ADTRAN Holdings 향후 성장
Future 기준 점검 4/6
ADTRAN Holdings (는) 각각 연간 92.3% 및 7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 92.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 27.2% 로 예상됩니다.
핵심 정보
92.3%
이익 성장률
92.83%
EPS 성장률
| Communications 이익 성장 | 23.3% |
| 매출 성장률 | 7.0% |
| 향후 자기자본이익률 | 27.16% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 10 Aug 2026 |
최근 향후 성장 업데이트
분석 기사 • Aug 06
Earnings Release: Here's Why Analysts Cut Their ADTRAN Holdings, Inc. (NASDAQ:ADTN) Price Target To US$14.67
Last week, you might have seen that ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) released its second-quarter result to the...분석 기사 • May 08
Earnings Update: Here's Why Analysts Just Lifted Their ADTRAN Holdings, Inc. (NASDAQ:ADTN) Price Target To US$19.50
It's been a sad week for ADTRAN Holdings, Inc. ( NASDAQ:ADTN ), who've watched their investment drop 18% to US$14.55 in...Recent updates
내러티브 업데이트 • Aug 21
ADTN: Optical Networking Demand And AI Platform Launch Will Support Future Upside
Analysts have cut their fair value estimate for ADTRAN Holdings to $11.00 from $18.00, citing lower price targets from several firms following in-line but below-expectation quarterly results, softer revenue growth assumptions, and a reduced future P/E multiple. Analyst Commentary on ADTRAN Holdings Recent research updates on ADTRAN Holdings point to a more cautious tone even among analysts who still maintain positive ratings.Seeking Alpha • Aug 14
ADTRAN Holdings: Q2 Results Highlight Possible Headwinds
Summary ADTRAN Holdings is rated Hold as it pivots toward optical networking, with hyperscaler and enterprise revenue growth offset by supply constraints. Q2 revenue missed guidance at $281.1M, with gross margin dropping to 40.7% and supply tightness impacting multiple product lines and near-term visibility. Optical Networking now drives 39% of revenue; customer diversification is improving, but new products offer limited near-term upside. Fair valuation is supported by DCF at $8.19/share, but supply chain risks and internal control weaknesses warrant caution and a valuation discount. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 07
ADTN: Optical Demand And AI Solutions Will Support FY25 Recovery
Analysts have reduced the fair value estimate for ADTRAN Holdings from about $19.50 to roughly $14.67, citing lower price targets across the Street following softer Q2 results, tighter supply conditions, project timing issues with a key customer, and pressure on gross margins from strong but lower margin 100ZR pluggable demand. Analyst Commentary Recent Street commentary on ADTRAN Holdings points to a mixed view.분석 기사 • Aug 06
Earnings Release: Here's Why Analysts Cut Their ADTRAN Holdings, Inc. (NASDAQ:ADTN) Price Target To US$14.67
Last week, you might have seen that ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) released its second-quarter result to the...
내러티브 업데이트 • Jul 24
ADTN: Optical Networking Demand And Project Recovery Will Support Future Multiple Expansion
Analysts have trimmed their 12 month price target for ADTRAN Holdings stock to $21 from $23, reflecting a slightly higher discount rate and updated assumptions around revenue growth, profit margins, and future P/E. This follows recent commentary that a customer project delay and higher costs are expected to be temporary, while underlying optical networking demand remains intact.내러티브 업데이트 • Jul 09
ADTN: Patent Win And Product Pipeline Will Support Future Multiple Expansion
Analysts have raised their fair value estimate for ADTRAN Holdings from $18.00 to $23.00 per share, citing updated assumptions for discount rates, revenue growth, profit margins, and a higher future P/E multiple reflected in recent Street research. Analyst Commentary Bullish analysts covering ADTRAN Holdings have recently highlighted a more constructive view on the stock, reflected in higher price targets and a new bullish initiation.내러티브 업데이트 • Jun 24
ADTN: Quantum Secure Networking Advances Will Support Higher Long Term Earnings Potential
Analysts have lifted the ADTRAN Holdings fair value estimate from $9.00 to $18.00, citing a series of higher price targets across the Street and updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on ADTRAN Holdings reflects a mix of optimism on the business outlook and caution around how that outlook translates into valuation.내러티브 업데이트 • Jun 06
ADTN: Quantum Security And Product Expansion Will Support FY25 Recovery Outlook
Analysts have nudged their average price target for ADTRAN Holdings higher by $4, citing recent rounds of upbeat research coverage and fresh initiations that highlight potential in the company’s current valuation framework. This includes a fair value estimate of $19.50 and a forward P/E assumption of about 78x.내러티브 업데이트 • May 23
ADTN: Margin Execution And Balance Sheet Repair Will Support FY25 Recovery Outlook
Analysts have increased their average price target on ADTRAN Holdings by $4 to around $19.50, citing research updates that reflect modest adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research updates on ADTRAN Holdings point to a cluster of price target increases and refreshed views on the company’s execution, balance sheet and potential earnings path.내러티브 업데이트 • May 09
ADTN: Margin Execution And Balance Sheet Repair Will Drive FY25 Recovery Confidence
Analysts have lifted the fair value estimate for ADTRAN Holdings from $16.17 to $19.50, citing updated revenue growth and discount rate assumptions, a sharply higher future P/E, and recent price target increases following what they describe as strong results and improved confidence in the company’s balance sheet and outlook. Analyst Commentary Street research on ADTRAN Holdings has recently focused on higher price targets, updated estimates and a more constructive view on the company’s recovery path after what some describe as a strong Q4 report.분석 기사 • May 08
Earnings Update: Here's Why Analysts Just Lifted Their ADTRAN Holdings, Inc. (NASDAQ:ADTN) Price Target To US$19.50
It's been a sad week for ADTRAN Holdings, Inc. ( NASDAQ:ADTN ), who've watched their investment drop 18% to US$14.55 in...내러티브 업데이트 • Apr 24
ADTN: Margin Execution And Balance Sheet Improvement Will Shape Recovery Outlook
Analysts have lifted their blended 12 month price target for ADTRAN Holdings from $14.00 to about $16.17, citing recent target increases from several firms, a stronger profit margin outlook, and updated views on the company's future P/E and balance sheet. Analyst Commentary Recent research updates point to a generally constructive stance on ADTRAN Holdings, with analysts focusing on margin execution, balance sheet health, and how those factors could support valuation over the next few years.내러티브 업데이트 • Apr 10
ADTN: Margin Discipline And FY25 Recovery Plans Will Drive Future Upside
Analysts have raised their price target on ADTRAN Holdings by $2 to $18, citing updated assumptions for revenue growth and profit margins, as well as a lower discount rate following recent research that reflects increased confidence in the company’s financial outlook. Analyst Commentary Recent Street research points to a cluster of higher price targets on ADTRAN Holdings, reflecting updated views on the company’s execution and medium term potential.내러티브 업데이트 • Mar 27
ADTN: Margin Confidence And Strong Q4 Set Stage For Balanced Recovery
Analysts have lifted the price target on ADTRAN Holdings to $14, citing a stronger recent earnings report, improved confidence in operating margins, and a balance sheet they view as less concerning. Analyst Commentary Recent research updates cluster around a similar conclusion: the latest Q4 report has given bullish analysts enough confidence to lift their price targets on ADTRAN Holdings to $14 and keep positive ratings in place.내러티브 업데이트 • Mar 12
ADTN: Margin Expansion And Strong Q4 Update Will Drive Repricing
ADTRAN Holdings' analyst price target has moved from $12 to $14, with analysts pointing to a strong Q4 update, improved confidence in margin expansion, and a less concerning balance sheet as key drivers behind the change. Analyst Commentary Recent research updates have centered on Adtran's Q4 performance, expectations for margin execution, and the perceived health of the balance sheet.내러티브 업데이트 • Feb 26
ADTN: Fiber Network Wins And 2025 Outlook Will Drive Future Upside
Analysts now hold the price target for ADTRAN Holdings at $16.00, with the slight adjustment tied to updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News ADTRAN Holdings updated its earnings guidance for the fourth quarter of 2025, with preliminary revenue expected between $290.0 million and $293.0 million, compared with a prior range of $275.0 million to $285.0 million.내러티브 업데이트 • Feb 11
ADTN: Fiber Expansion Wins And AI Services Will Drive Future Upside
Analysts have maintained their price target for ADTRAN Holdings at $16.00. Small adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E are being used to refine their valuation rather than indicate a major change in conviction.내러티브 업데이트 • Jan 28
ADTN: Fiber Contracts And AI Service Gains Will Support Future Upside
Analysts have adjusted their price target on ADTRAN Holdings slightly, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Together these factors point to a refined view of the company’s valuation rather than a major reset.내러티브 업데이트 • Jan 12
ADTN: Fiber Expansion And AI-Based Services Will Support Stronger Future Demand
Analysts have trimmed their price target on ADTRAN Holdings to US$16.00. The update reflects slightly adjusted assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations.내러티브 업데이트 • Dec 14
ADTN: Broadband Cycle Recovery Will Drive Stronger Demand Across Diverse Customer Base
Analysts have raised their price target on ADTRAN Holdings from $15.00 to $16.00, citing a recovering demand environment and the company’s strong positioning in broadband access and optical equipment. Analyst Commentary Bullish analysts highlight that ADTRAN is emerging as a key beneficiary of the improving broadband investment cycle, with its solutions aligned to multi-year upgrades in access and optical networks.분석 기사 • Nov 07
The ADTRAN Holdings, Inc. (NASDAQ:ADTN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
Shareholders in ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) had a terrible week, as shares crashed 24% to US$8.03 in the week...분석 기사 • Aug 14
Market Still Lacking Some Conviction On ADTRAN Holdings, Inc. (NASDAQ:ADTN)
NasdaqGS:ADTN 1 Year Share Price vs Fair Value Explore ADTRAN Holdings's Fair Values from the Community and select...분석 기사 • May 11
ADTRAN Holdings, Inc. (NASDAQ:ADTN) Just Reported, And Analysts Assigned A US$12.40 Price Target
Shareholders might have noticed that ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) filed its quarterly result this time last...분석 기사 • May 08
Should Shareholders Reconsider ADTRAN Holdings, Inc.'s (NASDAQ:ADTN) CEO Compensation Package?
