Anterix (2X6) 주식 개요는 무선 통신 회사로 운영되고 있습니다. 자세히 보기2X6 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장1/6과거 실적3/6재무 건전성5/6배당0/6강점공정 가치 추정치보다 낮은 62.6% 에서 거래수익은 연간 8.32% 증가할 것으로 예상됩니다.올해부터 흑자전환위험 분석향후 3년 동안 수익이 연평균 144.8% 감소할 것으로 예상됩니다.높은 수준의 비현금 수입지난 3개월 동안 주가 변동성이 German 시장과 비교해 높았습니다.모든 위험 점검 보기2X6 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€54.0014.0% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-55m121m2016201920222025202620282031Revenue US$8.8mEarnings US$121.3mAdvancedSet Fair ValueView all narrativesAnterix Inc. 경쟁사NFONSymbol: XTRA:NFNMarket cap: €53.7mKazakhtelecom JSCSymbol: DB:KZTAMarket cap: €454.9bUnited InternetSymbol: XTRA:UTDIMarket cap: €4.5bRailTel Corporation of IndiaSymbol: NSEI:RAILTELMarket cap: ₹102.7b가격 이력 및 성과Anterix 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$54.0052주 최고가US$54.0052주 최저가US$15.30베타0.861개월 변동41.36%3개월 변동87.50%1년 변동126.89%3년 변동81.21%5년 변동33.66%IPO 이후 변동64.84%최근 뉴스 및 업데이트공시 • May 19Anterix and Lynk Global Receive FCC Approval to Test 900 Mhz Satellite-Enabled Direct-To-Device Enterprise CommunicationsAnterix and Lynk Global announced that the Federal Communications Commission (FCC) has approved an experimental license to explore the use of Lynk’s satellite direct-to-device communications network in Anterix’s licensed 900 MHz broadband spectrum. The integration of Lynk Global’s satellite capabilities with Anterix’s 900 MHz private wireless broadband networks and devices holds the promise to enhance the communications capabilities of the critical infrastructure community. Across multiple geographic locations, the parties will test representative communications devices, from land mobile radios, smart phones, and computers to advanced routers and edge devices. Convergence of wireless and satellite connectivity, powered by AI and edge compute, will enable nationwide intelligent and resilient connectivity that can support a wide range of sectors including electric and gas utilities, logistics companies, transportation providers, pipelines, military bases, and beyond.Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €45.00, the stock trades at a forward P/E ratio of 401x. Average forward P/E is 17x in the Telecom industry in Europe. Total returns to shareholders of 55% over the past three years.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €35.80, the stock trades at a forward P/E ratio of 326x. Average forward P/E is 17x in the Telecom industry in Europe. Total returns to shareholders of 26% over the past three years.공시 • 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.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €29.20, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 17x in the Telecom industry in Germany. Total returns to shareholders of 3.5% 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 Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Significant insider selling over the past 3 months (€119k sold).더 많은 업데이트 보기Recent updates공시 • May 19Anterix and Lynk Global Receive FCC Approval to Test 900 Mhz Satellite-Enabled Direct-To-Device Enterprise CommunicationsAnterix and Lynk Global announced that the Federal Communications Commission (FCC) has approved an experimental license to explore the use of Lynk’s satellite direct-to-device communications network in Anterix’s licensed 900 MHz broadband spectrum. The integration of Lynk Global’s satellite capabilities with Anterix’s 900 MHz private wireless broadband networks and devices holds the promise to enhance the communications capabilities of the critical infrastructure community. Across multiple geographic locations, the parties will test representative communications devices, from land mobile radios, smart phones, and computers to advanced routers and edge devices. Convergence of wireless and satellite connectivity, powered by AI and edge compute, will enable nationwide intelligent and resilient connectivity that can support a wide range of sectors including electric and gas utilities, logistics companies, transportation providers, pipelines, military bases, and beyond.Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €45.00, the stock trades at a forward P/E ratio of 401x. Average forward P/E is 17x in the Telecom industry in Europe. Total returns to shareholders of 55% over the past three years.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €35.80, the stock trades at a forward P/E ratio of 326x. Average forward P/E is 17x in the Telecom industry in Europe. Total returns to shareholders of 26% over the past three years.공시 • 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.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €29.20, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 17x in the Telecom industry in Germany. Total returns to shareholders of 3.5% 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 Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Significant insider selling over the past 3 months (€119k sold).Reported Earnings • Feb 13Third quarter 2026 earnings released: US$0.35 loss per share (vs US$0.41 profit in 3Q 2025)Third 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 is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • 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, 2026New Risk • Jan 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 119% per year for the foreseeable future. High level of non-cash earnings (98% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Significant insider selling over the past 3 months (€119k sold).Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €23.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Telecom industry in Germany. Total loss to shareholders of 27% over the past three years.공시 • 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 €119k worth of stockOn the 18th of November, Gena Ashe sold around 7k shares on-market at roughly €18.20 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 €355k more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €18.00, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 13x in the Telecom industry in Germany. Total loss to shareholders of 48% over the past three years.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 released: EPS: US$2.87 (vs US$0.69 loss in 2Q 2025)Second 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 is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. 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 22% per year, which means it is significantly lagging earnings.공시 • 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 €84k worth of stockOn the 18th of September, Scott Lang bought around 5k shares on-market at roughly €18.05 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.공시 • 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.Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: US$1.35 (vs US$0.84 loss in 1Q 2025)First 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 is forecast to grow 15% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. 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 25% per year, which means it is significantly lagging earnings.공시 • 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, 2025공시 • 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 IndexBoard 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).Reported Earnings • Jun 25Full year 2025 earnings released: US$0.61 loss per share (vs US$0.49 loss in FY 2024)Full year 2025 results: US$0.61 loss per share (further deteriorated from US$0.49 loss in FY 2024). Net loss: US$11.4m (loss widened 25% from FY 2024). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.공시 • 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, 2025Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 22% to €39.00. The fair value is estimated to be €48.85, 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). Share price has been volatile over the past 3 months (10% average weekly change). Significant insider selling over the past 3 months (€606k sold).New Risk • Feb 13New 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$21m 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 Risk Less than 1 year of cash runway based on free cash flow trend (-US$21m free cash flow). Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Significant insider selling over the past 3 months (€606k 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.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: US$0.41 (vs US$0.018 in 3Q 2024)Third 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 is forecast to grow 19% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Germany. 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 9% per year, which means it is significantly lagging earnings.공시 • 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, 2025공시 • 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 €433k worth of stockOn the 16th of December, Morgan O'Brien sold around 14k shares on-market at roughly €31.83 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 • Nov 21Insider recently sold €173k worth of stockOn the 19th of November, Gena Ashe sold around 6k shares on-market at roughly €31.17 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 €3.5m more than they sold in the last 12 months.Reported Earnings • Nov 14Second quarter 2025 earnings released: US$0.69 loss per share (vs US$0.11 profit in 2Q 2024)Second 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 is forecast to grow 20% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. 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 18% per year, which means it is significantly lagging earnings.공시 • Oct 18Anterix Inc. to Report Q2, 2025 Results on Nov 13, 2024Anterix Inc. announced that they will report Q2, 2025 results on Nov 13, 2024공시 • 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.New Risk • Aug 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% 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 16% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Share price has been volatile over the past 3 months (6.8% average weekly change).Reported Earnings • Aug 07First quarter 2025 earnings released: US$0.84 loss per share (vs US$0.11 loss in 1Q 2024)First 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 is forecast to grow 16% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. 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 12% per year, which means it is significantly lagging earnings.New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$35m net loss in 3 years). Share price has been volatile over the past 3 months (6.7% average weekly change). Revenue is less than US$5m (US$4.2m revenue).공시 • 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, 2024공시 • Jul 04Anterix Inc., Annual General Meeting, Aug 06, 2024Anterix Inc., Annual General Meeting, Aug 06, 2024.New Risk • Jul 02New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$9.1m Forecast net loss in 3 years: US$35m 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 18% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$35m net loss in 3 years). Revenue is less than US$5m (US$4.2m revenue).