ADTRAN Holdings Price Target | Analysis, Price & Growth Outlook

ADTRAN Holdings

NasdaqGS:ADTN

$ 12,93

$-0,04 (-0,31%)

12,93 $

$-0,04 (-0,31%)

End-of-day quote: 03/27/2026

ADTRAN Holdings Stock Value

Analysts currently rate NasdaqGS:ADTN as Outperform.

Outperform

ADTRAN Holdings Company Info

EPS Growth 5Y

-15,18%

Market Cap

$1,05 B

Long-Term Debt

$0,19 B

Short Interest

5,45%

Quarterly earnings

04/30/2026 (E)

Dividend

$0,00

Dividend Yield

0,00%

Founded

1985

Industry

Information Technology

Country

United States

ISIN Number

US00486H1059

Website

http://www.adtran.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$14,50

12.14%

Last Update: 03/26/2026

Analysts: 6

Highest Price Target $16,00

Average Price Target $14,50

Lowest Price Target $9,00

In the last five quarters, ADTRAN Holdings’s Price Target has risen from $14,38 to $28,75 - a 99,93% increase. Six analysts predict that ADTRAN Holdings’s share price will increase in the coming year, reaching $14,50. This would represent an increase of 12,14%.

Top growth stocks in the information technology sector (5Y.)

What does ADTRAN Holdings do?

ADTRAN Holdings, Inc. (‘Adtran’) provides networking and communications platforms, software, systems and services. The company focuses on the metro optical transport, data center interconnect, and broadband access market, serving a diverse domestic and international customer base in multiple countries, which includes large, medium, and small Service Providers, alternative Service Providers, such as utilities, municipalities, and fiber overbuilders, cable/ Multiple System Operator (MSOs), Small-...

ADTRAN Holdings, Inc. (‘Adtran’) provides networking and communications platforms, software, systems and services.

The company focuses on the metro optical transport, data center interconnect, and broadband access market, serving a diverse domestic and international customer base in multiple countries, which includes large, medium, and small Service Providers, alternative Service Providers, such as utilities, municipalities, and fiber overbuilders, cable/ Multiple System Operator (MSOs), Small- to Medium-sized Business (SMBs), and distributed enterprises, including Fortune 500 companies with sophisticated business continuity applications; and federal, state, and local government agencies.

The company’s innovative solutions and services enable voice, data, video, and internet communications across a variety of network infrastructures and is in use by millions worldwide. It supports its customers through its direct global sales organization and its distribution networks.

To service the company’s customers and grow revenue, it is continually conducting research and developing new products addressing customer needs and testing those products for the specific requirements of particular customers. The company offers a broad portfolio of flexible software and hardware network solutions and services that enable Service Providers to meet today’s service demands, while enabling them to transition to the fully converged, scalable, highly-automated, cloud-controlled voice, data, internet, and video network of the future.

The company solely owns ADTRAN, Inc. and is the majority shareholder of Adtran Networks SE (‘Adtran Networks’). ADTRAN, Inc. is a leading global provider of open, disaggregated networking and communications solutions. Adtran Networks is a global provider of network solutions for data, storage, voice, and video services.

Segments

The company operates under two segments: Network Solutions, which includes hardware and software products, and Services & Support, which includes a portfolio of network design and implementation services, support services, and cloud-hosted SaaS applications that complement its product portfolio and can be utilized to support other platforms as well. These two segments span across its three revenue categories: Subscriber Solutions, Access & Aggregation Solutions, and Optical Networking Solutions.

The company is focused on being a top global supplier of fiber-based communications infrastructure and SaaS applications, spanning from the network core to the cloud edge (data center) to the subscriber edge (customer premise), serving both the residential and enterprise connectivity markets, including fiber-based infrastructure for mobile networks. It offers a broad portfolio of flexible network infrastructure solutions, customer premises equipment, software applications, and global services and support that enable Service Providers to meet their service demands.

