ARRAY DIGITAL INFRASTRUCTURE INC (AD)
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-11-05
$31.37-5.60%
Close 2026-11-05 · 1-day change
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · AD
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 50.8% |
| Our one-year growth estimate | diamond | -4.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 55.0 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 11 industry peers
AD — dividend update
Dated 2026-06-01
Other Events Array Special Dividend On June 1, 2026, the Board of Directors of Array declared a special cash dividend to holders of Array’s Common Stock and holders of Array’s Series A Common Stock of $11.00 per share payable in cash to the stockholders of record as of June 11, 2026. The payment date in respect of the dividend is scheduled for June 25, 2026. Press Release On June 1, 2026, Array issued a press release announcing the Closing and related matters. A copy of the press release is f…
Why it matters: Array stopped counting DISH revenue in Q1. A ruling on the lease claim could affect whether Array can collect unpaid amounts.
Watch forA court rejects DISH's claim that its lease duties ended, and Array reports a payment or collection on the lease.
Also watch forA court accepts DISH's claim or Array reports that the lease has ended with no recovery.
Why it matters: Tower tenancy rose from 0.96 in Q1 to 0.98 in Q2. Further growth would back management's tower plan.
Supportive ifQ3 tower tenancy is above 0.98. Colocations are above 4,362.
Worry ifQ3 tower tenancy rate falls below 0.98, or colocations fall below 4,362.
Why it matters: Array raised its 2026 Adjusted EBITDA range to $220 million-$235 million. Q3 results will show progress toward that range.
Supportive ifArray keeps its $220 million-$235 million 2026 Adjusted EBITDA range and reports results on pace to meet it.
Worry ifArray cuts the 2026 Adjusted EBITDA range below $220 million or reports results that put the range out of reach.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$76 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $308 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,375 loss on $10,000 · 43.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.