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).Reported Earnings • Jun 28Full year 2024 earnings released: US$0.49 loss per share (vs US$0.87 loss in FY 2023)Full 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 is forecast to grow 94% p.a. on average during the next 2 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. 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 12% per year, which means it is significantly lagging earnings.공시 • 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, 2024Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €36.40, the stock trades at a trailing P/E ratio of 46.6x. Average forward P/E is 11x in the Telecom industry in Germany. Total returns to shareholders of 5.2% 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 Share price has been volatile over the past 3 months (8.1% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (US$3.5m revenue).New Risk • Feb 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (US$3.5m revenue).Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: US$0.018 (vs US$0.42 loss in 3Q 2023)Third 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 is forecast to grow 105% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. 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 9% per year, which means it is significantly lagging earnings.공시 • 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.공시 • 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 €3.7m worth of stockOn the 1st of December, Jeffrey Altman bought around 124k shares on-market at roughly €30.17 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 €3.5m more in shares than they have sold in the last 12 months.Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: US$0.11 (vs US$0.56 loss in 2Q 2023)Second 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 is forecast to grow 99% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Germany. 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.공시 • 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.공시 • 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, 2023공시 • 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.New Risk • Aug 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). 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 (€230k sold). Revenue is less than US$5m (US$2.2m revenue).New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 17% 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 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 (€230k sold). Revenue is less than US$5m (US$2.2m revenue).Reported Earnings • Aug 03First quarter 2024 earnings released: US$0.11 loss per share (vs US$0.71 loss in 1Q 2023)First 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 is forecast to grow 85% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. 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 10% per year, which means it is significantly lagging earnings.공시 • 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, 2023공시 • Jul 15Anterix Inc., Annual General Meeting, Aug 08, 2023Anterix Inc., Annual General Meeting, Aug 08, 2023, at 09:30 US Eastern Standard Time.Recent Insider Transactions • Jun 22Insider recently sold €230k worth of stockOn the 16th of June, Gena Ashe sold around 7k shares on-market at roughly €31.78 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 €626k more than they bought 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 Risk Less than 1 year of cash runway based on free cash flow trend (-US$54m free cash flow). Minor Risk 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 2.8% growth forecast for the Telecom industry in Germany. 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 14% per year, which means it is significantly lagging earnings.공시 • 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 €140k worth of stockOn the 13th of March, Morgan O'Brien sold around 5k shares on-market at roughly €27.98 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.Board Change • Feb 22Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Jeffrey Altman was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Breakeven Date Change • Feb 16No longer forecast to breakevenThe 3 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$2.00m in 2025. New consensus forecast suggests the company will make a loss of US$28.2m in 2025.공시 • Feb 15Anterix Inc. Appoints Jeffery Altman to Its Board of Directors as an Independent Director and Member of the Strategy CommitteeAnterix Inc. announced the appointment of Mr. Jeffery Altman, Founding Partner and Chief Portfolio Manager at Owl Creek Asset Management L.P. ("Owl Creek"), to its Board of Directors ("the Board") as an independent director and member of the Strategy Committee, effective February 13, 2023. Mr. Altman, who leads Owl Creek's investment group and directs all research and trading activities, brings extensive experience driving shareholder value to the Anterix Board. Investment funds managed by Owl Creek are, collectively Anterix's largest shareholder and investors in the company since 2014. Prior to founding Owl Creek, Altman served in various positions at Franklin Mutual and at Heine Securities Corporation, including vice president, portfolio manager, analyst, and trader.Reported Earnings • Feb 10Third quarter 2023 