ADTRAN Inc (ADTN)

Nov 10, 2026

ADTRAN chairman and CEO Tom Stanton purchased 150,000 shares of company stock for approximately $600,900 on November 6, increasing his direct holding by 12%. CFO Timothy Santo also bought 17,820 shares for about $74,200. These open-market purchases occurred after ADTRAN's third-quarter report, which showed slightly below-guidance revenue and an adjusted loss per share, but with positive guidance for the fourth quarter.

Nov 10, 2026

ADTRAN Holdings, Inc. CFO Timothy Santo recently acquired 17,820 shares of the company's stock for $74,131.20, increasing his direct ownership by nearly 30%. This insider transaction comes as ADTRAN reported quarterly earnings per share that beat consensus estimates, though revenue slightly missed expectations. Analysts currently hold a "Hold" consensus rating for ADTRAN with an average price target of $11.21.

Nov 4, 2026

Following Adtran Holdings' disappointing third-quarter sales and lower-than-expected fourth-quarter guidance, several analysts have adjusted their price targets for the company. Rosenblatt downgraded Adtran from Buy to Neutral and significantly cut its price target, while Evercore ISI Group maintained an Outperform rating but also reduced its price target. Despite the sales miss, Adtran's CEO highlighted growth in optical networking and hyperscale customers, attributing network investment shifts to the rapid expansion of AI infrastructure.

Nov 3, 2026

Adtran Holdings reported Q3 2026 revenue of $281.2 million, a 1% year-over-year increase, driven by strong optical performance in the U.S. and resilience in Europe despite supply chain challenges. The company is strategically expanding into AI-driven automation, cloud, and enterprise markets, with significant growth from hyperscalers. Future outlook includes Q4 revenue guidance between $272 million and $292 million, with non-GAAP operating margins expected between 1% and 5%.

Nov 3, 2026

ADTRAN Holdings reported third-quarter 2026 revenue of $281.2 million, a modest 0.6% year-over-year increase, falling slightly below company guidance. The company achieved a non-GAAP gross margin of 42.1%, benefiting from tariff refunds, and forecasts fourth-quarter revenue between $272 million and $292 million. ADTRAN continues to focus on managing costs and working capital while seeing growth in optical networking and demand from cloud infrastructure customers.