Array Digital Infrastructure, Inc. (AD) Stock

Array Digital Infrastructure, Inc. (AD) is a Communication Services stock trading at $35.54 (as of 2026-08-20), with a market capitalization of $3.07B and a trailing P/E of 5.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Array Digital Infrastructure, Inc. provides wireless telecommunications services in the United States, including voice, messaging, and data, and offers wireless devices and accessories such as handsets, tablets, mobile hotspots, routers, and related electronics. It also provides services including wireless roaming, wireless eligible telecommunications carrier offerings, and tower rentals, serving consumer, business, and government customers through retail, direct, telesales, ecommerce, resellers, and independent agents.

Understand Array Digital Infrastructure, Inc.: how it makes money

Array Digital Infrastructure provides wireless telecommunications services and sells wireless devices and related consumer electronics, and it makes money from wireless service revenue and network site rental arrangements such as towers and sites.

Because the company tracks tower tenancy rate alongside services and site rental revenues, occupancy and utilization of its wireless infrastructure are a structural driver of recurring revenue.

Revenue by segment (latest quarter)
Site rent$0.1B
Towers TP$0.0B
Fiber uplift$0.0B

Business quality (Mixed): Operating KPIs are provided (including tower tenancy rate and customer counts), but the available segment revenue candidates do not reconcile cleanly to the stated total revenue for the latest quarter, so only a partial, best-fit segment view can be shown.

Valuation: At 17× earnings, AD trades in line with the Communication average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Tower tenancy rate is 0.96: A high tenancy rate suggests strong utilization of tower and site capacity, which can support recurring rental and related service revenue.
  • Fixed wireless customers total 140,000: A sizable customer base supports the company’s wireless services model.
  • Gross margin is 58.5% (latest quarter): Reported profitability at the gross level is relatively strong, supporting room to cover operating costs.

Bear case

  • Segment mapping is incomplete versus total revenue: The segment revenue candidates available in the dataset do not reconcile cleanly to total revenue (0.1B), creating uncertainty about the exact mix of revenue drivers.
  • Tower tenancy rate can change over time: If tenancy declines, that could pressure site and tower-related revenue, since tenancy is closely tied to infrastructure utilization.
  • Operating margin is reported as 309.1% (latest quarter): Such an unusually high operating margin can indicate sensitivity to non-operating or other items, and it may not be stable quarter to quarter.
Valuation — source: SEC EDGAR (first-party)
Price$35.54
Market Cap$3.07B
P/E Ratio5.8
EV / EBITDA3.6
Price / Book2.42
Price / Sales2.87
FCF Yield8.4%
DCF Value (model)$66.38
DCF Upside vs Price86.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$162.96M
Net Margin29.9%
Revenue Growth (YoY)-94.1%
EPS Growth (YoY)1021.6%
FCF Growth (YoY)-119.4%
Financial Health — source: SEC EDGAR
Altman Z-Score1.06 (distress)
Valuation vs Sector & Industry
Stock P/E5.8
Sector P/E (Communication Services)24.4
Industry P/E (Communication)17.9
vs Sector-76.2%
vs Industry-67.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBANK OF AMERICA CORP /DE/ ($116.87M)
Institutional Holders Tracked10
Company
SectorCommunication Services
IndustryCommunication
CEOAnthony J. Carlson
Employees4,100
CountryUS
IPO Date2007-08-23

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AD earnings history · AD institutional & insider holders · AD KPIs & operating metrics · AD financials · AD investor presentations & press releases · AD SEC filings · AD peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.