ADTRAN Holdings, Inc.

Informe acción NasdaqGS:ADTN

Capitalización de mercado: US$1.3b

ADTRAN Holdings Dirección

Dirección controles de criterios 2/4

El CEO de ADTRAN Holdings es Tom Stanton , nombrado en Sep 2005, tiene una permanencia de 20.67 años. compensación anual total es $7.68M, compuesta por 13.3% salario y 86.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.4% de las acciones de la empresa, por valor de $17.71M. La antigüedad media del equipo directivo y de la junta directiva es de 5 años y 12 años, respectivamente.

Información clave

Tom Stanton

Chief Executive Officer (CEO)

US$7.7m

Compensación total

Porcentaje del salario del CEO13.31%
Permanencia del CEO20.7yrs
Participación del CEO1.4%
Permanencia media de la dirección5yrs
Promedio de permanencia en la Junta Directiva12yrs

Actualizaciones recientes de la dirección

Artículo de análisis May 08

Should Shareholders Reconsider ADTRAN Holdings, Inc.'s (NASDAQ:ADTN) CEO Compensation Package?

Key Insights ADTRAN Holdings' Annual General Meeting to take place on 14th of May Salary of US$709.6k is part of CEO...

Recent updates

Artículo de análisis May 08

Earnings Update: Here's Why Analysts Just Lifted Their ADTRAN Holdings, Inc. (NASDAQ:ADTN) Price Target To US$19.50

It's been a sad week for ADTRAN Holdings, Inc. ( NASDAQ:ADTN ), who've watched their investment drop 18% to US$14.55 in...
Actualización del análisis Apr 24

ADTN: Margin Execution And Balance Sheet Improvement Will Shape Recovery Outlook

Analysts have lifted their blended 12 month price target for ADTRAN Holdings from $14.00 to about $16.17, citing recent target increases from several firms, a stronger profit margin outlook, and updated views on the company's future P/E and balance sheet. Analyst Commentary Recent research updates point to a generally constructive stance on ADTRAN Holdings, with analysts focusing on margin execution, balance sheet health, and how those factors could support valuation over the next few years.
Actualización del análisis Apr 10

ADTN: Margin Discipline And FY25 Recovery Plans Will Drive Future Upside

Analysts have raised their price target on ADTRAN Holdings by $2 to $18, citing updated assumptions for revenue growth and profit margins, as well as a lower discount rate following recent research that reflects increased confidence in the company’s financial outlook. Analyst Commentary Recent Street research points to a cluster of higher price targets on ADTRAN Holdings, reflecting updated views on the company’s execution and medium term potential.
Actualización del análisis Mar 27

ADTN: Margin Confidence And Strong Q4 Set Stage For Balanced Recovery

Analysts have lifted the price target on ADTRAN Holdings to $14, citing a stronger recent earnings report, improved confidence in operating margins, and a balance sheet they view as less concerning. Analyst Commentary Recent research updates cluster around a similar conclusion: the latest Q4 report has given bullish analysts enough confidence to lift their price targets on ADTRAN Holdings to $14 and keep positive ratings in place.
Actualización del análisis Mar 12

ADTN: Margin Expansion And Strong Q4 Update Will Drive Repricing

ADTRAN Holdings' analyst price target has moved from $12 to $14, with analysts pointing to a strong Q4 update, improved confidence in margin expansion, and a less concerning balance sheet as key drivers behind the change. Analyst Commentary Recent research updates have centered on Adtran's Q4 performance, expectations for margin execution, and the perceived health of the balance sheet.
Actualización del análisis Feb 26

ADTN: Fiber Network Wins And 2025 Outlook Will Drive Future Upside

Analysts now hold the price target for ADTRAN Holdings at $16.00, with the slight adjustment tied to updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News ADTRAN Holdings updated its earnings guidance for the fourth quarter of 2025, with preliminary revenue expected between $290.0 million and $293.0 million, compared with a prior range of $275.0 million to $285.0 million.
Actualización del análisis Feb 11

ADTN: Fiber Expansion Wins And AI Services Will Drive Future Upside

Analysts have maintained their price target for ADTRAN Holdings at $16.00. Small adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E are being used to refine their valuation rather than indicate a major change in conviction.
Actualización del análisis Jan 28

