Positiv
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Seeking Alpha
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vor 4 Monaten
Recent earnings and 2026 outlook reinforce thesis of improving fiber execution and tower stability. TDS's next value catalysts include C-Band spectrum monetization, consolidation of Array Digital, and potential REIT formations, adding ~$23/share upside to $68 base case. Monetization of Array's C-Band spectrum, likely between late 2026 and early 2027, is a pivotal step enabling further structura...