Array Technologies (ARRY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Array Digital Infrastructure, Inc. (NYSE:AD ) Shareholder/Analyst Call October 9, 2025 9:30 AM EDT Company Participants Walter C. Carlson Presentation Operator Hello, and welcome to the Annual Meeting of Shareholders of Array Digital Infrastructure, Inc. Today's meeting is being recorded.
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The selloff in Array Digital Infrastructure's fixed-income securities post-UScellular sale is overdone, creating an attractive entry point. AD's 5.50% Senior Notes now yield 8.05% and trade at a 31.6% discount to liquidation value, offering a superior risk/reward profile versus TDS preferreds. The tower business is less capital-intensive, has strong cash flow, and is positioned for growth with long-term T-Mobile agreements and rising EBITDA.
For the first time in its history, the digital economy faces a true energy bottleneck. Artificial intelligence and the hyperscale data centers that support it are so compute and power hungry that the existing US grid is straining to keep up and may soon be unable to meet demand.
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Array Digital (AD) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Array Technologies published great results in 1H2025, suggesting a turnaround after a poor FY2024. Improvements in revenue and net income increase the share value, which hit historic lows in 2024. Despite risk factors, the company has the potential to capture a larger market share globally and maintain it in a sector that is consolidating.
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Here is how Array Technologies, Inc. (ARRY) and Eni SpA (E) have performed compared to their sector so far this year.
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Array Technologies (ARRY) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.