Anterix（ATEX）株式概要Anterix Inc. は、900 MHz帯の周波数帯のライセンス保有者として事業を展開しており、そのサービスエリアは、米国本土、ハワイ、アラスカ、プエルトリコにまたがり、公益事業および重要インフラ関連の企業顧客をカバーしています。 詳細ATEX ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績3/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より19.2%で取引されている 収益は年間60.81%増加すると予測されています 今年は黒字化を達成 リスク分析今後3年間の収益は年平均28%減少すると予測されている。 高いレベルの非現金収入 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るATEX Community Fair Values Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN86.8% overvaluedAnalystConsensusTarget•6mo agoPrivate Utility Broadband Networks Will Drive Long-Term Value For This Undervalued Spectrum Owner4803AN134.9% overvaluedAnalystLowTarget•6mo agoUnmonetized Spectrum And Slow Utility Adoption Will Eventually Support Long Term Potential3100AN43.5% overvaluedAnalystHighTarget•7mo agoPrivate Wireless Spectrum Expansion Will Drive Long-Term Value From Grid Modernization1500Top Analyst NarrativesAN86.8% overvaluedAnalystConsensusTarget•6mo agoPrivate Utility Broadband Networks Will Drive Long-Term Value For This Undervalued Spectrum Owner4803AN134.9% overvaluedAnalystLowTarget•6mo agoUnmonetized Spectrum And Slow Utility Adoption Will Eventually Support Long Term Potential3100AN43.5% overvaluedAnalystHighTarget•7mo agoPrivate Wireless Spectrum Expansion Will Drive Long-Term Value From Grid Modernization1500View all narrativesAnterix Inc. 競合他社Iridium CommunicationsSymbol: NasdaqGS:IRDMMarket cap: US$5.3bUniti GroupSymbol: NasdaqGS:UNITMarket cap: US$2.6bIDTSymbol: NYSE:IDTMarket cap: US$1.5bIHS HoldingSymbol: NYSE:IHSMarket cap: US$2.8b価格と性能株価の高値、安値、推移の概要Anterix過去の株価現在の株価US$103.3552週高値US$111.9052週安値US$17.58ベータ0.831ヶ月の変化25.27%3ヶ月変化172.48%1年変化339.79%3年間の変化252.73%5年間の変化71.93%IPOからの変化152.07%最新ニュースBuy Or Sell Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock has risen 143% to US$101. The fair value is estimated to be US$128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 328% in 2 years. Earnings are forecast to decline by 5.5% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 30%After last week's 30% share price gain to US$105, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 18x in the Telecom industry in the US. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$128 per share.Recent Insider Transactions • Jun 26Chief Financial Officer recently sold US$244k worth of stockOn the 17th of June, Elena Marquez sold around 3k shares on-market at roughly US$79.50 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$560k. This was Elena's only on-market trade for the last 12 months.分析記事 • Jun 21Anterix (ATEX) Stock Could Be 69.4% Overvalued After Its Return To ProfitAnterix (ATEX) is back in focus after reporting fourth quarter and full year results for the period ended March 31, 2026, highlighted by positive net income and earnings per share from continuing operations. See our latest analysis for Anterix. At a share price of $74.53, Anterix has pulled back in the very short term, with the share price return falling 5.85% over one day and 9.66% over seven days. However, the 90 day share price return of 92.98% and 1 year total shareholder return of...Recent Insider Transactions • Jun 18Independent Director recently sold US$560k worth of stockOn the 16th of June, Mahvash Yazdi sold around 7k shares on-market at roughly US$80.00 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$77.63, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 16x in the Telecom industry in the US. Total returns to shareholders of 143% over the past three years.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock has risen 143% to US$101. The fair value is estimated to be US$128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 328% in 2 years. Earnings are forecast to decline by 5.5% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 30%After last week's 30% share price gain to US$105, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 18x in the Telecom industry in the US. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$128 per share.Recent Insider Transactions • Jun 26Chief Financial Officer recently sold US$244k worth of stockOn the 17th of June, Elena Marquez sold around 3k shares on-market at roughly US$79.50 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$560k. This was Elena's only on-market trade for the last 12 months.分析記事 • Jun 21Anterix (ATEX) Stock Could Be 69.4% Overvalued After Its Return To ProfitAnterix (ATEX) is back in focus after reporting fourth quarter and full year results for the period ended March 31, 2026, highlighted by positive net income and earnings per share from continuing operations. See our latest analysis for Anterix. At a share price of $74.53, Anterix has pulled back in the very short term, with the share price return falling 5.85% over one day and 9.66% over seven days. However, the 90 day share price return of 92.98% and 1 year total shareholder return of...Recent Insider Transactions • Jun 18Independent Director recently sold US$560k worth of stockOn the 16th of June, Mahvash Yazdi sold around 7k shares on-market at roughly US$80.00 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$77.63, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 16x in the Telecom industry in the US. Total returns to shareholders of 143% over the past three years.Recent Insider Transactions Derivative • Jun 16Insider notifies of intention to sell stockChristopher Guttman-McCabe intends to sell 123k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of June. If the sale is conducted around the recent share price of US$81.75, it would amount to US$10m. Since September 2025, Christopher's direct individual holding has increased from 36.37k shares to 38.10k. Company insiders have collectively sold US$67k more than they bought, via options and on-market transactions in the last 12 months.New Risk • Jun 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. High level of non-cash earnings (82% accrual ratio).ライブニュース • Jun 11Anterix Grows Revenue 41% in Fiscal 2026 as Utility Deals and New Services ExpandAnterix reported fiscal 2026 revenue growth of 41%, supported by additional 900 MHz spectrum agreements with utilities including CPS Energy, Texas-New Mexico Power and NorthWestern Energy. The FCC's 2026 Report and Order expanded the 900 MHz broadband allocation from 6 MHz to 10 MHz, which the company links to rising utility demand and a shift from education to deployment and pricing discussions. Q4 results showed a narrower loss than expected, positive cash flow and no debt. New services such as TowerX tower access, the CatalyX connectivity platform and early satellite integration tests added potential revenue streams; contracted customer cash proceeds for fiscal 2027 are cited at US$25.3 million, with another US$23.4 million scheduled beyond that period. Taken together, the latest results and contract pipeline point to a business that is more deeply tied into long-term utility communications projects, with additional services layered on top of its core spectrum leasing model. Investors may want to focus on how quickly contracted cash proceeds convert to recognized revenue and whether new offerings like TowerX and CatalyX gain enough traction to diversify income beyond spectrum agreements.Reported Earnings • Jun 11Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: US$4.85 (up from US$0.61 loss in FY 2025). Net income: US$90.6m (up US$102.0m from FY 2025). Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jun 11Now 41% overvalued after recent price riseOver the last 90 days, the stock has risen 120% to US$81.44. The fair value is estimated to be US$57.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 1.5% in a year. Earnings are forecast to decline by 128% in the next year.Price Target Changed • Jun 05Price target increased by 15% to US$63.67Up from US$55.33, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$66.64. Stock is up 139% over the past year. The company is forecast to post earnings per share of US$4.58 next year compared to a net loss per share of US$0.61 last year.