AD
ARRAY DIGITAL INFRASTRUCTURE, INC.
$40.76
+1.62%
$3.5B
No data for this timeframe.
Vol
Market Cap$3.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (77%)
Inst. Holders50 funds
Inst. Value$584.6M
Inst. Activity7 buys / 8 sells
Reddit Sentiment25° Bearish
Recent Activity
Jun 11, 2026
short_volume
Short Volume: AD — 61.6% short (0.3M / 0.5M)
Short: 308,077 | Exempt: 0 | TRF Vol: 500,261 | Short Ratio: 61.6% | Off-exchange volume (dark pool
May 19, 2026
Insider
Williams Xavier was granted 1,873 shares
Director @ $50.91 ($95.4K)
May 19, 2026
Insider
Iriarte Esteban C was granted 1,873 shares
Director @ $50.91 ($95.4K)
May 19, 2026
Insider
HARCZAK HARRY J JR was granted 1,873 shares
Director @ $50.91 ($95.4K)
Inst.
BNP Paribas Asset Management — DOUBLED
2,063,912 shares ($95.2M)
Inst.
BlackRock, Inc. — TRIM
371,896 shares ($17.2M)
Price Targets
$46.26
+13.5% upside
Buy
Current $40.76
Low $34.00
Median $48.51
High $54.00
4 analysts
$34.00
$54.00
Analyst Ratings
4Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 11, 2026 | Raymond James | DOWNGRADE | Outperform → Market Perform |
| Mar 9, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Feb 23, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Feb 12, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.62 | $0.62 — $0.62 | 72% YoY | 2 |
| Next Q | $0.15 | $0.15 — $0.15 | 133% YoY | 1 |
| Current FY | $7.21 | $7.21 — $7.21 | 192% YoY | 1 |
| Next FY | $0.44 | $-0.03 — $0.91 | -94% YoY | 2 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BANK OF AMERICA CORP | $116.9M | ADD |
| DIMENSIONAL FUND ADVISORS LP | $106.1M | — |
| BNP Paribas Asset Management | $95.2M | DOUBLED |
| GAMCO INVESTORS, INC. ET | $39.0M | — |
| LOOMIS SAYLES & CO | $34.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 19, 2026 | Williams Xavier | A | $95.4K |
| May 19, 2026 | Iriarte Esteban | A | $95.4K |
| May 19, 2026 | HARCZAK HARRY | A | $95.4K |
| Apr 3, 2026 | Carlson Anthony | M | $199.2K |
| Apr 3, 2026 | Carlson Anthony | F | $24.5K |
Reddit Sentiment
25°
Bearish
Bearish
Neutral
Bullish
50 institutional holders with $584.6M total value (12,670,349 shares) as of 2026-Q1. Top holders: BANK, DIMENSIONAL, BNP. Net selling activity: 8 institutions trimmed/exited vs 7 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,533,017 | $116.9M | 20.0% | ADD +59.3% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 2,299,582 | $106.1M | 18.1% | — |
| 3 | BNP Paribas Asset Management Holding S.A. | 2,063,912 | $95.2M | 16.3% | DOUBLED +978057.3% |
| 4 | GAMCO INVESTORS, INC. ET AL | 844,562 | $39.0M | 6.7% | — |
| 5 | LOOMIS SAYLES & CO L P | 740,481 | $34.2M | 5.8% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 682,112 | $31.5M | 5.4% | — |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 667,283 | $30.8M | 5.3% | — |
| 8 | GABELLI FUNDS LLC | 541,950 | $25.0M | 4.3% | — |
| 9 | BlackRock, Inc. | 371,896 | $17.2M | 2.9% | TRIM -26.9% |
| 10 | STATE STREET CORP | 245,753 | $11.3M | 1.9% | ADD +60.8% |
| 11 | D. E. Shaw & Co., Inc. | 219,965 | $10.1M | 1.7% | DOUBLED +150.7% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 186,464 | $8.6M | 1.5% | — |
| 13 | FIRST TRUST ADVISORS LP | 111,534 | $5.1M | 0.9% | DOUBLED +125.4% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 101,200 | $4.7M | 0.8% | — |
| 15 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 99,990 | $4.6M | 0.8% | DOUBLED +423.0% |
| 16 | GOLDMAN SACHS GROUP INC | 97,871 | $4.5M | 0.8% | — |
| 17 | VANGUARD FIDUCIARY TRUST CO | 89,929 | $4.1M | 0.7% | — |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 73,360 | $3.4M | 0.6% | ADD +26.8% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73,100 | $3.4M | 0.6% | — |
| 20 | FMR LLC | 72,713 | $3.4M | 0.6% | TRIM -44.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 211 | 2,063,912 | +978057.3% | $95.2M | 2026-Q1 |
| BlackRock, Inc. | TRIM | 508,552 | 371,896 | -26.9% | $17.2M | 2026-Q1 |
| STATE STREET CORP | ADD | 152,861 | 245,753 | +60.8% | $11.3M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 19,118 | 99,990 | +423.0% | $4.6M | 2026-Q1 |
| FMR LLC | TRIM | 131,340 | 72,713 | -44.6% | $3.4M | 2026-Q1 |
| Verition Fund Management LLC | DOUBLED | 6,733 | 34,067 | +406.0% | $1.6M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 11,191 | 30,803 | +175.2% | $1.4M | 2026-Q1 |