earnings released: US$0.42 loss per share (vs US$0.69 loss in 3Q 2022)Third quarter 2023 results: US$0.42 loss per share (improved from US$0.69 loss in 3Q 2022). Net loss: US$8.02m (loss narrowed 37% from 3Q 2022). Revenue is forecast to grow 119% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Jan 27Anterix Inc. to Report Q3, 2023 Results on Feb 09, 2023Anterix Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 09, 2023Recent Insider Transactions • Nov 30Insider recently sold €290k worth of stockOn the 25th of November, Christopher Guttman-McCabe sold around 8k shares on-market at roughly €34.82 per share. This transaction amounted to 45% 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 €535k more than they bought in the last 12 months.Reported Earnings • Nov 02Second quarter 2023 earnings released: US$0.56 loss per share (vs US$0.099 loss in 2Q 2022)Second quarter 2023 results: US$0.56 loss per share (further deteriorated from US$0.099 loss in 2Q 2022). Net loss: US$10.6m (loss widened 499% from 2Q 2022). Revenue is forecast to grow 108% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.공시 • Oct 20Anterix Inc. to Report Q2, 2023 Results on Nov 08, 2022Anterix Inc. announced that they will report Q2, 2023 results After-Market on Nov 08, 2022Reported Earnings • Aug 09First quarter 2023 earnings released: US$0.71 loss per share (vs US$0.67 loss in 1Q 2022)First quarter 2023 results: US$0.71 loss per share (down from US$0.67 loss in 1Q 2022). Net loss: US$13.2m (loss widened 10% from 1Q 2022). Over the next year, revenue is forecast to grow 977%, compared to a 1.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.공시 • Jul 29Anterix Inc. to Report Q1, 2023 Results on Aug 08, 2022Anterix Inc. announced that they will report Q1, 2023 results After-Market on Aug 08, 2022공시 • Jul 01Anterix Inc., Annual General Meeting, Aug 10, 2022Anterix Inc., Annual General Meeting, Aug 10, 2022, at 09:30 Eastern Daylight. Agenda: To consider and approve the election of directors; ratification of the appointment of grant thornton llp as independent registered public accounting firm for the fiscal year ending March 31, 2023; and to discuss other matters.Recent Insider Transactions • Jun 04Insider recently sold €229k worth of stockOn the 1st of June, Gena Ashe sold around 6k shares on-market at roughly €40.24 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €261k more than they bought in the last 12 months.Breakeven Date Change • May 24Forecast to breakeven in 2025The 3 analysts covering Anterix expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 29% per year to 2024. The company is expected to make a profit of US$16.2m in 2025. Average annual earnings growth of 59% is required to achieve expected profit on schedule.Breakeven Date Change • May 21No 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$74.4m in 2025. New consensus forecast suggests the company will make a loss of US$8.37m in 2025.공시 • May 20Anterix Announces the Launch of New Integrated Platform to Drive Industrywide 900 MHz Private Broadband Innovation and SolutionsAnterix announced the launch of an integrated platform to accelerate the scale benefits of a "network" of individual private broadband networks. At the center of this integrated platform will be a cloud-based 4G/5G core, enabling greater resilience and enhanced services between participating networks, including mutual aid, cybersecurity, shared infrastructure, and integration of distributed energy sources. The platform will also offer a development and innovation environment for the more than seventy-five leading technology companies in the Anterix Active Ecosystem, to drive products and services directly to utility network operators. A newly formed Utility Strategic Advisory Board (USAB), made up of senior utility executives, will help identify industry priorities and bring the benefits of collective action. The initial platform initiatives will include: Deployment of a 4G/5G cloud core to extend the capabilities of utilities own private broadband networks by bringing solutions such as private roaming to enable mutual aid, private to public roaming for increased resiliency and failover, and spectrum coordination. Development of an enhanced multiband communications module to enable numerous members of the company's Active Ecosystem Program to provide lower cost and higher functionality products. Integration of leading cybersecurity offerings to further enhance the existing private broadband security capabilities. Launch of a connected lab environment, supported by utilities and vendors, which will provide collective utility-grade device testing and accelerate the integration of utility solutions. Delivery of a public network roaming management solution that will make utility connectivity and management of devices simple, secure and flexible. The initial Utility Strategic Advisory Board members that will play the lead role as the architects and the facilitators of this future are senior executives from Ameren, Dominion, Evergy, Exelon, Southern Linc, and the Utility Broadband Alliance. Whether it be the macro issues of resiliency, cybersecurity and decarbonization, or the sharing of infrastructure, talent, knowledge, and technology, the recognition that this "network" of individual networks can drive enhanced innovation and value to each utility and Anterix Active Ecosystem member is the goal of this effort.