ライブニュース • Jun 04Anterix Gains FCC Nod for Satellite Testing Expands 900 MHz Spectrum and Appoints New CROAnterix received FCC approval for an experimental license to test satellite direct-to-device communications using its 900 MHz spectrum. The FCC also approved expansion of Anterix’s 900 MHz holdings to a full 10 MHz configuration. The company appointed Kim Green-Kerr as Chief Revenue Officer to lead commercial efforts around its connectivity offerings for utilities and critical infrastructure operators. These steps point to Anterix leaning further into its role as a connectivity provider for utilities and other critical infrastructure operators, with satellite D2D testing and the 10 MHz spectrum configuration potentially widening how its spectrum can be used. For investors, key watchpoints include how quickly experimental satellite efforts progress toward potential commercial use and how the new CRO works to translate the broader spectrum position into long-term contracts.お知らせ • Jun 01Anterix Inc. to Report Q4, 2026 Results on Jun 11, 2026Anterix Inc. announced that they will report Q4, 2026 results After-Market on Jun 11, 2026お知らせ • May 29Anterix Inc. Announces Appointment of Kim Green-Kerr as Chief Revenue OfficerAnterix Inc. announced the appointment of Kim Green-Kerr as Chief Revenue Officer. She joins Anterix as utilities and critical infrastructure operators accelerate investment in connectivity to run a more intelligent, automated grid. Green-Kerr arrives at a pivotal moment for the sector, as rising electricity demand, AI-driven grid complexity, and the rapid expansion of distributed energy resources are converging to make secure, real-time operational connectivity a strategic imperative. In her role, Green-Kerr will lead Anterix’s commercial organization and go-to-market strategy – deepening customer engagement, accelerating adoption, and scaling Anterix’s role as the foundational infrastructure for modernization. Green-Kerr most recently served as Senior Vice President of Enterprise Sales and Operations at UScellular, where she drove growth across enterprise and government markets and strengthened the company’s position in utilities and critical infrastructure. She previously spent more than two decades at Sprint, culminating as Senior Vice President of Business Solutions, where she led a nationwide organization of over 2,000 sales professionals across business segments.お知らせ • May 19Anterix and Lynk Global Receive FCC Approval to Test 900 Mhz Satellite-Enabled Direct-To-Device Enterprise CommunicationsAnterix and Lynk Global announced that the Federal Communications Commission (FCC) has approved an experimental license to explore the use of Lynk’s satellite direct-to-device communications network in Anterix’s licensed 900 MHz broadband spectrum. The integration of Lynk Global’s satellite capabilities with Anterix’s 900 MHz private wireless broadband networks and devices holds the promise to enhance the communications capabilities of the critical infrastructure community. Across multiple geographic locations, the parties will test representative communications devices, from land mobile radios, smart phones, and computers to advanced routers and edge devices. Convergence of wireless and satellite connectivity, powered by AI and edge compute, will enable nationwide intelligent and resilient connectivity that can support a wide range of sectors including electric and gas utilities, logistics companies, transportation providers, pipelines, military bases, and beyond.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$55.92, the stock trades at a forward P/E ratio of 432x. Average forward P/E is 7x in the Telecom industry in the US. Total returns to shareholders of 81% over the past three years.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$42.19, the stock trades at a forward P/E ratio of 326x. Average forward P/E is 9x in the Telecom industry in the US. Total returns to shareholders of 34% over the past three years.Recent Insider Transactions Derivative • Mar 06Insider notifies of intention to sell stockGena Ashe intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$36.18, it would amount to US$450k. Since June 2025, Gena's direct individual holding has decreased from 19.93k shares to 13.37k. Company insiders have collectively sold US$67k more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Feb 25Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$5.22 to US$4.58 per share. Revenue forecast steady at US$6.12m. Net income forecast to shrink 97% next year vs 2.3% growth forecast for Telecom industry in the US . Consensus price target of US$55.33 unchanged from last update. Share price rose 11% to US$36.45 over the past week.お知らせ • Feb 20Federal Communications Commission Approves Rules to Expand 900 Mhz Band to 10 Mhz by Anterix IncAnterix Inc. report that the Federal Communications Commission (FCC) has unanimously adopted a groundbreaking Report and Order (R&O), “Maximizing the Potential of the 900 MHz Band,” enabling broadband deployment across the full 10 megahertz of the 900 MHz band, unlocking opportunities for Anterix and its ecosystem of innovators. The decision by the Commission is the culmination of a joint petition filed by Anterix, alongside a coalition of leading energy and technology organizations including Ameren, Enterprise Wireless Alliance, Evergy, Lower Colorado River Authority, Portland General Electric, San Diego Gas & Electric, Southern Company’s Southern Linc, Utility Broadband Alliance, and Xcel Energy, seeking authority to expand the 900 MHz broadband segment from 6 MHz to a robust 10 MHz 5x5 configuration.分析記事 • Feb 18Anterix's (NASDAQ:ATEX) Earnings Might Not Be As Promising As They SeemAnterix Inc.'s ( NASDAQ:ATEX ) stock performed strongly after the recent earnings report. However, we think that...Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$33.82, the stock trades at a forward P/E ratio of 58x. Average forward P/E is 10x in the Telecom industry in the US. Total returns to shareholders of 11% over the past three years.New Risk • Feb 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 137% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 137% per year for the foreseeable future. High level of non-cash earnings (83% accrual ratio). Minor Risk Significant insider selling over the past 3 months (US$138k sold).New Risk • Feb 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 83% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (83% accrual ratio). Minor Risk Significant insider selling over the past 3 months (US$138k sold).Reported Earnings • Feb 13Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: US$0.35 loss per share (down from US$0.41 profit in 3Q 2025). Net loss: US$6.60m (down 186% from profit in 3Q 2025). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Feb 04Anterix Inc. to Report Q3, 2026 Results on Feb 11, 2026Anterix Inc. announced that they will report Q3, 2026 results After-Market on Feb 11, 2026Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$27.91, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Telecom industry in the US. Total loss to shareholders of 24% over the past three years.お知らせ • Jan 07Anterix Inc. Announces Executive ChangesAnterix Inc. announced the appointment of Ross Spero as Chief Product Officer. Spero will lead Anterix’s product development strategy, product operations and deployment, and the company’s Anterix Active Ecosystem (AAE) partnerships and commercialization strategy, as Anterix advances its evolution beyond spectrum to help utilities accelerate time-to-deployment and time-to-value. Supporting seven utilities with a collective footprint equivalent to the fourth-largest wireless network in the United States, Anterix is entering a new era beyond spectrum—strengthening its lab-to-deployment engine, expanding its solutions portfolio, and driving repeatable outcomes at scale. With the launch of TowerX™ and CatalyX and the addition of a Chief Product Officer, Anterix is elevating product and deployment execution to connect and secure every device that measures, monitors, or controls the flow of power. Spero brings extensive experience in product leadership across connectivity, managed services, and network-centric portfolios. Most recently, he served as Vice President, Product Management & Portfolio Strategy at TPx Communications, where he led portfolio transformation initiatives, product operations, and commercialization programs designed to accelerate activation, improve performance, and drive recurring revenue growth. Across his career, he has built product strategy and pricing disciplines, scaled managed services and networking portfolios, and aligned product, operations, and go-to-market execution to increase adoption and customer retention. Anterix also announced that Ryan Gerbrandt, Chief Operating Officer, will be leaving the company to pursue other opportunities.Recent Insider Transactions • Nov 20Insider recently sold US$138k worth of stockOn the 18th of November, Gena Ashe sold around 7k shares on-market at roughly US$21.07 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$374k more than they bought in the last 12 months.New Risk • Nov 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 142% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 142% per year for the foreseeable future. High level of non-cash earnings (98% accrual ratio).Reported Earnings • Nov 13Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$2.87 (up from US$0.69 loss in 2Q 2025). Net income: US$53.5m (up US$66.3m from 2Q 2025). Revenue exceeded analyst estimates by 8.6%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Oct 28Anterix Inc. to Report Q2, 2026 Results on Nov 12, 2025Anterix Inc. announced that they will report Q2, 2026 results After-Market on Nov 12, 2025Recent Insider Transactions • Sep 21CEO, President & Director recently bought US$99k worth of stockOn the 18th of September, Scott Lang bought around 5k shares on-market at roughly US$21.28 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Scott's only on-market trade for the last 12 months.