Added to YB: 2026-06-03
Pitch date: 2026-06-01
ADTN [bullish]
ADTRAN Holdings, Inc.
+1.64%
current return
Author Info
No bio for this author
Company Info
ADTRAN Holdings, Inc. provides networking and communications platforms, software, systems, and services in the United States, Germany, the United Kingdom, and internationally.
Market Cap
$1.4B
Pitch Price
$17.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.46
P/E
-45.61
EV/Sales
1.75
Sector
Communications Equipment
Category
growth
I’m long $ADTN - Adtran
ADTN: 40yr optical co (absorbed ADVA 2022) misclassified as dying broadband at ~1x sales vs LITE 25x, COHR 9x. LiteWave800 LPO module: 6-10x lower power, ships into 800G tier Goldman says dominates thru 2028 ($154B TAM). 1.6T optionality. Q1'26 rev $286M +15.5%, optical +24%, EPS $0.03→$0.14. AI revenue a 2027 story; floor from BEAD + EU Huawei/ZTE rip-out. Early before re-rating.
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