$ADTN

ADTRAN Holdings, Inc.

AlphAI earnings readsecond quarter 2026 · AUG 4ADTRAN Holdings, Inc. reports second quarter 2026 financial resultsVerdict: mixed

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ADTN Looks 24.9% Undervalued on GF Value™ Amid Challenging Profi

Adtran Holdings Inc (ADTN) announced a partnership with Fibre Technologies to upgrade BMC TV's UK network, enhancing capacity for major events. ADTN's P/S ratio is 0.51, below its historical median of 1.2x, indicating market skepticism. The company has a GF Score of 65/100, reflecting moderate fundamental health. Insiders have net sold shares, while gurus have slightly increased holdings. ADTN's market cap is $572 million.

One Customer’s Delay Can’t Hide ADTRAN’s (ADTN) Optical Surge

ADTRAN (ADTN) reported Q2 revenue of $281.1M, up 6.1% YoY, missing guidance due to a customer delay. Optical Networking Solutions revenue grew 22% YoY, driven by cloud and enterprise demand. Management expects cloud growth to continue. Profitability declined, with non-GAAP gross margin at 40.7%. Q3 guidance is cautious, with revenue projected between $275M and $295M.

ADTN sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning ADTN (ADTRAN Holdings, Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent ADTN coverage spans earnings, financial news and technology.

What's driving ADTN

AlphAI scores every news story that mentions ADTN with an AI model for sentiment and relevance, and aggregates insider trades from ADTRAN Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ADTN

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$ADTNMed

ADTN Looks 24.9% Undervalued on GF Value™ Amid Challenging Profi

Adtran Holdings Inc (ADTN) announced a partnership with Fibre Technologies to upgrade BMC TV's UK network, enhancing capacity for major events. ADTN's P/S ratio is 0.51, below its historical median of 1.2x, indicating market skepticism. The company has a GF Score of 65/100, reflecting moderate fundamental health. Insiders have net sold shares, while gurus have slightly increased holdings. ADTN's market cap is $572 million.

$ADTNMedAI 8/10

One Customer’s Delay Can’t Hide ADTRAN’s (ADTN) Optical Surge

ADTRAN (ADTN) reported Q2 revenue of $281.1M, up 6.1% YoY, missing guidance due to a customer delay. Optical Networking Solutions revenue grew 22% YoY, driven by cloud and enterprise demand. Management expects cloud growth to continue. Profitability declined, with non-GAAP gross margin at 40.7%. Q3 guidance is cautious, with revenue projected between $275M and $295M.

EQS-PVR: ADTRAN Holding, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution

Morgan Stanley reported a 6.77% voting stake in Adtran Holdings, Inc. (ADTN) as of August 24, 2026, due to client securities acquisitions. The stake includes 3.46% from shares and 3.31% from instruments. This voluntary notification was triggered by a threshold crossed at the subsidiary level.

$ADTNLow

Implied Volatility Surging for ADTRAN Stock Options

ADTRAN's Jan. 2027 $24 call options show high implied volatility, suggesting investors expect significant stock movement. The company is rated a Zacks Rank #4 (Sell), with analysts lowering earnings estimates to 3 cents per share for the current quarter. This volatility may present trading opportunities for options traders.

EQS-PVR: Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution

Morgan Stanley reported a voting rights change in Adtran Holdings, Inc. (ADTN) due to a disposal of client securities, crossing a 3% threshold on August 12, 2026. The total voting rights held by Morgan Stanley now stand at 7.09%, including direct and indirect positions, as well as instruments.

Adtran's Q2 hyperscaler DCI results underscore its revenue diversification strategy

Adtran reported Q2 revenue of $281.1M, up 6.1% YoY, driven by a 97% YoY increase in hyperscaler revenue and 22% YoY growth in optical networking solutions. CEO Tom Stanton highlighted strong demand in data center interconnect (DCI) and enterprise, government, and cloud sales. The company expects Q3 revenue between $275M and $295M, citing strong optical networking demand but supply constraints.

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