お知らせ • Sep 18+ 1 more updateAnterix Inc. Announces Executive ChangesAnterix announced changes in the executive leadership team that further position the company to deliver transformative connectivity solutions to utilities and a growing set of critical infrastructure sectors. Anterix’s new senior leaders include Heather Martin as Chief Marketing Officer and Chief of Staff, and Elena Marquez as Chief Financial Officer, succeeding Tim Gray who is departing Anterix to pursue a new opportunity. Heather Martin, Chief Marketing Officer and Chief of Staff. With over 20 years of global marketing and executive experience, Martin most recently held a senior leadership role at NRG Energy, where she led corporate marketing efforts for its portfolio of retail energy brands—driving strategy across North America, South Africa, and the Caribbean. Earlier in her career, Martin played a pivotal role in shaping brand strategy and integrated campaigns for Dell, Shell Energy, Microsoft, and General Motors through her work with national advertising agencies. At Anterix, Martin will lead the national marketing strategy, amplifying brand authority, driving customer-centric innovation, and expanding market reach. Elena Marquez, s.Major Estimate Revision • Aug 19Consensus EPS estimates increase from loss to US$1.43 profit, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$6.22m to US$5.71m. EPS estimate of -US$1.95 up from expected loss of US$1.43 per share previously. Telecom industry in the US expected to see average net income growth of 27% next year. Consensus price target down from US$70.33 to US$61.00. Share price was steady at US$22.01 over the past week.Reported Earnings • Aug 13First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$1.35 (up from US$0.84 loss in 1Q 2025). Net income: US$25.2m (up US$40.7m from 1Q 2025). Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Jul 22Anterix Inc. to Report Q1, 2026 Results on Aug 12, 2025Anterix Inc. announced that they will report Q1, 2026 results After-Market on Aug 12, 2025Major Estimate Revision • Jul 01Consensus EPS estimates fall by 148%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$6.46m to US$6.22m. Losses expected to increase from US$0.78 per share to US$1.95. Telecom industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$80.67 to US$70.33. Share price fell 13% to US$24.97 over the past week.お知らせ • Jun 30+ 8 more updatesAnterix Inc.(NasdaqCM:ATEX) dropped from Russell Small Cap Comp Value IndexAnterix Inc.(NasdaqCM:ATEX) dropped from Russell Small Cap Comp Value IndexPrice Target Changed • Jun 26Price target decreased by 11% to US$70.33Down from US$78.67, the current price target is an average from 3 analysts. New target price is 167% above last closing price of US$26.34. Stock is down 27% over the past year. The company is forecast to post a net loss per share of US$0.82 next year compared to a net loss per share of US$0.61 last year.Board Change • Jun 26High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Scott Lang was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 39% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 39% per year for the foreseeable future. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$47m). Currently unprofitable and not forecast to become profitable over next 2 years (US$28m net loss in 2 years).お知らせ • Jun 05Anterix Inc. to Report Q4, 2025 Results on Jun 24, 2025Anterix Inc. announced that they will report Q4, 2025 results After-Market on Jun 24, 2025分析記事 • Apr 08We're Not Worried About Anterix's (NASDAQ:ATEX) Cash BurnJust because a business does not make any money, does not mean that the stock will go down. For example, although...Buy Or Sell Opportunity • Mar 21Now 21% undervaluedOver the last 90 days, the stock has risen 20% to US$37.80. The fair value is estimated to be US$47.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 7.6% to US$37.47. The fair value is estimated to be US$47.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.New Risk • Feb 14New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$30m Forecast net loss in 2 years: US$25m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$25m net loss in 2 years). Significant insider selling over the past 3 months (US$638k sold).Breakeven Date Change • Feb 13Forecast to breakeven in 2026The 3 analysts covering Anterix expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$26.9m in 2026. Average annual earnings growth of 23% is required to achieve expected profit on schedule.New Risk • Feb 12New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$29m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$29m). Currently unprofitable and not forecast to become profitable over next 2 years (US$32m net loss in 2 years). Significant insider selling over the past 3 months (US$638k sold).Reported Earnings • Feb 12Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.41 (up from US$0.018 in 3Q 2024). Net income: US$7.71m (up US$7.38m from 3Q 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Jan 23Anterix Inc. to Report Q3, 2025 Results on Feb 11, 2025Anterix Inc. announced that they will report Q3, 2025 results After-Market on Feb 11, 2025お知らせ • Dec 31Anterix Announces Board ChangesAnterix announced utility industry veteran Tom Kuhn as Chairman of the Anterix Board of Directors, effective January 1, 2025 as the end of 2024 marks the anticipated retirement of Morgan O'Brien as Executive Chairman of the Anterix Board after more than 12 years with the Company. O'Brien will continue as an advisor. Kuhn has served on Anterix's Board of Directors since January 2024 and prior to that spent more than thirty years as President and CEO of the Edison Electric Institute ("EEI"), the trade association representing U.S. investor-owned electric utilities.O'Brien has served as an executive leader with the company for more than 12 years in roles spanning from President and CEO of the Company to Executive Chairman of its Board of Directors.Recent Insider Transactions • Dec 18Executive Chairman recently sold US$455k worth of stockOn the 16th of December, Morgan O'Brien sold around 14k shares on-market at roughly US$33.44 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Morgan's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 13Executive Chairman exercised options and sold US$691k worth of stockOn the 9th of December, Morgan O'Brien exercised 90.00k options at around US$25.00, then sold 76k of the shares acquired at an average of US$34.05 per share and kept the remainder. Since June 2024, Morgan has owned 24.77k shares directly. Company insiders have collectively sold US$953k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Nov 21Insider recently sold US$183k worth of stockOn the 19th of November, Gena Ashe sold around 6k shares on-market at roughly US$33.00 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$3.9m more than they sold in the last 12 months.Recent Insider Transactions Derivative • Nov 20Insider notifies of intention to sell stockGena Ashe intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of November. If the sale is conducted around the recent share price of US$33.00, it would amount to US$183k. Since December 2023, Gena's direct individual holding has increased from 20.23k shares to 31.63k. Company insiders have collectively bought US$3.4m more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Nov 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.69 loss per share (down from US$0.11 profit in 2Q 2024). Net loss: US$12.8m (down US$14.8m from profit in 2Q 2024). