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Array Digital Infrastructure Inc

AD

NYSE·Communication Services·Telecommunications Services·Mkt cap $3.3B

$38.50

-0.59%

P/E

13.75

Mkt Cap

$3.3B

52-Wk Range

$33.71–$60.82

52-Week Range

$33.71 - $60.82

P/E

13.75

Fwd P/E

5.76

Beta

0.25

Div Yield

Avg Vol

297.8K

Shares Out

85.9M

Mkt Cap

$3.3B

Price action

Price chart

Down 24.9% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established nationwide wireless network and infrastructure
  • Multi-channel distribution strategy across retail, direct, and ecommerce
  • Diversified customer base serving consumers, businesses, and government
  • Strong parent company backing from Telephone and Data Systems, Inc.

Bear Case

1 risk

  • Low volatility (beta 0.3).

Growth

Stable outlook

Increasing demand for wireless services and mobile connectivity

Value

Undervalued - trading well below Telecom Services peers

Momentum

Falling

-24.8% over 3m

Quality

Strong

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

AUG 7, 2026

Reported EPS of $4.15 vs $0.41 consensus (+912.9% surprise). Revenue of $54.1M vs $52.4M expected (+3.1%). Beat on both top and bottom lines.

EPS beat +912.9%
Rev beat +3.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+912.9%

Revenue trend · last 8Q

-6%

-1%

-95%

-94%

-94%

-94%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$922.0M

$971.0M

$891.0M

$916.0M

$47.1M

$60.3M

$52.0M

$54.1M

Margins · last 8Q

Gross

-56.2%

Operating

Profit

663.4%

Wall Street consensus

2 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

50%

Hold

1

50%

Sell

0%

Median Price Target

Latest: JP Morgan · May 26, 2026

vs Industry

How AD stacks vs Telecommunications Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.