ADTNTechnology · Communication EquipmentThe 9 Wall Street analysts covering ADTRAN Holdings, Inc. hold a median 12-month price target of $15 — +207.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 57 of 100 as at 4 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores ADTRAN Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (90): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (16): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on ADTN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +207.2% from it.
Of the 20 most recent actions, 1 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $18 → $11 |
| 5 Aug 2026 | Rosenblatt | Maintains | Buy | $20 → $15 |
| 23 July 2026 | B. Riley Securities | Reiterates | Buy | — |
| 23 July 2026 | B. Riley Securities | Reiterates | Buy | $23 → $21 |
| 23 July 2026 | Needham | Maintains | Buy | — |
| 23 July 2026 | Needham | Maintains | Buy | $18 → $14 |
| 23 July 2026 | Rosenblatt | Maintains | Buy | $20 |
| 23 July 2026 | Rosenblatt | Maintains | Buy | — |
| 22 July 2026 | Needham | Maintains | Buy | $18 → $14 |
| 22 July 2026 | Needham | Maintains | Buy | — |
| 6 May 2026 | Needham | Reiterates | Buy | — |
| 6 May 2026 | Needham | Reiterates | Buy | $18 |
| 6 May 2026 | Rosenblatt | Maintains | Buy | $16 → $20 |
| 6 May 2026 | Rosenblatt | Maintains | Buy | — |
| 14 Apr 2026 | Evercore ISI Group | Initiates | Outperform | — |
| 27 Feb 2026 | Rosenblatt | Maintains | Buy | — |
| 19 Feb 2026 | Rosenblatt | Maintains | Buy | — |
| 25 Nov 2025 | Needham | Reiterates | Buy | $12 |
| 5 Nov 2025 | Rosenblatt | Maintains | Buy | — |
| 18 Sept 2025 | B. Riley Securities | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ADTN appears in the Radar on the weeks it earns a place.
AI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and serversIn full
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, ADTRAN Holdings, Inc. returned −40.3% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 94% of US stocks
Cheaper than 85% of US stocks
Cheaper than 27% of US stocks
Cheaper than 35% of US stocks
Higher than 43% of US stocks
Higher than 44% of US stocks
Higher than 45% of US stocks
Higher than 28% of US stocks
Higher than 27% of US stocks
Higher than 41% of US stocks
Higher than 43% of US stocks
Higher than 95% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
ADTRAN Holdings, Inc. has a market value of $413.5M and an enterprise value of $1.0B.
Revenue in the twelve months to 30 June 2026: $1.1B. The latest quarter grew 6.1% year on year.
Net income over the same four quarters: −$16.8M, a −1.5% net margin.
Free cash flow in the twelve months to 30 June 2026: $23.1M.
Trailing P/E: −9.8×; forward P/E: 9.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 7.09%, paying out 900% of earnings.
ADTRAN Holdings, Inc. employs 3,201 people — $356K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own ADTRAN Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Motley Fool highlighted that Adtran’s hyperscaler customer revenue grew more than 200% year over year and that European equipment replacement represents a $10 billion market opportunity.
Why it matters — These points give ADTN watchers context on reported hyperscaler revenue growth and the potential scale of the European replacement market.
ADTRAN Holdings reported third-quarter sales below expectations and issued fourth-quarter sales guidance below estimates. The headline also says analysts lowered their forecasts following the results.
Why it matters — ADTN watchers may note the weaker-than-expected sales and analyst forecast revisions.
ADTRAN Holdings held its third-quarter 2026 earnings call on November 3, 2026. The excerpt lists company executives and participating analysts but does not include discussion of results or guidance.
Why it matters — ADTN watchers may note the timing and participants of the earnings call, though the excerpt provides no financial details.
ADTRAN reported third-quarter revenue of $281.2 million, up about 1% year over year and roughly flat sequentially. Growth in optical networking and access products was partly offset by supply constraints and lower subscriber-solutions revenue compared with the prior year.
Why it matters — The results show modest revenue growth, with strength in some product areas offset by supply constraints and weaker subscriber-solutions revenue.
ADTRAN Holdings reported third-quarter 2026 revenue of $281.2 million, up 0.6% year over year. GAAP gross and operating margins were 38.5% and -0.3%, respectively; non-GAAP margins were 42.1% and 5.0%.
Why it matters — The results give ADTN watchers an update on revenue growth and profitability, including the stated benefit of IEEPA refunds to non-GAAP gross margin.
The 9 Wall Street analysts covering ADTRAN Holdings, Inc. have a median 12-month price target of $15, with estimates ranging from $11 to $21. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering ADTRAN Holdings, Inc., 7 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks ADTRAN Holdings, Inc. 57 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, ADTRAN Holdings, Inc. ranks 57 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (90 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +207.2% from the last close, and Ticker Nerd's factor model ranks ADTRAN Holdings, Inc. 57 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering ADTRAN Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ADTN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $11 to $21 over the next 12 months.
ADTRAN Holdings, Inc. returned -40.3% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
ADTRAN Holdings, Inc. is a networking and communications technology company that provides platforms, software, systems, and support services for broadband and optical infrastructure.
The most recent item we track (The Motley Fool, 4 Nov 2026): "Adtran: 3 Key Takeaways for Long-Term Investors". The Motley Fool highlighted that Adtran’s hyperscaler customer revenue grew more than 200% year over year and that European equipment replacement represents a $10 billion market opportunity.
ADTRAN Holdings, Inc. is a networking and communications technology company that provides platforms, software, systems, and support services for broadband and optical infrastructure. The company focuses on equipment and solutions that enable voice, data, video, and internet connectivity across access, aggregation, and transport networks. Its portfolio includes residential gateways, routers, switches, optical networking products, and carrier Ethernet technologies, along with cloud-based and managed services for network operation and monitoring. ADTRAN Holdings serves communications service providers, cable operators, utilities, municipalities, enterprises, and other organizations that rely on high-performance connectivity. Through its Network Solutions and Services & Support segments, ADTRAN Holdings plays a practical role in building and maintaining modern digital communications infrastructure for public and private networks.
CEO Mr. Thomas Richard Stanton · 3,201 employees · United States · https://www.adtran.com