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Oct 18Anterix Inc. to Report Q2, 2025 Results on Nov 13, 2024Anterix Inc. announced that they will report Q2, 2025 results on Nov 13, 2024お知らせ • Oct 09+ 1 more updateAnterix Announces Chief Executive Officer ChangesAnterix Inc. announced the appointment of Scott Lang as Chief Executive Officer effective by November 1, 2024. Rob Schwartz will be stepping down after a decade of pioneering leadership and will support Lang and serve as an advisor to the Board to assist in a successful leadership transition. Lang is a highly accomplished and seasoned global executive with a demonstrated history of innovation, having spent more than 30 years working with major companies at the intersection of telecommunications and electric utilities. As the former CEO and Executive Chairman for Silver Spring Networks Inc., Lang played a major role in successfully positioning the company as an innovative leader within the utility sector before selling the company to Itron in 2018.Major Estimate Revision • Aug 13Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$7.59m to US$6.65m. Forecast losses increased from -US$2.27 to -US$2.74 per share. Telecom industry in the US expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at US$78.67. Share price was steady at US$37.85 over the past week.Reported Earnings • Aug 07First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.84 loss per share (further deteriorated from US$0.11 loss in 1Q 2024). Net loss: US$15.5m (loss widened US$13.4m from 1Q 2024). Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 86%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Aug 01Now 20% undervaluedOver the last 90 days, the stock has risen 23% to US$39.36. The fair value is estimated to be US$49.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Earnings per share has grown by 67%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are forecast to decline by 18% per annum over the same time period.分析記事 • Jul 31Here's Why Shareholders May Want To Be Cautious With Increasing Anterix Inc.'s (NASDAQ:ATEX) CEO Pay PacketKey Insights Anterix to hold its Annual General Meeting on 6th of August Salary of US$500.0k is part of CEO Rob...お知らせ • Jul 27Anterix Inc. to Report Q1, 2025 Results on Aug 06, 2024Anterix Inc. announced that they will report Q1, 2025 results After-Market on Aug 06, 2024お知らせ • Jul 04Anterix Inc., Annual General Meeting, Aug 06, 2024Anterix Inc., Annual General Meeting, Aug 06, 2024.Breakeven Date Change • Jul 02No longer forecast to breakevenThe 2 analysts covering Anterix no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$7.66m in 2026. New consensus forecast suggests the company will make a loss of US$8.83m in 2026.New Risk • Jul 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.8% per year for the foreseeable future. Minor Risk Revenue is less than US$5m (US$4.2m revenue).Price Target Changed • Jun 29Price target increased by 13% to US$78.33Up from US$69.50, the current price target is an average from 3 analysts. New target price is 98% above last closing price of US$39.59. Stock is up 25% over the past year. The company is forecast to post a net loss per share of US$2.34 next year compared to a net loss per share of US$0.49 last year.Reported Earnings • Jun 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$0.49 loss per share (improved from US$0.87 loss in FY 2023). Net loss: US$9.13m (loss narrowed 44% from FY 2023). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 51%. Revenue is forecast to grow 94% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Jun 27Anterix Inc. to Report Q4, 2024 Results on Jun 26, 2024Anterix Inc. announced that they will report Q4, 2024 results After-Market on Jun 26, 2024Recent Insider Transactions Derivative • May 03Chief Financial Officer notifies of intention to sell stockTimothy Gray intends to sell 17k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of May. If the sale is conducted around the recent share price of US$32.10, it would amount to US$535k. Since June 2023, Timothy's direct individual holding has decreased from 48.91k shares to 44.40k. Company insiders have collectively bought US$3.8m more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • Feb 22Consensus estimates of losses per share improve by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$4.23m to US$4.45m. EPS estimate increased from -US$1.29 per share to -US$0.324 per share. Telecom industry in the US expected to see average net income decline 33% next year. Consensus price target of US$69.50 unchanged from last update. Share price rose 26% to US$38.99 over the past week.分析記事 • Feb 21We Think That There Are Issues Underlying Anterix's (NASDAQ:ATEX) EarningsUnsurprisingly, Anterix Inc.'s ( NASDAQ:ATEX ) stock price was strong on the back of its healthy earnings report...Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 29%After last week's 29% share price gain to US$39.85, the stock trades at a trailing P/E ratio of 46.6x. Average trailing P/E is 22x in the Telecom industry in the US. Total loss to shareholders of 8.0% over the past three years.New Risk • Feb 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 67% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 67% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Revenue is less than US$5m (US$3.5m revenue).Reported Earnings • Feb 15Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$0.018 (up from US$0.42 loss in 3Q 2023). Net income: US$328.0k (up US$8.35m from 3Q 2023). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 105% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 08Anterix Inc. Announces Resignation of Paul Saleh from the Board of Directors, Member of Audit Committee and the Strategy CommitteeOn February 6, 2024, Paul Saleh delivered notice to Anterix Inc. (the “Company”) of his resignation from the Company's board of directors, effective immediately, following his appointment as the Chief Executive Officer of the Atos Group. Mr. Saleh also resigned from his membership on the Audit Committee and the Strategy Committee. The resignation is not a result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices.お知らせ • Jan 31Anterix Inc. to Report Q3, 2024 Results on Feb 14, 2024Anterix Inc. announced that they will report Q3, 2024 results After-Market on Feb 14, 2024Recent Insider Transactions • Dec 04Independent Director recently bought US$4.1m worth of stockOn the 1st of December, Jeffrey Altman bought around 124k shares on-market at roughly US$32.77 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$3.8m more in shares than they have sold in the last 12 months.Major Estimate Revision • Nov 20Consensus estimates of losses per share improve by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$4.06m to US$4.29m. EPS estimate increased from -US$2.08 per share to -US$1.29 per share. Telecom industry in the US expected to see average net income decline 77% next year. Consensus price target of US$69.00 unchanged from last update. Share price rose 12% to US$32.29 over the past week.Reported Earnings • Nov 15Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$0.11 (up from US$0.56 loss in 2Q 2023). Net income: US$2.07m (up US$12.7m from 2Q 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 99% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 10Anterix Names Wassim Akhdar as Senior Vice President of Product and InnovationAnterix has named Wassim Akhdar as the company's senior vice president of product and innovation. Akhdar will lead the development of innovative, outcomes-driven products and solutions that harness utility-owned 900 MHz private LTE networks in collaboration with Anterix Active Ecosystem members. These solutions will produce complementary value across the industry for utilities, Ecosystem members, and Anterix. Akhdar has more than 24 years of experience in the distribution grid monitoring and control space, most recently serving as Global Head of Grid Management Solutions at Itron Inc. He has a proven track record in bringing to market solutions that are focused around providing situational awareness, grid reliability, and operational efficiency. Prior to joining Itron, Akhdar held key leadership positions at GE Digital Energy, Sentient Energy, and Varentec Inc., where he successfully launched new innovative solutions ranging from mission-critical grid management systems to grid edge sensing and control devices.