Added to YB: 2026-07-09
Pitch date: 2026-07-07
ADTN [bullish]
ADTRAN Holdings, Inc.
+3.13%
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
$1.0B
Pitch Price
$12.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.20
P/E
-32.01
EV/Sales
1.37
Sector
Communications Equipment
Category
growth
Show full summary:
The stock I was talking about: ADTRAN - $ADTN
ADTN: Fiber broadband + AI infrastructure play post-2022 ADVA merger. ~$1B mkt cap. Catalysts: $42.5B US BEAD funding (material 2027), 50G PON upgrade cycle, LiteWave800 800G AI optic (prod ramp 2027), EU Huawei/ZTE replacement, optical backlog w/ hyperscalers + margin expansion.
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