ADTRAN Holdings, Inc.

NasdaqGS:ADTN 株式レポート

時価総額:US$1.2b

ADTRAN Holdings マネジメント

マネジメント 基準チェック /24

ADTRAN Holdingsの CEO はTom Stantonで、 Sep2005年に任命され、 の在任期間は 20.75年です。 の年間総報酬は$ 7.68Mで、 13.3%給与と86.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.4%を直接所有しており、その価値は$ 16.66M 。経営陣と取締役会の平均在任期間はそれぞれ5.1年と11年です。

主要情報

Tom Stanton

最高経営責任者

US$7.7m

報酬総額

CEO給与比率13.31%
CEO在任期間20.8yrs
CEOの所有権1.4%
経営陣の平均在職期間5.1yrs
取締役会の平均在任期間11yrs

経営陣の近況

分析記事 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

ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

ADTRAN Holdings の収益と比較して、Tom Stanton の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Tomの 総報酬 ($USD 7.68M ) は、 US市場 ($USD 3.69M ) の同規模の企業の平均を上回っています。

報酬と収益: Tomの報酬は増加しましたが、会社は利益を上げていません。


CEO

Tom Stanton (61 yo)

20.8yrs
在職期間
US$7,683,726
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Thomas Stanton
President20.8yrsUS$7.68m1.4%
$ 16.7m
Timothy Santo
Senior VP of Finance1.3yrsUS$1.48m0.012%
$ 144.4k
Christoph Glingener
Chief Technology Officer3.4yrsUS$1.18m0.033%
$ 390.6k
James Wilson
Chief Revenue Officer6.8yrsUS$1.16m0.17%
$ 2.0m
Joia Thompson
Vice President of Human Resourcesno dataデータなしデータなし
TJ Rancour
President at CalChip Connectno dataデータなしデータなし
Keith Atwell
Head of Global Business Developmentno dataデータなしデータなし
5.1yrs
平均在職期間
56.5yo
平均年齢

経験豊富な経営陣: ADTNの経営陣は経験豊富で経験豊富です(平均在職期間は5.1年)。


取締役

名称ポジション在職期間報酬所有権
Thomas Stanton
President20.8yrsUS$7.68m1.4%
$ 16.7m
Gregory McCray
Independent Director9.1yrsUS$210.00k0.073%
$ 873.9k
H. Huss
Lead Independent Director23.7yrsUS$265.00k0.12%
$ 1.4m
Kathryn Walker
Independent Director12.1yrsUS$225.00k0.11%
$ 1.3m
Nikos Theodosopoulos
Independent Director3.9yrsUS$230.00k0.065%
$ 771.3k
Jacqueline Rice
Independent Director9.8yrsUS$225.00k0.077%
$ 921.2k
11.0yrs
平均在職期間
63.5yo
平均年齢

経験豊富なボード: ADTNの 取締役会 は経験豊富で 経験豊富 です ( 11年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/17 23:07
終値2026/06/17 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ADTRAN Holdings, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28

アナリスト機関
James KelleherArgus Research Company
Amir RozwadowskiBarclays
Eric GhernatiBofA Global Research