Array’s Curious Climb: A Tower Tale

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Array Digital Infrastructure

Now, listen closely, because this is a bit of a peculiar story. A fellow named Newtyn – a rather large and important chap with pockets brimming with money, I’m told – has been snapping up shares of Array Digital Infrastructure. A whopping 350,000 of them, to be precise. That’s around $17.3 million worth, calculated using the average price over the last quarter. It’s like a giant, greedy hand reaching for a particularly tasty sweet.

What’s Been Going On?

This Newtyn fellow, according to a document filed with the SEC (a place full of very serious people and even more serious paperwork), has increased his pile of Array shares. He now owns 1,700,000 of them, which represents a rise of $23.6 million in value since last time. It’s a rather impressive collection, and suggests he thinks Array might be worth a bit more than some other folks do.

A Peek Inside Newtyn’s Treasure Chest

  • NYSE: AD: $91.15 million (9.7% of his stash)
  • NASDAQ: INDV: $90.94 million (another 9.7%)
  • NASDAQ: QDEL: $86.10 million (nearly as much!)
  • NYSE: NVRI: $82.42 million (a hefty sum, indeed)
  • NASDAQ: TBPH: $80.45 million (rounding out the top five)

Now, here’s the curious bit. Array’s share price has been down about 25% over the past year. A bit like a deflated balloon, really. But Newtyn seems to think it’s about to bounce back.

Array Digital: What Exactly Is It?

Metric Value
Price (as of February 17, 2026) $51.24
Market Capitalization $4.41 billion
Revenue (Trailing Twelve Months) $3.77 billion

Array, you see, isn’t about sending messages or making phone calls anymore. It’s become a tower company. A builder of giant metal legs that hold up all the little gizmos that send signals through the air. They rent space on these towers to anyone who needs it, and it’s a rather clever business, if you ask me.

They serve all sorts – ordinary folks like you and me, businesses, even the government. It’s a sprawling operation, reaching into every corner of the United States.

What Does This Mean For You, The Investor?

Newtyn, it seems, is betting on a bit of a transformation. Array has shed its old skin – its wireless operations – and is now a leaner, meaner tower machine. It’s like a caterpillar turning into a… well, a very tall, metal butterfly.

Their revenue has jumped, leaping from $26.1 million to $60.3 million in just one quarter! And full-year revenue climbed a whopping 58% to $163 million. They’ve even started handing out special dividends – $23 million last year, and another $10.25 recently. It’s like they’re sharing the spoils with their shareholders.

Yes, the share price is still a bit wobbly, but the story is about more than just a number on a screen. It’s about a company that’s finally finding its footing. A company with a steady stream of income, improving margins, and a growing pile of cash.

For long-term investors, the key will be to watch how many towers Array builds, and how well they manage their money. Forget about short-term price swings. This is a game of patience, and a bit of faith in a very tall, metal butterfly.

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2026-02-23 00:02