View Future GrowthAnterix 過去の業績過去 基準チェック /36Anterixは、平均年間55.8%の収益成長を遂げていますが、 Telecom業界の収益は、年間 成長しています。収益は、平均年間17% 42.2%収益成長率で 成長しています。 Anterixの自己資本利益率は34.5%であり、純利益率は1370.9%です。主要情報55.81%収益成長率56.48%EPS成長率Telecom 業界の成長6.72%収益成長率42.23%株主資本利益率34.47%ネット・マージン1,370.92%前回の決算情報31 Dec 2025最近の業績更新分析記事 • 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...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, 2026Reported 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, 2025Reported 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.すべての更新を表示Recent updates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.ライブニュース • May 19Anterix Begins Satellite Device Testing With FCC Approval to Expand 900 MHz Spectrum UseAnterix is partnering with Lynk Global to test satellite-enabled direct-to-device communications using Anterix’s licensed 900 MHz broadband spectrum. The Federal Communications Commission granted an experimental license and recently issued an order that designates the 900 MHz band for flexible use aligned with Anterix’s requested configuration. Testing will cover multiple devices and locations, with early results expected in the coming months as part of Anterix’s effort to build products aimed at critical infrastructure and utility customers. This FCC-supported testing program points to an attempt by Anterix to broaden how its 900 MHz spectrum can be used, particularly for enterprise and critical infrastructure communications. Investors may wish to monitor testing outcomes and any follow-on utility contracts or recurring-revenue offerings that indicate how Anterix develops this spectrum initiative into commercial agreements.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お知らせ • Sep 23Anterix Inc. (NasdaqCM:ATEX) announces an Equity Buyback for $250 million worth of its shares.Anterix Inc. (NasdaqCM:ATEX) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of outstanding shares of common stock. The program is valid for 3 years till September 21, 2026.Major Estimate Revision • Aug 09Consensus revenue estimates fall by 70%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$13.1m to US$3.97m. Forecast losses increased from -US$1.97 to -US$2.08 per share. Telecom industry in the US expected to see average net income decline 34% next year. Consensus price target of US$69.00 unchanged from last update. Share price was steady at US$30.32 over the past week.New Risk • Aug 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$5.2m Forecast net loss in 2 years: US$33m 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: Major Risk Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$51m). Currently unprofitable and not forecast to become profitable over next 2 years (US$33m net loss in 2 years). Significant insider selling over the past 3 months (US$251k sold). Revenue is less than US$5m (US$2.2m revenue).Reported Earnings • Aug 03First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: US$0.11 loss per share (improved from US$0.71 loss in 1Q 2023). Net loss: US$2.12m (loss narrowed 84% from 1Q 2023). Revenue missed analyst estimates by 55%. Earnings per share (EPS) exceeded analyst estimates by 81%. Revenue is forecast to grow 79% p.a. on average during the next 3 years, compared to a 1.7% 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 12% per year, which means it is significantly lagging earnings.お知らせ • Jul 26Anterix Inc. to Report Q1, 2024 Results on Aug 02, 2023Anterix Inc. announced that they will report Q1, 2024 results Pre-Market on Aug 02, 2023お知らせ • Jul 15Anterix Inc., Annual General Meeting, Aug 08, 2023Anterix Inc., Annual General Meeting, Aug 08, 2023, at 09:30 US Eastern Standard Time.分析記事 • Jun 22We're Hopeful That Anterix (NASDAQ:ATEX) Will Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Recent Insider Transactions • Jun 22Insider recently sold US$251k worth of stockOn the 16th of June, Gena Ashe sold around 7k shares on-market at roughly US$34.72 per share. This transaction amounted to 25% 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$665k more than they bought in the last 12 months.Major Estimate Revision • Jun 21Consensus revenue estimates increase by 37%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$9.61m to US$13.1m. Forecast losses expected to reduce from -US$2.29 to -US$1.97 per share. Telecom industry in the US expected to see average net income decline 22% next year. Consensus price target of US$69.40 unchanged from last update. Share price was steady at US$32.75 over the past week.Recent Insider Transactions Derivative • Jun 19Insider notifies of intention to sell stockGena Ashe intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of June. If the sale is conducted around the recent share price of US$34.72, it would amount to US$251k. Since September 2022, Gena's direct individual holding has increased from 922.00 shares to 28.90k. Company insiders have collectively sold US$761k more than they bought, via options and on-market transactions in the last 12 months.New Risk • Jun 15New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$54m This is considered a major 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: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$54m free cash flow). Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$28m net loss in 2 years). Revenue is less than US$5m (US$1.9m revenue).Reported Earnings • Jun 14Full year 2023 earnings released: US$0.87 loss per share (vs US$2.07 loss in FY 2022)Full year 2023 results: US$0.87 loss per share (improved from US$2.07 loss in FY 2022). Net loss: US$16.3m (loss narrowed 56% from FY 2022). Revenue is forecast to grow 92% p.a. on average during the next 2 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 16% 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 07Anterix Inc. to Report Q4, 2023 Results on Jun 14, 2023Anterix Inc. announced that they will report Q4, 2023 results Pre-Market on Jun 14, 2023Recent Insider Transactions • Mar 22Executive Chairman recently sold US$150k worth of stockOn the 13th of March, Morgan O'Brien sold around 5k shares on-market at roughly US$30.01 per share. This transaction amounted to 19% 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.Price Target Changed • Feb 24Price target decreased by 7.7% to US$69.40Down from US$75.20, the current price target is an average from 5 analysts. New target price is 137% above last closing price of US$29.33. Stock is down 46% over the past year. The company is forecast to post a net loss per share of US$2.42 next year compared to a net loss per share of US$2.07 last year.収支内訳Anterix の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqCM:ATEX 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Dec 2568143530 Sep 2569643530 Jun 2562946531 Mar 256-1149631 Dec 246-3049730 Sep 246-3751730 Jun 245-2352631 Mar 244-950631 Dec 2341651530 Sep 233752530 Jun 232-551431 Mar 232-1651431 Dec 222-4350430 Sep 221-4848430 Jun 221-3946431 Mar 221-3844431 Dec 211-3743430 Sep 211-3741430 Jun 211-5146531 Mar 211-5443431 Dec 201-5542430 Sep 201-5240430 Jun 201-4332331 Mar 202-3831331 Dec 193-3532230 Sep 194-3531230 Jun 195-3932231 Mar 196-4231231 Dec 187-4130230 Sep 187-3330130 Jun 187-2929231 Mar 186-2529131 Dec 176-3027230 Sep 176-3726230 Jun 175-3726231 Mar 175-3929231 Dec 164-3228230 Sep 164-3027130 Jun 164-2826131 Mar 164-2221131 Dec 153-2121130 Sep 153-1920130 Jun 153-16171質の高い収益: ATEX 非現金収入 のレベルが高いです。利益率の向上: ATEX過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ATEX過去 5 年間で収益を上げており、収益は年間55.8%増加しています。成長の加速: ATEXは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: ATEX昨年収益を上げたため、昨年の収益成長をTelecom業界 ( 0.01% ) と比較することは困難です。株主資本利益率高いROE: ATEXの 自己資本利益率 ( 34.5% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTelecom 、過去の業績が好調な企業。View Financial Health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2026/05/26 21:55終値2026/05/26 00:00収益2025/12/31年間収益2025/03/31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本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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. 3 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
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...
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
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
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 • 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.
ライブニュース • May 19Anterix Begins Satellite Device Testing With FCC Approval to Expand 900 MHz Spectrum UseAnterix is partnering with Lynk Global to test satellite-enabled direct-to-device communications using Anterix’s licensed 900 MHz broadband spectrum. The Federal Communications Commission granted an experimental license and recently issued an order that designates the 900 MHz band for flexible use aligned with Anterix’s requested configuration. Testing will cover multiple devices and locations, with early results expected in the coming months as part of Anterix’s effort to build products aimed at critical infrastructure and utility customers. This FCC-supported testing program points to an attempt by Anterix to broaden how its 900 MHz spectrum can be used, particularly for enterprise and critical infrastructure communications. Investors may wish to monitor testing outcomes and any follow-on utility contracts or recurring-revenue offerings that indicate how Anterix develops this spectrum initiative into commercial agreements.
