AnterixATEX
Market Cap: $720M
About: Anterix Inc is a United States-based company engaged in delivering broadband needed to modernize infrastructure for energy, transportation, logistics, and other industries. The company offers Private LTE for utilities which help to automate processes, monitor environmental conditions, enable artificial intelligence, and drive productivity.
Employees: 86
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
19% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 31
18% more capital invested
Capital invested by funds: $504M [Q1] → $593M (+$88.6M) [Q2]
16% more funds holding
Funds holding: 98 [Q1] → 114 (+16) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]
0.37% less ownership
Funds ownership: 81.04% [Q1] → 80.66% (-0.37%) [Q2]
70% less call options, than puts
Call options by funds: $1.24M | Put options by funds: $4.17M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
JP Morgan Philip Cusick 71% 1-year accuracy 10 / 14 met price target | 58%upside $61 | Overweight Maintained | 8 Aug 2024 |