Added to YB: 2025-08-25
Pitch date: 2025-08-22
ATEX [bullish]
Anterix Inc.
+80.38%
current return
Author Info
No bio for this author
Company Info
Anterix Inc. operates as a wireless communications company. The company focuses on commercializing its spectrum assets to enable the targeted utility and critical infrastructure customers to deploy private broadband networks and broadband solutions.
Market Cap
$712.6M
Pitch Price
$22.38
Price Target
44.00 (+9%)
Dividend
N/A
EV/EBITDA
-13.01
P/E
-31.62
EV/Sales
130.40
Sector
Diversified Telecommunication Services
Category
special_situation
Long Anterix - $ATEX
ATEX long: 900MHz spectrum for utilities below liquidation value. FCC reviewing 5x5MHz upgrade vs Grain's 800MHz. Utilities slow but grid mod/cyber spend inevitable. Activist Owl Creek owns 30%+board seat. No deals in 1yr but asymmetric risk/reward: likely 2x in 1-2yrs with deals/FCC approval, potential 5x+ upside.
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