Adtran (ADTN)

• Market cap: $600M
• 1 day: -4.09%
• 5 days: -6.95%
• 1 month: -12.38%
• 3 months: -13.49%
• 6 months: -12.18%
• Year to date: -13.79%
• 1 year: 47.93%
• 5 years: -30.36%
• 10 years: -55.28%
• 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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

292% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $781K

261% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 18

28% more funds holding

Funds holding: 159 [Q4 2024] → 204 (+45) [Q1 2025]

2% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 59

0% more funds holding in top 10

Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]

1% less capital invested

Capital invested by funds: $514M [Q4 2024] → $510M (-$3.76M) [Q1 2025]

4.53% less ownership

Funds ownership: 77.82% [Q4 2024] → 73.28% (-4.53%) [Q1 2025]

Research analyst outlook

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

• Low target: $11 47% upside
• Avg. target: $11.50 53% upside
• High target: $12 60% upside

2 analyst ratings

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

Needham Ryan Koontz	60% upside $12	Buy Maintained	9 May 2025
Rosenblatt Mike Genovese	47% upside $11	Buy Maintained	22 Apr 2025