ADTN
ADTRAN Holdings, Inc.
$16.02
+4.36%
$1.3B
No data for this timeframe.
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders8 funds
Inst. Value$99.9M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 4S
Insider Net $-$1.2M
Reddit Sentiment63° Warm
SEC Reports4
Recent Activity
Jun 8, 2026
short_volume
Short Volume: ADTN — 61.9% short (1.1M / 1.7M)
Short: 1,080,951 | Exempt: 25,675 | TRF Vol: 1,747,270 | Short Ratio: 61.9% | Off-exchange volume (d
May 20, 2026
Insider
Wilson James Denson Jr sold 9,332 shares
Chief Revenue Officer @ $14.72 ($137.4K)
May 20, 2026
Insider
Wilson James Denson Jr sold 10,469 shares
Chief Revenue Officer @ $0.00 ($0.00)
May 8, 2026
Insider
Glingener Christoph sold 22,277 shares
Chief Technology Officer @ $0.00 ($0.00)
May 1, 2026
SEC
ADTRAN Holdings filed additional proxy solicitation materials defending its Audit Committee members against ISS's recomm
DEFA14A — Impact 3/10
Apr 7, 2026
SEC
ADTRAN Holdings amended CEO Thomas Stanton's employment agreement and granted long-term performance share awards to exec
8-K — Impact 3/10
Mar 27, 2026
SEC
ADTRAN Holdings, Inc. has filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting. The filing
DEFA14A — Impact 2/10
Inst.
MORGAN STANLEY — ADD
1,343,547 shares ($11.7M)
Price Targets
$19.50
+36.7% upside
Strong Buy
Current $14.26
Low $18.00
Median $19.00
High $23.00
6 analysts
$18.00
$23.00
Analyst Ratings
3Strong Buy
9Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
| May 6, 2026 | Needham | REITERATE | Buy → Buy |
| Apr 14, 2026 | Evercore ISI Group | INITIATE | Outperform |
| Feb 27, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
| Feb 19, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.13 ▲ +12.6% | $0.12 — $0.14 | 0% YoY | 6 |
| Next Q | $0.15 ▼ -0.9% | $0.12 — $0.16 | 193% YoY | 6 |
| Current FY | $0.57 ▲ +13.1% | $0.50 — $0.61 | 146% YoY | 7 |
| Next FY | $0.76 | $0.65 — $0.91 | 34% YoY | 7 |
Latest Reports
NEUTRAL
DEFA14A
3/10
ADTRAN Holdings filed additional proxy solicitation materials defending its Audit Committee members against ISS's recomm
May 1, 2026
NEUTRAL
8-K
3/10
ADTRAN Holdings amended CEO Thomas Stanton's employment agreement and granted long-term performance share awards to exec
Apr 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $71.2M | — |
| MORGAN STANLEY | $11.7M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $6.0M | NEW |
| WELLS FARGO & COMPANY/MN | $3.7M | DOUBLED |
| BANK OF AMERICA CORP | $2.8M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | Wilson James | SELL | $137.4K |
| May 20, 2026 | Wilson James | G | $0.00 |
| May 8, 2026 | Glingener Christoph | M | $0.00 |
| May 8, 2026 | Glingener Christoph | M | $271.1K |
| May 8, 2026 | Glingener Christoph | SELL | $334.2K |
Reddit Sentiment
63°
Warm
Bearish
Neutral
Bullish
8 institutional holders with $99.9M total value (11,491,159 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 8,188,496 | $71.2M | 71.3% | — |
| 2 | MORGAN STANLEY | 1,343,547 | $11.7M | 11.7% | ADD +69.3% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 686,940 | $6.0M | 6.0% | NEW |
| 4 | WELLS FARGO & COMPANY/MN | 425,294 | $3.7M | 3.7% | DOUBLED +746.2% |
| 5 | BANK OF AMERICA CORP /DE/ | 326,631 | $2.8M | 2.8% | TRIM -33.4% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 251,840 | $2.2M | 2.2% | TRIM -59.4% |