공시 • May 14Anterix Inc. to Report Q4, 2022 Results on May 20, 2022Anterix Inc. announced that they will report Q4, 2022 results Pre-Market on May 20, 2022공시 • Mar 30Anterix Inc. Announces Resignation of Hamid Akhavan from the Board, Effective April 1, 2022On March 25, 2022, Hamid Akhavan delivered notice to the board of directors of Anterix Inc. of his resignation from the Board, effective April 1, 2022. Mr. Akhavan also resigned from his membership on the Nominating and Corporate Governance Committee and the Compensation Committee.주주 수익률2X6DE TelecomDE 시장7D11.6%4.9%3.2%1Y126.9%-11.0%2.5%전체 주주 수익률 보기수익률 대 산업: 2X6은 지난 1년 동안 -11%의 수익을 기록한 German Telecom 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 2X6은 지난 1년 동안 2.5%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is 2X6's price volatile compared to industry and market?2X6 volatility2X6 Average Weekly Movement8.9%Telecom Industry Average Movement4.2%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%안정적인 주가: 2X6의 주가는 지난 3개월 동안 German 시장보다 변동성이 컸습니다.시간에 따른 변동성: 2X6의 주간 변동성(9%)은 지난 1년 동안 안정적이었지만 German 종목 중 상위 75%보다 높습니다.회사 소개설립직원 수CEO웹사이트199784Scott Langwww.anterix.com는 무선 통신 회사로 운영되고 있습니다. 이 회사는 대상 유틸리티 및 중요 인프라 고객이 사설 광대역 네트워크와 광대역 솔루션을 배포할 수 있도록 스펙트럼 자산을 상용화하는 데 주력하고 있습니다. 턴키 연결 관리 솔루션 플랫폼인 CatalyX를 제공합니다.더 보기Anterix Inc. 기초 지표 요약Anterix의 순이익과 매출은 시가총액과 어떻게 비교됩니까?2X6 기초 통계시가총액€968.42m순이익 (TTM)€70.07m매출 (TTM)€5.11m14.6x주가수익비율(P/E)200.8x주가매출비율(P/S)2X6는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표2X6 손익계산서 (TTM)매출US$5.93m매출원가US$0총이익US$5.93m기타 비용-US$75.39m순이익US$81.32m최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)4.34총이익률100.00%순이익률1,370.92%부채/자본 비율0%2X6의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 04:13종가2026/05/22 00:00수익2025/12/31연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Anterix Inc.는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michael CrawfordB. Riley Securities, Inc.Gregory MillerCanaccord GenuityThomas WalkleyCanaccord Genuity5명의 분석가 더 보기
공시 • May 19Anterix and Lynk Global Receive FCC Approval to Test 900 Mhz Satellite-Enabled Direct-To-Device Enterprise CommunicationsAnterix and Lynk Global announced that the Federal Communications Commission (FCC) has approved an experimental license to explore the use of Lynk’s satellite direct-to-device communications network in Anterix’s licensed 900 MHz broadband spectrum. The integration of Lynk Global’s satellite capabilities with Anterix’s 900 MHz private wireless broadband networks and devices holds the promise to enhance the communications capabilities of the critical infrastructure community. Across multiple geographic locations, the parties will test representative communications devices, from land mobile radios, smart phones, and computers to advanced routers and edge devices. Convergence of wireless and satellite connectivity, powered by AI and edge compute, will enable nationwide intelligent and resilient connectivity that can support a wide range of sectors including electric and gas utilities, logistics companies, transportation providers, pipelines, military bases, and beyond.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €45.00, the stock trades at a forward P/E ratio of 401x. Average forward P/E is 17x in the Telecom industry in Europe. Total returns to shareholders of 55% over the past three years.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €35.80, the stock trades at a forward P/E ratio of 326x. Average forward P/E is 17x in the Telecom industry in Europe. Total returns to shareholders of 26% over the past three years.
공시 • 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.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €29.20, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 17x in the Telecom industry in Germany. Total returns to shareholders of 3.5% 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 Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Significant insider selling over the past 3 months (€119k sold).
공시 • May 19Anterix and Lynk Global Receive FCC Approval to Test 900 Mhz Satellite-Enabled Direct-To-Device Enterprise CommunicationsAnterix and Lynk Global announced that the Federal Communications Commission (FCC) has approved an experimental license to explore the use of Lynk’s satellite direct-to-device communications network in Anterix’s licensed 900 MHz broadband spectrum. The integration of Lynk Global’s satellite capabilities with Anterix’s 900 MHz private wireless broadband networks and devices holds the promise to enhance the communications capabilities of the critical infrastructure community. Across multiple geographic locations, the parties will test representative communications devices, from land mobile radios, smart phones, and computers to advanced routers and edge devices. Convergence of wireless and satellite connectivity, powered by AI and edge compute, will enable nationwide intelligent and resilient connectivity that can support a wide range of sectors including electric and gas utilities, logistics companies, transportation providers, pipelines, military bases, and beyond.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €45.00, the stock trades at a forward P/E ratio of 401x. Average forward P/E is 17x in the Telecom industry in Europe. Total returns to shareholders of 55% over the past three years.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €35.80, the stock trades at a forward P/E ratio of 326x. Average forward P/E is 17x in the Telecom industry in Europe. Total returns to shareholders of 26% over the past three years.
