Array Digital Infrastructure Inc. (AD) carries a Roarable Rating of D- (Sell) with 43/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
As of 2026-11-02, Array Digital Infrastructure Inc. (NYSE: AD) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 43/100 at a spot price of $32.86 (+1.58% 1D, market cap $2.80B). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 11/20. Across 132 tracked Communication Services issuers, AD ranks #83 in composite RQD confidence.
Within the Communication Services sector (Telecommunications Equipment), AD carries a Roarable D- (43/100 RQD), trailing P/E of 40.4x, gross margin of 51.2%, and ROIC of -3.0%. By comparison, IHS (IHS Holding Limited) holds a D+ grade (58/100 RQD, P/E N/A, ROIC —, cap $2.85B) and KYIV (Kyivstar Group Ltd.) posts a D+ grade (57/100 RQD, P/E N/A, ROIC —, cap $3.06B). Among the 5-stock peer group, IDT leads on earnings multiple (25.0x) while IDT leads on capital efficiency (61.2% ROIC).
Per AD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000821130), Array Digital Infrastructure Inc. generated $163.0M in revenue (-95.6% YoY), $69.2M in net income, and $173.6M in free cash flow against $4.68B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Communication Services with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9
SEC Form 4 / 13F Thermometer: 55% Net Buy • Cannibal Buyback (-0.96% YoY Shares)
Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)
While AD currently carries a cautious 43/100 (D-) rating due to Whale & Options Positioning (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Communication Services with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($35.00) and Max Pain ($34.50) forces dealer call-delta covering toward $63.86.
Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-0.96% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Array Digital Infrastructure Inc. (AD) advanced +1.58% to $32.86, trading at 5% of its 52-week range ($31.35 – $60.82). Stretched risk/reward at 40x P/E (-3% return on capital) under elevated 10-year interest-rate pressure.
Yahoo! Finance Canada report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Telephone and Data Systems, Inc. (NYSE: TDS) and Array Digital Infrastructure, Inc. (NYSE: AD) will webcast their third quarter operating results conference call on November 6, 2026, at 9:00 a.m. Central Time.
Wireless National stocks have gained 52.3% despite macroeconomic headwinds, as T-Mobile, Array Digital and Cogent offer growth opportunities.
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -65.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on AD today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for AD. Explore sector supply chains on /butterfly.
Across 132 tracked Communication Services securities in the Roarable RQD universe, Array Digital Infrastructure Inc. (AD) ranks #83 by composite RQD confidence (43/100, grade D-) and #50 by equity capitalization ($2.80B). Within this direct 5-issuer industry benchmark cohort, IDT leads on earnings valuation at 25.0x trailing P/E, while IDT leads on capital efficiency and profitability with 61.2% ROIC and 36.2% gross margin. IDT currently holds the highest overall quantitative score in the immediate peer group at 82/100 (A-) compared with AD at 43/100 (D-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| AD
ACTIVE
Array Digital Infrastructure Inc. | D- | 43/100 | 40.4x | 51.2% | -3.0% | +1.58% | $2.80B | Benchmark Subject |
| IHS IHS Holding Limited | D+ | 58/100 | — | — | — | -0.24% | $2.85B | /ihs-vs-ad → |
| KYIV Kyivstar Group Ltd. | D+ | 57/100 | — | — | — | -1.97% | $3.06B | /kyiv-vs-ad → |
| PHI PLDT Inc. Sponsored ADR | D | 47/100 | — | — | — | +0.51% | $3.82B | /phi-vs-ad → |
| IDT IDT Corporation (Class B) | A- | 82/100 | 25.0x | 36.2% | 61.2% | +0.34% | $2.03B | /idt-vs-ad → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Array Digital Infrastructure Inc. (AD) reported GAAP revenue of $163.0M (-95.6% vs. FY2024 revenue of $3.67B , and -95.7% cumulative change since FY2023) , GAAP net income of $69.2M, operating cash flow of $200.8M, and free cash flow of $173.6M (-79.9% YoY). On the balance sheet, AD closed FY2025 with $4.68B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $163.0M | $69.2M | $200.8M | $173.6M | $4.68B | — |
| FY2024 (FY) | 2024-12-31 | $3.67B | -$31.6M | $882.5M | $864.0M | $10.45B | — |
| FY2023 (FY) | 2023-12-31 | $3.81B | $57.9M | $866.9M | $866.9M | — | — |
As of 2026-11-02, Array Digital Infrastructure Inc. (NYSE: AD) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 43/100 at a spot price of $32.86 (+1.58% 1D, market cap $2.80B). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 11/20. Across 132 tracked Communication Services issuers, AD ranks #83 in composite RQD confidence.
Within the Communication Services sector (Telecommunications Equipment), AD carries a Roarable D- (43/100 RQD), trailing P/E of 40.4x, gross margin of 51.2%, and ROIC of -3.0%. By comparison, IHS (IHS Holding Limited) holds a D+ grade (58/100 RQD, P/E N/A, ROIC —, cap $2.85B) and KYIV (Kyivstar Group Ltd.) posts a D+ grade (57/100 RQD, P/E N/A, ROIC —, cap $3.06B). Among the 5-stock peer group, IDT leads on earnings multiple (25.0x) while IDT leads on capital efficiency (61.2% ROIC).