| 7 | FMR LLC | 197,878 | $1.7M | 1.7% | DOUBLED +1006.8% |
| 8 | TWO SIGMA INVESTMENTS, LP | 70,533 | $612.9K | 0.6% | TRIM -33.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 793,537 | 1,343,547 | +69.3% | $11.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 50,262 | 425,294 | +746.2% | $3.7M | 2025-Q4 |
| FMR LLC | DOUBLED | 17,879 | 197,878 | +1006.8% | $1.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 106,692 | 70,533 | -33.9% | $612.9K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 646,367 | 430,262 | -33.4% | $4.0M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 668,840 | 271,634 | -59.4% | $2.5M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 79,864 | 106,692 | +33.6% | $1.0M | 2025-Q3 |
| FMR LLC | DOUBLED | 3,764 | 17,879 | +375.0% | $167.7K | 2025-Q3 |
| NORGES BANK | EXIT | 198,100 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 507,043 | 646,367 | +27.5% | $5.8M | 2025-Q2 |
| UBS Group AG | DOUBLED | 121,408 | 293,284 | +141.6% | $2.6M | 2025-Q2 |
| NORGES BANK | NEW | — | 198,100 | — | $1.8M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 328,240 | 818,129 | +149.2% | $7.1M | 2025-Q1 |
| UBS Group AG | TRIM | 292,729 | 121,408 | -58.5% | $1.1M | 2025-Q1 |
| FMR LLC | ADD | 3,096 | 4,487 | +44.9% | $39.1K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 2,082,669 | 1,185,173 | -43.1% | $9.9M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 1,088,006 | 457,956 | -57.9% | $3.8M | 2024-Q4 |
| UBS Group AG | DOUBLED | 37,186 | 292,729 | +687.2% | $2.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 880,973 | — | $5.2M | 2024-Q3 |
5 unique insiders with 4 transactions. Net insider value: -$1.2M ($0.00 bought, $1.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | Wilson James Denson Jr | Chief Revenue Officer | SELL | 9,332 | $14.72 | $137.4K |
| May 20, 2026 | Wilson James Denson Jr | Chief Revenue Officer | G | 10,469 | $0.00 | $0.00 |
| May 8, 2026 | Glingener Christoph | Chief Technology Officer | M | 22,277 | $0.00 | $0.00 |
| May 8, 2026 | Glingener Christoph | Chief Technology Officer | M | 22,277 | $12.17 | $271.1K |
| May 8, 2026 | Glingener Christoph | Chief Technology Officer | SELL | 22,277 | $15.00 | $334.2K |
| May 7, 2026 | Glingener Christoph | Chief Technology Officer | M | 41,220 | $7.01 | $289.0K |
| May 7, 2026 | Glingener Christoph | Chief Technology Officer | SELL | 41,220 | $14.73 | $607.2K |
| May 7, 2026 | Glingener Christoph | Chief Technology Officer | M | 41,220 | $0.00 | $0.00 |
| May 7, 2026 | Glingener Christoph | Chief Technology Officer | M | 84,895 | $0.00 | $0.00 |
| Apr 1, 2026 | Santo Timothy P | SVP of Finance; CFO | A | 28,252 | $0.00 | $0.00 |
| Apr 1, 2026 | STANTON THOMAS R | Chairman & CEO | A | 170,723 | $0.00 | $0.00 |
| Apr 1, 2026 | Wilson James Denson Jr | Chief Revenue Officer | A | 24,908 | $0.00 | $0.00 |
| Mar 19, 2026 | Santo Timothy P | SVP of Finance; CFO | F | 1,501 | $11.90 | $17.9K |
| Mar 4, 2026 | Jacqueline Hourigan Rice | Director | SELL | 14,406 | $10.29 | $148.2K |
| Jan 26, 2026 | Wilson James Denson Jr | Chief Revenue Officer | F | 1,309 | $9.24 | $12.1K |
| Jan 24, 2025 | STANTON THOMAS R | Chairman & CEO | A | 39,735 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 4.0/10.