ADTN: Fiber Contracts And AI Service Gains Will Support Future Upside

Analysts have adjusted their price target on ADTRAN Holdings slightly, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Together these factors point to a refined view of the company’s valuation rather than a major reset.
Actualización del análisis Jan 12

ADTN: Fiber Expansion And AI-Based Services Will Support Stronger Future Demand

Analysts have trimmed their price target on ADTRAN Holdings to US$16.00. The update reflects slightly adjusted assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations.
Actualización del análisis Dec 14

ADTN: Broadband Cycle Recovery Will Drive Stronger Demand Across Diverse Customer Base

Analysts have raised their price target on ADTRAN Holdings from $15.00 to $16.00, citing a recovering demand environment and the company’s strong positioning in broadband access and optical equipment. Analyst Commentary Bullish analysts highlight that ADTRAN is emerging as a key beneficiary of the improving broadband investment cycle, with its solutions aligned to multi-year upgrades in access and optical networks.
Seeking Alpha Dec 11

Adtran: High Debt And Growing Receivables Continuing To Weigh On Stock (Technical Analysis)

Summary Adtran Holdings, Inc. is maintained at hold due to persistent negative earnings and a leveraged balance sheet. Despite double-digit top-line growth across all segments in Q3 this year, ADTN's profitability remains weak, and receivables are rising. Technical analysis signals a long-term bearish trend, with significant resistance near $10 and weak buying volume trends. Minimal near-term upside is expected as debt management overshadows operational improvements and market momentum. Read the full article on Seeking Alpha
Artículo de análisis Nov 07

The ADTRAN Holdings, Inc. (NASDAQ:ADTN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Shareholders in ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) had a terrible week, as shares crashed 24% to US$8.03 in the week...
Artículo de análisis Aug 14

Market Still Lacking Some Conviction On ADTRAN Holdings, Inc. (NASDAQ:ADTN)

NasdaqGS:ADTN 1 Year Share Price vs Fair Value Explore ADTRAN Holdings's Fair Values from the Community and select...
Artículo de análisis May 11

ADTRAN Holdings, Inc. (NASDAQ:ADTN) Just Reported, And Analysts Assigned A US$12.40 Price Target

Shareholders might have noticed that ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) filed its quarterly result this time last...
Artículo de análisis May 08

Should Shareholders Reconsider ADTRAN Holdings, Inc.'s (NASDAQ:ADTN) CEO Compensation Package?

Key Insights ADTRAN Holdings' Annual General Meeting to take place on 14th of May Salary of US$709.6k is part of CEO...
Artículo de análisis Apr 04

ADTRAN Holdings, Inc. (NASDAQ:ADTN) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny

ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have had a horrible month, losing 27% after a relatively good period...
User avatar
Nuevo análisis Mar 26

Optical Networking And Wi-Fi 7 Solutions Will Advance US Networks

Expansion in optical networking and aggregation solutions is driving revenue growth through new customer acquisitions and fiber network upgrades.
Artículo de análisis Mar 07

ADTRAN Holdings, Inc. (NASDAQ:ADTN) Analysts Are Pretty Bullish On The Stock After Recent Results

It's been a sad week for ADTRAN Holdings, Inc. ( NASDAQ:ADTN ), who've watched their investment drop 10% to US$9.51 in...
Artículo de análisis Feb 23

Is ADTRAN Holdings (NASDAQ:ADTN) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jan 18

Subdued Growth No Barrier To ADTRAN Holdings, Inc. (NASDAQ:ADTN) With Shares Advancing 25%

Despite an already strong run, ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have been powering on, with a gain of 25...
Artículo de análisis Nov 08

After Leaping 30% ADTRAN Holdings, Inc. (NASDAQ:ADTN) Shares Are Not Flying Under The Radar

ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have continued their recent momentum with a 30% gain in the last month...
Artículo de análisis Sep 18

ADTRAN Holdings (NASDAQ:ADTN) Is Carrying A Fair Bit Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Aug 09

Analysts Have Lowered Expectations For ADTRAN Holdings, Inc. (NASDAQ:ADTN) After Its Latest Results

Shareholders in ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) had a terrible week, as shares crashed 24% to US$4.90 in the week...
Seeking Alpha Jul 23

