Added to YB: 2025-08-25
Pitch date: 2025-08-22
ATEX [bullish]
Anterix Inc.
+2.77%
current return
Author Info
No bio for this author
Company Info
Anterix Inc. focuses on the commercialization of spectrum assets to enable the targeted utility and critical infrastructure customers to deploy private broadband networks and solutions.
Market Cap
$424.3M
Pitch Price
$22.38
Price Target
44.00 (+91%)
Dividend
N/A
EV/EBITDA
-9.81
P/E
4.42
EV/Sales
65.82
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.
Read full article (1 min)