Market Cap
$2.9B
AD
ARRAY DIGITAL INFRASTRUCTURE, INC.
$34.45 ▲ +0.82%
Prev close $34.17Market cap$2.9B
ConsensusBuy
12-mo target$43.33 (+25.8%)
▲ Bullish
Analyst conviction 7/10
10 New Institutional Positions11 Institutional Exits Media & Telecom
Snapshot
The big-picture read on AD right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (69%)
Inst. Holders
50 funds
Inst. Value
$469.7M
Inst. Activity
10 buys / 11 sells
Insider Activity
$0.00 buy / $260.9K sell
Insider Net $
-$260.9K
Social Sentiment
25° Bearish
SEC Reports
2
Price chart 30d -9.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 11, 2026 Insider
HARCZAK HARRY J JR sold 2,123 shares
Director @ $38.21 ($81.1K)
Sep 11, 2026 Insider
HARCZAK HARRY J JR sold 4,709 shares
Director @ $38.18 ($179.8K)
Sep 10, 2026 ftd
Aug 16, 2026 SEC FTD: AD — 13,782 shares ($0.5M) failed to deliver
Settlement: 20260910, Price: $38.44, FTD Value: $529,780.08, ARRAY DIGITAL INFRASTRUCTURE,
Q2 2026 13F cluster for Array Digital Infrastructure shows mixed institutional conviction: 7 buyers accumulated $16.2M i
INST-CLUSTER — Impact 4/10
Array Digital Infrastructure reported Q2 2026 results with site rental revenue growing 95% YoY, and updated full-year gu
8-K — Impact 6/10
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — ADD
766,133 shares ($27.8M)
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — TRIM
740,572 shares ($26.9M)
May 19, 2026 Insider
Williams Xavier was granted 1,873 shares
Director @ $50.91 ($95.4K)
Analyst ratings buy % -19.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
69% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 10, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| May 26, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 11, 2026 | Raymond James | DOWNGRADE | Market Perform | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 5 | 4 | 0 | 0 | 69% | |
| Aug 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Jul 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| Jun 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% | |
| May 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% | |
| Mar 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% | |
| Feb 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% |
Price targets
Where 3 covering analysts think AD trades over the next 12 months.
$43.33 +25.8% upside Strong Buy
Current$34.45 Low$40.00 Median$45.00 High$45.00 3 analysts
$40.00$45.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
25°
Bearish
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 5.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
ftd
FTD: AD — 13,782 shares ($0.5M) failed to deliver
Settlement: 20260910, Price: $38.44, FTD Value: $529,780.08, ARRAY DIGITAL INFRASTRUCTURE,
Sep 1, 2026
m_and_a
Telephone and Data Systems Announces It Is No Longer Pursuing the Acquisition of Public Shares of Array Digital Infrastructure
TDS Expects to Recommence Repurchase Program CHICAGO, Sept. 1, 2026 /PRNewswire/ -- Telephone and Data Systems, Inc. (NYSE: TDS) (the "Company" or "TD
Aug 7, 2026
earnings_calendar
AD Q2 2026 Earnings Scheduled — 2026-08-07
Aug 1, 2026
earnings_calendar
AD Q2 2026 Earnings Scheduled — 2026-08-01
Jul 31, 2026
earnings
TDS and Array to release second quarter operating results and host conference call on August 7, 2026
CHICAGO, July 31, 2026 /PRNewswire/ -- Telephone and Data Systems, Inc. (NYSE: TDS) and Array Digital Infrastructure, Inc.(NYSE: AD) will webcast thei
