Added to YB: 2025-11-10
Pitch date: 2025-11-04
ADTN [neutral]
ADTRAN Holdings, Inc.
+3.23%
current return
Author Info
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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
$8.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.98
P/E
-7.70
EV/Sales
1.11
Sector
Communications Equipment
Category
turnaround
Adtran (ADTN US): recovery underway, but still proving durability in demand cycle
ADTN (quick overview): Telecom equipment vendor recovering from industry cycle bottom. Revenue grew YoY on normalizing carrier capex & fiber/datacenter demand. Margins improving, non-GAAP profitable. Mgmt guides Q4 moderation after 2 strong quarters. Needs to prove sustained FCF consistency. Valuation between 'fiber/AI network cycle option' & 'show sustained margins first.'
Read full article (2 min)