Professional
Added to YB: 2026-06-19
Pitch date: 2026-06-16
ATNI [neutral]
ATN International, Inc.
Author Info
The Lion's Roar is searching for the next long/short idea. Primarily US, SMID cap focused, but looking for value everywhere. Sign up for the newsletter.
Company Info
ATN International, Inc., through its subsidiaries, provides digital infrastructure and communications services to residential, business, and government customers in the United States, Guyana, the US Virgin Islands, Bermuda, and internationally.
Market Cap
$397.0M
Pitch Price
N/A
Price Target
N/A
Dividend
4.13%
EV/EBITDA
5.29
P/E
-27.07
EV/Sales
1.62
Sector
Diversified Telecommunication Services
Category
turnaround
East Coast Ideas Conference - 3 Interesting Ideas - ATN International, Inc.
ATNI (overview): Rural telecom post ~$300M tower sale retires parent debt; all debt now recourse to subsidiaries. Intl segment (Bermuda/Cayman/Guyana/USVI) is better asset—higher margins, ~$100 ARPU, convergence (fiber+mobile) cuts churn. US/Alaska turnaround via BEAD-funded fiber to take share from GCI's copper. New CEO sees low-hanging ops fruit. If US defaults, Intl trades ~5x P/E. Starlink risk overblown; 3.9% yield paid to wait.
Read full article (4 min)