 (160) 191 210 457 698
’22 (400) 127 (59) (23) (355)
’21 (1,265) 88 125 (172) (1,224)
’20 1 76 14 (14) 77
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 2.06 4.15 — — —
’25 0.21 0.36 (0.44) 0.43 0.56
’24 0.20 0.20 (0.92) 0.05 (0.46)
’23 0.15 0.05 0.26 0.16 0.63
’22 0.57 0.25 (0.15) (0.33) 0.35
’21 0.69 0.39 0.38 0.31 1.77
’20 0.81 0.78 0.97 0.06 2.62
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
32.72 32.29 32.06 30.74 23.91 28.53 19.22 13.79 32.01 44.03

Analyst estimates 2026–2028

Powerpack
Low Price
45.87 46.01 58.44 59.74 37.75 39.96 33.00 47.94 68.31 79.17
High Price
6,300 5,900 5,600 5,500 5,300 4,800 4,900 4,300 4,100 60
Employees
1 1 1 1 1 1 1 0 0 3
Revenue/Emp
3,990 3,890 3,967 4,022 4,037 4,122 4,169 100 103 163
Revenue
53.86% 53.65% 54.90% 55.64% 55.59% 53.71% 52.72% 32.43% 29.08% 51.22%
Gross Margin
82 (272) 215 185 250 180 72 41 (100) 141
EBT
2.06% (6.99%) 5.42% 4.60% 6.19% 4.37% 1.73% 41.04% (96.88%) 86.60%
EBT Margin
49 15 164 133 233 160 35 58 (32) 69
Net Income
618 615 640 702 683 678 700 50 47 48
Depreciation
46.94 45.76 46.13 46.77 46.94 47.93 49.05 1.18 1.20 1.90
Revenue/Sh
0.56 0.14 1.75 1.47 2.66 1.80 0.35 0.64 (0.46) 0.57
Earnings/Sh
5.89 5.52 8.24 8.42 14.38 9.33 9.79 10.18 10.31 2.34
Cash Flow/Sh
(5.84) (7.69) (6.05) (10.65) (13.49) (23.56) (13.96) (1.99) (0.44) (0.37)
Capex/Sh
0.06 (2.18) 2.20 (2.23) 0.90 (14.23) (4.18) 8.19 9.87 1.97
Free CF/Sh
42.88 43.38 47.29 48.95 51.47 53.06 53.76 54.49 53.62 29.97
Book Value/Sh
85 85 86 86 86 86 85 85 86 86
Shares
83.04 248.27 29.70 24.65 11.54 17.51 64.09 64.90 0.00 95.75
PE Ratio
0.97 0.81 1.13 0.77 0.65 0.66 0.44 34.67 52.18 28.27
PS Ratio
1.07 0.86 1.10 0.74 0.60 0.59 0.41 0.75 1.17 1.79
PB Ratio
1.23 1.13 1.39 1.08 0.96 1.28 1.15 63.67 62.67 31.80
EV/Sales
84.91 (18.50) 29.08 (22.61) 50.08 (4.32) (13.46) 9.17 7.64 30.58
EV/FCF
501 469 709 724 1,237 802 832 867 882 201
Op' Cash Flow
(496) (654) (520) (916) (1,160) (2,026) (1,187) (169) (38) (31)
Capex
5 (185) 189 (192) 77 (1,224) (355) 698 845 169
FCF
840 750 1,121 823 1,752 702 528 499 461 (55)
Working Cap'
1,629 1,640 1,624 1,510 2,491 2,731 3,200 3,064 1,224 674
Total Debt
1,043 1,238 1,027 1,225 1,217 2,575 2,927 2,914 1,080 561
Net Debt
3,645 3,687 4,067 4,210 4,426 4,563 4,570 4,642 4,592 2,575
Sh' Equity
0.68% 0.17% 2.13% 1.65% 2.57% 1.55% 0.28% 0.50% (0.37%) 0.64%
ROA
0.64% (3.86%) 1.94% 1.29% 1.92% 1.49% 0.58% (0.93%) (2.87%) (1.84%)
ROIC
1.33% 0.33% 3.87% 3.07% 5.30% 3.45% 0.66% 1.18% (0.85%) 1.36%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Array Digital Infrastructure Inc. peers in Telecom Services

