Added to YB: 2025-07-22
Pitch date: 2025-07-19
ADTN [neutral]
ADTRAN Holdings, Inc.
-10.96%
current return
Author Info
Little Fish Capital shares stock pitches on micro/small cap stocks. Sign up for his free newsletter.
Company Info
ADTRAN Holdings, Inc. provides networking and communications platforms, software, systems, and services in the United States, Germany, the United Kingdom, and internationally.
Market Cap
$596.5M
Pitch Price
$9.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.98
P/E
-7.70
EV/Sales
1.11
Sector
Communications Equipment
Category
turnaround
The Cast, Vol. 4 - ADTRAN Holdings, Inc.
$ADTN (watchlist): Telecom equipment provider unifying broadband-access and optical infrastructure post-ADVA merger. Despite $292M goodwill write-down (2024) and accounting restatement, returned to non-GAAP profit in Q1 2025 ($0.03 EPS, $248M rev +10% YoY). Catalysts: fiber spending, clean audit. Risks: accounting trust, revenue concentration, carrier capex slowdown.
Read full article (2 min)