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
お知らせ • Sep 23Anterix Inc. (NasdaqCM:ATEX) announces an Equity Buyback for $250 million worth of its shares.Anterix Inc. (NasdaqCM:ATEX) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of outstanding shares of common stock. The program is valid for 3 years till September 21, 2026.
Major Estimate Revision • Aug 09Consensus revenue estimates fall by 70%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$13.1m to US$3.97m. Forecast losses increased from -US$1.97 to -US$2.08 per share. Telecom industry in the US expected to see average net income decline 34% next year. Consensus price target of US$69.00 unchanged from last update. Share price was steady at US$30.32 over the past week.
New Risk • Aug 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$5.2m Forecast net loss in 2 years: US$33m 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: Major Risk Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$51m). Currently unprofitable and not forecast to become profitable over next 2 years (US$33m net loss in 2 years). Significant insider selling over the past 3 months (US$251k sold). Revenue is less than US$5m (US$2.2m revenue).
Reported Earnings • Aug 03First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: US$0.11 loss per share (improved from US$0.71 loss in 1Q 2023). Net loss: US$2.12m (loss narrowed 84% from 1Q 2023). Revenue missed analyst estimates by 55%. Earnings per share (EPS) exceeded analyst estimates by 81%. Revenue is forecast to grow 79% p.a. on average during the next 3 years, compared to a 1.7% 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 12% per year, which means it is significantly lagging earnings.
お知らせ • Jul 26Anterix Inc. to Report Q1, 2024 Results on Aug 02, 2023Anterix Inc. announced that they will report Q1, 2024 results Pre-Market on Aug 02, 2023
お知らせ • Jul 15Anterix Inc., Annual General Meeting, Aug 08, 2023Anterix Inc., Annual General Meeting, Aug 08, 2023, at 09:30 US Eastern Standard Time.
分析記事 • Jun 22We're Hopeful That Anterix (NASDAQ:ATEX) Will Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Recent Insider Transactions • Jun 22Insider recently sold US$251k worth of stockOn the 16th of June, Gena Ashe sold around 7k shares on-market at roughly US$34.72 per share. This transaction amounted to 25% 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$665k more than they bought in the last 12 months.
Major Estimate Revision • Jun 21Consensus revenue estimates increase by 37%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$9.61m to US$13.1m. Forecast losses expected to reduce from -US$2.29 to -US$1.97 per share. Telecom industry in the US expected to see average net income decline 22% next year. Consensus price target of US$69.40 unchanged from last update. Share price was steady at US$32.75 over the past week.
Recent Insider Transactions Derivative • Jun 19Insider notifies of intention to sell stockGena Ashe intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of June. If the sale is conducted around the recent share price of US$34.72, it would amount to US$251k. Since September 2022, Gena's direct individual holding has increased from 922.00 shares to 28.90k. Company insiders have collectively sold US$761k more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Jun 15New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$54m This is considered a major 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: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$54m free cash flow). Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$28m net loss in 2 years). Revenue is less than US$5m (US$1.9m revenue).
Reported Earnings • Jun 14Full year 2023 earnings released: US$0.87 loss per share (vs US$2.07 loss in FY 2022)Full year 2023 results: US$0.87 loss per share (improved from US$2.07 loss in FY 2022). Net loss: US$16.3m (loss narrowed 56% from FY 2022). Revenue is forecast to grow 92% p.a. on average during the next 2 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 16% 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 07Anterix Inc. to Report Q4, 2023 Results on Jun 14, 2023Anterix Inc. announced that they will report Q4, 2023 results Pre-Market on Jun 14, 2023
Recent Insider Transactions • Mar 22Executive Chairman recently sold US$150k worth of stockOn the 13th of March, Morgan O'Brien sold around 5k shares on-market at roughly US$30.01 per share. This transaction amounted to 19% 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.
Price Target Changed • Feb 24Price target decreased by 7.7% to US$69.40Down from US$75.20, the current price target is an average from 5 analysts. New target price is 137% above last closing price of US$29.33. Stock is down 46% over the past year. The company is forecast to post a net loss per share of US$2.42 next year compared to a net loss per share of US$2.07 last year.