ADTRAN Holdings Inc.(ADTN)

$7.29—Stale · unknown old

Ask SA Chart

ADTRAN Holdings Inc.(ADTN)

NASDAQ • Last print unknown ago

$7.29—Stale · unknown old

Ask SA Chart Studio

ADTN(ADTN)

ADTN

9/23/26

ADTRAN (ADTN)

Wednesday

3:31 AM

ThesisThe recent surge in demand for broadband solutions and strategic partnerships have shifted investor sentiment positively towards ADTRAN, highlighting its growth potential.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$1.1B	$1.1B	$1.2B
Rev. Growth	+17.5%	+5.7%	+7.9%
EPS	$-0.57	$0.29	$0.58
EPS Growth	+89.9%	+151%	+102%
P/E (fwd)	—	25.2×	12.5×

★ Analysts see FY2027 revenue reaching $1.2B — +7.9% growth in a single year.

What’s Driving the Stock

01ADTRAN's recent contract with a major telecom operator to supply fiber access equipment could increase revenue by an estimated $50 million over the next year.
02A strategic partnership with a leading software provider to enhance network management solutions is expected to drive a 20% increase in software revenue.
03Increased regulatory support for rural broadband expansion could lead to a surge in demand for ADTRAN's products in underserved markets.
04A potential merger with a complementary technology firm could unlock synergies and enhance market share, projected to add $30 million in annual revenue.
05Broadband infrastructure expansion
065G deployment and related technologies
07Demand for fiber broadband solutions in North America and Europe
08Regulatory changes promoting broadband expansion

FY2025 Snapshot

Revenue: $1.1B
Rev. Growth: +17.5%
Gross Margin: 38.3%
Op. Margin: -1.4%
Net Margin: -4.2%
Net Income: $-46M
NI Growth: +90.1%
EPS: $-0.57
1Y Return: -23.3%

ADTN Chart

My Notes

"Management emphasized, 'We are poised to capture significant market share as demand for high-speed broadband continues to rise.'"
Moat: ADTRAN's competitive advantage is supported by its established relationships with telecom operators and a diverse product portfolio tailored…
growth - investors are likely attracted by ADTRAN's revenue growth potential in the expanding broadband market.
Rising interest rates may increase financing costs for ADTRAN, impacting capital expenditures by customers and potentially slowing demand…
Watch on earnings: Broadband subscriber growth rates, Average revenue per user (ARPU) in telecom sector, Gross margin trends.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $1.1B to $1.2B as adtran's recent contract with a major telecom operator to supply fiber access equipment could increase revenue.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Strategy Focus List

Continuous multi-factor scoring & catalyst forensics

Market Movers

Today's biggest gainers and losers

Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

—

25.2×

12.5×

What’s Driving the Stock

01ADTRAN's recent contract with a major telecom operator to supply fiber access equipment could increase revenue by an estimated $50 million over the next year.

02A strategic partnership with a leading software provider to enhance network management solutions is expected to drive a 20% increase in software revenue.

03Increased regulatory support for rural broadband expansion could lead to a surge in demand for ADTRAN's products in underserved markets.

04A potential merger with a complementary technology firm could unlock synergies and enhance market share, projected to add $30 million in annual revenue.

05Broadband infrastructure expansion

065G deployment and related technologies

07Demand for fiber broadband solutions in North America and Europe

08Regulatory changes promoting broadband expansion

My Notes

"Management emphasized, 'We are poised to capture significant market share as demand for high-speed broadband continues to rise.'"

Moat: ADTRAN's competitive advantage is supported by its established relationships with telecom operators and a diverse product portfolio tailored…

growth - investors are likely attracted by ADTRAN's revenue growth potential in the expanding broadband market.

Rising interest rates may increase financing costs for ADTRAN, impacting capital expenditures by customers and potentially slowing demand…

Watch on earnings: Broadband subscriber growth rates, Average revenue per user (ARPU) in telecom sector, Gross margin trends.