お知らせ • Nov 08Anterix Inc. to Report Q2, 2024 Results on Nov 13, 2023Anterix Inc. announced that they will report Q2, 2024 results After-Market on Nov 13, 2023株主還元ATEXUS TelecomUS 市場7D-2.5%-10.8%-0.9%1Y339.8%-10.1%19.4%株主還元を見る業界別リターン: ATEX過去 1 年間で-11 % の収益を上げたUS Telecom業界を上回りました。リターン対市場: ATEX過去 1 年間で20.3 % の収益を上げたUS市場を上回りました。価格変動Is ATEX's price volatile compared to industry and market?ATEX volatilityATEX Average Weekly Movement10.5%Telecom Industry Average Movement8.7%Market Average Movement7.2%10% most volatile stocks in US Market16.7%10% least volatile stocks in US Market3.2%安定した株価: ATEX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ATEXの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199764Scott Langwww.anterix.comAnterix Inc.は、900 MHz帯の周波数ライセンス保有者として事業を展開しており、そのサービスエリアは米国本土、ハワイ、アラスカ、プエルトリコにわたり、公益事業および重要インフラ関連の企業顧客をカバーしています。同社は、タワーサイトアクセスサービス「TowerX」、ターンキー型の接続管理ソリューション「CatalyX」、および「Anterix Active Ecosystem」を提供しています。 同社は以前はpdvWireless, Inc.という社名でしたが、2019年8月にAnterix Inc.に社名を変更しました。Anterix Inc.は1997年に設立され、ニュージャージー州ウッドランドパークに本社を置いています。もっと見るAnterix Inc. 基礎のまとめAnterix の収益と売上を時価総額と比較するとどうか。ATEX 基礎統計学時価総額US$1.97b収益（TTM）US$90.64m売上高(TTM)US$6.50m22.2xPER（株価収益率310.0xP/SレシオATEX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ATEX 損益計算書（TTM）収益US$6.50m売上原価US$0売上総利益US$6.50mその他の費用-US$84.13m収益US$90.64m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）4.65グロス・マージン100.00%純利益率1,394.17%有利子負債／自己資本比率0%ATEX の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/07/13 04:35終値2026/07/13 00:00収益2026/03/31年間収益2026/03/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。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Anterix Inc. 2 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。8 アナリスト機関Michael CrawfordB. Riley Securities, Inc.Gregory MillerCanaccord GenuityThomas WalkleyCanaccord Genuity5 その他のアナリストを表示
Buy Or Sell Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock has risen 143% to US$101. The fair value is estimated to be US$128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 328% in 2 years. Earnings are forecast to decline by 5.5% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 30%After last week's 30% share price gain to US$105, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 18x in the Telecom industry in the US. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$128 per share.
Recent Insider Transactions • Jun 26Chief Financial Officer recently sold US$244k worth of stockOn the 17th of June, Elena Marquez sold around 3k shares on-market at roughly US$79.50 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$560k. This was Elena's only on-market trade for the last 12 months.
分析記事 • Jun 21Anterix (ATEX) Stock Could Be 69.4% Overvalued After Its Return To ProfitAnterix (ATEX) is back in focus after reporting fourth quarter and full year results for the period ended March 31, 2026, highlighted by positive net income and earnings per share from continuing operations. See our latest analysis for Anterix. At a share price of $74.53, Anterix has pulled back in the very short term, with the share price return falling 5.85% over one day and 9.66% over seven days. However, the 90 day share price return of 92.98% and 1 year total shareholder return of...
Recent Insider Transactions • Jun 18Independent Director recently sold US$560k worth of stockOn the 16th of June, Mahvash Yazdi sold around 7k shares on-market at roughly US$80.00 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$77.63, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 16x in the Telecom industry in the US. Total returns to shareholders of 143% over the past three years.
Buy Or Sell Opportunity • Jul 07Now 21% undervaluedOver the last 90 days, the stock has risen 143% to US$101. The fair value is estimated to be US$128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 328% in 2 years. Earnings are forecast to decline by 5.5% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment improves as stock rises 30%After last week's 30% share price gain to US$105, the stock trades at a trailing P/E ratio of 22.6x. Average trailing P/E is 18x in the Telecom industry in the US. Total returns to shareholders of 246% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$128 per share.
Recent Insider Transactions • Jun 26Chief Financial Officer recently sold US$244k worth of stockOn the 17th of June, Elena Marquez sold around 3k shares on-market at roughly US$79.50 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$560k. This was Elena's only on-market trade for the last 12 months.
分析記事 • Jun 21Anterix (ATEX) Stock Could Be 69.4% Overvalued After Its Return To ProfitAnterix (ATEX) is back in focus after reporting fourth quarter and full year results for the period ended March 31, 2026, highlighted by positive net income and earnings per share from continuing operations. See our latest analysis for Anterix. At a share price of $74.53, Anterix has pulled back in the very short term, with the share price return falling 5.85% over one day and 9.66% over seven days. However, the 90 day share price return of 92.98% and 1 year total shareholder return of...
Recent Insider Transactions • Jun 18Independent Director recently sold US$560k worth of stockOn the 16th of June, Mahvash Yazdi sold around 7k shares on-market at roughly US$80.00 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$77.63, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 16x in the Telecom industry in the US. Total returns to shareholders of 143% over the past three years.
Recent Insider Transactions Derivative • Jun 16Insider notifies of intention to sell stockChristopher Guttman-McCabe intends to sell 123k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of June. If the sale is conducted around the recent share price of US$81.75, it would amount to US$10m. Since September 2025, Christopher's direct individual holding has increased from 36.37k shares to 38.10k. Company insiders have collectively sold US$67k more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Jun 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. High level of non-cash earnings (82% accrual ratio).
ライブニュース • Jun 11Anterix Grows Revenue 41% in Fiscal 2026 as Utility Deals and New Services ExpandAnterix reported fiscal 2026 revenue growth of 41%, supported by additional 900 MHz spectrum agreements with utilities including CPS Energy, Texas-New Mexico Power and NorthWestern Energy. The FCC's 2026 Report and Order expanded the 900 MHz broadband allocation from 6 MHz to 10 MHz, which the company links to rising utility demand and a shift from education to deployment and pricing discussions. Q4 results showed a narrower loss than expected, positive cash flow and no debt. New services such as TowerX tower access, the CatalyX connectivity platform and early satellite integration tests added potential revenue streams; contracted customer cash proceeds for fiscal 2027 are cited at US$25.3 million, with another US$23.4 million scheduled beyond that period. Taken together, the latest results and contract pipeline point to a business that is more deeply tied into long-term utility communications projects, with additional services layered on top of its core spectrum leasing model. Investors may want to focus on how quickly contracted cash proceeds convert to recognized revenue and whether new offerings like TowerX and CatalyX gain enough traction to diversify income beyond spectrum agreements.
Reported Earnings • Jun 11Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: US$4.85 (up from US$0.61 loss in FY 2025). Net income: US$90.6m (up US$102.0m from FY 2025). Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jun 11Now 41% overvalued after recent price riseOver the last 90 days, the stock has risen 120% to US$81.44. The fair value is estimated to be US$57.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 1.5% in a year. Earnings are forecast to decline by 128% in the next year.
Price Target Changed • Jun 05Price target increased by 15% to US$63.67Up from US$55.33, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$66.64. Stock is up 139% over the past year. The company is forecast to post earnings per share of US$4.58 next year compared to a net loss per share of US$0.61 last year.
