$ATEN

A10 Networks, Inc.

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1
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$460K
Wolf Dana Elizabeth
100%
See all $ATEN insider activity →
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Buy these stocks to ride the next big AI wave - connectivity, analyst says

Deutsche Bank analyst Gianmarco Conti initiated coverage on eight hardware stocks, highlighting Lumentum (LITE) and Coherent (COHR) as 'highest conviction' picks due to their roles in AI-driven data-center connectivity. Conti also rated Arista (ANET), Cisco (CSCO), and HPE (HPE) as buys, citing their competitive advantages in networking. LITE and COHR shares have surged 553% and 204% respectively over the past year. Conti noted Nvidia's (NVDA) investments in LITE and COHR, securing purchase comm

A10 Networks (ATEN) Q2 2026 Earnings Call Transcript

A10 Networks (ATEN) reported Q2 2026 revenue of $80.1 million, up 15.5%, with non-GAAP diluted EPS of $0.25. Product revenue rose 25% to $49.0 million and service revenue was $31.1 million. Management raised full-year guidance to 12% to 14% revenue growth and 14% to 16% EPS growth, citing AI infrastructure demand, an expanded Microsoft agreement, and the Troj.ai acquisition.

A10 Networks, Inc. Q2 2026 Earnings Call Summary

A10 Networks reported Q2 2026 revenue up 15% year over year and EPS growth outpacing revenue, citing integrated security and traffic management demand in AI environments. The company expanded a long-term Microsoft agreement, acquired Troj.ai, and raised full-year 2026 guidance to 12%-14% revenue growth and 14%-16% EPS growth. It expects FCF to rise from about $65M in 2025.

ATEN sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning ATEN (A10 Networks, Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent ATEN coverage spans financial news, earnings and sector analysis.

In the last 30 days, ATEN insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($460K). The most active reporter was Wolf Dana Elizabeth with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving ATEN

  • Hold rating suggests limited near‑term catalyst.

    morningstar.com · Sep 1, 2026

  • Guidance raise plus Microsoft-related expansion and Troj.ai acquisition support a constructive near-term earnings outlook, but supply chain and Japan service-provider softness remain key risks.

    fool.com · Aug 13, 2026

  • Guidance increases and EPS outperformance signal improving demand visibility, but supply chain and customer concentration remain key risks.

    yahoo.com · Aug 7, 2026

  • Guidance raise and strong profitability/cash metrics suggest improving fundamentals, with near-term focus on whether AI-security demand sustains.

    SEC EDGAR 8-K · Aug 5, 2026

  • The warrant terms create a defined equity-linked overhang and potential dilution/option exercise pathway tied to a change in control and spend certification mechanics.

    SEC EDGAR 8-K · Aug 5, 2026

alphai scores every news story that mentions ATEN with an AI model for sentiment and relevance, and aggregates insider trades from A10 Networks, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ATEN

Score

Buy these stocks to ride the next big AI wave - connectivity, analyst says

Deutsche Bank analyst Gianmarco Conti initiated coverage on eight hardware stocks, highlighting Lumentum (LITE) and Coherent (COHR) as 'highest conviction' picks due to their roles in AI-driven data-center connectivity. Conti also rated Arista (ANET), Cisco (CSCO), and HPE (HPE) as buys, citing their competitive advantages in networking. LITE and COHR shares have surged 553% and 204% respectively over the past year. Conti noted Nvidia's (NVDA) investments in LITE and COHR, securing purchase comm

$ATENMedAI 8/10

A10 Networks (ATEN) Q2 2026 Earnings Call Transcript

A10 Networks (ATEN) reported Q2 2026 revenue of $80.1 million, up 15.5%, with non-GAAP diluted EPS of $0.25. Product revenue rose 25% to $49.0 million and service revenue was $31.1 million. Management raised full-year guidance to 12% to 14% revenue growth and 14% to 16% EPS growth, citing AI infrastructure demand, an expanded Microsoft agreement, and the Troj.ai acquisition.

$ATENMed

A10 Networks, Inc. Q2 2026 Earnings Call Summary

A10 Networks reported Q2 2026 revenue up 15% year over year and EPS growth outpacing revenue, citing integrated security and traffic management demand in AI environments. The company expanded a long-term Microsoft agreement, acquired Troj.ai, and raised full-year 2026 guidance to 12%-14% revenue growth and 14%-16% EPS growth. It expects FCF to rise from about $65M in 2025.

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A10 Networks, Inc. (ATEN): Results of Operations and Financial Condition

A10 Networks, Inc. (ATEN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 A10 Networks Reports Financial Results for the Second Quarter of 2026 Continued Execution in the Americas, Including Next-Generation Networking Demand, Drives 14.5% Year-to-Date Revenue Growth SAN JOSE, Calif., August 5, 2026 -- A10 Networks, Inc. (NYSE: ATEN), a lea

A10 Networks, Inc. (ATEN): Entry into a Material Definitive Agreement

A10 Networks, Inc. (ATEN) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. Warrant On August 3, 2026, A10 Networks, Inc. (the "Company") issued a warrant (the "Warrant") to Microsoft Corporation ("Microsoft") pursuant to which Microsoft may purchase up to 800,000 shares of the Company's common stock,

Tudor Investment Corp ET AL Reduces Stake in A10 Networks

Tudor Investment Corp ET AL has reduced its stake in A10 Networks, Inc. (NYSE: ATEN) by 21%, selling 84,787 shares during the third quarter. The hedge fund now owns 319,422 shares valued at $5.8 million, representing about 0.45% of the company's stock. This transaction offers insights into the hedge fund's investment strategy and could influence A10 Networks' stock price and market sentiment.

$ATENMed

A10 Networks Inc Stock: Application Delivery Leader in a Cloud-Driven Security Landscape

A10 Networks Inc (ATEN) is highlighted as a key player in application delivery and security solutions, crucial for modern cloud and hybrid environments. The article details its core business model, product portfolio including ADCs and security offerings, and competitive positioning within the cybersecurity market. It also discusses growth opportunities driven by cloud migration, 5G, and edge computing, making ATEN an attractive stock for North American investors seeking exposure to cybersecurity.

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Why BWS Financial Sees A10 Networks (ATEN) Benefiting From Rising AI Network Traffic

BWS Financial raised its price target on A10 Networks (ATEN) to $28 from $24 and maintained a Buy rating, citing the company's strong position to benefit from increasing AI-related network traffic. A10 Networks reported record fourth-quarter and full-year 2025 revenues, driven by demand for AI infrastructure and high-throughput networking. The company projects 10% to 12% revenue growth for 2026 and boasts a 79% gross margin, with an even stronger growth outlook through 2028.

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