ADTRAN Holdings, Inc.

ADTRAN Holdings, Inc.

ADTNยทNASDAQ

$17.56

-3.8%
TechnologyCommunication Equipment

ADTRAN Holdings, Inc., through its subsidiaries, provides end-to-end fiber networking solutions for communications service provider, enterprises, and government customers in the United States, Germany, the United Kingdom, Mexico, and internationally. It operates through two segments, Network Solutions, and Services & Support. The company offers fiber access and fiber to the node platforms; transceivers, cables, and other miscellaneous materials; passive optical network optical line terminals; fiber to the distribution point Gfast distribution point units; cabinet and outside plant enclosures and services; packet optical transports; fixed wireless access platforms; and network management and subscriber services, and control and orchestration software. It also provides broadband customer premises solutions, ethernet switches and routers, residential gateways, cloud-based software-as-a-service management platforms, virtual wireless local area networks, Internet of Things gateways, pre-sale and post-sale technical support, and multi-gigabit mesh Wi-Fi gateways. In addition, the company offers time division multiplexed and asynchronous transfer mode-based aggregation systems and customer devices; and high-bit-rate and asymmetric digital subscriber line, and other technologies. Further, it provides other access and aggregation, subscriber and experience, and traditional and other products, software, and services. Additionally, the company engages in the provision of planning, engineering, program management, maintenance, installation, and commissioning services to implement customer network solutions; and customer devices solutions into consumer, small business, and enterprise locations. ADTRAN Holdings, Inc. is headquartered in Huntsville, Alabama.

At a Glance

Live Snapshot
Market Cap$1.42B
EPS-0.5700
P/E Ratio-30.81
Earnings Date08/04/2026
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ADTRAN Holdings, Inc. Street Expectations Map

ADTN ยท NASDAQ

Wall Street analysts project that ADTN stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 18.00, with estimates ranging from a low of 18.00 to a high of 18.00.

Lowest Target
18.00
2.51%
Consensus Target
18.00
2.51%
Highest Target
18.00
2.51%

The consensus 1-year price target stands at 18.00, with estimates ranging from a low of 18.00 to a high of 18.00.

Analyst Consensus Analysis

Upside Potential

+2.5%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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ADTRAN Holdings, Inc. Forward Estimates of Revenue

ADTN ยท NASDAQ
Latest Revenue
1.08B
FY 2025
Avg Estimate
1.16B
FY 2026
Estimate Range
1.16B - 1.17B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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ADTRAN Holdings, Inc. Forward Estimates of Net Income

ADTN ยท NASDAQ
Latest Net Income
-45.66M
FY 2025
Avg Estimate
35.69M
FY 2026
Estimate Range
34.93M - 36.45M
Analyst Spread

Forward Growth Analysis

Projected Growth+178.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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ADTRAN Holdings, Inc. Forward Estimates of EPS

ADTN ยท NASDAQ
Latest EPS
-0.57
FY 2025
Avg Estimate
$0.45
FY 2026
Estimate Range
$0.44 - $0.46
Analyst Spread

Forward Growth Analysis

Projected Growth+179.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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ADTRAN Holdings, Inc. Forward Estimates of EBIT

ADTN ยท NASDAQ
Latest EBIT
-11.91M
FY 2025
Avg Estimate
-170.81M
FY 2026
Estimate Range
-171.49M - -169.89M
Analyst Spread

Forward Growth Analysis

Projected Growth-1334.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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ADTRAN Holdings, Inc. Forward Estimates of EBITDA

ADTN ยท NASDAQ
Latest EBITDA
80.64M
FY 2025
Avg Estimate
-95.52M
FY 2026
Estimate Range
-95.90M - -95.00M
Analyst Spread

Forward Growth Analysis

Projected Growth-218.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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ADTRAN Holdings, Inc. Forward Estimates of SG&A Expense

ADTN ยท NASDAQ
Latest SG&A Expense
226.28M
FY 2025
Avg Estimate
262.18M
FY 2026
Estimate Range
260.77M - 263.23M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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ADTRAN Holdings, Inc. Insider Positioning

ADTN ยท NASDAQ

During the last 12 months, insiders have purchased $450K and sold $945K worth of ADTN shares, resulting in $495K of net selling activity.

3 Months

Bought

0

0.00

Sold

50.6K

744.54K

Net Activity

-745K

-$745K

3-6 Months

Bought

0

0.00

Sold

14.4K

148.24K

Net Activity

-148K

-$148K

6-9 Months

Bought

59.9K

449.75K

Sold

0

0.00

Net Activity

+450K

+$450K

9-12 Months

Bought

0

0.00

Sold

5.7K

52.10K

Net Activity

-52K

-$52K

Top Buyers

1
STR

Stanton Thomas R

Director, Officer: Chairman & Ceo

40.9K sharesโ€ข1 transactions

$300K

2
TN

Theodosopoulos Nikos

Director

12.9K sharesโ€ข1 transactions

$100K

3
STP

Santo Timothy P

Officer: Svp Of Finance; Cfo

6.2K sharesโ€ข1 transactions

$49K

Top Sellers

1
GC

Glingener Christoph

Officer: Chief Technology Officer

41.2K sharesโ€ข1 transactions

$607K

2
JHR

Jacqueline Hourigan Rice

Director

14.4K sharesโ€ข1 transactions

$148K

3
WJDJ

Wilson James Denson Jr

Officer: Chief Revenue Officer

9.3K sharesโ€ข1 transactions

$137K

4
STR

Stanton Thomas R

Director, Officer: Chairman & Ceo

5.7K sharesโ€ข1 transactions

$52K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Negative insider sentiment with $495K net selling. Selling notably exceeds buying, warranting closer scrutiny of company fundamentals.

Buy/Sell Ratio

0.48:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$745K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Selling

4 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.