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Array Digital InfrastructureB
NYSE / Telecommunication Services
Last Price
Quote time unavailable
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Current thesis
Array has demonstrated strong site-rental growth, reaffirmed 2026 guidance, completed the $1.0 billion Verizon spectrum sale, and distributed an $11.00 per-share special dividend [#SEC-8K-2026-06-01]. Further spectrum proceeds, tower-tenancy growth, or progress on the TDS proposal could support additional value recognition.
Posture
Constructive
Lead driver
Sentiment
What changed
Next scheduled catalyst: earnings 2026-10-29.
What can break
Additional spectrum transactions remain subject to closing conditions and regulatory approvals [#SEC-8K-2026-05-08].
Momentum
43
Value
40
Sentiment
77
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $38.50 · Bull $46.34 · Bear $27.00Analysis 2026-08-05; returns require an exact persisted reference.
Earnings
2026-10-29
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-27 • Vendor: Data Vendor v1
Scores
As of 2026-10-27 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-05 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-27

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-27. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $43.33
Why
Momentum43 · Δ7d +10.9
Value40 · Δ7d +0.3
Sentiment77 · Δ7d -4.6
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Next scheduled catalyst: earnings 2026-10-29.
  • • Sentiment remains the lead driver in the composite, 7D delta -4.6.

Contradictions & invalidation

  • • Additional spectrum transactions remain subject to closing conditions and regulatory approvals [#SEC-8K-2026-05-08].
  • • August 7 results could reset guidance or expose weaker recurring operating trends; consensus and surprise data are unavailable.
  • • Headline Q1 EPS was materially supported by a $156.6 million book gain from spectrum monetization, making recurring earnings quality less clear.

Catalyst clock

2026-10-29

Q2 2026 operating results and conference call

Lead driver: Sentiment · See AI snapshot
Momentum
43
8% active weight
Current posture
7d trendImproving
Δ7d
+10.9
Δ21d
+3.2
Value
40
47% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
+0.4
Sentiment
77
45% active weight
Current posture
7d trendSoftening
Δ7d
-4.6
Δ21d
-7.0
Why this grade

Composite grade B. Momentum 43.1 / Value 39.7 / Sentiment 77.1

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-05. Scenario method

B+
Bull case
25%
Probability
Target price
$46.34
Analysis reference price unavailable
Analysis 2026-08-05 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$38.50
Analysis reference price unavailable
Analysis 2026-08-05 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$27.00
Analysis reference price unavailable
Analysis 2026-08-05 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-27
Market Cap
$2.8B
Beta
0.16
Shares Out
86.51M
P/E (TTM)
29.0
P/S (TTM)
1.67
P/FCF (TTM)
9.29
Rev YoY
+89.5%
EPS YoY
+951.6%
Gross Margin
+34.3%
Op Margin
+0.8%
Net Debt
$1.09B
Current Ratio
0.95
As of 2026-10-27 • Updated nightlySource: Internal modelMethods & Data