All 55 Telecom Services stocks →

Array Digital Infrastructure Inc. (AD) key facts

  • Array Digital Infrastructure Inc. (AD) is a Telecom Services company in the Communication Services sector, listed on the New York Stock Exchange.
  • Net income was $69.2 million, or $0.57 per share (basic), a net margin of 29.9%.
  • As of September 25, 2026, AD traded at $34.49, a market capitalization of $3.0 billion.
  • At that price the stock trades at 5.6× trailing-twelve-month earnings and 14.0× sales.
  • Return on equity was 1.36% and debt-to-equity 0.54.

Source: company filings (standardised) and stockrow calculations.

Array Digital Infrastructure Inc. (AD) Latest News

News by impact score

Fine-tune

25 Aug

4

Array Digital Infrastructure Inc. (AD) stands out as a growth stock with explosive upside potential while two other companies encounter operational and market challenges. Highlighting explosive upside for AD signals major positive shifts in investor perception and company trajectory.

20 Aug

3

Array Digital Infrastructure updated its 2026 guidance, prompting assessments that the stock could be 12% undervalued. The 2026 guidance update supplies new forward outlook that can shift valuation views and near-term investor sentiment.

18 Aug

3

Fiber growth collides with legacy revenue pressure at Telephone & Data Systems impacting Array Digital Infrastructure Inc. Legacy revenue declines offset fiber growth benefits for the company.

13 Aug

3

Ahold Delhaize applies AI to reach 90% forecast accuracy. AI-driven forecasting improves operational precision at Ahold Delhaize.

12 Aug

4

TDS Q2 earnings show fiber growth and spectrum monetization gains for Array Digital Infrastructure Inc. (AD). Fiber expansion and spectrum monetization gains signal major revenue and strategic upside for AD.

3 transcript

Array Digital Infrastructure Inc. (AD) Q2 earnings call highlighted financial performance metrics, operational updates, and forward guidance. Q2 earnings results and guidance directly shape near-term financial expectations and investor positioning.

10 Aug

3

Array Digital Infrastructure Inc. (AD) beat Q2 earnings estimates driven by strong site rental growth. Q2 earnings beat on site rental growth indicates positive but limited effect on near-term financial performance and sentiment.

3

TDS Q2 earnings exceeded estimates driven by spectrum gains and fiber growth at Array Digital Infrastructure Inc. Spectrum gains and fiber growth supported an earnings beat with potential short-term effects on operations.

9 Aug

3 transcript

Telephone and Data Systems Q2 earnings call highlighted financial results, operational metrics, and outlook affecting Array Digital Infrastructure Inc. (AD). Q2 earnings updates influence short-term market views on financials but lack signs of transformative changes.

7 Aug

4 transcript

Array Digital Infrastructure Inc (AD) reported strong revenue growth during its Q2 2026 earnings call. Strong revenue growth in quarterly earnings signals improved financial performance that can shift investor sentiment and company trajectory.

3

Array Digital Infrastructure Inc. (AD) beat Q2 earnings and revenue estimates. Quarterly earnings beats typically deliver moderate positive effects on near-term stock sentiment without altering long-term trajectory.

3

Array Digital Infrastructure Inc. (AD) reported its second quarter 2026 results. Quarterly results release key financial metrics that typically influence short-term stock valuation.

27 Jun

4

Array Digital Infrastructure Inc. (AD) completed the sale of its spectrum license to Verizon. Spectrum license sale to Verizon marks a major strategic transaction for Array Digital Infrastructure.

1 Jun

4

Array Digital Infrastructure Inc. completed the sale of select spectrum assets to Verizon for $1.0 billion. $1 billion spectrum asset sale delivers major cash infusion and strategic repositioning for Array.

