ADTRAN Holdings, Inc.

Report azionario NasdaqGS:ADTN

Capitalizzazione di mercato: US$1.1b

ADTRAN Holdings Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di ADTRAN Holdings sono diminuiti a un tasso medio annuo di -35.4%, mentre il settore Communications ha visto gli utili diminuire a un tasso medio annuo di 0.3%. I ricavi sono cresciuti crescere a un tasso medio annuo di 12%.

Informazioni chiave

-35.45%

Tasso di crescita degli utili

-34.55%

Tasso di crescita dell'EPS

Communications Crescita del settore31.77%
Tasso di crescita dei ricavi12.02%
Rendimento del capitale proprio-5.20%
Margine netto-2.79%
Prossimo aggiornamento sugli utili04 Aug 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento narrativa Jul 09

ADTN: Patent Win And Product Pipeline Will Support Future Multiple Expansion

Analysts have raised their fair value estimate for ADTRAN Holdings from $18.00 to $23.00 per share, citing updated assumptions for discount rates, revenue growth, profit margins, and a higher future P/E multiple reflected in recent Street research. Analyst Commentary Bullish analysts covering ADTRAN Holdings have recently highlighted a more constructive view on the stock, reflected in higher price targets and a new bullish initiation.
Aggiornamento narrativa Jun 24

ADTN: Quantum Secure Networking Advances Will Support Higher Long Term Earnings Potential

Analysts have lifted the ADTRAN Holdings fair value estimate from $9.00 to $18.00, citing a series of higher price targets across the Street and updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on ADTRAN Holdings reflects a mix of optimism on the business outlook and caution around how that outlook translates into valuation.
Aggiornamento narrativa Jun 06

ADTN: Quantum Security And Product Expansion Will Support FY25 Recovery Outlook

Analysts have nudged their average price target for ADTRAN Holdings higher by $4, citing recent rounds of upbeat research coverage and fresh initiations that highlight potential in the company’s current valuation framework. This includes a fair value estimate of $19.50 and a forward P/E assumption of about 78x.
Seeking Alpha May 29

Adtran: Rampant Data-Center Related Bandwidth Demands Powering Stock Forward

Summary Adtran Holdings, Inc. (ADTN) remains rated 'Hold' as shares approach multi-year technical resistance after a 75%+ rally since December 2025. ADTN's Q1 normalized EPS of $0.14 beat consensus by $0.05, with revenues exceeding $286 million and gross margin rising to 43% (non-GAAP). Sustained gross margin expansion, driven by data center demand and cost initiatives, is offsetting inflationary pressures and supporting improving operating margins. The launch of quantum-safe connectivity with euNetworks further entrenches ADTN in the data center space, but a breakout above $20 is needed to warrant a rating upgrade. Read the full article on Seeking Alpha
Aggiornamento narrativa May 23

ADTN: Margin Execution And Balance Sheet Repair Will Support FY25 Recovery Outlook

Analysts have increased their average price target on ADTRAN Holdings by $4 to around $19.50, citing research updates that reflect modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research updates on ADTRAN Holdings point to a cluster of price target increases and refreshed views on the company’s execution, balance sheet and potential earnings path.
Aggiornamento narrativa May 09

ADTN: Margin Execution And Balance Sheet Repair Will Drive FY25 Recovery Confidence

Analysts have lifted the fair value estimate for ADTRAN Holdings from $16.17 to $19.50, citing updated revenue growth and discount rate assumptions, a sharply higher future P/E, and recent price target increases following what they describe as strong results and improved confidence in the company’s balance sheet and outlook. Analyst Commentary Street research on ADTRAN Holdings has recently focused on higher price targets, updated estimates and a more constructive view on the company’s recovery path after what some describe as a strong Q4 report.
Articolo di analisi 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...
Aggiornamento narrativa 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 narrativa 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 narrativa 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 narrativa 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 narrativa 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 narrativa 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 narrativa 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 narrativa 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 narrativa 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.
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 narrativa 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...

Ripartizione dei ricavi e delle spese

Come ADTRAN Holdings guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:ADTN Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 261,122-31231206
31 Dec 251,084-42225205
30 Sep 251,035-86223199
30 Jun 25983-107219196
31 Mar 25944-137217193
31 Dec 24923-457224200
30 Sep 24905-523221204
30 Jun 24950-570227219
31 Mar 241,051-560236236
31 Dec 231,149-269248250
30 Sep 231,282-118268258
30 Jun 231,350-82269254
31 Mar 231,195-41231215
31 Dec 221,026-2209171
30 Sep 22821-45140138
30 Jun 22619-14110105
31 Mar 22590-11131107
31 Dec 21563-9113107
30 Sep 215392119105
30 Jun 2153418112106
31 Mar 2152013112106
31 Dec 205072113108
30 Sep 20492-15115113
30 Jun 20473-67120117
31 Mar 20501-64122120
31 Dec 19530-53130121
30 Sep 19554-50127123
30 Jun 195814126123
31 Mar 19552-8124122
31 Dec 18529-19121123
30 Sep 18516-22124123
30 Jun 18561-14129127
31 Mar 186176132130
31 Dec 1766724135131
30 Sep 1770343139131
30 Jun 1768739138130
31 Mar 1766537136127
31 Dec 1663735132125
30 Sep 1661333128122
30 Jun 1660228124123
31 Mar 1659920123127
31 Dec 1560019124130
30 Sep 1560522125133

Guadagni di qualità: ADTN al momento non è redditizia.

Margine di profitto in crescita: ADTN al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: ADTN non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 35.4% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di ADTN nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: ADTN non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Communications ( 11.5% ).


Rendimento del capitale proprio

ROE elevato: ADTN ha un Return on Equity negativo ( -5.2% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/13 21:21
Prezzo dell'azione a fine giornata2026/07/10 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 delle guide su come utilizzare i nostri report e dei 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