Telephone and Data Systems, Inc. (TDS)
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-11-05
$32.36-10.14%
Close 2026-11-05 · 1-day change
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · TDS
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 | -32.7% |
| Our one-year growth estimate | diamond | -0.3% |
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 32.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 11 industry peers
TDS — 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 (“Common Stock”) and holders of Array’s Series A Common Stock (“Series A Common Stock”) of $11.00 per share payable in cash to the stockholders of record as of June 11, 2026. On June 1, 2026, TDS held 33,005,877 shares of Series A Common Stock and 37,782,826 shares of Common Stock. The payment date in respect of the dividend is scheduled for…
Why it matters: TDS raised its target after adding 66,000 addresses in Q2. More fiber homes can support its growth plan.
Supportive ifBy year-end, TDS Telecom reports 250,000 to 300,000 new fiber addresses it can market for 2026.
Worry ifTDS Telecom reports fewer than 250,000 new fiber addresses it can market for 2026.
Why it matters: TDS said it expects to restart repurchases after dropping the Array share offer. Actual repurchases would confirm the plan.
Supportive ifA TDS filing or report confirms repurchases have resumed. It gives the shares bought or dollars spent.
Worry ifTDS reports no repurchases, or says it paused or ended the program.
Why it matters: Array reported more tower tenants for two quarters in a row. More tenants can raise site rental revenue.
Supportive ifArray reports higher tower tenancy for another quarter. Site rental revenue is also above the prior year.
Worry ifArray reports fewer tower tenants than the prior quarter or site rental revenue below the prior year.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$131 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $305 loss on $10,000 · 3.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,194 loss on $10,000 · 31.9% | 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.