ADTN

ADTRAN Holdings, Inc. (ADTN) | Rumor.io

ADTRAN Holdings

ADTN

Attention (50-day avg)0%

Attention rank (50-day avg)#1,452

Bullish sentiment (50-day avg)74%

Price to earnings ratio-13

Market capitalization554.1M

Earnings per share-0.28

Dividend yield (TTM)5.31%

Revenue (annual)1.1B

Net income (annual)-36.2M

Social

What share of all stock conversation is about ADTN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% new	0% 0	0% +0

Jul 22

ADTRAN Holdings, Inc. ($ADTN) released preliminary Q2 2026 results, missing guidance on revenue and margins due to a customer project delay and cost pressures.
The company cut its Q2 and Q3 revenue outlook, citing a single customer project delay and elevated costs, leading to a sharp decline in stock price.
Despite the recent decline, ADTRAN remains optimistic about the demand for optical networking solutions, driven by hyperscaler data center interconnect (DCI) demand.

Generated by AI

Sentiment

Of the messages about ADTN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	77.78%	53.13% -24.03	94.46% +28.31
Bearish	—	22.22%	46.88% +24.03	5.54% -28.31

Bullish· Jun 3

$ADTN is undervalued with a market cap of $1.5B and a 2026E EV/Revenue multiple of ~1.4×, offering significant upside potential.
The company's Optical Networking division has seen significant growth, with a 24% YoY increase in Q1, highlighting the asset's potential for rerating.
$ADTN's legacy telecom hardware business, combined with its emerging AI and optical networking capabilities, presents a highly asymmetric investment opportunity.

Bearish· Dec 30

ADTRAN's price has declined by 14.2% despite a 0% change in forecast earnings over the last week.
ADTRAN's PE ratio is now 23x earnings, which may be a sign of overvaluation.
ADTRAN was downgraded to "Sell" by BidaskClub, leading to a 13% decline in stock price.

Generated by AI

Topics

Of the messages about ADTN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	0%	58.57%
Technical Analysis	—	—	100%	7.74%
Earnings	—	—	0%	5.56%
Controversies	—	—	0%	8.52%
Macro	—	—	0%	9.92%
Analysts	—	—	0%	9.71%

Earnings· Feb 21

ADTRAN Holdings, Inc. (ADTN) reported Q4 2022 earnings of $0.12 per share, missing the consensus estimate by $0.04.
The company's revenue for the quarter was $358.27M, a 2% decline from the same period last year.
ADTRAN's non-GAAP operating income for FY22 was $52.2M, a significant improvement from FY21.

Analysts· Dec 30

Cowen & Co. has reaffirmed its hold rating on Adtran $ADTN with a $16.00 price target.
MKM Partners has given Adtran $ADTN a new price target of $25.00.
BidaskClub has downgraded Adtran $ADTN to sell from hold.

Announcements· Apr 12

Adtran warned that its quarterly revenues will be lower than expected due to "customer inventory corrections."
This is the second such warning among US telecom equipment vendors in as many weeks.
Adtran issued a press release on April 12 regarding an investigation reminder from The Schall Law Firm.

Generated by AI

Community

Of the messages about ADTN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	10%	11.84%	7.78%
Newcomers	0%	90%	88.16%	92.22%

Regulars· Apr 11

ADTRAN Holdings' stock price has fallen 20% after preliminary Q1 results showed revenue well below consensus, with the company citing inventory correction and supply chain issues as factors.
The company's preliminary Q1 results were announced in an 8-K filing, which also included an investigation by The Schall Law Firm into claims against ADTRAN Holdings.
Analysts are trying to understand the impact of carriers tightening up on inventories and supply chain constraints on ADTRAN Holdings' Q1 results, with some seeing this as a headscratcher.

Newcomers· Jul 22

ADTRAN Holdings' ($ADTN) preliminary Q2 2026 results fell below expectations, with revenue and margins impacted by a project delay from a single customer and elevated costs.
Despite the disappointing Q2 outlook, ADTRAN's management sees strong demand for optical networking solutions, citing hyperscaler DCI demand and a growing subscriber base.
The stock price has plummeted ~16.6% following the guidance cut, with institutions taking a bearish stance and hedging against further losses, but some analysts still see potential for a recovery if the company can close the delayed project.

