ADTRAN Holdings, Inc.

Report azionario NasdaqGS:ADTN

Capitalizzazione di mercato: US$1.3b

ADTRAN Holdings Gestione

Criteri Gestione verificati 2/4

ADTRAN Holdings Il CEO è Tom Stanton, nominato in Sep2005, e ha un mandato di 20.67 anni. la retribuzione annua totale è $ 7.68M, composta da 13.3% di stipendio e 86.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.4% delle azioni della società, per un valore di $ 17.71M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5 anni e 12 anni.

Informazioni chiave

Tom Stanton

Amministratore delegato

US$7.7m

Compenso totale

Percentuale dello stipendio del CEO13.31%
Mandato del CEO20.7yrs
Proprietà del CEO1.4%
Durata media del management5yrs
Durata media del Consiglio di amministrazione12yrs

Aggiornamenti recenti sulla gestione

Articolo di analisi 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

Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Tom Stanton rispetto agli utili di ADTRAN Holdings?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Tom ($USD 7.68M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.50M ).

Compensazione vs guadagni: La retribuzione di Tom è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Tom Stanton (60 yo)

20.7yrs
Mandato
US$7,683,726
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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 dataNessun datoNessun dato
TJ Rancour
President at CalChip Connectno dataNessun datoNessun dato
Keith Atwell
Head of Global Business Developmentno dataNessun datoNessun dato
5.0yrs
Durata media
55.5yo
Età media

Gestione esperta: Il team dirigenziale di ADTN è esperto e expertise (durata media dell'incarico 5 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
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
Durata media
62yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di ADTN è composto da personale esperto e esperto (durata media dell'incarico 12 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 06:19
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

ADTRAN Holdings, Inc. è coperta da 28 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
James KelleherArgus Research Company
Amir RozwadowskiBarclays
Eric GhernatiBofA Global Research