공시 • 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.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €29.20, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 17x in the Telecom industry in Germany. Total returns to shareholders of 3.5% 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 Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Significant insider selling over the past 3 months (€119k sold).
Reported Earnings • Feb 13Third quarter 2026 earnings released: US$0.35 loss per share (vs US$0.41 profit in 3Q 2025)Third 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 is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • 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
New Risk • Jan 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 119% per year for the foreseeable future. High level of non-cash earnings (98% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Significant insider selling over the past 3 months (€119k sold).
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €23.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Telecom industry in Germany. Total loss to shareholders of 27% over the past three years.
공시 • 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 €119k worth of stockOn the 18th of November, Gena Ashe sold around 7k shares on-market at roughly €18.20 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 €355k more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €18.00, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 13x in the Telecom industry in Germany. Total loss to shareholders of 48% over the past three years.
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 released: EPS: US$2.87 (vs US$0.69 loss in 2Q 2025)Second 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 is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Telecom industry in Europe. 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 22% per year, which means it is significantly lagging earnings.
공시 • 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 €84k worth of stockOn the 18th of September, Scott Lang bought around 5k shares on-market at roughly €18.05 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.
공시 • 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.
Reported Earnings • Aug 13First quarter 2026 earnings released: EPS: US$1.35 (vs US$0.84 loss in 1Q 2025)First 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 is forecast to grow 15% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. 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 25% per year, which means it is significantly lagging earnings.
공시 • 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
공시 • 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
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).
Reported Earnings • Jun 25Full year 2025 earnings released: US$0.61 loss per share (vs US$0.49 loss in FY 2024)Full year 2025 results: US$0.61 loss per share (further deteriorated from US$0.49 loss in FY 2024). Net loss: US$11.4m (loss widened 25% from FY 2024). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
공시 • 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
Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 22% to €39.00. The fair value is estimated to be €48.85, 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). Share price has been volatile over the past 3 months (10% average weekly change). Significant insider selling over the past 3 months (€606k sold).
New Risk • Feb 13New 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$21m 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 Risk Less than 1 year of cash runway based on free cash flow trend (-US$21m free cash flow). Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Significant insider selling over the past 3 months (€606k 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.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: US$0.41 (vs US$0.018 in 3Q 2024)Third 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 is forecast to grow 19% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Germany. 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 9% per year, which means it is significantly lagging earnings.
공시 • 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
공시 • 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 €433k worth of stockOn the 16th of December, Morgan O'Brien sold around 14k shares on-market at roughly €31.83 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 • Nov 21Insider recently sold €173k worth of stockOn the 19th of November, Gena Ashe sold around 6k shares on-market at roughly €31.17 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 €3.5m more than they sold in the last 12 months.
Reported Earnings • Nov 14Second quarter 2025 earnings released: US$0.69 loss per share (vs US$0.11 profit in 2Q 2024)Second 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 is forecast to grow 20% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. 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 18% per year, which means it is significantly lagging earnings.
공시 • 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
공시 • 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.
New Risk • Aug 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% 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 16% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Share price has been volatile over the past 3 months (6.8% average weekly change).
Reported Earnings • Aug 07First quarter 2025 earnings released: US$0.84 loss per share (vs US$0.11 loss in 1Q 2024)First 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 is forecast to grow 16% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. 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 12% per year, which means it is significantly lagging earnings.
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$35m net loss in 3 years). Share price has been volatile over the past 3 months (6.7% average weekly change). Revenue is less than US$5m (US$4.2m revenue).
공시 • 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
공시 • Jul 04Anterix Inc., Annual General Meeting, Aug 06, 2024Anterix Inc., Annual General Meeting, Aug 06, 2024.
New Risk • Jul 02New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$9.1m Forecast net loss in 3 years: US$35m 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 18% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$35m net loss in 3 years). Revenue is less than US$5m (US$4.2m revenue).
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).
Reported Earnings • Jun 28Full year 2024 earnings released: US$0.49 loss per share (vs US$0.87 loss in FY 2023)Full 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 is forecast to grow 94% p.a. on average during the next 2 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. 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 12% per year, which means it is significantly lagging earnings.
