Added to YB: 2026-02-13
Pitch date: 2025-11-27
AD [bullish]
Array Digital Infrastructure, Inc.
+25.58%
current return
Author Info
No bio for this author
Company Info
Array Digital Infrastructure, Inc. provides wireless telecommunications services in the United States.
Market Cap
$4.2B
Pitch Price
$40.09
Price Target
75.00 (+49%)
Dividend
N/A
EV/EBITDA
4.11
P/E
23.02
EV/Sales
1.35
Sector
Wireless Telecommunication Services
Category
special_situation
Array Digital Infrastructure, Inc. - $AD
AD: Fka US Cellular, liquidating assets post T-Mobile wireless sale. Already paid $23/shr dividend; ~$22/shr more coming from announced spectrum sales. Towers underearning at 1.0x tenancy vs 2.5x peers, growing dbl-digit w/ new leasing focus. C-band spectrum sale at book = ~$18/shr more. $75 PT (>50% up) on SoTP. Catalyst: Parent TDS (82% owner) likely uses dividend proceeds to buyout 17% minority at premium to consolidate towers+wireless stakes for next-gen mgmt.
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