ライブニュース • Jun 04Anterix Gains FCC Nod for Satellite Testing Expands 900 MHz Spectrum and Appoints New CROAnterix received FCC approval for an experimental license to test satellite direct-to-device communications using its 900 MHz spectrum. The FCC also approved expansion of Anterix’s 900 MHz holdings to a full 10 MHz configuration. The company appointed Kim Green-Kerr as Chief Revenue Officer to lead commercial efforts around its connectivity offerings for utilities and critical infrastructure operators. These steps point to Anterix leaning further into its role as a connectivity provider for utilities and other critical infrastructure operators, with satellite D2D testing and the 10 MHz spectrum configuration potentially widening how its spectrum can be used. For investors, key watchpoints include how quickly experimental satellite efforts progress toward potential commercial use and how the new CRO works to translate the broader spectrum position into long-term contracts.
お知らせ • Jun 01Anterix Inc. to Report Q4, 2026 Results on Jun 11, 2026Anterix Inc. announced that they will report Q4, 2026 results After-Market on Jun 11, 2026
お知らせ • May 29Anterix Inc. Announces Appointment of Kim Green-Kerr as Chief Revenue OfficerAnterix Inc. announced the appointment of Kim Green-Kerr as Chief Revenue Officer. She joins Anterix as utilities and critical infrastructure operators accelerate investment in connectivity to run a more intelligent, automated grid. Green-Kerr arrives at a pivotal moment for the sector, as rising electricity demand, AI-driven grid complexity, and the rapid expansion of distributed energy resources are converging to make secure, real-time operational connectivity a strategic imperative. In her role, Green-Kerr will lead Anterix’s commercial organization and go-to-market strategy – deepening customer engagement, accelerating adoption, and scaling Anterix’s role as the foundational infrastructure for modernization. Green-Kerr most recently served as Senior Vice President of Enterprise Sales and Operations at UScellular, where she drove growth across enterprise and government markets and strengthened the company’s position in utilities and critical infrastructure. She previously spent more than two decades at Sprint, culminating as Senior Vice President of Business Solutions, where she led a nationwide organization of over 2,000 sales professionals across business segments.
お知らせ • May 19Anterix and Lynk Global Receive FCC Approval to Test 900 Mhz Satellite-Enabled Direct-To-Device Enterprise CommunicationsAnterix and Lynk Global announced that the Federal Communications Commission (FCC) has approved an experimental license to explore the use of Lynk’s satellite direct-to-device communications network in Anterix’s licensed 900 MHz broadband spectrum. The integration of Lynk Global’s satellite capabilities with Anterix’s 900 MHz private wireless broadband networks and devices holds the promise to enhance the communications capabilities of the critical infrastructure community. Across multiple geographic locations, the parties will test representative communications devices, from land mobile radios, smart phones, and computers to advanced routers and edge devices. Convergence of wireless and satellite connectivity, powered by AI and edge compute, will enable nationwide intelligent and resilient connectivity that can support a wide range of sectors including electric and gas utilities, logistics companies, transportation providers, pipelines, military bases, and beyond.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$55.92, the stock trades at a forward P/E ratio of 432x. Average forward P/E is 7x in the Telecom industry in the US. Total returns to shareholders of 81% over the past three years.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$42.19, the stock trades at a forward P/E ratio of 326x. Average forward P/E is 9x in the Telecom industry in the US. Total returns to shareholders of 34% over the past three years.
Recent Insider Transactions Derivative • Mar 06Insider notifies of intention to sell stockGena Ashe intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$36.18, it would amount to US$450k. Since June 2025, Gena's direct individual holding has decreased from 19.93k shares to 13.37k. Company insiders have collectively sold US$67k more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Feb 25Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$5.22 to US$4.58 per share. Revenue forecast steady at US$6.12m. Net income forecast to shrink 97% next year vs 2.3% growth forecast for Telecom industry in the US . Consensus price target of US$55.33 unchanged from last update. Share price rose 11% to US$36.45 over the past week.
お知らせ • Feb 20Federal Communications Commission Approves Rules to Expand 900 Mhz Band to 10 Mhz by Anterix IncAnterix Inc. report that the Federal Communications Commission (FCC) has unanimously adopted a groundbreaking Report and Order (R&O), “Maximizing the Potential of the 900 MHz Band,” enabling broadband deployment across the full 10 megahertz of the 900 MHz band, unlocking opportunities for Anterix and its ecosystem of innovators. The decision by the Commission is the culmination of a joint petition filed by Anterix, alongside a coalition of leading energy and technology organizations including Ameren, Enterprise Wireless Alliance, Evergy, Lower Colorado River Authority, Portland General Electric, San Diego Gas & Electric, Southern Company’s Southern Linc, Utility Broadband Alliance, and Xcel Energy, seeking authority to expand the 900 MHz broadband segment from 6 MHz to a robust 10 MHz 5x5 configuration.
分析記事 • Feb 18Anterix's (NASDAQ:ATEX) Earnings Might Not Be As Promising As They SeemAnterix Inc.'s ( NASDAQ:ATEX ) stock performed strongly after the recent earnings report. However, we think that...
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$33.82, the stock trades at a forward P/E ratio of 58x. Average forward P/E is 10x in the Telecom industry in the US. Total returns to shareholders of 11% over the past three years.
New Risk • Feb 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 137% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 137% per year for the foreseeable future. High level of non-cash earnings (83% accrual ratio). Minor Risk Significant insider selling over the past 3 months (US$138k sold).
New Risk • Feb 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 83% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (83% accrual ratio). Minor Risk Significant insider selling over the past 3 months (US$138k sold).
Reported Earnings • Feb 13Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: US$0.35 loss per share (down from US$0.41 profit in 3Q 2025). Net loss: US$6.60m (down 186% from profit in 3Q 2025). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 36%. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Feb 04Anterix Inc. to Report Q3, 2026 Results on Feb 11, 2026Anterix Inc. announced that they will report Q3, 2026 results After-Market on Feb 11, 2026
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$27.91, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 8x in the Telecom industry in the US. Total loss to shareholders of 24% over the past three years.
お知らせ • Jan 07Anterix Inc. Announces Executive ChangesAnterix Inc. announced the appointment of Ross Spero as Chief Product Officer. Spero will lead Anterix’s product development strategy, product operations and deployment, and the company’s Anterix Active Ecosystem (AAE) partnerships and commercialization strategy, as Anterix advances its evolution beyond spectrum to help utilities accelerate time-to-deployment and time-to-value. Supporting seven utilities with a collective footprint equivalent to the fourth-largest wireless network in the United States, Anterix is entering a new era beyond spectrum—strengthening its lab-to-deployment engine, expanding its solutions portfolio, and driving repeatable outcomes at scale. With the launch of TowerX™ and CatalyX and the addition of a Chief Product Officer, Anterix is elevating product and deployment execution to connect and secure every device that measures, monitors, or controls the flow of power. Spero brings extensive experience in product leadership across connectivity, managed services, and network-centric portfolios. Most recently, he served as Vice President, Product Management & Portfolio Strategy at TPx Communications, where he led portfolio transformation initiatives, product operations, and commercialization programs designed to accelerate activation, improve performance, and drive recurring revenue growth. Across his career, he has built product strategy and pricing disciplines, scaled managed services and networking portfolios, and aligned product, operations, and go-to-market execution to increase adoption and customer retention. Anterix also announced that Ryan Gerbrandt, Chief Operating Officer, will be leaving the company to pursue other opportunities.