공시 • 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
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €36.40, the stock trades at a trailing P/E ratio of 46.6x. Average forward P/E is 11x in the Telecom industry in Germany. Total returns to shareholders of 5.2% 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 Share price has been volatile over the past 3 months (8.1% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (US$3.5m revenue).
New Risk • Feb 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Revenue is less than US$5m (US$3.5m revenue).
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: US$0.018 (vs US$0.42 loss in 3Q 2023)Third 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 is forecast to grow 105% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. 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 9% per year, which means it is significantly lagging earnings.
공시 • 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.
공시 • 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 €3.7m worth of stockOn the 1st of December, Jeffrey Altman bought around 124k shares on-market at roughly €30.17 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 €3.5m more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 15Second quarter 2024 earnings released: EPS: US$0.11 (vs US$0.56 loss in 2Q 2023)Second 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 is forecast to grow 99% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Germany. 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.
공시 • 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.
공시 • 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
공시 • 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.
New Risk • Aug 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). 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 (€230k sold). Revenue is less than US$5m (US$2.2m revenue).
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 17% 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 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 (€230k sold). Revenue is less than US$5m (US$2.2m revenue).
Reported Earnings • Aug 03First quarter 2024 earnings released: US$0.11 loss per share (vs US$0.71 loss in 1Q 2023)First 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 is forecast to grow 85% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. 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 10% per year, which means it is significantly lagging earnings.
공시 • 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
공시 • Jul 15Anterix Inc., Annual General Meeting, Aug 08, 2023Anterix Inc., Annual General Meeting, Aug 08, 2023, at 09:30 US Eastern Standard Time.
Recent Insider Transactions • Jun 22Insider recently sold €230k worth of stockOn the 16th of June, Gena Ashe sold around 7k shares on-market at roughly €31.78 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 €626k more than they bought 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 Risk Less than 1 year of cash runway based on free cash flow trend (-US$54m free cash flow). Minor Risk 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 2.8% growth forecast for the Telecom industry in Germany. 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 14% per year, which means it is significantly lagging earnings.
공시 • 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 €140k worth of stockOn the 13th of March, Morgan O'Brien sold around 5k shares on-market at roughly €27.98 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.
Board Change • Feb 22Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Director Jeffrey Altman was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Breakeven Date Change • Feb 16No longer forecast to breakevenThe 3 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$2.00m in 2025. New consensus forecast suggests the company will make a loss of US$28.2m in 2025.
공시 • Feb 15Anterix Inc. Appoints Jeffery Altman to Its Board of Directors as an Independent Director and Member of the Strategy CommitteeAnterix Inc. announced the appointment of Mr. Jeffery Altman, Founding Partner and Chief Portfolio Manager at Owl Creek Asset Management L.P. ("Owl Creek"), to its Board of Directors ("the Board") as an independent director and member of the Strategy Committee, effective February 13, 2023. Mr. Altman, who leads Owl Creek's investment group and directs all research and trading activities, brings extensive experience driving shareholder value to the Anterix Board. Investment funds managed by Owl Creek are, collectively Anterix's largest shareholder and investors in the company since 2014. Prior to founding Owl Creek, Altman served in various positions at Franklin Mutual and at Heine Securities Corporation, including vice president, portfolio manager, analyst, and trader.
Reported Earnings • Feb 10Third quarter 2023 earnings released: US$0.42 loss per share (vs US$0.69 loss in 3Q 2022)Third quarter 2023 results: US$0.42 loss per share (improved from US$0.69 loss in 3Q 2022). Net loss: US$8.02m (loss narrowed 37% from 3Q 2022). Revenue is forecast to grow 119% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Jan 27Anterix Inc. to Report Q3, 2023 Results on Feb 09, 2023Anterix Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 09, 2023
Recent Insider Transactions • Nov 30Insider recently sold €290k worth of stockOn the 25th of November, Christopher Guttman-McCabe sold around 8k shares on-market at roughly €34.82 per share. This transaction amounted to 45% 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 €535k more than they bought in the last 12 months.