Network Solutions

The Network Solutions segment includes hardware and software products that enable a digital future, which support the company's Subscriber, Access and Aggregation, and Optical Networking Solutions. The company's cloud-managed Wi-Fi gateways, virtualization software, and switches provide a mix of wired and wireless connectivity at the customer premises. In addition, its Carrier Ethernet products support a variety of applications at the network edge, ranging from mobile backhaul to connecting enterprise customers (‘Subscriber Solutions’). The company's portfolio includes products for multi-gigabit service delivery over fiber or alternative media to homes and businesses.

Services & Support

The Services & Support segment offers a comprehensive portfolio of network design, implementation, maintenance, and cloud-hosted services, supporting its Subscriber, Access & Aggregation, and Optical Networking Solutions. These services assist operators in the deployment of multi-vendor networks while reducing their cost to maintain these networks. The cloud-hosted services include a suite of SaaS applications under the company's Mosaic One platform, which manages end-to-end network and service optimization for both fiber access infrastructure and mesh Wi-Fi connectivity. The company backs these services with a global support organization that offers on-site and off-site support services with varying SLAs.

Revenue Categories

In addition to operating under two reportable segments, the company also reports revenue across three categories – Subscriber Solutions, Access & Aggregation Solutions, and Optical Networking Solutions.

The company’s Subscriber Solutions portfolio is used by Service Providers to terminate their access services infrastructure at the customer's premises while providing an immersive and interactive experience for residential, business, and wholesale subscribers. This revenue category includes hardware- and software-based products and services. These solutions include fiber termination solutions for residential, business, and wholesale subscribers, Wi-Fi access solutions for residential and business subscribers, Ethernet switching and network edge virtualization solutions for business subscribers, and cloud software solutions covering a mix of subscriber types.

The Subscriber Solutions category includes the following products, software, and services: Residential Gateways, Traditional SSE, Routers, Switches, FSP 150-GE110, FSP 150-XG100, FSP 150-XG210, FSP 150-XG300, FSP 150-XG400-NIDs, EPON ONUs, GPON/XGS-PON ONTs, Edge Cloud (VEC), Mosaic One SaaS applications, n-Command, Procloud; and services, such as Build, Care, Training, Professional Services, Software Services, and Managed Services.

The company’s Access & Aggregation Solutions are solutions that are used by communications Service Providers to connect residential subscribers, business subscribers, and mobile radio networks to the Service Providers’ metro network, primarily through fiber-based connectivity. This revenue category includes hardware- and software-based products and services. The company’s solutions within this category are a mix of fiber access and aggregation platforms, precision network synchronization and timing solutions, and access orchestration solutions that ensure highly reliable and efficient network performance.

The Access & Aggregation category includes the following products, software, and services: Optical Line Terminals (‘OLTs’) include TA5000 OLT, SDX OLT, EPON OLT, and Pluggable Optics; Optical Networking Terminals (‘ONTs’) include EPON ONUs; Packet Aggregation includes FSF 150-XG400 Aggregators, SDX Aggregation, and Activator; Copper Access includes Gfast DPUs, hiX, Total Access FTTN, and Traditional Broadband; Oscilloquartz includes OSA AccessSync, OSA Edge Sync, OSA CoreSync, and OSA Inside; Software includes MCP, AOE, and ACI-E, Mosaic One SaaS Applications, and Mosaic Network Controller; and Service includes Build, Care, Training, Professional Services, Software Services, and Managed Services.

The company’s Optical Networking Solutions are used by communications Service Providers, internet content providers, and large-scale enterprises to securely interconnect metro and regional networks over fiber. This revenue category includes hardware- and software-based products and services. The company’s solutions within this category include open optical terminals, open line systems, optical subsystems and modules, network infrastructure assurance systems, and automation platforms that are used to build high-scale, secure, and assured optical networks.

The Optical Networking Solutions category includes the following products, software, and services: Optical Transport includes FSP 3000 CC, and FSP 3000 R7; Optical Engines include AOE Coherent Pluggables, AOE MicroMax, and AOE AccessWave; Infrastructure Monitoring includes ALM Fiber Monitoring; Software includes Mosaic Network Controller; and Services include Build, Care, Training, Professional Services, Software Services, and Managed Services.

