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ADTRAN Holdings, Inc. Stock Price

NasdaqGS:ADTN Community·US$615.7m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 16 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ADTN Share Price Performance

US$7.20
-3.14 (-30.37%)
​
US$14.67
Fair Value
US$7.20
-3.14 (-30.37%)
50.9% undervalued intrinsic discount
US$14.67
Fair Value
Price US$7.20
AnalystConsensusTarget US$14.67
AnalystLowTarget US$11.00
AnalystHighTarget US$21.00
Fri, 7 Aug 26
Fair ValueUS$14.67
Share Pricen/a

ADTN Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$14.67 50.9% undervalued intrinsic discount

High-Speed Broadband And 5G Densification Will Unlock Future Markets

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8users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$11 34.5% undervalued intrinsic discount

Rising Rates And Trade Tension Will Weaken Telecom Markets

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$21 65.7% undervalued intrinsic discount

Exponential Global Data Demand Will Expand Fiber Network Opportunities

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
ADTN logo
ADTRAN Holdings
34.5% undervalued intrinsic discount

Rising Rates And Trade Tension Will Weaken Telecom Markets

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Aug
Read Narrative
ADTN logo
ADTRAN Holdings
50.9% undervalued intrinsic discount

High-Speed Broadband And 5G Densification Will Unlock Future Markets

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Aug
Read Narrative
ADTN logo
ADTRAN Holdings
65.7% undervalued intrinsic discount

Exponential Global Data Demand Will Expand Fiber Network Opportunities

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 24 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
ADTN logo

ADTN: Optical Networking Demand And AI Platform Launch Will Support Future Upside

Fair Value: US$11 34.5% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ADTN logo

ADTN: Optical Demand And AI Solutions Will Support FY25 Recovery

Fair Value: US$14.67 50.9% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ADTN logo

ADTN: Optical Networking Demand And Project Recovery Will Support Future Multiple Expansion

Fair Value: US$21 65.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

0 Risks
2 Rewards
View Full Analysis

ADTRAN Holdings, Inc. Key Details

US$1.1b

Revenue

US$700.4m

Cost of Revenue

US$437.8m

Gross Profit

US$460.4m

Other Expenses

-US$22.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 03, 2026
-0.28
38.46%
-1.99%
44.8%
View Full Analysis

About ADTN

Founded
1985
Employees
3270
CEO
Thomas Stanton
WebsiteView website
www.adtran.com

ADTRAN Holdings, Inc. provides networking and communications platforms, software, systems, and services in the United States, Germany, the United Kingdom, and internationally. It operates through two segments, Network Solutions, and Services & Support. It offers residential gateways; ethernet passive optical network ONUs; gigabit passive optical network/XGS-PON ONTs; routers, and switches; edge cloud; carrier ethernet network interface devices; Optical Line Terminals; Packet Aggregation, Copper Access, and Oscilloquartz; optical transport and engine solutions; infrastructure monitoring solution; and training, professional, software, and managed services. The company provides various software, such as Mosaic One SaaS, n-Command, Procloud, MCP, AOE, and ACI-E. It serves large, medium, and small service providers; alternative service providers, such as utilities, municipalities and fiber overbuilders; cable/MSOs; and SMBs and distributed enterprises. ADTRAN Holdings, Inc. was incorporated in 1985 and is headquartered in Huntsville, Alabama.

Recent ADTN News & Updates

User avatar
Narrative Update • 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

Recent updates

No updates

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