ATUS Overview

Director's Share Sale: Dexter Goei, the Director of Optimum Communications (OPTU), sold 695,195 shares on November 26, 2025.

Impact on Portfolio: The sale of shares may have implications for Goei's personal portfolio and the company's stock performance.

Analyst Recommendation: Barclays has maintained an Equal-Weight recommendation for Optimum Communications (NYSE: ATUS) as of November 7, 2025, with a projected one-year price target of $2.83/share, indicating a potential upside of 36.16% from its current price of $2.08/share.

Revenue and Earnings Projections: Optimum Communications is projected to achieve annual revenue of $9,434 million, reflecting a 9.16% increase, with a non-GAAP EPS forecast of 0.93.

Fund Sentiment: There has been a 20% increase in the number of funds reporting positions in Optimum Communications, with total institutional shares owned rising by 12.76% to 320,422K shares, and a bullish put/call ratio of 0.15.

Shareholder Activity: Notable shareholders like Empyrean Capital Partners and Deutsche Bank have adjusted their holdings, with Empyrean increasing its stake by 12.99%, while Deutsche Bank reduced its allocation by 21.04% over the last quarter.

Network Expansion: Lightpath has announced a significant network expansion, adding approximately 100 route miles of fiber across Long Island, southern Connecticut, northern New Jersey, and Westchester County to support a major U.S. wireless carrier's deployment.

5G and AI-Ready Connectivity: The new routes will enhance 5G and AI-driven network capabilities, providing high-capacity backhaul for bandwidth-intensive applications, while also expanding Lightpath's infrastructure offerings to enterprises, government, and educational institutions.

Corporate Name Change: Altice USA, Inc. will change its name to Optimum Communications, Inc. effective November 7, 2025, and will begin trading under the new ticker symbol "OPTU" on November 19, 2025.

Unified Brand Identity: The name change reflects the Company's commitment to a unified brand identity centered around the Optimum name, which is trusted by millions of customers.

Transformation Journey: This milestone is part of a multi-year transformation journey aimed at modernizing the network, enhancing customer experience, and streamlining operations.

No Operational Changes: The name and ticker symbol changes will not affect the Company's ownership structure, leadership, services, or day-to-day operations.