에 대한 최신 뉴스 Adtran Holdings (NASDAQ:ADTN) 주식

ADTRAN HOLDINGS INC

Adtran Holdings

Adtran

Adtran Holdings Inc is a provider of networking and communications platforms, software, and services focused on the broadband access market. It operates under two reportable segments: Network Solutions, which includes hardware and software products that enable a digital future that supports the company's Subscriber, Access & Aggregation, and Optical Networking Solutions; and Services & Support Segment which includes network design, implementation, maintenance and cloud-hosted services supporting the company's Subscriber, Access & Aggregation, and Optical Networking Solutions.

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글로벌 시장은 극심한 변동성을 겪고 있으며, 일본의 닛케이 225 지수가 밤새 13% 급락한 이후 월스트리트의 블랙 먼데이는 불가피한 것처럼 보였지만, 주가 지수는 뉴욕 정오 거래를 통해 장 초반 손실을 제한하려고 시도하고 있다.

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Adtran Holdings Inc

Wall Street analysts responded to Ciena Corp.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) second-quarter financial results on Thursday.
Ciena reported a <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/45790736/ciena-stock-slides-after-q2-eps-miss-margin-drop-despite-strong-sales" rel="noreferrer noopener">quarterly revenue growth</a> of 23.6% to $1.13 billion, beating the&nbsp;analyst consensus&nbsp;estimate of $1.09 billion.
The American telecommunications networking equipment and software services supplier reported an adjusted EPS of 42 cents,&nbsp;which missed the&nbsp;analyst consensus estimate&nbsp;of 52 cents.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/45779192/ciena-ai-ambitions-face-margin-math-marvell-ous-analyst" rel="noreferrer noopener">Ciena Set To Beat Q2 Estimates But AI Ambitions Face Margin Math And Marvell-ous Rivals</a>
The adjusted gross margin declined by 250 bps to 41%, and the adjusted operating margin increased by 140 bps to 8.2%.
Rosenblatt analyst Mike Genovese maintained Ciena <a href="https://www.benzinga.com/quote/CIEN/analyst-ratings" target="_blank" rel="noreferrer noopener">with a Neutral</a> and lowered the price target from&nbsp;$85&nbsp;to&nbsp;$78.
Needham analyst Ryan Koontz reiterated Ciena with a Buy and a $90&nbsp;price target.
Rosenblatt: Genovese noted his Ciena preview was accurate since he expected increased revenue guidance. However, he was worried about margins because of customer and product mix and the time it could take to achieve the mid-40s gross margin and mid-teens operating margin targets.
The analyst said the gross margin was light because of a heavy sales mix of new line systems, which tend to get filled with high-margin cards later and 400ZR pluggable. The good news is that higher revenues appear sustainable.
Genovese said Cloud and Service Provider DCI markets can drive multi-year growth above 8% to 11%. The analyst noted Ciena will likely increase its multi-year revenue growth above this range before the end of fiscal 2025. He said the company has also won its first two Datacom Campus deals, including one likely to be worth hundreds of millions of dollars, with revenues slated to begin in 2026.
As per Genovese, the read for Datacom companies, like Lumentum Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>) and Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>), is positive since Cloud capex is substantial and the 1.6+T Datacom products Ciena is moving over the next few years are expected to be good for the gross margins. 
The read is also positive for Telecom- and DCI-exposed names, like Viavi Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VIAV#NASDAQ">VIAV</a>), Ribbon Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RBBN#NASDAQ">RBBN</a>) and ADTRAN Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADTN#NASDAQ">ADTN</a>), since Telecom demand is strong and Ciena&#8217;s gross margins issues are company-specific, the analyst said.
For Ciena, he sought signs that margins are sustainably improving before potentially becoming more constructive in his rating.
Genovese projected fiscal 2025 revenue of $4.58 billion (prior $4.41 billion) and adjusted EPS of $2.24 (prior $2.43).
Needham: Ciena reported mixed fiscal second-quarter results, with revenue and adjusted EPS +3% and -10 cents versus consensus, and fiscal second-half guidance reflects meaningfully higher revenue growth but lower gross margin and EPS than expected.
Fiscal second-quarter strength in Cloud (+88% Y/Y) drove the outperformance and strong bookings (B2B &gt; 1), but new products that carry lower gross margins are increasing in mix faster than expected, the analyst said. 
Increased tariff costs also impact gross profit by ~$10 million per quarter, which he feared could worsen given uncertainties.
Koontz noted the stock pullback as a buying opportunity for a company with the industry&#8217;s best technology and customer relationships. The analyst expects Ciena to benefit from continued share gains and is enthused about emerging intra-data center opportunities in fiscal 2027, although less bullish on Switching and Broadband.
Koontz projected fiscal 2025 revenue of $4.57 billion (prior $4.44 billion) and adjusted EPS of $2.25 (prior $2.58).
CIEN Price Action: CIEN stock is up 0.22% at $73.29 at publication on Friday.
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Ciena Poised For Growth On Cloud Demand, But Analysts Warn About Margin Pressure, Tariff Costs

Adtran Powers Netomnia's 50G PON Rollout, Delivering Ultra-High-Speed Broadband Over Existing Fiber Network