NEUTRAL
DEFA14A
3/10
ADTRAN Holdings filed additional proxy solicitation materials defending its Audit Committee members
May 1, 2026
NEUTRAL
8-K
3/10
ADTRAN Holdings amended CEO Thomas Stanton's employment agreement and granted long-term performance
Apr 7, 2026
NEUTRAL
DEFA14A
2/10
ADTRAN Holdings, Inc. has filed a definitive proxy statement (DEFA14A) for its upcoming shareholder
Mar 27, 2026
BULLISH
8-K
8/10
ADTRAN Holdings reported strong Q4 2025 results with revenue of $291.6 million, up 20.1% year-over-y
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (80% buy). Based on 15 analysts: 3 strong buy, 9 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$19.50 mean target
+36.7% upside
Strong Buy (3.00)
$18.00 Low
$23.00 High
| Metric | Value |
|---|---|
| Current Price | $14.26 |
| Target Low | $18.00 |
| Target Mean | $19.50 |
| Target Median | $19.00 |
| Target High | $23.00 |
| # Analysts | 6 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.13 | $0.12 | $0.14 | 0.0% | +12.6% | 3↑ 1↓ | $0.3B | 10.7% | 6 |
| Next Q 2026-09-30 |
$0.15 | $0.12 | $0.16 | 193.3% | -0.9% | 2↑ 1↓ | $0.3B | 7.5% | 6 |
| Current FY 2026-12-31 |
$0.57 | $0.50 | $0.61 | 146.0% | +13.1% | 6↑ 1↓ | $1.2B | 9.4% | 7 |
| Next FY 2027-12-31 |
$0.76 | $0.65 | $0.91 | 34.3% | +0.4% | 2↑ 2↓ | $1.3B | 9.0% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.128 | |
| 7d ago | $0.115 | +0.013 |
| 30d ago | $0.114 | +0.014 |
| 60d ago | $0.114 | +0.014 |
| 90d ago | $0.117 | +0.011 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| May 6, 2026 | Needham | REITERATE | Buy | Buy |
| Apr 14, 2026 | Evercore ISI Group | INITIATE | — | Outperform |
| Feb 27, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Feb 19, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 9 | 3 | 0 | 0 | 80% | |
| May 1, 2026 | 3 | 8 | 5 | 0 | 0 | 69% | |
| Apr 1, 2026 | 3 | 8 | 5 | 0 | 0 | 69% | |
| Mar 1, 2026 | 3 | 8 | 4 | 1 | 0 | 69% | |
| Feb 1, 2026 | 3 | 8 | 5 | 0 | 0 | 69% | |
| Jan 1, 2026 | 3 | 8 | 5 | 0 | 0 | 69% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
63°
Warm
Bearish
Neutral
Bullish
4 mentions
2 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 31, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 31, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 30, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 30, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
ADTN - The Most Energy Efficient AI Play
▲ 1
💬 0
⚡ 0.5
ADTN - The Most Energy Efficient AI Play
▲ 1
💬 0
⚡ 0.5
Jun 8, 2026
short_volume
Short Volume: ADTN — 61.9% short (1.1M / 1.7M)
Short: 1,080,951 | Exempt: 25,675 | TRF Vol: 1,747,270 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: ADTN — 59.4% short (0.9M / 1.5M)
Short: 870,572 | Exempt: 628 | TRF Vol: 1,466,073 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ADTN — 60.0% short (0.4M / 0.7M)
Short: 414,081 | Exempt: 586 | TRF Vol: 689,586 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
earnings_calendar
ADTN Q1 2026 Earnings Scheduled — 2026-05-04
Apr 29, 2026
short_volume
Short Volume: ADTN — 63.4% short (1.6M / 2.5M)
Short: 1,600,396 | Exempt: 0 | TRF Vol: 2,524,256 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: ADTN — 77.0% short (1.2M / 1.6M)
Short: 1,210,976 | Exempt: 178 | TRF Vol: 1,573,136 | Short Ratio: 77.0% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: ADTN — 57.6% short (1.1M / 1.9M)
Short: 1,105,588 | Exempt: 1,449 | TRF Vol: 1,918,955 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: ADTN — 63.2% short (0.7M / 1.1M)
Short: 706,051 | Exempt: 1,641 | TRF Vol: 1,116,677 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: ADTN — 75.8% short (1.5M / 1.9M)
Short: 1,477,258 | Exempt: 5,867 | TRF Vol: 1,949,077 | Short Ratio: 75.8% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_volume
Short Volume: ADTN — 57.3% short (0.6M / 1.0M)
Short: 567,938 | Exempt: 4,488 | TRF Vol: 991,600 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: ADTN — 63.8% short (1.3M / 2.1M)
Short: 1,318,747 | Exempt: 2,146 | TRF Vol: 2,067,713 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: ADTN — 55.6% short (0.6M / 1.0M)
Short: 558,010 | Exempt: 707 | TRF Vol: 1,002,905 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
Enforcement
1:25-cv-01377 AuthPoint LLC v. Adtran, Inc.
Court ruling from United States District Court for the District of Delaware. Docket: N/A
Feb 25, 2026
earnings_calendar
ADTN Q4 2025 Earnings After Market Close — 2026-02-25