| MARSHALL WACE, LLP | ADD | 12,933 | 24,359 | +88.3% | $1.1M | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 21,903 | 10,024 | -54.2% | $462.3K | 2026-Q1 |
| Legal & General Group Plc | TRIM | 12,992 | 8,399 | -35.4% | $387.5K | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 7,807 | 2,379 | -69.5% | $109.8K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 4,900 | 2,000 | -59.2% | $92.3K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 90 | 312 | +246.7% | $14.4K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 90 | 60 | -33.3% | $2.8K | 2026-Q1 |
| Point72 Asset Management, L.P. | EXIT | 343,623 | 0 | -100.0% | $0.00 | 2026-Q1 |
| BlackRock, Inc. | ADD | 364,991 | 508,552 | +39.3% | $27.3M | 2025-Q4 |
| D. E. Shaw & Co., Inc. | DOUBLED | 54,063 | 135,546 | +150.7% | $7.3M | 2025-Q4 |
| FIRST TRUST ADVISORS LP | DOUBLED | 42,882 | 96,667 | +125.4% | $5.2M | 2025-Q4 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 58,434 | 74,093 | +26.8% | $4.0M | 2025-Q4 |
| TCW GROUP INC | TRIM | 91,218 | 57,718 | -36.7% | $3.1M | 2025-Q4 |
| Invesco Ltd. | ADD | 21,059 | 29,567 | +40.4% | $1.6M | 2025-Q4 |
| MARSHALL WACE, LLP | TRIM | 30,000 | 12,933 | -56.9% | $693.5K | 2025-Q4 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 8,938 | 11,520 | +28.9% | $617.7K | 2025-Q4 |
| Asset Management One Co., Ltd. | DOUBLED | 3,882 | 8,938 | +130.2% | $482.7K | 2025-Q4 |
| Verition Fund Management LLC | NEAR_EXIT | 93,387 | 6,733 | -92.8% | $361.0K | 2025-Q4 |
4 unique insiders with 8 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 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 | 4,150 | $48.00 | $199.2K |
| 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 | 1,742 | $48.00 | $83.6K |
| Mar 17, 2026 | Carlson Anthony J | President and CEO | AWARD | 5,805 | — | — |
| Mar 4, 2026 | Carlson Anthony J | President and CEO | EXERCISE | 1,004 | $49.91 | $50.1K |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (77% buy). Based on 13 analysts: 4 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$46.26 mean target
+13.5% upside
Buy (2.60)
$34.00 Low
$54.00 High
| Metric | Value |
|---|---|
| Current Price | $40.76 |
| Target Low | $34.00 |
| Target Mean | $46.26 |
| Target Median | $48.51 |
| Target High | $54.00 |
| # Analysts | 4 |
| Recommendation | Buy (2.60) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.62 | $0.62 | $0.62 | 72.2% | +0.0% | 1↑ 0↓ | $0.1B | -94.3% | 2 |
| Next Q 2026-09-30 |
$0.15 | $0.15 | $0.15 | 133.3% | +0.0% | 1↑ 0↓ | $0.1B | 7.2% | 1 |
| Current FY 2026-12-31 |
$7.21 | $7.21 | $7.21 | 192.2% | +0.0% | 1↑ 0↓ | $0.2B | 24.9% | 1 |
| Next FY 2027-12-31 |
$0.44 | $-0.03 | $0.91 | -93.9% | +0.0% | 0↑ 2↓ | $0.2B | -4.0% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.620 | |
| 7d ago | $0.620 | |
| 30d ago | $0.620 | |
| 60d ago | $1.125 | -0.505 |
| 90d ago | $1.125 | -0.505 |
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 11, 2026 | Raymond James | DOWNGRADE | Outperform | Market Perform |
| Mar 9, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 23, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 12, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | Citigroup | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 4 | 8 | 2 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
25°
Bearish
Bearish
Neutral
Bullish
4 mentions
0 bullish
4 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 6, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 6, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 4, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 4, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Jun 11, 2026
short_volume
Short Volume: AD — 61.6% short (0.3M / 0.5M)
Short: 308,077 | Exempt: 0 | TRF Vol: 500,261 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
May 8, 2026
earnings_calendar
AD Q1 2026 Earnings Scheduled — 2026-05-08
Apr 30, 2026
earnings_calendar
AD Q1 2026 Earnings Scheduled — 2026-04-30
Apr 28, 2026
earnings_calendar
AD Q1 2026 Earnings Scheduled — 2026-04-28
Feb 25, 2026
short_interest
FTD: AD — 26,860 shares ($1.3M) failed to deliver
Settlement: 20260225, Price: $47.94, FTD Value: $1,287,668.4, ARRAY DIGITAL INFRASTRUCTURE,
Feb 2, 2026
short_interest
FTD: AD — 28,950 shares ($1.4M) failed to deliver
Settlement: 20260202, Price: $48.19, FTD Value: $1,395,100.5, ARRAY DIGITAL INFRASTRUCTURE,