ADTRAN Holdings (ADTN) Projects Q4 2025 Revenue of $293M, Exceeding Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Businesswire
- Revenue Outperformance: ADTRAN anticipates fourth-quarter 2025 revenue between $290 million and $293 million, surpassing the previous guidance of $275 million to $285 million, indicating strong demand amid typical year-end seasonality.
- Margin Improvement: The expected GAAP operating margin for Q4 is between 1.4% and 1.7%, while the non-GAAP operating margin is projected to be between 6.0% and 6.9%, both within prior guidance ranges, showcasing progress in cost control and operational efficiency.
- Full-Year Outlook: For the full year 2025, GAAP revenue is expected to range from $1.082 billion to $1.085 billion, reflecting the company's sustained growth potential despite economic uncertainties.
- Management Confidence: CEO Tom Stanton noted that preliminary results for Q4 reflect increased demand and strong execution, which are expected to further enhance the company's financial performance and bolster investor confidence moving forward.
Analyst Views on ADTN
Wall Street analysts forecast ADTN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ADTN is 13.40 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 9.240
Low
11.00
Averages
13.40
High
16.00
Current: 9.240
Low
11.00
Averages
13.40
High
16.00
About ADTN
ADTRAN Holdings, Inc. is a provider of open, disaggregated networking and communications solutions that enable voice, data, video and Internet communications across any network infrastructure. Its segments include Network Solutions, which offers hardware and software products, and Services & Support, which includes a portfolio of network design and implementation services, support services and cloud-hosted SaaS applications. The segments span across Subscriber Solutions, Access & Aggregation Solutions, and Optical Networking Solutions. Its Subscriber Solutions portfolio is used by service providers to terminate their access services infrastructure at the customer's premises. The Access & Aggregation Solutions are solutions that are used by communications service providers to connect subscribers. Its Optical Networking Solutions are used by communications service providers, Internet content providers and large enterprises to securely interconnect metro and regional networks over fiber.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