Generated by AI

LONDON, September 15, 2026--Adtran today announced that BMC TV has expanded its UK core network, harnessing Adtran technology to support coverage of major events, including the FIFA World Cup and extensive racecourse broadcasting across the UK. The new infrastructure strengthens BMC TV’s packet edge, access and aggregation layers, enabling reliable distribution of live feeds across multiple locations with deterministic, low-latency performance. Designed to scale with growing broadcast demands, t

15d agoYahoo Finance

One Customer’s Delay Can’t Hide ADTRAN’s (ADTN) Optical Surge

On August 4, ADTRAN Holdings Inc. (NASDAQ:ADTN) reported second-quarter revenue of $281.1 million, up 6.1% from a year earlier, for the period ended June 30. That top line missed the company’s own guidance, and the stock has felt it. But buried inside the release is a business splitting in two right now: one segment growing […]

20d agoYahoo Finance

Top 3 Tech Stocks That Could Lead To Your Biggest Gains In Q3

22d agoBenzinga

Why Is ADTRAN Holdings (ADTN) Down 14.7% Since Last Earnings Report?

27d agofinance.yahoo.com

Implied Volatility Surging for ADTRAN Stock Options

Investors need to pay close attention to ADTN stock based on the movements in the options market lately.

1mo agoYahoo Finance

ADTRAN Stock: Q2 Results Highlight Possible Headwinds (NASDAQ:ADTN)

ADTRAN (ADTN) rated Hold: optical networking shift lifts hyperscaler/enterprise growth, but supply constraints and margin pressure persist. See more here.

1mo agoSeeking Alpha

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ADTRAN Holdings, Inc.

Technology
Communication Equipment

ADTRAN Holdings, Inc. is a networking and communications technology company that provides platforms, software, systems, and support services for broadband and optical infrastructure. The company focuses on equipment and solutions that enable voice, data, video, and internet connectivity across access, aggregation, and transport networks. Its portfolio includes residential gateways, routers, switches, optical networking products, and carrier Ethernet technologies, along with cloud-based and managed services for network operation and monitoring. ADTRAN Holdings serves communications service providers, cable operators, utilities, municipalities, enterprises, and other organizations that rely on high-performance connectivity. Through its Network Solutions and Services & Support segments, ADTRAN Holdings plays a practical role in building and maintaining modern digital communications infrastructure for public and private networks.

Website

Location

901 Explorer Boulevard

Huntsville, AL, 35806-2807

United States

Social

What share of all stock conversation is about ADTN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% new	0% 0	0% +0

Jul 22

ADTRAN Holdings, Inc. ($ADTN) released preliminary Q2 2026 results, missing guidance on revenue and margins due to a customer project delay and cost pressures.
The company cut its Q2 and Q3 revenue outlook, citing a single customer project delay and elevated costs, leading to a sharp decline in stock price.
Despite the recent decline, ADTRAN remains optimistic about the demand for optical networking solutions, driven by hyperscaler data center interconnect (DCI) demand.

Generated by AI

Sentiment

Of the messages about ADTN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	77.78%	53.13% -24.03	94.46% +28.31
Bearish	—	22.22%	46.88% +24.03	5.54% -28.31

Bullish· Jun 3

$ADTN is undervalued with a market cap of $1.5B and a 2026E EV/Revenue multiple of ~1.4×, offering significant upside potential.
The company's Optical Networking division has seen significant growth, with a 24% YoY increase in Q1, highlighting the asset's potential for rerating.
$ADTN's legacy telecom hardware business, combined with its emerging AI and optical networking capabilities, presents a highly asymmetric investment opportunity.

Bearish· Dec 30

ADTRAN's price has declined by 14.2% despite a 0% change in forecast earnings over the last week.
ADTRAN's PE ratio is now 23x earnings, which may be a sign of overvaluation.
ADTRAN was downgraded to "Sell" by BidaskClub, leading to a 13% decline in stock price.