During the last three months, 4 analysts shared their evaluations of Adtran Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADTN#NASDAQ">ADTN</a>), revealing diverse outlooks from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Adtran Holdings, presenting an average target of $13.0, a high estimate of $15.00, and a low estimate of $11.00. A 5.45% drop is evident in the current average compared to the previous average price target of $13.75. 
<img src="https://www.benzinga.com/files/images/story/2025/1746824427_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The standing of Adtran Holdings among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ryan Koontz</td>
<td>Needham</td>
<td>Lowers</td>
<td>Buy</td>
<td>$12.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Mike Genovese</td>
<td>Rosenblatt</td>
<td>Lowers</td>
<td>Buy</td>
<td>$11.00</td>
<td>$15.00</td>
</tr>
<tr>
<td>Mike Genovese</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$15.00</td>
<td>$15.00</td>
</tr>
<tr>
<td>Ryan Koontz</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$14.00</td>
<td>$11.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Adtran Holdings. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Adtran Holdings compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Adtran Holdings's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/ADTN/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Adtran Holdings analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">you can start by tracking it here</a>.
<h2>Get to Know Adtran Holdings Better</h2>
Adtran Holdings Inc is a provider of networking and communications platforms, software, and services focused on the broadband access market. It operates under two reportable segments: Network Solutions, which includes hardware and software products that enable a digital future that supports the company's Subscriber, Access &amp; Aggregation, and Optical Networking Solutions; and Services &amp; Support Segment which includes network design, implementation, maintenance and cloud-hosted services supporting the company's Subscriber, Access &amp; Aggregation, and Optical Networking Solutions.
<h3>Adtran Holdings: Financial Performance Dissected</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Positive Revenue Trend: Examining Adtran Holdings's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 7.7% as of 31 December, 2024, showcasing a substantial increase in top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of -17.68%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Adtran Holdings's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of -24.65%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -3.5%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: Adtran Holdings's debt-to-equity ratio is notably higher than the industry average. With a ratio of 1.6, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Assessing Adtran Holdings: Insights From 4 Financial Analysts

Needham analyst Ryan Koontz maintains Adtran Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADTN#NASDAQ">ADTN</a>) with a Buy and lowers the price target from $14 to $12.

Needham Maintains Buy on Adtran Holdings, Lowers Price Target to $12

Earnings

CORRECTION: Adtran Q1 Adj. EPS $0.03 Beats $(0.03) Estimate, Sales $247.74M Beat $245.15M Estimate

Adtran Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADTN#NASDAQ">ADTN</a>) sees Q2 sales of $247.500 million-$262.500 million vs $263.49 million analyst estimate.

Guidance

Adtran Holdings Sees Q2 Sales $247.500M-$262.500M vs $263.49M Est

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Earnings Scheduled For May 7, 2025

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Shares of communication equipment stocks are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

<ul>
<li>Service providers need cost-effective, high-performance virtual BNG and CGNAT solutions to manage growing subscriber demands</li>
<li>Adtran has integrated 6WIND's vBNG and vCGNAT into its Mosaic software suite, providing service automation and subscriber insights for ISPs of all sizes</li>
<li>Collaboration strengthens Adtran's end-to-end offering, making network management more flexible and cost-efficient</li>
</ul>

Adtran And 6WIND Join Forces To Replace Legacy BNG Hardware With Carrier-Grade, Software-Defined Network Solutions

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Shares of companies within the broader tech sector are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition." Economic uncertainty could drive a rotation out of growth sectors.

ADTRAN Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADTN#NASDAQ">ADTN</a>) ("ADTRAN Holdings" or the "Company") today announced a Chief Financial Officer transition. Timothy Santo, CPA, has been named CFO, succeeding Uli Dopfer, who will transition into a new role, effective March 10, 2025. Mr. Santo is an accomplished and experienced finance executive with a proven track record as a strategic leader, recognized for establishing effective financial strategies that align with both short and long-term operational objectives at Adtran.
Mr. Santo brings more than 25 years of corporate finance experience, including more than a decade in executive roles at public companies. He has deep expertise in international finance, accounting and treasury operations. Mr. Santo joined GE Capital in 2003, where he spent thirteen years in various executive level finance and operational leadership roles. More recently, he served as CFO at Conn's, Inc., Senior Vice President and Global Controller at PRA Group, Inc., and was a Senior Manager of the Business Advisory Services and Finance Transformation Group at Grant Thornton, LLP. Mr. Santo holds a Master of Business Administration from the University of Rochester, William E. Simon Graduate School of Business Administration, and a Bachelor of Science in Accounting and is a Certified Public Accountant.
ADTRAN Holdings' Chairman and Chief Executive Officer Tom Stanton stated, "As we look ahead, we see a meaningful opportunity to increase our earnings power and enhance shareholder value. Tim's proven ability to simplify complex capital structures and drive strategic initiatives will be invaluable. With his extensive experience in large, multinational public companies, we are confident in his ability to lead initiatives that drive cash generation and unlock value for our organization."
With the appointment of Mr. Santo, Mr. Dopfer will continue to serve on the Management Board of Adtran Networks SE, as well as serve as Vice President, Finance &amp; Administration Planning to assist in facilitating a smooth transition.

Management

Reported Earlier, Adtran Names Timothy Santo as CFO, Effective March 10, Replacing Uli Dopfer in Leadership Transition

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Shares of companies with the broader tech sector are trading lower amid overall market weakness following a rise in Treasury yields. Investors may be evaluating ongoing global tension related to tariffs and conflict.

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에 대한 최신 뉴스 Adtran Holdings (NASDAQ:ADTN) 주식

월요일, 8월 05, 2024

일요일, 6월 09, 2024

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