Array Digital Infrastructure/$AD

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About Array Digital Infrastructure

Array Digital Infrastructure, formerly US Cellular, sold its regional wireless operations serving about 4.4 million customers to T-Mobile in August 2025. The firm has agreed to sell most of its remaining spectrum licenses to Verizon and AT&T; however, it will still retain rights to C-band spectrum in several locations after these deals are closed. Array also owns a 5.5% stake in Verizon Wireless' Los Angeles operations and about 4,400 wireless towers.

Ticker

$AD

Sector

Communication

Primary listing

NYSE

Employees

4,100

AD Metrics

BasicAdvanced
$4.3B
-
-$0.29
0.28
$23.00
46.09%

What the Analysts think about AD

Analyst ratings (Buy, Hold, Sell) for Array Digital Infrastructure stock.

Bulls say / Bears say

T-Mobile has signed a 15-year Master License Agreement to colocate on at least 2,015 additional towers and extended leases on around 600 existing towers, securing long-term revenue from a solid anchor tenant (PR Newswire turn0search0).
Third-party tower revenue rose 12% year-over-year in Q2 2025, driven by new colocations and escalators, showing strong demand for Array’s 4,400-tower portfolio (Array Q2 Results turn4search0).
T-Mobile projects a $400 million service-revenue boost in Q3 2025 after acquiring Array’s former wireless operations, demonstrating the high quality and immediate monetization potential of the divested assets (Reuters turn0news14).
Pending spectrum sales to Verizon (expected to close in Q3 2026) and AT&T (in 2H 2025) are subject to regulatory approvals and standard closing conditions, creating execution risk and possible delays in accessing approximately $2.0 billion in proceeds (SEC sec.gov/archive ... turn0search1).
Most of Array’s remaining spectrum licenses require FCC build-out compliance, which has not yet been met; if these licenses are not operated or monetized, the company could forfeit them or face significant capex to meet regulatory requirements, putting cash flow and financial health at risk (SEC sec.gov/archive ... turn2search1).
Array faces strong competition from larger, better-funded tower operators and alternative site owners, potentially pressuring lease pricing, limiting colocations, and restricting future revenue growth (SEC sec.gov/archive ... turn2search1).
Data summarised monthly by Lightyear AI. Last updated on 6 Oct 2025.

AD Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

AD Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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