Recent Insider Transactions • Nov 20Insider recently sold US$138k worth of stockOn the 18th of November, Gena Ashe sold around 7k shares on-market at roughly US$21.07 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$374k more than they bought in the last 12 months.
New Risk • Nov 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 142% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 142% per year for the foreseeable future. High level of non-cash earnings (98% accrual ratio).
Reported Earnings • Nov 13Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$2.87 (up from US$0.69 loss in 2Q 2025). Net income: US$53.5m (up US$66.3m from 2Q 2025). Revenue exceeded analyst estimates by 8.6%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Oct 28Anterix Inc. to Report Q2, 2026 Results on Nov 12, 2025Anterix Inc. announced that they will report Q2, 2026 results After-Market on Nov 12, 2025
Recent Insider Transactions • Sep 21CEO, President & Director recently bought US$99k worth of stockOn the 18th of September, Scott Lang bought around 5k shares on-market at roughly US$21.28 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Scott's only on-market trade for the last 12 months.
お知らせ • Sep 18+ 1 more updateAnterix Inc. Announces Executive ChangesAnterix announced changes in the executive leadership team that further position the company to deliver transformative connectivity solutions to utilities and a growing set of critical infrastructure sectors. Anterix’s new senior leaders include Heather Martin as Chief Marketing Officer and Chief of Staff, and Elena Marquez as Chief Financial Officer, succeeding Tim Gray who is departing Anterix to pursue a new opportunity. Heather Martin, Chief Marketing Officer and Chief of Staff. With over 20 years of global marketing and executive experience, Martin most recently held a senior leadership role at NRG Energy, where she led corporate marketing efforts for its portfolio of retail energy brands—driving strategy across North America, South Africa, and the Caribbean. Earlier in her career, Martin played a pivotal role in shaping brand strategy and integrated campaigns for Dell, Shell Energy, Microsoft, and General Motors through her work with national advertising agencies. At Anterix, Martin will lead the national marketing strategy, amplifying brand authority, driving customer-centric innovation, and expanding market reach. Elena Marquez, s.
Major Estimate Revision • Aug 19Consensus EPS estimates increase from loss to US$1.43 profit, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$6.22m to US$5.71m. EPS estimate of -US$1.95 up from expected loss of US$1.43 per share previously. Telecom industry in the US expected to see average net income growth of 27% next year. Consensus price target down from US$70.33 to US$61.00. Share price was steady at US$22.01 over the past week.
Reported Earnings • Aug 13First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$1.35 (up from US$0.84 loss in 1Q 2025). Net income: US$25.2m (up US$40.7m from 1Q 2025). Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Jul 22Anterix Inc. to Report Q1, 2026 Results on Aug 12, 2025Anterix Inc. announced that they will report Q1, 2026 results After-Market on Aug 12, 2025
Major Estimate Revision • Jul 01Consensus EPS estimates fall by 148%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$6.46m to US$6.22m. Losses expected to increase from US$0.78 per share to US$1.95. Telecom industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$80.67 to US$70.33. Share price fell 13% to US$24.97 over the past week.
お知らせ • Jun 30+ 8 more updatesAnterix Inc.(NasdaqCM:ATEX) dropped from Russell Small Cap Comp Value IndexAnterix Inc.(NasdaqCM:ATEX) dropped from Russell Small Cap Comp Value Index
Price Target Changed • Jun 26Price target decreased by 11% to US$70.33Down from US$78.67, the current price target is an average from 3 analysts. New target price is 167% above last closing price of US$26.34. Stock is down 27% over the past year. The company is forecast to post a net loss per share of US$0.82 next year compared to a net loss per share of US$0.61 last year.
Board Change • Jun 26High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, President & Director Scott Lang was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 39% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 39% per year for the foreseeable future. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$47m). Currently unprofitable and not forecast to become profitable over next 2 years (US$28m net loss in 2 years).
お知らせ • Jun 05Anterix Inc. to Report Q4, 2025 Results on Jun 24, 2025Anterix Inc. announced that they will report Q4, 2025 results After-Market on Jun 24, 2025
分析記事 • Apr 08We're Not Worried About Anterix's (NASDAQ:ATEX) Cash BurnJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Buy Or Sell Opportunity • Mar 21Now 21% undervaluedOver the last 90 days, the stock has risen 20% to US$37.80. The fair value is estimated to be US$47.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
Buy Or Sell Opportunity • Feb 25Now 21% undervaluedOver the last 90 days, the stock has risen 7.6% to US$37.47. The fair value is estimated to be US$47.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 59% in 2 years. Earnings are forecast to grow by 18% in the next 2 years.
New Risk • Feb 14New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$30m Forecast net loss in 2 years: US$25m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$25m net loss in 2 years). Significant insider selling over the past 3 months (US$638k sold).
Breakeven Date Change • Feb 13Forecast to breakeven in 2026The 3 analysts covering Anterix expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$26.9m in 2026. Average annual earnings growth of 23% is required to achieve expected profit on schedule.
New Risk • Feb 12New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$29m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$29m). Currently unprofitable and not forecast to become profitable over next 2 years (US$32m net loss in 2 years). Significant insider selling over the past 3 months (US$638k sold).
Reported Earnings • Feb 12Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.41 (up from US$0.018 in 3Q 2024). Net income: US$7.71m (up US$7.38m from 3Q 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Jan 23Anterix Inc. to Report Q3, 2025 Results on Feb 11, 2025Anterix Inc. announced that they will report Q3, 2025 results After-Market on Feb 11, 2025
お知らせ • Dec 31Anterix Announces Board ChangesAnterix announced utility industry veteran Tom Kuhn as Chairman of the Anterix Board of Directors, effective January 1, 2025 as the end of 2024 marks the anticipated retirement of Morgan O'Brien as Executive Chairman of the Anterix Board after more than 12 years with the Company. O'Brien will continue as an advisor. Kuhn has served on Anterix's Board of Directors since January 2024 and prior to that spent more than thirty years as President and CEO of the Edison Electric Institute ("EEI"), the trade association representing U.S. investor-owned electric utilities.O'Brien has served as an executive leader with the company for more than 12 years in roles spanning from President and CEO of the Company to Executive Chairman of its Board of Directors.
Recent Insider Transactions • Dec 18Executive Chairman recently sold US$455k worth of stockOn the 16th of December, Morgan O'Brien sold around 14k shares on-market at roughly US$33.44 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Morgan's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 13Executive Chairman exercised options and sold US$691k worth of stockOn the 9th of December, Morgan O'Brien exercised 90.00k options at around US$25.00, then sold 76k of the shares acquired at an average of US$34.05 per share and kept the remainder. Since June 2024, Morgan has owned 24.77k shares directly. Company insiders have collectively sold US$953k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Nov 21Insider recently sold US$183k worth of stockOn the 19th of November, Gena Ashe sold around 6k shares on-market at roughly US$33.00 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$3.9m more than they sold in the last 12 months.