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.38 | $0.38–$0.38 | — | +153.3% | 1↑ 0↓ | $0.1B | 1 |
| Next Q | $0.22 | $0.22–$0.22 | -54.8% | +57.1% | 1↑ 0↓ | $0.1B | 1 |
| Current FY | $6.49 | $5.86–$6.89 | 1058.4% | +29.4% | 1↑ 1↓ | $0.2B | 4 |
| Next FY | $0.97 | $0.97–$0.97 | — | +6.6% | 1↑ 0↓ | $0.2B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.380 | — |
| 7d ago | $0.150 | +0.230 |
| 30d ago | $0.150 | +0.230 |
| 60d ago | $0.150 | +0.230 |
| 90d ago | $0.150 | +0.230 |
Institutional ownership
Which big funds own AD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $469.7M total value (12,952,716 shares) as of 2026-Q2. Top holders: DIMENSIONAL, Jericho, GAMCO. Net selling activity: 11 institutions trimmed/exited vs 10 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 2,269,157 | $82.3M | 17.5% | — |
| Jericho Capital Asset Management L.P. | 1,815,844 | $65.8M | 14.0% | — |
| GAMCO INVESTORS, INC. ET AL | 825,262 | $29.9M | 6.4% | — |
| AMERICAN CENTURY COMPANIES INC | 766,133 | $27.8M | 5.9% | ADD +26.3% |
| BANK OF AMERICA CORP /DE/ | 740,572 | $26.9M | 5.7% | TRIM -70.8% |
| LOOMIS SAYLES & CO L P | 707,437 | $25.7M | 5.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 695,357 | $25.2M | 5.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 657,463 | $23.8M | 5.1% | — |
| GABELLI FUNDS LLC | 545,150 | $19.8M | 4.2% | — |
| GOLDMAN SACHS GROUP INC | 473,069 | $17.2M | 3.7% | DOUBLED +383.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | 606,779 | 766,133 | +26.3% | $27.8M |
| BANK OF AMERICA CORP /DE/ | TRIM | 2,533,017 | 740,572 | -70.8% | $26.9M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 97,871 | 473,069 | +383.4% | $17.2M |
| FMR LLC | DOUBLED | 72,713 | 148,736 | +104.6% | $5.4M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 73,360 | 121,904 | +66.2% | $4.4M |
| NORTHERN TRUST CORP | ADD | 39,402 | 68,962 | +75.0% | $2.5M |
| JANE STREET GROUP, LLC | DOUBLED | 17,273 | 66,796 | +286.7% | $2.4M |
| JPMORGAN CHASE & CO | TRIM | 68,126 | 31,955 | -53.1% | $1.2M |
| CITIGROUP INC | NEAR_EXIT | 18,286 | 2,979 | -83.7% | $108.0K |
| WELLS FARGO & COMPANY/MN | ADD | 1,008 | 1,548 | +53.6% | $56.1K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 12 transactions. Net -$260.9K — $0.00 bought, $260.9K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | HARCZAK HARRY J JR | Director | SELL | 2,123 | $38.21 | $81.1K |
| Sep 11, 2026 | HARCZAK HARRY J JR | Director | SELL | 4,709 | $38.18 | $179.8K |
| May 19, 2026 | Williams Xavier | Director | AWARD | 1,873 | $50.91 | $95.4K |
| May 19, 2026 | Iriarte Esteban C | Director | AWARD | 1,873 | $50.91 | $95.4K |
| May 19, 2026 | HARCZAK HARRY J JR | Director | AWARD | 1,873 | $50.91 | $95.4K |
| Apr 3, 2026 | Carlson Anthony J | President and CEO | EXERCISE | 1,742 | $48.00 | $83.6K |
| Apr 3, 2026 | Carlson Anthony J | President and CEO | TAX W/H | 511 | $48.00 | $24.5K |
| Apr 3, 2026 | Carlson Anthony J | President and CEO | EXERCISE | 4,150 | $48.00 | $199.2K |
| Apr 3, 2026 | Carlson Anthony J | President and CEO | TAX W/H | 1,217 | $48.00 | $58.4K |
| Mar 17, 2026 | Carlson Anthony J | President and CEO | AWARD | 5,805 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AD.
Shares short
1,279,643
Settlement Sep 15, 2026
Change vs prior
-18.0%
Semi-monthly cycle
Days to cover
4.9
At avg daily volume
Of shares outstanding
≈1.5%
Estimate — not % of float
All AD filing & press-release reports (2)
- INST-CLUSTER reportAug 16, 2026
- 8-K reportAug 7, 2026