Generated by AI

Topics

Of the messages about ADTN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	0%	58.57%
Technical Analysis	—	—	100%	7.74%
Earnings	—	—	0%	5.56%
Controversies	—	—	0%	8.52%
Macro	—	—	0%	9.92%
Analysts	—	—	0%	9.71%

Earnings· Feb 21

ADTRAN Holdings, Inc. (ADTN) reported Q4 2022 earnings of $0.12 per share, missing the consensus estimate by $0.04.
The company's revenue for the quarter was $358.27M, a 2% decline from the same period last year.
ADTRAN's non-GAAP operating income for FY22 was $52.2M, a significant improvement from FY21.

Analysts· Dec 30

Cowen & Co. has reaffirmed its hold rating on Adtran $ADTN with a $16.00 price target.
MKM Partners has given Adtran $ADTN a new price target of $25.00.
BidaskClub has downgraded Adtran $ADTN to sell from hold.

Announcements· Apr 12

Adtran warned that its quarterly revenues will be lower than expected due to "customer inventory corrections."
This is the second such warning among US telecom equipment vendors in as many weeks.
Adtran issued a press release on April 12 regarding an investigation reminder from The Schall Law Firm.

Generated by AI

Community

Of the messages about ADTN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	10%	11.84%	7.78%
Newcomers	0%	90%	88.16%	92.22%

Regulars· Apr 11

ADTRAN Holdings' stock price has fallen 20% after preliminary Q1 results showed revenue well below consensus, with the company citing inventory correction and supply chain issues as factors.
The company's preliminary Q1 results were announced in an 8-K filing, which also included an investigation by The Schall Law Firm into claims against ADTRAN Holdings.
Analysts are trying to understand the impact of carriers tightening up on inventories and supply chain constraints on ADTRAN Holdings' Q1 results, with some seeing this as a headscratcher.

Newcomers· Jul 22

ADTRAN Holdings' ($ADTN) preliminary Q2 2026 results fell below expectations, with revenue and margins impacted by a project delay from a single customer and elevated costs.
Despite the disappointing Q2 outlook, ADTRAN's management sees strong demand for optical networking solutions, citing hyperscaler DCI demand and a growing subscriber base.
The stock price has plummeted ~16.6% following the guidance cut, with institutions taking a bearish stance and hedging against further losses, but some analysts still see potential for a recovery if the company can close the delayed project.

Generated by AI

ADTRAN Holdings

Social

Jul 22

Bullish· Jun 3

Bearish· Dec 30

Earnings· Feb 21

Analysts· Dec 30

Announcements· Apr 12

Regulars· Apr 11

Newcomers· Jul 22

BMC TV expands UK network for major sports broadcasts with Adtran and Fibre Technologies Ltd

One Customer’s Delay Can’t Hide ADTRAN’s (ADTN) Optical Surge

Top 3 Tech Stocks That Could Lead To Your Biggest Gains In Q3

Why Is ADTRAN Holdings (ADTN) Down 14.7% Since Last Earnings Report?

Implied Volatility Surging for ADTRAN Stock Options

ADTRAN Stock: Q2 Results Highlight Possible Headwinds (NASDAQ:ADTN)

Also Discussed

ADTRAN Holdings, Inc.

Company Information

Location

BMC TV expands UK network for major sports broadcasts with Adtran and Fibre Technologies Ltd

One Customer’s Delay Can’t Hide ADTRAN’s (ADTN) Optical Surge

Top 3 Tech Stocks That Could Lead To Your Biggest Gains In Q3

Why Is ADTRAN Holdings (ADTN) Down 14.7% Since Last Earnings Report?

Implied Volatility Surging for ADTRAN Stock Options

ADTRAN Stock: Q2 Results Highlight Possible Headwinds (NASDAQ:ADTN)

Also Discussed

Social

Jul 22

Bullish· Jun 3

Bearish· Dec 30

Earnings· Feb 21

Analysts· Dec 30

Announcements· Apr 12

Regulars· Apr 11

Newcomers· Jul 22