Per AD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000821130), Array Digital Infrastructure Inc. generated $163.0M in revenue (-95.6% YoY), $69.2M in net income, and $173.6M in free cash flow against $4.68B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Communication Services with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
AD last traded at $32.86 (+1.58% on volume of 250,259 shares), positioning the stock -6.11% below its 50-day simple moving average ($35.00) and -22.63% below its 200-day simple moving average ($42.47). Across its 52-week range of $31.35 to $60.82, AD sits at the 5.1% percentile with a 14-day RSI of 38.5 (NEUTRAL RANGE) and an implied next-earnings move of ±5.5% ($31.05 to $34.67).
Why AD Stock advanced +1.58% Today — RQD Quant Desk Flash. Stretched risk/reward at 40x P/E (-3% return on capital) under elevated 10-year interest-rate pressure.
Per the Roarable RQD rating, AD scores 43 out of 100 with a letter grade of D-, labeled "Roarable Sell — Vulnerable Balance Sheet & Flow." The five pillars are: Fundamental Cash Engine at 8/20 (ROIC of -3%, FCF yield of 6.21%); Whale 13F Flow at 3/20 (institutional accumulation and options positioning); Insider Conviction at 11/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit at 8/20 (Beta of 1.0, sector sensitivity); and Forensic Balance Sheet at 13/20 (Altman Z of 2.5, Piotroski F of 6/9, Debt/Equity of 0.5). The weakest pillar is Whale 13F Flow, the strongest is Forensic Balance Sheet. For a prospective investor, the rating signals that the balance sheet metrics are the most supportive element, while the cash-generation and institutional-flow signals are weak. The FCF yield of 6.21% is a potential upside indicator, but it sits alongside a negative ROIC, which means the cash generation is not translating into returns on invested capital per the source. The valuation tradeoff is visible in the P/E of 40.4 (TTM) against EPS of 0.8, leaving limited margin of safety if earnings do not expand. Positioning sits near the bottom of the 52-week range, with the price at $32.35 versus a low of $31.35 and a high of $60.82.
Array Digital Infrastructure Inc. is a NYSE-listed issuer classified under the Communication Services sector and the Telecommunications Equipment industry, per the profile section. The source data does not describe its specific products, customers, or revenue model. The Butterfly Supply-Chain Graph lists the sector and industry classification but provides no supply-chain links. Beyond classification and market capitalization, the source data does not establish how the company earns revenue.
The news wire contains six items, all flagged YELLOW and tagged MARKET WIRE, each with generic summaries describing market action, institutional positioning, and fundamental catalysts without specific operational details. Headlines reference a 52-week low at 31.76 USD (per Investing.com), a tower rental improvement with investor reaction (per Simply Wall St), and a question of whether the company has "a clear catalyst" (per Seeking Alpha). Other items include a TradingView estimates page and a MarketBeat analyst commentary piece. The butterfly supply-chain graph reports no proprietary signals and no links. Risk watch items drawn from the wire are the proximity to the 52-week low and the absence of a catalyst identified by the Seeking Alpha headline.
Real-time company headlines, analyst actions, and sector developments for Array Digital Infrastructure Inc. (AD) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo! Finance Canada report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Array Digital Infrastructure Inc. (AD) market action, institutional positioning, and fundamental catalysts.
Welcome to the AD (Array Digital Infrastructure Inc.) Roar Pit. Current RQD Composite is 43/100 (Roarable Sell — Vulnerable Balance Sheet & Flow) in Telecommunications Equipment. Bulls point to operating leverage and sector positioning, while bears focus on valuation multiple compression (40.4x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on AD, but look at what you are paying: 40.4x trailing P/E with 51.2% gross margins. Unless Array Digital Infrastructure Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on AD, the market is fixating on short-term headline noise in Telecommunications Equipment and ignoring the balance sheet and cash flow trajectory. At $32.35 (52-wk range $31.35 - $60.82), any beat on forward guidance forces shorts and underweight funds to chase.
To protect compute speed and zero-delay Cboe BZX data quality for active members, our current $9.95/month Roarable Pro cohort is 100% full. Join the priority waiting list below and we will notify you the moment the next batch of Pro accounts opens (and lock in your $9.95/mo rate).
Link your personal ChatGPT, Claude Desktop, or Cursor via Roarable's Model Context Protocol (`mcp.roarable.com`) to query all 5,289 stocks, inspect Butterfly supply chains, and trade your `$100K Arena` account.
Interrogate SEC 10-K/10-Q filings on demand and ask custom ticker, valuation, or short-thesis questions directly to any of our 8 specialized AI Quant Analysts.
Command our AI agents to sort and sift 5,289 stocks by custom formulas, follow multi-indicator technical & cash-flow setups, and send you instant Email/SMS breakout & downgrade alerts.
Unlock sub-second Cboe BZX streaming quotes, pre-market/after-hours delta scanners, instant SEC Form 4 insider cluster alerts, and unlimited portfolio stress-testing.
All 8 Roarable Analysts (Mara Quenwick, Devon Kess, Gideon Vane, Eliott Vance, Sorel Thorne, Corin Hale, Tessa Rane, and Felix Orven) are proprietary AI Quant Analysts and automated algorithmic specialists — not human financial advisors, fiduciaries, or registered broker-dealers. While one-to-many daily stock ratings and briefings are free, custom 1-on-1 Q&A, custom AI sifting/indicator alert agents, and personal ChatGPT/Claude MCP connections consume dedicated per-user compute and require a $9.95/month Roarable Pro membership. All AI outputs are for educational and research purposes only and never constitute individualized investment advice.
Enter your Google email below for instant 1-step account activation, daily A–E stock rating alerts, and immediate access to your $100,000.00 Virtual Cash Arena account (100% free — no credit card required).