Key Insights ADTRAN Holdings' Annual General Meeting to take place on 14th of May Salary of US$709.6k is part of CEO...분석 기사 • Apr 04
ADTRAN Holdings, Inc. (NASDAQ:ADTN) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny
ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have had a horrible month, losing 27% after a relatively good period...
새로운 내러티브 • Mar 26
Optical Networking And Wi-Fi 7 Solutions Will Advance US Networks
Expansion in optical networking and aggregation solutions is driving revenue growth through new customer acquisitions and fiber network upgrades.분석 기사 • Mar 07
ADTRAN Holdings, Inc. (NASDAQ:ADTN) Analysts Are Pretty Bullish On The Stock After Recent Results
It's been a sad week for ADTRAN Holdings, Inc. ( NASDAQ:ADTN ), who've watched their investment drop 10% to US$9.51 in...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,332 | 22 | 38 | 100 | 3 |
| 12/31/2027 | 1,236 | -7 | 83 | 125 | 8 |
| 12/31/2026 | 1,146 | -38 | 60 | 80 | 8 |
| 6/30/2026 | 1,138 | -23 | 23 | 93 | N/A |
| 3/31/2026 | 1,122 | -31 | 33 | 99 | N/A |
| 12/31/2025 | 1,084 | -42 | 61 | 130 | N/A |
| 9/30/2025 | 1,035 | -86 | 26 | 90 | N/A |
| 6/30/2025 | 983 | -107 | 54 | 121 | N/A |
| 3/31/2025 | 944 | -137 | 40 | 109 | N/A |
| 12/31/2024 | 923 | -457 | 38 | 104 | N/A |
| 9/30/2024 | 905 | -523 | 24 | 87 | N/A |
| 6/30/2024 | 950 | -570 | -5 | 51 | N/A |
| 3/31/2024 | 1,051 | -560 | -37 | 15 | N/A |
| 12/31/2023 | 1,149 | -269 | -89 | -43 | N/A |
| 9/30/2023 | 1,282 | -118 | -71 | -31 | N/A |
| 6/30/2023 | 1,350 | -82 | -108 | -74 | N/A |
| 3/31/2023 | 1,195 | -41 | -93 | -69 | N/A |
| 12/31/2022 | 1,026 | -2 | -61 | -44 | N/A |
| 9/30/2022 | 821 | -45 | -81 | -69 | N/A |
| 6/30/2022 | 619 | -14 | -28 | -21 | N/A |
| 3/31/2022 | 590 | -11 | -9 | -3 | N/A |
| 12/31/2021 | 563 | -9 | -3 | 3 | N/A |
| 9/30/2021 | 539 | 2 | 13 | 18 | N/A |
| 6/30/2021 | 534 | 18 | -5 | 0 | N/A |
| 3/31/2021 | 520 | 13 | -12 | -6 | N/A |
| 12/31/2020 | 507 | 2 | -23 | -17 | N/A |
| 9/30/2020 | 492 | -15 | -26 | -18 | N/A |
| 6/30/2020 | 473 | -67 | -20 | -12 | N/A |
| 3/31/2020 | 501 | -64 | N/A | -12 | N/A |
| 12/31/2019 | 530 | -53 | N/A | -2 | N/A |
| 9/30/2019 | 554 | -50 | N/A | 17 | N/A |
| 6/30/2019 | 581 | 4 | N/A | 14 | N/A |
| 3/31/2019 | 552 | -8 | N/A | 19 | N/A |
| 12/31/2018 | 529 | -19 | N/A | 55 | N/A |
| 9/30/2018 | 516 | -22 | N/A | -16 | N/A |
| 6/30/2018 | 561 | -14 | N/A | -10 | N/A |
| 3/31/2018 | 617 | 6 | N/A | -5 | N/A |
| 12/31/2017 | 667 | 24 | N/A | -42 | N/A |
| 9/30/2017 | 703 | 43 | N/A | 36 | N/A |
| 6/30/2017 | 687 | 39 | N/A | 42 | N/A |
| 3/31/2017 | 665 | 37 | N/A | 35 | N/A |
| 12/31/2016 | 637 | 35 | N/A | 42 | N/A |
| 9/30/2016 | 613 | 33 | N/A | 23 | N/A |
| 6/30/2016 | 602 | 28 | N/A | 18 | N/A |
| 3/31/2016 | 599 | 20 | N/A | 21 | N/A |
| 12/31/2015 | 600 | 19 | N/A | 19 | N/A |
| 9/30/2015 | 605 | 22 | N/A | 38 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ADTN 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.7%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: ADTN (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: ADTN 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: ADTN 의 수익(연간 7%)이 US 시장(연간 13.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: ADTN 의 수익(연간 7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ADTN의 자본 수익률은 3년 후 27.2%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/18 07:42 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
ADTRAN Holdings, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Kelleher | Argus Research Company |
| Amir Rozwadowski | Barclays |
| Eric Ghernati | BofA Global Research |