Array Stock Down 25%, But This $17.3 Million Buy Signals Confidence Amid Big Revenue Growth

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position in Array Digital Infrastructure (NYSE:AD) by 350,000 shares. The estimated transaction value was $17.3 million, calculated using the average closing price during the quarter. The fund’s quarter-end stake stood at 1,700,000 shares, with the value rising $23.6 million from the previous period, which includes both trading activity and stock price fluctuations.Top holdings after the filing:NYSE: AD: $91.15 million (9.7% of AUM)NASDAQ: INDV: $90.94 million (9.7% of AUM)NASDAQ: QDEL: $86.10 million (9.1% of AUM)NYSE: NVRI: $82.42 million (8.8% of AUM)NASDAQ: TBPH: $80.45 million (8.5% of AUM)As of February 17, 2026, shares were priced at $51.24, down about 25% over the past year.MetricValuePrice (as of market close February 17, 2026)$51.24Market capitalization$4.41 billionRevenue (TTM)$3.77 billionArray Digital offers wireless telecommunications services, including voice, messaging, data, and a range of wireless devices and accessories; also provides tower rental and roaming services.The firm generates revenue through direct and third-party retail sales, device installment contracts, and service subscriptions across consumer, business, and government segments.It serves a broad customer base encompassing individual consumers, businesses, and government agencies throughout the United States.Array Digital Infrastructure is a leading wireless telecommunications provider with significant scale, serving diverse customer segments through multiple distribution channels. The company leverages its extensive network infrastructure and product portfolio to drive recurring service revenues and capitalize on device sales. Strategic focus on both direct and partner-driven sales channels supports broad market reach and competitive positioning in the U.S. telecommunications sector.Newtyn is shifting capital toward a business that just reinvented itself and is finally showing operating leverage. After divesting its wireless operations and monetizing spectrum, Array is now a focused tower company with cleaner earnings and visible cash flow.Fourth-quarter revenue from continuing operations jumped to $60.3 million from $26.1 million a year ago, while full-year revenue climbed 58% to $163 million. Net income from continuing operations reached $172 million for 2025, or $1.94 per diluted share, a sharp swing from the prior year’s loss. Site rental revenue rose 51%, and tower tenancy ticked up to 1.03 across 4,450 towers. Management is guiding to $200 million to $215 million in revenue for 2026, with adjusted EBITDA of $200 million to $215 million.Yes, the stock is still down about 25% over the past year, but the capital return story is real. The company paid a $23 special dividend in 2025 and another $10.25 in early 2026 after closing spectrum transactions.Within a portfolio tilted toward healthcare and special situations, this 8.8% position stands out as an infrastructure play with contractual revenue, improving margins, and tangible cash generation. Long-term investors should watch tenancy growth and capital discipline more than short-term price swings.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,909.51 +47.62 (+0.69%)Dow 3049,625.97 +230.77 (+0.47%)Nasdaq22,886.07 +203.37 (+0.90%)Russell 20002,663.78 -1.31 (-0.05%)VIX19.09 -1.14 (-5.64%)Gold5,080.90 +83.50 (+1.67%)Trending tickersBTC-USD Bitcoin USD 67,440.88 -896.35 (-1.31%)ETH-USD Ethereum USD 1,940.97 -37.44 (-1.89%)XRP-USD XRP USD 1.39 -0.05 (-3.80%)SOL-USD Solana USD 83.09 -2.56 (-2.99%)BTC-CAD Bitcoin CAD 92,210.23 -1,225.56 (-1.31%)PortfolioSign in to access your portfolioSign inTop gainersRNG RingCentral, Inc. 39.50 +10.11 (+34.40%)LGN Legence Corp. 55.24 +7.96 (+16.84%)TLX Telix Pharmaceuticals Limited 7.69 +0.98 (+14.61%)SYRE Spyre Therapeutics, Inc. 43.21 +5.40 (+14.28%)FSM Fortuna Mining Corp. 12.27 +1.37 (+12.57%)Top losersFROG JFrog Ltd. 37.75 -12.54 (-24.94%)DNOW DNOW Inc. 13.23 -3.13 (-19.13%)CC The Chemours Company 17.04 -3.37 (-16.51%)AKAM Akamai Technologies, Inc. 94.17 -15.42 (-14.07%)RGC Regencell Bioscience Holdings Limited 29.17 -4.29 (-12.82%)Most activeNVDA NVIDIA Corporation 189.82 +1.92 (+1.02%)OPEN Opendoor Technologies Inc. 5.0000 +0.3500 (+7.53%)ONDS Ondas Inc. 10.03 -1.36 (-11.94%)INTC Intel Corporation 44.11 -0.51 (-1.14%)PLUG Plug Power Inc. 1.8700 -0.0400 (-2.09%)Top economic eventsEarnings eventsMy earnings eventsEarnings events