TDS

Telephone and DataC

NYSE / Telecommunication Services

At close

2026-07-18

Current thesis

The best near-term bull read is that TDS now has a cleaner post-wireless profile: fiber expansion is still progressing, Array site rental revenue grew strongly, cash rose to about $1.37 billion at March 31, 2026, and additional spectrum monetization plus the proposed Array simplification could surface value.

Posture

Mixed

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta -6.1.

What can break

Array stopped recognizing DISH-related revenue on an accrual basis after nonpayment and dispute over lease obligations.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $50.00 · Bull $56.00 · Bear $40.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-09 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $50.50

Why

Momentum12 · Δ7d -11.4

Value53 · Δ7d -0.4

Sentiment86 · Δ7d -6.1

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Sentiment · See AI snapshot

Momentum

26% active weight

Current posture

7d trendFlat

Δ7d

-11.4

Δ21d

-14.0

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.4

Δ21d

+1.3

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-6.1

Δ21d

+12.8

Why this grade

Composite grade C. Momentum 12.4 / Value 53.3 / Sentiment 86.4

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$3.65B

Beta

0.33

Shares Out

113.84M

P/E (TTM)

340.9

P/S (TTM)

1.21

P/FCF (TTM)

23.03

Rev YoY

+6.5%

EPS YoY

-1380.7%

Gross Margin

+35.5%

Op Margin

+1.1%

Net Debt

$634.29M

Current Ratio

3.43

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology