Adtran (ADTN)

• Market cap: $597M
• 1 day: 4.04%
• 5 days: -2.10%
• 1 month: -20.78%
• 3 months: -28.72%
• 6 months: 18.76%
• Year to date: -14.14%
• 1 year: 57.59%
• 5 years: -15.50%
• 10 years: -55.03%
• Sector: Technology
• Industry: Communication Equipment

About: Adtran Holdings Inc is a provider of networking and communications platforms, software, and services focused on the broadband access market. It operates under two reportable segments: Network Solutions, which includes hardware and software products that enable a digital future that supports the company's Subscriber, Access & Aggregation, and Optical Networking Solutions; and Services & Support Segment which includes network design, implementation, maintenance and cloud-hosted services supporting the company's Subscriber, Access & Aggregation, and Optical Networking Solutions.

Employees: 3,234

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

1,272% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $175K

100% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]

47% more capital invested

Capital invested by funds: $350M [Q3] → $513M (+$164M) [Q4]

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

5% more funds holding

Funds holding: 152 [Q3] → 159 (+7) [Q4]

3.15% more ownership

Funds ownership: 74.57% [Q3] → 77.72% (+3.15%) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $11 47% upside
• Avg. target: $12.50 67% upside
• High target: $14 87% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Rosenblatt Mike Genovese 38% 1-year accuracy 18 / 48 met price target	47% upside $11	Buy Maintained	22 Apr 2025
Needham Ryan Koontz 28% 1-year accuracy 29 / 103 met price target	87% upside $14	Buy Maintained	28 Feb 2025