ADTRAN Holdings, Inc. (ADTN)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
$7.10-0.70%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
QuarterlyIQ Insights · ADTN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 0% of the last 1 guided quarters · -175.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Maintain revenue growth within the guided range for the third quarter of 2026, continuing momentum in optical networking and diverse customer segments.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $265.1 million in 2025-Q2 to $281.1 million in 2026-Q2. The company guides Q3 2026 revenue between $275 million and $295 million, reflecting a stable trajectory consistent with management's stated growth focus.
“For the third quarter of 2026, the Company expects revenue to be within a range of $275.0 million to $295.0 million.”
“For the second quarter of 2026, the Company expects revenue to be within a range of $283.0 million to $303.0 million.”
“Preliminary revenue for the fourth quarter of 2025 was between $290.0 million to $293.0 million.”
Target non-GAAP operating margin within 1.5% to 5.5% for the third quarter of 2026, managing cost pressures and operational efficiency.
Stated as a priority in 3 of last 3 quarters. Non-GAAP operating margin declined from 6.9% in 2026-Q1 to 3.8% in 2026-Q2, below prior guidance. The company guides Q3 2026 margin between 1.5% and 5.5%, indicating a challenging cost environment and limited progress on margin improvement.
“Non-GAAP operating margin is expected to be within a range of 1.5% to 5.5%.”
“Non-GAAP operating margin is expected to be within a range of 5.0% to 9.0%.”
“Non-GAAP operating margin is expected to be within a range of 3.5% to 7.5%.”
Develop and introduce new products targeting AI-driven networking and cloud infrastructure markets to broaden addressable market.
Stated as a priority in 2 of last 2 quarters. The company launched LiteWave800™, targeting AI infrastructure, and highlights an expanding innovation pipeline. While product introductions are noted, financial impact is not yet quantifiable, indicating early-stage delivery.
“Encouraged by the continued strength of our optical networking business and innovation pipeline expanding our addressable market.”
“Introduced LiteWave800™, our first product purpose-built for intra-data center AI infrastructure.”
Enhance board composition by appointing directors with experience in cloud computing, AI, and enterprise software to support strategic growth.
Newly stated in 2026-Q2. The company appointed Anne DelSanto to the board to strengthen expertise in cloud, AI, and enterprise software. This is a strategic talent addition with no direct financial metrics yet available.
“Appointed Anne DelSanto to Board, bringing cloud, AI, and enterprise software expertise.”
Target quarterly revenue within the range of $283 million to $303 million for the second quarter of 2026.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Over the trailing year it converted -0.18x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to Fed net liquidity, long-term interest rates, the US dollar, real (inflation-adjusted) rates (low R² over the window).
14 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.