Recent Insider Transactions Derivative • Nov 20Insider notifies of intention to sell stockGena Ashe intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of November. If the sale is conducted around the recent share price of US$33.00, it would amount to US$183k. Since December 2023, Gena's direct individual holding has increased from 20.23k shares to 31.63k. Company insiders have collectively bought US$3.4m more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Nov 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.69 loss per share (down from US$0.11 profit in 2Q 2024). Net loss: US$12.8m (down US$14.8m from profit in 2Q 2024). Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Oct 18Anterix Inc. to Report Q2, 2025 Results on Nov 13, 2024Anterix Inc. announced that they will report Q2, 2025 results on Nov 13, 2024
お知らせ • Oct 09+ 1 more updateAnterix Announces Chief Executive Officer ChangesAnterix Inc. announced the appointment of Scott Lang as Chief Executive Officer effective by November 1, 2024. Rob Schwartz will be stepping down after a decade of pioneering leadership and will support Lang and serve as an advisor to the Board to assist in a successful leadership transition. Lang is a highly accomplished and seasoned global executive with a demonstrated history of innovation, having spent more than 30 years working with major companies at the intersection of telecommunications and electric utilities. As the former CEO and Executive Chairman for Silver Spring Networks Inc., Lang played a major role in successfully positioning the company as an innovative leader within the utility sector before selling the company to Itron in 2018.
Major Estimate Revision • Aug 13Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$7.59m to US$6.65m. Forecast losses increased from -US$2.27 to -US$2.74 per share. Telecom industry in the US expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at US$78.67. Share price was steady at US$37.85 over the past week.
Reported Earnings • Aug 07First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.84 loss per share (further deteriorated from US$0.11 loss in 1Q 2024). Net loss: US$15.5m (loss widened US$13.4m from 1Q 2024). Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 86%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Aug 01Now 20% undervaluedOver the last 90 days, the stock has risen 23% to US$39.36. The fair value is estimated to be US$49.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Earnings per share has grown by 67%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are forecast to decline by 18% per annum over the same time period.
分析記事 • Jul 31Here's Why Shareholders May Want To Be Cautious With Increasing Anterix Inc.'s (NASDAQ:ATEX) CEO Pay PacketKey Insights Anterix to hold its Annual General Meeting on 6th of August Salary of US$500.0k is part of CEO Rob...
お知らせ • Jul 27Anterix Inc. to Report Q1, 2025 Results on Aug 06, 2024Anterix Inc. announced that they will report Q1, 2025 results After-Market on Aug 06, 2024
お知らせ • Jul 04Anterix Inc., Annual General Meeting, Aug 06, 2024Anterix Inc., Annual General Meeting, Aug 06, 2024.
Breakeven Date Change • Jul 02No longer forecast to breakevenThe 2 analysts covering Anterix no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$7.66m in 2026. New consensus forecast suggests the company will make a loss of US$8.83m in 2026.
New Risk • Jul 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.8% per year for the foreseeable future. Minor Risk Revenue is less than US$5m (US$4.2m revenue).
Price Target Changed • Jun 29Price target increased by 13% to US$78.33Up from US$69.50, the current price target is an average from 3 analysts. New target price is 98% above last closing price of US$39.59. Stock is up 25% over the past year. The company is forecast to post a net loss per share of US$2.34 next year compared to a net loss per share of US$0.49 last year.
Reported Earnings • Jun 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$0.49 loss per share (improved from US$0.87 loss in FY 2023). Net loss: US$9.13m (loss narrowed 44% from FY 2023). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 51%. Revenue is forecast to grow 94% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Jun 27Anterix Inc. to Report Q4, 2024 Results on Jun 26, 2024Anterix Inc. announced that they will report Q4, 2024 results After-Market on Jun 26, 2024
Recent Insider Transactions Derivative • May 03Chief Financial Officer notifies of intention to sell stockTimothy Gray intends to sell 17k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of May. If the sale is conducted around the recent share price of US$32.10, it would amount to US$535k. Since June 2023, Timothy's direct individual holding has decreased from 48.91k shares to 44.40k. Company insiders have collectively bought US$3.8m more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • Feb 22Consensus estimates of losses per share improve by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$4.23m to US$4.45m. EPS estimate increased from -US$1.29 per share to -US$0.324 per share. Telecom industry in the US expected to see average net income decline 33% next year. Consensus price target of US$69.50 unchanged from last update. Share price rose 26% to US$38.99 over the past week.
分析記事 • Feb 21We Think That There Are Issues Underlying Anterix's (NASDAQ:ATEX) EarningsUnsurprisingly, Anterix Inc.'s ( NASDAQ:ATEX ) stock price was strong on the back of its healthy earnings report...
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 29%After last week's 29% share price gain to US$39.85, the stock trades at a trailing P/E ratio of 46.6x. Average trailing P/E is 22x in the Telecom industry in the US. Total loss to shareholders of 8.0% over the past three years.
New Risk • Feb 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 67% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 67% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Revenue is less than US$5m (US$3.5m revenue).
Reported Earnings • Feb 15Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$0.018 (up from US$0.42 loss in 3Q 2023). Net income: US$328.0k (up US$8.35m from 3Q 2023). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 105% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 08Anterix Inc. Announces Resignation of Paul Saleh from the Board of Directors, Member of Audit Committee and the Strategy CommitteeOn February 6, 2024, Paul Saleh delivered notice to Anterix Inc. (the “Company”) of his resignation from the Company's board of directors, effective immediately, following his appointment as the Chief Executive Officer of the Atos Group. Mr. Saleh also resigned from his membership on the Audit Committee and the Strategy Committee. The resignation is not a result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices.
お知らせ • Jan 31Anterix Inc. to Report Q3, 2024 Results on Feb 14, 2024Anterix Inc. announced that they will report Q3, 2024 results After-Market on Feb 14, 2024
Recent Insider Transactions • Dec 04Independent Director recently bought US$4.1m worth of stockOn the 1st of December, Jeffrey Altman bought around 124k shares on-market at roughly US$32.77 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$3.8m more in shares than they have sold in the last 12 months.
Major Estimate Revision • Nov 20Consensus estimates of losses per share improve by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$4.06m to US$4.29m. EPS estimate increased from -US$2.08 per share to -US$1.29 per share. Telecom industry in the US expected to see average net income decline 77% next year. Consensus price target of US$69.00 unchanged from last update. Share price rose 12% to US$32.29 over the past week.
Reported Earnings • Nov 15Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$0.11 (up from US$0.56 loss in 2Q 2023). Net income: US$2.07m (up US$12.7m from 2Q 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 99% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 10Anterix Names Wassim Akhdar as Senior Vice President of Product and InnovationAnterix has named Wassim Akhdar as the company's senior vice president of product and innovation. Akhdar will lead the development of innovative, outcomes-driven products and solutions that harness utility-owned 900 MHz private LTE networks in collaboration with Anterix Active Ecosystem members. These solutions will produce complementary value across the industry for utilities, Ecosystem members, and Anterix. Akhdar has more than 24 years of experience in the distribution grid monitoring and control space, most recently serving as Global Head of Grid Management Solutions at Itron Inc. He has a proven track record in bringing to market solutions that are focused around providing situational awareness, grid reliability, and operational efficiency. Prior to joining Itron, Akhdar held key leadership positions at GE Digital Energy, Sentient Energy, and Varentec Inc., where he successfully launched new innovative solutions ranging from mission-critical grid management systems to grid edge sensing and control devices.
お知らせ • Nov 08Anterix Inc. to Report Q2, 2024 Results on Nov 13, 2023Anterix Inc. announced that they will report Q2, 2024 results After-Market on Nov 13, 2023