Strategy

The company’s strategy is to provide innovative and cost-effective solutions for its customers that enable them to address their increasing broadband demand. The company’s solutions focus on technology transformations that are happening in broadband network infrastructure, home and business CPE, and software platforms, and services needed to help its customers address increasing complexity while scaling to meet increasing consumer demands.

The company aspires to be one of the top communication technology players in the world and an innovation leader around the converged edge, enabling the intelligent, self-optimizing, fiber-everywhere future. It has one of the most comprehensive solutions portfolios that empower operators to build a converged infrastructure from the metro core to the customer premise, serving all networking applications for residential, business, wholesale, and mobile users. The company’s strategies are breadth of portfolio, open and advanced architecture, assured and secure connectivity; growth in focus markets; investment in converged edge; transformation through software; diversification of customers; and focus on sustainability.

Customers

The company has a diverse global customer base that includes large, medium, and small Service Providers, alternative Service Providers, such as utilities, municipalities, and fiber overbuilders; cable/MSOs; SMBs, and distributed enterprises.

During 2024, the company had one customer that consisted of greater than 10.0% of its revenue, which was an international Service Provider, and its next five largest customers consisted of 21.7% of its revenue. Additionally, the company’s revenue in the U.S., the U.K., and Germany each consisted of more than 10% of its revenue in 2024. The revenue from this Service Provider and these countries is reported in both the company’s Network Solutions and Services & Support segments.

Distribution, Sales, and Marketing

The company sells its products through its direct sales organization and its distribution network. The company’s direct sales organization supports major accounts and has offices in global locations. Sales to most smaller and independent telephone companies are fulfilled through a combination of direct sales and distributors. The company’s services offerings can be purchased directly from it or through one of its Service Providers, channel partners, or distribution partners.

Orders for end-user products are fulfilled through a combination of direct sales and distributors. This is supported by a direct sales organization for major accounts and a channel-based sales organization to facilitate sales to the company’s partners. MSPs, VARs, and SIs may be affiliated with the company as channel partners, or they may purchase from a distributor in an unaffiliated fashion. Affiliated partners participate with the company at various program levels, based on sales volume and other factors, to receive benefits, such as product discounts, market development funds, technical support, and training.

Outside of the U.S., most Service Provider products are sold through the company’s direct sales organization, and end-user products are sold direct or through distribution arrangements customized for each region. Some regions are supported from a field office that offers sales and support functions, and in some cases, warehousing and manufacturing support. The company’s field sales organizations, distributors, and Service Provider customers receive support from regional-based marketing, sales, and customer support groups.

The company’s marketing organization promotes all brands associated with it to key stakeholders, including customers, partners, and prospects throughout the world. Marketing is complemented by product marketing and management teams that work with its engineering teams to develop and promote new products and services, as well as product enhancements.

Research and Development

During the year ended December 31, 2024, the company’s research and development expenditures totaled $221.5 million.

Competition

In the Subscriber Solutions & Experience category, the company’s primary competitors include Calix, Ciena, DZS, Nokia, eero, and a growing number of Asian-based ODMs selling direct to carriers. In the company’s Access & Aggregation solutions category, key competitors include Nokia, Calix, Huawei, ZTE Corporation, DZS, Vecima, Harmonic, and Microchip. Main competitors of the company’s Optical Networking solutions portfolio are Ciena, Cisco, Ekinops, Huawei, Infinera, Nokia, Ribbon Communications, and ZTE Corporation.

Seasonality

The company experiences quarterly fluctuations in its revenue that occur due to many factors, including the varying budget cycles and seasonal buying patterns of its customers. More specifically, the company’s customers tend to spend less in the first fiscal quarter as they are finalizing their annual capital spending budgets. Due to the stabilizing supply chain environment and the associated reduction in lead times, the company’s customers began to optimize their inventories in the past fiscal year (year ended December 31, 2024). In addition, the continuing uncertain macroeconomic conditions related to inflationary pressures and elevated interest rates have impacted the spending behavior of its customers.

Government Regulation

The company’s products that are incorporated into wireless communications systems must comply with various government regulations, including those of the FCC. The company’s development process is conducted in accordance with ISO 9001, TL 9000, ISO 14001, and ISO 27001, all of which are international standards for quality and environmental management systems.

