ARRAY DIGITAL INFRASTRUCTURE INC: 2026 EBITDA PROJECTION REVISED TO $200-$215 MILLION
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy AD?
Source: moomoo
Market Outlook: The digital infrastructure market is projected to see adjusted earnings before interest and taxes (EBIT) ranging from $200 million to $215 million by 2026.
Industry Growth: This forecast indicates a positive trend in the digital infrastructure sector, suggesting increased investment and development in this area.
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Analyst Views on AD
Wall Street analysts forecast AD stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 48.310
Low
60.00
Averages
61.00
High
63.00
Current: 48.310
Low
60.00
Averages
61.00
High
63.00
About AD
Array Digital Infrastructure, Inc., formerly United States Cellular Corporation, is an owner and operator of shared wireless communications infrastructure in the United States. The Company, with over 4,400 cell towers in locations from coast to coast, enables the deployment of 5G and other wireless technologies throughout the country.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
TDS and Array to Present at Investors Conference
- Conference Presentation: TDS and Array will present at the 47th Annual Raymond James Institutional Investors Conference in Orlando, Florida, on March 3, 2026, which is expected to attract significant investor interest.
- Executive Participation: TDS's Executive Vice President and CFO Vicki L. Villacrez, along with Vice President of Financial Analysis and Strategic Planning Kris Bothfeld, will represent the company, showcasing its strategic direction and financial health.
- Live Webcast: The presentation will be webcast live, allowing investors to listen via TDS and Array's investor websites, enhancing transparency and accessibility of information.
- Company Overview: Founded in 1969, TDS provides broadband services and wireless infrastructure, while Array is a leading operator of shared wireless communication infrastructure in the U.S., with over 4,400 cell towers supporting 5G deployment.
See More
TDS and Array to Present at Raymond James Investor Conference
- Conference Presentation: TDS and Array will present at the 47th Annual Raymond James Institutional Investors Conference in Orlando, Florida, on March 3, 2026, which is expected to draw significant investor interest.
- Executive Participation: TDS's Executive Vice President and CFO Vicki L. Villacrez, along with Vice President of Financial Analysis and Strategic Planning Kris Bothfeld, will represent the company, showcasing its financial health and future strategies.
- Live Webcast: The presentation will be webcast live, allowing investors to listen via TDS and Array's investor websites, enhancing transparency and accessibility of information.
- Company Background: Founded in 1969, TDS provides broadband services and wireless infrastructure, while Array is a leading operator of shared wireless communication infrastructure in the U.S., with over 4,400 cell towers supporting nationwide 5G deployment.
See More
Newtyn Management Increases Stake in Array Digital Infrastructure
- Stake Increase: On February 17, 2026, Newtyn Management disclosed the purchase of 350,000 shares of Array Digital Infrastructure, valued at approximately $17.3 million, indicating confidence in the company's future growth prospects.
- Holding Status: Following the acquisition, Newtyn's total stake in Array reached 1,700,000 shares, reflecting a $23.6 million increase from the previous quarter, showcasing the company's strong performance in the wireless telecommunications market.
- Financial Performance: Array's fourth-quarter revenue from continuing operations surged to $60.3 million, up 131% from $26.1 million a year ago, highlighting a significant improvement in the company's profitability.
- Future Outlook: Management projects revenue for 2026 to be between $200 million and $215 million, with adjusted EBITDA expected to remain in the same range, indicating the company's long-term growth potential in the infrastructure sector.
See More
Newtyn Management Increases Stake in Array Digital Infrastructure
- Increased Holdings: Newtyn Management acquired an additional 350,000 shares of Array Digital Infrastructure in Q4 2026, with an estimated transaction value of $17.3 million, reflecting confidence in the company's growth potential.
- Value Appreciation: By quarter-end, Newtyn's total holdings reached 1,700,000 shares, with a value increase of $23.6 million, indicating positive stock price movements and sustained investment appeal.
- Strong Financial Performance: Array Digital Infrastructure reported Q4 revenue from continuing operations of $60.3 million, a significant rise from $26.1 million a year ago, demonstrating recovery and improved profitability in the wireless telecommunications market.
- Optimistic Outlook: Management projects revenue for 2026 to be between $200 million and $215 million, with adjusted EBITDA expected to match, showcasing the company's competitive positioning and sustainable growth potential.
See More
Array Digital (AD) Earnings Call Transcript
See More
Array Digital Infrastructure Q4 Earnings Exceed Expectations
- Strong Quarterly Performance: Array Digital Infrastructure reported a Q4 GAAP EPS of $0.48, beating expectations by $0.14, indicating a significant improvement in profitability and enhancing its competitive position in the market.
- Substantial Revenue Growth: The company achieved $60.3 million in revenue for Q4, a 131% year-over-year increase, surpassing market expectations by $4.8 million, demonstrating robust business expansion and strong market demand, which further solidifies its market position.
