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ADTRAN Holdings, Inc.NasdaqGS:ADTN Stock Report

Market Cap US$1.2b
Share Price
US$14.91
US$19.5
23.5% undervalued intrinsic discount
1Y84.1%
7D-4.9%
Portfolio Value
View

ADTRAN Holdings, Inc.

NasdaqGS:ADTN Stock Report

Market Cap: US$1.2b

ADTRAN Holdings (ADTN) Stock Overview

Provides networking and communications platforms, software, systems, and services in the United States, Germany, the United Kingdom, and internationally. More details

ADTN fundamental analysis
Snowflake Score
Valuation4/6
Future Growth3/6
Past Performance0/6
Financial Health5/6
Dividends0/6

ADTN Community Fair Values

Create Narrative

See what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.

ADTRAN Holdings, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for ADTRAN Holdings
Historical stock prices
Current Share PriceUS$14.91
52 Week HighUS$18.69
52 Week LowUS$7.11
Beta1.47
1 Month Change-12.09%
3 Month Change46.90%
1 Year Change84.07%
3 Year Change63.67%
5 Year Change-25.23%
Change since IPO162.15%

Recent News & Updates

Narrative Update 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.
Analysis Article 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

Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Seeking Alpha Dec 11

Adtran: High Debt And Growing Receivables Continuing To Weigh On Stock (Technical Analysis)

Summary Adtran Holdings, Inc. is maintained at hold due to persistent negative earnings and a leveraged balance sheet. Despite double-digit top-line growth across all segments in Q3 this year, ADTN's profitability remains weak, and receivables are rising. Technical analysis signals a long-term bearish trend, with significant resistance near $10 and weak buying volume trends. Minimal near-term upside is expected as debt management overshadows operational improvements and market momentum. Read the full article on Seeking Alpha
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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.
Analysis Article 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...
Analysis Article Feb 23

Is ADTRAN Holdings (NASDAQ:ADTN) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Jan 18

Subdued Growth No Barrier To ADTRAN Holdings, Inc. (NASDAQ:ADTN) With Shares Advancing 25%

Despite an already strong run, ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have been powering on, with a gain of 25...
Analysis Article Nov 08

After Leaping 30% ADTRAN Holdings, Inc. (NASDAQ:ADTN) Shares Are Not Flying Under The Radar

ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have continued their recent momentum with a 30% gain in the last month...
Analysis Article Sep 18

ADTRAN Holdings (NASDAQ:ADTN) Is Carrying A Fair Bit Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Aug 09

Analysts Have Lowered Expectations For ADTRAN Holdings, Inc. (NASDAQ:ADTN) After Its Latest Results

Shareholders in ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) had a terrible week, as shares crashed 24% to US$4.90 in the week...
Seeking Alpha Jul 23

Adtran: Well Off April Lows, But Financials Need To Gain More Traction

Summary ADTRAN Holdings stock experienced a significant drop in value over the past 12 months, recovering slightly after a normalized EPS and revenue beat in Q1. The company registered a sizable impairment charge of $293 million in Q1, impacting its balance sheet and valuation metrics. Despite some positive trends in Q1, ADTN's struggling margins and high inventory levels pose challenges for future growth and performance. Read the full article on Seeking Alpha
Analysis Article Jul 20

Investors Still Aren't Entirely Convinced By ADTRAN Holdings, Inc.'s (NASDAQ:ADTN) Revenues Despite 25% Price Jump

Despite an already strong run, ADTRAN Holdings, Inc. ( NASDAQ:ADTN ) shares have been powering on, with a gain of 25...

Shareholder Returns

ADTNUS CommunicationsUS Market
7D-4.9%9.8%-0.3%
1Y84.1%87.2%24.1%

Return vs Industry: ADTN underperformed the US Communications industry which returned 87.2% over the past year.

Return vs Market: ADTN exceeded the US Market which returned 24.1% over the past year.

Price Volatility

Is ADTN's price volatile compared to industry and market?
ADTN volatility
ADTN Average Weekly Movement9.2%
Communications Industry Average Movement9.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stable Share Price: ADTN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: ADTN's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19853,270Tom Stantonwww.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.

ADTRAN Holdings, Inc. Fundamentals Summary

How do ADTRAN Holdings's earnings and revenue compare to its market cap?
ADTN fundamental statistics
Market capUS$1.20b
Earnings (TTM)-US$31.32m
Revenue (TTM)US$1.12b
1.1x
P/S Ratio
-38.4x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ADTN income statement (TTM)
RevenueUS$1.12b
Cost of RevenueUS$689.38m
Gross ProfitUS$432.77m
Other ExpensesUS$464.09m
Earnings-US$31.32m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Aug 04, 2026

Earnings per share (EPS)-0.39
Gross Margin38.57%
Net Profit Margin-2.79%
Debt/Equity Ratio43.1%

How did ADTN perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/18 04:10
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ADTRAN Holdings, Inc. is covered by 28 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James KelleherArgus Research Company
Amir RozwadowskiBarclays
Eric GhernatiBofA Global Research