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    Is Newtyn’s Tower Bet And T-Mobile Deal Altering The Investment Case For Array Digital (AD)?

    Simply Wall St·12/09/2025 19:11:35
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    • New York-based Newtyn Management recently built a new position in Array Digital Infrastructure, purchasing 1.35 million shares worth an estimated US$67.5 million and making it the fund’s fourth-largest holding.
    • This move follows Array’s shift from a wireless operator to a pure-play tower company, where a new long-term master lease with T-Mobile has already driven an 83% year-over-year surge in third-quarter operating revenue.
    • We’ll now examine how Newtyn’s sizeable commitment, tied to Array’s evolution into a pure-play tower platform, could reshape its investment narrative.

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    Array Digital Infrastructure Investment Narrative Recap

    To own Array Digital Infrastructure, you need to believe its shift into a pure-play tower landlord can support resilient, contract-based cash flows, with the T-Mobile master lease as the key near-term driver. Newtyn Management’s US$67.5 million position supports that thesis but does not materially change the fact that the biggest short term catalyst is execution under the T-Mobile agreement, while concentration risk around a single major tenant remains front and center.

    The most directly relevant recent development is Array’s third quarter 2025 report, where operating revenue rose 83% year over year, largely tied to the new long term master lease with T-Mobile. For investors, this connects Newtyn’s bet to tangible financial traction in the tower business, but also highlights how much of Array’s progress currently depends on a single counterparty and the smooth continuation of that tower leasing relationship.

    Yet behind this apparent stability, there is a concentration risk that investors should be aware of...

    Read the full narrative on Array Digital Infrastructure (it's free!)

    Array Digital Infrastructure's narrative projects $3.6 billion revenue and $173.7 million earnings by 2028. This implies a 0.8% yearly revenue decline and an earnings increase of about $212.7 million from -$39.0 million today.

    Uncover how Array Digital Infrastructure's forecasts yield a $54.50 fair value, a 10% upside to its current price.

    Exploring Other Perspectives

    AD 1-Year Stock Price Chart
    AD 1-Year Stock Price Chart

    Two fair value estimates from the Simply Wall St Community cluster between US$54.50 and US$59.32, showing how even a small sample can diverge. You can set those views against the central catalyst of the T-Mobile tower lease, which concentrates both opportunity and risk in one relationship that could shape Array Digital Infrastructure’s performance for years to come.

    Explore 2 other fair value estimates on Array Digital Infrastructure - why the stock might be worth just $54.50!

    Build Your Own Array Digital Infrastructure Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.