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Price · 1Y
$9.85
Thesis
ADTRAN combines fiber-broadband access with the ADVA optical-transport portfolio acquired in 2022. The business sits between last-mile 10G PON rollouts and metro/edge optical capacity needed to backhaul AI and cloud traffic, but margins and integration execution have lagged the opportunity.
Catalysts
- BEAD and European fiber-access build cycles
- Metro and edge optical upgrades tied to AI traffic growth
- Integration synergies and gross-margin recovery
- Inventory normalization at service-provider customers
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Jul 23OtherSEC
8-K filing covering items 1.01, 1.02, 2.03 and 9.01 on material agreements and financial obligations.
- Jul 22Financial resultsSEC
8-K filing (items 2.02, 7.01, 9.01) disclosing results of operations.
- Jul 17Securities offeringSEC
ADTRAN Holdings filed S-3ASR automatic shelf registration statement.
- Jun 26LeadershipSEC
8-K filed with items 5.02, 8.01, 9.01 disclosing officer or director change.
- May 5Financial resultsSEC
8-K filing (items 2.02,7.01,9.01) reporting financial results.