- 2026 Earnings Outlook: Array estimates total revenues for 2026 to be between $200 million and $215 million, although this is below the consensus of $219.04 million, reflecting the company's confidence in future growth and the robustness of its long-term strategic planning.
- Capital Expenditure Plans: The anticipated capital expenditures for 2026 are projected to be between $25 million and $35 million, with actual spending at $30 million, indicating the company's ongoing commitment to infrastructure investment to support future business growth and technological innovation.
See More
TDS and Array to Present at Investors Conference
- Conference Presentation: TDS and Array will present at the 47th Annual Raymond James Institutional Investors Conference in Orlando, Florida, on March 3, 2026, which is expected to attract significant investor interest.
- Executive Participation: TDS's Executive Vice President and CFO Vicki L. Villacrez, along with Vice President of Financial Analysis and Strategic Planning Kris Bothfeld, will represent the company, showcasing its strategic direction and financial health.
- Live Webcast: The presentation will be webcast live, allowing investors to listen via TDS and Array's investor websites, enhancing transparency and accessibility of information.
- Company Overview: Founded in 1969, TDS provides broadband services and wireless infrastructure, while Array is a leading operator of shared wireless communication infrastructure in the U.S., with over 4,400 cell towers supporting 5G deployment.
See More
TDS and Array to Present at Raymond James Investor Conference
- Conference Presentation: TDS and Array will present at the 47th Annual Raymond James Institutional Investors Conference in Orlando, Florida, on March 3, 2026, which is expected to draw significant investor interest.
- Executive Participation: TDS's Executive Vice President and CFO Vicki L. Villacrez, along with Vice President of Financial Analysis and Strategic Planning Kris Bothfeld, will represent the company, showcasing its financial health and future strategies.
- Live Webcast: The presentation will be webcast live, allowing investors to listen via TDS and Array's investor websites, enhancing transparency and accessibility of information.
- Company Background: Founded in 1969, TDS provides broadband services and wireless infrastructure, while Array is a leading operator of shared wireless communication infrastructure in the U.S., with over 4,400 cell towers supporting nationwide 5G deployment.
See More
Newtyn Management Increases Stake in Array Digital Infrastructure
- Stake Increase: On February 17, 2026, Newtyn Management disclosed the purchase of 350,000 shares of Array Digital Infrastructure, valued at approximately $17.3 million, indicating confidence in the company's future growth prospects.
- Holding Status: Following the acquisition, Newtyn's total stake in Array reached 1,700,000 shares, reflecting a $23.6 million increase from the previous quarter, showcasing the company's strong performance in the wireless telecommunications market.
- Financial Performance: Array's fourth-quarter revenue from continuing operations surged to $60.3 million, up 131% from $26.1 million a year ago, highlighting a significant improvement in the company's profitability.
- Future Outlook: Management projects revenue for 2026 to be between $200 million and $215 million, with adjusted EBITDA expected to remain in the same range, indicating the company's long-term growth potential in the infrastructure sector.
See More
Newtyn Management Increases Stake in Array Digital Infrastructure
- Increased Holdings: Newtyn Management acquired an additional 350,000 shares of Array Digital Infrastructure in Q4 2026, with an estimated transaction value of $17.3 million, reflecting confidence in the company's growth potential.
- Value Appreciation: By quarter-end, Newtyn's total holdings reached 1,700,000 shares, with a value increase of $23.6 million, indicating positive stock price movements and sustained investment appeal.
- Strong Financial Performance: Array Digital Infrastructure reported Q4 revenue from continuing operations of $60.3 million, a significant rise from $26.1 million a year ago, demonstrating recovery and improved profitability in the wireless telecommunications market.
- Optimistic Outlook: Management projects revenue for 2026 to be between $200 million and $215 million, with adjusted EBITDA expected to match, showcasing the company's competitive positioning and sustainable growth potential.
See More
Array Digital (AD) Earnings Call Transcript
See More
Array Digital Infrastructure Q4 Earnings Exceed Expectations
- Strong Quarterly Performance: Array Digital Infrastructure reported a Q4 GAAP EPS of $0.48, beating expectations by $0.14, indicating a significant improvement in profitability and enhancing its competitive position in the market.
- Substantial Revenue Growth: The company achieved $60.3 million in revenue for Q4, a 131% year-over-year increase, surpassing market expectations by $4.8 million, demonstrating robust business expansion and strong market demand, which further solidifies its market position.
- 2026 Earnings Outlook: Array estimates total revenues for 2026 to be between $200 million and $215 million, although this is below the consensus of $219.04 million, reflecting the company's confidence in future growth and the robustness of its long-term strategic planning.
- Capital Expenditure Plans: The anticipated capital expenditures for 2026 are projected to be between $25 million and $35 million, with actual spending at $30 million, indicating the company's ongoing commitment to infrastructure investment to support future business growth and technological innovation.
See More
