Array Digital Infrastructure Inc. 6.250% Senior Notes due 2069 (UZD)

Turnaround

Key Financials

Current Price$17.54
Market Cap$1.5B
P/E Ratio—
ROE—%
Dividend Yield—%
SectorCommunication Services

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach UZD as a senior note, not an equity, so the question is whether the issuer can pay 6.250% interest and principal due 2069. The filed record is thin and noisy. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $54.1 million and net income $358.7 million; fiscal Q1 2026, ended 2026-03-31, had revenue $52.0 million and net income $177.8 million. Those profits are striking relative to revenue, but I cannot tell from the excerpts whether they are recurring or include one-time items. Full-year fiscal 2025 showed revenue $163.0 million and net income $48.8 million, while fiscal 2024 had revenue $3.7 billion and a net loss of $39.4 million, and fiscal 2023 revenue $3.8 billion and net income $54.5 million. The drop from billions to millions, plus fiscal Q2 2025 revenue of $888.0 million, makes comparability poor without more disclosure. FairStock labels it a TURNAROUND because it returned to profit after a loss within the last three years, and that fits the reported swing from the fiscal 2024 loss to fiscal 2025 profit. Senior status is a positive in the capital structure, and the 6.250% coupon is explicit. But the price of $17.76 on 2026-10-16, near the 52-week low of $17.17, does not by itself create a margin of safety. I need cash flow, interest coverage, debt levels, covenants, and asset coverage to judge creditworthiness. The available numbers show improvement, but not enough to establish a defensible value for a note maturing in 2069.

In plain English: Array Digital Infrastructure Inc. has a 6.250% senior note due 2069, a long-term IOU that pays interest until then. The filed numbers look uneven: recent quarters show large profits, but revenue changed sharply from earlier years. At $17.76, the note sits near the low end of its 52-week range, but the supplied figures are not enough to judge it cheap, fair or expensive.

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Data as of 2026-10-16 close · note generated 2026-10-20 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer