AD Earnings

AD reported its earnings on 2025-11-07, showcasing a revenue of 47.12M against an estimate of 40.73M, resulting in a 15.69% surprise. The EPS was 0, surpassing the expected 0.25 by 0%. The stock experienced a -2.79% price change on the earnings day and a -1.28% change over the next five days, reflecting market reactions to the results.

Following AD's earnings announcement on 2025-11-07, the stock price moved by -2.79% on the day of the release. Over the subsequent five days, it saw a -1.28% change. Historically, AD's stock price tends to shift by an average of 7.64% in the 10 days leading up to earnings and -0.63% in the 10 days following, providing insight into potential market.

For , analysts estimate AD's annual revenue to reach , while the EPS is projected at . These estimates reflect recent revisions, with revenue estimates revised downward by -0.06% and EPS estimates revised upward by 0.56% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.06%, while EPS estimates moved revised upward by 0.56%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AD's stock price typically moves by 7.64% in the 10 days before its earnings and -0.63% in the 10 days after. For the upcoming earnings, analysts expect an EPS of and revenue of .

The earnings call summary highlights several positive aspects such as a 64% increase in cash site rental revenue and a 6% improvement in adjusted EBITDA in Q4. The Q&A section reinforces optimism with growth prospects from T-Mobile MLA and tower leasing. Despite excluding DISH, the company projects growth in adjusted EBITDA for 2026. The focus on fiber expansion, new partnerships, and share repurchases further supports a positive outlook. However, the exclusion of DISH from guidance and unclear management responses may slightly temper enthusiasm, leading to a positive but not strong positive sentiment.