Reported Earnings • Nov 02Second quarter 2023 earnings released: US$0.56 loss per share (vs US$0.099 loss in 2Q 2022)Second quarter 2023 results: US$0.56 loss per share (further deteriorated from US$0.099 loss in 2Q 2022). Net loss: US$10.6m (loss widened 499% from 2Q 2022). Revenue is forecast to grow 108% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
공시 • Oct 20Anterix Inc. to Report Q2, 2023 Results on Nov 08, 2022Anterix Inc. announced that they will report Q2, 2023 results After-Market on Nov 08, 2022
Reported Earnings • Aug 09First quarter 2023 earnings released: US$0.71 loss per share (vs US$0.67 loss in 1Q 2022)First quarter 2023 results: US$0.71 loss per share (down from US$0.67 loss in 1Q 2022). Net loss: US$13.2m (loss widened 10% from 1Q 2022). Over the next year, revenue is forecast to grow 977%, compared to a 1.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
공시 • Jul 29Anterix Inc. to Report Q1, 2023 Results on Aug 08, 2022Anterix Inc. announced that they will report Q1, 2023 results After-Market on Aug 08, 2022
공시 • Jul 01Anterix Inc., Annual General Meeting, Aug 10, 2022Anterix Inc., Annual General Meeting, Aug 10, 2022, at 09:30 Eastern Daylight. Agenda: To consider and approve the election of directors; ratification of the appointment of grant thornton llp as independent registered public accounting firm for the fiscal year ending March 31, 2023; and to discuss other matters.
Recent Insider Transactions • Jun 04Insider recently sold €229k worth of stockOn the 1st of June, Gena Ashe sold around 6k shares on-market at roughly €40.24 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €261k more than they bought in the last 12 months.
Breakeven Date Change • May 24Forecast to breakeven in 2025The 3 analysts covering Anterix expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 29% per year to 2024. The company is expected to make a profit of US$16.2m in 2025. Average annual earnings growth of 59% is required to achieve expected profit on schedule.
Breakeven Date Change • May 21No 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$74.4m in 2025. New consensus forecast suggests the company will make a loss of US$8.37m in 2025.
공시 • May 20Anterix Announces the Launch of New Integrated Platform to Drive Industrywide 900 MHz Private Broadband Innovation and SolutionsAnterix announced the launch of an integrated platform to accelerate the scale benefits of a "network" of individual private broadband networks. At the center of this integrated platform will be a cloud-based 4G/5G core, enabling greater resilience and enhanced services between participating networks, including mutual aid, cybersecurity, shared infrastructure, and integration of distributed energy sources. The platform will also offer a development and innovation environment for the more than seventy-five leading technology companies in the Anterix Active Ecosystem, to drive products and services directly to utility network operators. A newly formed Utility Strategic Advisory Board (USAB), made up of senior utility executives, will help identify industry priorities and bring the benefits of collective action. The initial platform initiatives will include: Deployment of a 4G/5G cloud core to extend the capabilities of utilities own private broadband networks by bringing solutions such as private roaming to enable mutual aid, private to public roaming for increased resiliency and failover, and spectrum coordination. Development of an enhanced multiband communications module to enable numerous members of the company's Active Ecosystem Program to provide lower cost and higher functionality products. Integration of leading cybersecurity offerings to further enhance the existing private broadband security capabilities. Launch of a connected lab environment, supported by utilities and vendors, which will provide collective utility-grade device testing and accelerate the integration of utility solutions. Delivery of a public network roaming management solution that will make utility connectivity and management of devices simple, secure and flexible. The initial Utility Strategic Advisory Board members that will play the lead role as the architects and the facilitators of this future are senior executives from Ameren, Dominion, Evergy, Exelon, Southern Linc, and the Utility Broadband Alliance. Whether it be the macro issues of resiliency, cybersecurity and decarbonization, or the sharing of infrastructure, talent, knowledge, and technology, the recognition that this "network" of individual networks can drive enhanced innovation and value to each utility and Anterix Active Ecosystem member is the goal of this effort.
공시 • May 14Anterix Inc. to Report Q4, 2022 Results on May 20, 2022Anterix Inc. announced that they will report Q4, 2022 results Pre-Market on May 20, 2022
공시 • Mar 30Anterix Inc. Announces Resignation of Hamid Akhavan from the Board, Effective April 1, 2022On March 25, 2022, Hamid Akhavan delivered notice to the board of directors of Anterix Inc. of his resignation from the Board, effective April 1, 2022. Mr. Akhavan also resigned from his membership on the Nominating and Corporate Governance Committee and the Compensation Committee.
