Anterix, Inc. (ATEX)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
$86.27-0.95%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · ATEX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 243.4% |
| Our one-year growth estimate | diamond | 91.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 151.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 23 industry peers · Company calendar date is not available
ATEX — officer change
Dated 2026-08-06
The filing describes a stock plan amendment, not a management change.
Why it matters: Achieving this target shows strong demand for Anterix's spectrum services. It would support growth expectations.
Supportive ifIn Q4 2026, contracted proceeds will be over $80 million.
Worry ifContracted proceeds collected in Q4 2026 fall below $60 million.
Why it matters: Hitting this goal shows Anterix is growing and stable.
Supportive ifRevenue for FY 2027 meets or exceeds $25.3 million.
Worry ifRevenue for FY 2027 falls below $20 million.
Why it matters: Higher operating income shows Anterix is managing costs well. This helps them make more money.
Supportive ifOperating income in Q4 2026 is positive and improves from Q3 2026.
Worry ifOperating income is still negative or goes down in Q4 2026.
Why it matters: Updates may affect Anterix's chances to get contracts and grow its market.
Watch forFCC confirms more expansion of the 900 MHz spectrum allocation.
Also watch forFCC delays or retracts previous approvals for the 900 MHz spectrum.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$245 on $10,000 · ±2.5% | How much price usually moves either way. |
| Bad day | $488 loss on $10,000 · 4.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,236 loss on $10,000 · 22.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Growth in the sector may mean a turnaround for Anterix.
Watch forSector revenue growth reported above 0% year over year.
Also watch forSector revenue growth reported below 0% year over year.
Why it matters: Approval is crucial for Anterix to expand its market and secure revenue.
Supportive ifFCC grants approval for broadband licenses in Benton PUD's service area.
Worry ifThe FCC denies or delays approval for broadband licenses in Benton PUD's area.
Why it matters: Strong cash flow means better financial health and efficiency.
Supportive ifCash from operations in Q3 2026 exceeds $15 million.
Worry ifCash from operations in Q3 2026 is below $10 million.
Why it matters: New agreements can signal growth in market adoption of Anterix's services. It shows demand for private networks.
Supportive ifNew spectrum sales deals were announced. They involve at least two more utility customers.
Worry ifNo new spectrum sale agreements announced in the next quarter.