Adtran: Well Off April Lows, But Financials Need To Gain More Traction

Summary ADTRAN Holdings stock experienced a significant drop in value over the past 12 months, recovering slightly after a normalized EPS and revenue beat in Q1. The company registered a sizable impairment charge of $293 million in Q1, impacting its balance sheet and valuation metrics. Despite some positive trends in Q1, ADTN's struggling margins and high inventory levels pose challenges for future growth and performance. Read the full article on Seeking Alpha
Artículo de análisis Jul 20

Investors Still Aren't Entirely Convinced By ADTRAN Holdings, Inc.'s (NASDAQ:ADTN) Revenues Despite 25% Price Jump

Despite an already strong run, ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have been powering on, with a gain of 25...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Tom Stanton en comparación con los beneficios de ADTRAN Holdings?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$31m

Dec 31 2025US$8mUS$1m

-US$42m

Sep 30 2025n/an/a

-US$77m

Jun 30 2025n/an/a

-US$98m

Mar 31 2025n/an/a

-US$137m

Dec 31 2024US$4mUS$710k

-US$457m

Sep 30 2024n/an/a

-US$520m

Jun 30 2024n/an/a

-US$568m

Mar 31 2024n/an/a

-US$557m

Dec 31 2023US$6mUS$914k

-US$269m

Sep 30 2023n/an/a

-US$118m

Jun 30 2023n/an/a

-US$82m

Mar 31 2023n/an/a

-US$41m

Dec 31 2022US$10mUS$866k

-US$2m

Sep 30 2022n/an/a

-US$45m

Jun 30 2022n/an/a

-US$14m

Mar 31 2022n/an/a

-US$11m

Dec 31 2021US$5mUS$710k

-US$9m

Sep 30 2021n/an/a

US$2m

Jun 30 2021n/an/a

US$18m

Mar 31 2021n/an/a

US$13m

Dec 31 2020US$3mUS$676k

US$2m

Sep 30 2020n/an/a

-US$15m

Jun 30 2020n/an/a

-US$67m

Mar 31 2020n/an/a

-US$64m

Dec 31 2019US$2mUS$656k

-US$53m

Compensación vs. Mercado: La compensación total de Tom($USD7.68M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD5.52M).

Compensación vs. Ingresos: La compensación de Tom ha aumentado mientras la empresa no es rentable.


CEO

Tom Stanton (60 yo)

20.7yrs
Permanencia
US$7,683,726
Compensación

Mr. Thomas Richard Stanton, also known as Tom, is Chief Executive Officer of Adtran Networks SE (formerly known as ADVA Optical Networking SE) from July 1, 2023 and Member of Management Board since July 20...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Thomas Stanton
President20.7yrsUS$7.68m1.4%
$ 17.7m
Timothy Santo
Senior VP of Finance1.2yrsUS$1.48m0.012%
$ 153.4k
Christoph Glingener
Chief Technology Officer3.3yrsUS$1.18m0.033%
$ 415.0k
James Wilson
Chief Revenue Officer6.7yrsUS$1.16m0.19%
$ 2.5m
Joia Thompson
Vice President of Human Resourcesno datasin datossin datos
TJ Rancour
President at CalChip Connectno datasin datossin datos
Keith Atwell
Head of Global Business Developmentno datasin datossin datos
5.0yrs
Permanencia media
55.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ADTN es experimentado (5 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Thomas Stanton
President20.7yrsUS$7.68m1.4%
$ 17.7m
Gregory McCray
Independent Director9yrsUS$210.00k0.073%
$ 928.8k
H. Huss
Lead Independent Director23.6yrsUS$265.00k0.12%
$ 1.5m
Kathryn Walker
Independent Director12yrsUS$225.00k0.11%
$ 1.3m
Nikos Theodosopoulos
Independent Director3.8yrsUS$230.00k0.065%
$ 819.8k
Balan Nair
Independent Director19.3yrsUS$210.00k0.14%
$ 1.8m
Jacqueline Rice
Independent Director9.8yrsUS$225.00k0.077%
$ 979.0k
12.0yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de ADTN son experimentados ( 12 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 22:47
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

ADTRAN Holdings, Inc. está cubierta por 28 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
James KelleherArgus Research Company
Amir RozwadowskiBarclays
Eric GhernatiBofA Global Research