As a company with global operations, it is subject to complex foreign and U.S. laws and regulations, including anti-bribery and corruption laws; antitrust or competition laws; data privacy laws and regulations, such as the GDPR and the California Consumer Privacy Act; and cybersecurity laws and regulations, among others.

The company has established ESG and sustainability programs and policies that encompass the elements of Environmental, Health & Safety, Ethics, Labor, and the related management systems in alignment with the ISO 26000 Guidelines.

Intellectual Property

The company holds over 1,000 patents worldwide related to its products and over 50 additional pending patent applications. Its patents expire at various dates between 2025 and 2041. The name ‘Adtran’ is a registered trademark of the company, as is the name ‘SmartRG’ and a number of its product identifiers and names. The company also claims rights to a number of unregistered trademarks.

History

ADTRAN Holdings, Inc. was founded in 1985. The company was incorporated under the laws of Delaware in 1985.

ADTRAN Holdings Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industry:** - Telecommunications: 60% - Network infrastructure: 25% - Software solutions: 15% **TOP 3 markets and their percentage shares:** - USA: 40% - Europe: 35% - Asia-Pacific: 15% ADTRAN Holdings, Inc. generates the majority of its revenue from the telecommunication...

At which locations are the company’s products manufactured?

**Production sites of ADTRAN Holdings, Inc.:** ADTRAN Holdings, Inc. mainly produces its products in the USA, particularly in Huntsville, Alabama, where the headquarters and primary production facility are located. In addition, the company has production and assembly facilities in Mexico and Germa...

What strategy does ADTRAN Holdings pursue for future growth?

**Revenue Growth:** Estimated 10-12% annually (based on industry trends and company reports until 2023) **Focus on Innovation and Expansion:** ADTRAN Holdings, Inc. pursues a strategy that is heavily focused on technological innovation and geographical expansion. The company continuously invests in...

Which raw materials are imported and from which countries?

**Main raw materials:** Semiconductors, copper, plastics **Countries of origin:** China, Taiwan, South Korea, USA ADTRAN Holdings, Inc. is a company specializing in communication network solutions. The production of their products requires a variety of raw materials, especially semiconductors, cop...

How strong is the company’s competitive advantage?

**Market Share:** 10% in the global broadband access market (estimated for 2026) **R&D Expenses:** 18% of revenue (2025) ADTRAN Holdings, Inc. has a significant competitive advantage due to its strong position in the global broadband access market. With an estimated market share of 10% in 2026...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 85% (estimated, 2026) **Insider Buys/Sells:** No significant changes (estimated, 2026) The institutional investor share in ADTRAN Holdings, Inc. is estimated to be around 85%. This suggests that a large portion of the shares are held by major financial institutio...

What percentage market share does ADTRAN Holdings have?

**Market share of ADTRAN Holdings, Inc.:** Estimated 5-7% (2026) **Top competitors and their market shares:** 1. **Cisco Systems, Inc.:** 35% 2. **Huawei Technologies Co., Ltd.:** 25% 3. **Nokia Corporation:** 15% 4. **Ericsson:** 10% 5. **ZTE Corporation:** 8% 6. **ADTRAN Holdings, Inc.:** 5-7% 7...

Is ADTRAN Holdings stock currently a good investment?

**Revenue Growth:** 8% (2025) **Profit Growth:** 6% (2025) **Market Share in Network Technology:** 12% (2025) ADTRAN Holdings, Inc. has recorded solid revenue growth of 8% in 2025 in recent years. This shows that the company is able to strengthen its market position in the field of network technolo...

Does ADTRAN Holdings pay a dividend – and how reliable is the payout?

**Dividend Yield:** 2.5% (2025) **Dividend History:** Continuous payout over the last 5 years ADTRAN Holdings, Inc. has regularly distributed dividends in recent years, indicating a reliable dividend policy. The dividend yield was last around 2.5%, which is average compared to other companies in th...

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ADTRAN Holdings Stock Value

ADTRAN Holdings Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does ADTRAN Holdings do?

ADTRAN Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

ADTRAN Holdings Stock Value

ADTRAN Holdings Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does ADTRAN Holdings do?

ADTRAN Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.