Third Quarter Performance: Adtran Holdings reported a narrower net loss of $10.26 million in Q3, improving from a loss of $33.35 million the previous year, with total revenue increasing to $279.44 million from $227.70 million.
Earnings and Revenue Estimates: Adjusted earnings per share were $0.05, surpassing last year's loss of $0.07, while revenues exceeded market expectations, with analysts predicting $277.48 million for the upcoming quarter.
Fourth Quarter Outlook: The company anticipates fourth-quarter revenue between $275.0 million and $285.0 million, with an adjusted operating margin forecasted between 3.5% and 7.5%.
Analyst Expectations: Analysts had expected earnings of $0.06 per share and revenues of $274.66 million for the third quarter, indicating a positive outlook for Adtran's financial performance.
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
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 Buy
0 Hold
0 Sell
Strong Buy
Current: 9.730
Low
11.00
Averages
13.40
High
16.00
Current: 9.730
Low
11.00
Averages
13.40
High
16.00
UBS
Buy
upgrade
$183 -> $197
2026-01-06
Reason
UBS
Price Target
$183 -> $197
AI Analysis
2026-01-06
upgrade
Buy
Reason
UBS raised the firm's price target on Advanced Drainage to $197 from $183 and keeps a Buy rating on the shares.
Barclays
Matthew Bouley
Overweight
maintain
$176 -> $181
2025-12-08
Reason
Barclays
Matthew Bouley
Price Target
$176 -> $181
2025-12-08
maintain
Overweight
Reason
Barclays analyst Matthew Bouley raised the firm's price target on Advanced Drainage to $181 from $176 and keeps an Overweight rating on the shares. The firm adjusted ratings and targets in the homebuilding and building products group as part of its 2026 outlook. Barclays expects another year of declines in single-family housing starts, saying the housing market "remains far from balanced." This leaves the homebuilder stocks "volatile, with no cycle call to be made," the analyst tells investors in a research note. Barclays believes building products and brokerage names can outperform despite weakness in new residential. It views building products and distributors as more compelling than homebuilders entering 2026.
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B. Riley
Dave Kang
initiated
$16
2025-09-18
Reason
B. Riley
Dave Kang
Price Target
$16
2025-09-18
initiated
Reason
B. Riley analyst Dave Kang initiated coverage of Adtran with a Buy rating and $16 price target. The firm says Adtran is a leading provider of broadband network equipment, serving a diverse customer base including service providers, utilities, and municipalities. Recent industry data indicates that demand has recovered, and Adtran is positioned to capitalize on the current cycle with its access and optical businesses, the analyst tells investors in a research note.
Wolfe Research
initiated
2025-07-07
Reason
Wolfe Research
Price Target
2025-07-07
initiated
Reason
Wolfe Research initiated coverage of Adtran with a Peer Perform rating.
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.