21 May

4

Verizon Spectrum approval and cyber alliance introduce additional valuation factors for Array Digital Infrastructure Inc. Spectrum approval and cyber alliance mark major strategic and regulatory developments that can significantly shift company trajectory and investor views.

18 May

3

Array Digital Infrastructure Inc. addressed the top 5 analyst questions during its Q1 earnings call, highlighting operational updates and forward-looking comments on performance and strategy. Earnings call analyst questions offer moderate insight into strategy and outlook that can influence near-term sentiment without major structural changes.

15 May

3

Telephone and Data Systems released Q1 earnings call highlights pertinent to Array Digital Infrastructure Inc. (AD). Q1 earnings call highlights from Telephone and Data Systems moderately affect Array Digital Infrastructure's financial performance and market sentiment.

13 May

4

Array Digital Infrastructure Inc. (AD) receives buyout proposal from TDS amid scrutiny over its valuation. TDS buyout proposal represents a major strategic shift that could alter AD's ownership, valuation, and market trajectory.

11 May

3

Array Digital Infrastructure Inc. (AD) Q1 earnings missed analyst estimates despite site rental revenue growth. Earnings miss highlights financial underperformance that may moderately pressure stock price and investor confidence despite positive rental growth.

8 May

5

Telephone and Data Systems announces proposal to acquire public shares of Array Digital Infrastructure Inc. (AD). Proposal to acquire public shares could privatize AD, fundamentally redefining its ownership, market access, and long-term prospects.

4

Array Digital Infrastructure Inc. (AD) released Q1 2026 earnings call summary detailing financial results, operational updates, and forward guidance. Q1 earnings call summary discloses financial performance and strategic outlook, significantly shaping AD's future trajectory and investor sentiment.

4 transcript

Array Digital (AD) released its Q1 2026 earnings call transcript detailing first-quarter financial results, management discussion, and forward-looking guidance. Q1 2026 earnings transcript discloses financial performance and strategic outlook capable of significantly swaying investor sentiment and market trajectory.

4

Array Digital Infrastructure Inc. (AD) reported Q1 earnings and revenue below analyst estimates. Lagging Q1 earnings and revenue estimates directly undermines financial performance and investor sentiment, likely causing significant short-term stock pressure and strategic reassessment.

4

Array Digital Infrastructure Inc. (AD) formed a special committee of independent directors to evaluate a non-binding proposal received from TDS. Special committee formation to review non-binding proposal from TDS indicates potential major acquisition or strategic transaction altering company trajectory.

3

Array Digital Infrastructure Inc. (NYSE:AD) missed Q1 CY2026 sales expectations. Missing Q1 sales expectations moderately impacts financial performance and investor sentiment.

3

Array Digital Infrastructure Inc. (AD) reported first quarter 2026 results. Quarterly earnings reports influence financial performance and market sentiment moderately.

7 May

3

Array Digital Infrastructure Inc. (AD) faces conflicting valuation signals amid high expectations for 5G-driven growth, prompting a reevaluation of its investment potential. Conflicting valuation signals introduce uncertainty but are offset by 5G growth expectations, resulting in moderately noticeable influence on financial performance and market sentiment.

10 Mar

3

Array Digital Infrastructure Inc. (AD) faces three key risks that make it a poor investment, with one alternative stock recommended instead. Three highlighted risks could noticeably impact investor sentiment and AD's market performance without fundamentally altering its trajectory.

27 Feb

4

Array Digital Infrastructure Inc. (AD) reported a sharp earnings jump and shifted its 2026 revenue guidance, prompting analysis of potential investor reactions. Earnings jump and 2026 revenue guidance shift signal major positive financial momentum likely to drive stock performance and investor sentiment.

23 Feb

3

Array Digital Infrastructure Inc. (AD) Q4 earnings beat analyst estimates driven by higher revenues. Beating Q4 earnings estimates on higher revenues moderately boosts financial performance and market sentiment without fundamental long-term shifts.

stockrow.com/AD · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com