DNB Asset Management AS Boosts Stock Position in ADTRAN Holdings, Inc. $ADTN

DNB Asset Management AS raised its position in shares of ADTRAN Holdings, Inc. (NASDAQ:ADTN) by 6.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,903,869 shares of the communications equipment provider’s stock after buying an additional 174,354 shares during the quarter. DNB Asset Management AS’s holdings in ADTRAN were worth $27,238,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of ADTN. Cape Investment Advisory Inc. bought a new position in shares of ADTRAN during the 2nd quarter worth approximately $27,000. State of Alaska Department of Revenue acquired a new stake in ADTRAN in the third quarter valued at approximately $36,000. Stoneridge Investment Partners LLC purchased a new position in ADTRAN in the third quarter worth $100,000. Vident Advisory LLC acquired a new position in shares of ADTRAN during the second quarter worth $130,000. Finally, Campbell & CO Investment Adviser LLC purchased a new stake in shares of ADTRAN during the 3rd quarter valued at $169,000. 80.56% of the stock is currently owned by institutional investors.

ADTRAN Stock Performance

Shares of ADTN stock opened at $10.20 on Friday. The business has a fifty day moving average of $9.47 and a 200 day moving average of $9.12. ADTRAN Holdings, Inc. has a 1 year low of $6.93 and a 1 year high of $11.18. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.96 and a quick ratio of 1.23. The firm has a market capitalization of $817.22 million, a price-to-earnings ratio of -20.00 and a beta of 1.39.

ADTRAN (NASDAQ:ADTN) last announced its quarterly earnings data on Wednesday, February 25th. The communications equipment provider reported $0.16 earnings per share for the quarter, beating analysts’ consensus estimates of $0.08 by $0.08. ADTRAN had a positive return on equity of 4.20% and a negative net margin of 4.15%.The business had revenue of $291.56 million for the quarter, compared to analyst estimates of $281.12 million. ADTRAN’s quarterly revenue was up 20.0% compared to the same quarter last year. As a group, research analysts expect that ADTRAN Holdings, Inc. will post -0.5 earnings per share for the current year.

Key ADTRAN News

Here are the key news stories impacting ADTRAN this week:

• Positive Sentiment: Q4 results beat expectations: ADTN reported $0.16 EPS vs. $0.08 expected and revenue of $291.6M (≈+20% YoY). Gross margins and operating margins improved, signaling improving profitability trends that likely boosted investor confidence. Business Wire: Q4 Results
• Positive Sentiment: Analyst upgrade: Rosenblatt lifted its price target from $11 to $16 and initiated/maintained a “buy” stance, implying roughly ~57% upside from the recent price — a catalyst for bullish flows. Benzinga: Rosenblatt Upgrade
• Neutral Sentiment: Q1 revenue guidance issued: ADTRAN guided Q1 revenue to roughly $275M–$297M (consensus ~ $278M) — broadly in line but with a wide range that leaves room for variability. Investors will watch execution and macro signals. Business Wire: Guidance
• Neutral Sentiment: Earnings presentation and call materials available — useful for parsing product-level demand (cloud, fiber, AI) and management commentary on 2026 priorities. Seeking Alpha: Earnings Presentation
• Neutral Sentiment: Short-interest report in the feed shows a “significant increase” entry but lists zero shares/NaN — the data appears unreliable, so no clear short-selling signal from that report.
• Negative Sentiment: Still unprofitable on a GAAP basis: ADTN posted a negative net margin (~-8.4%) and negative ROE, and carries leverage (debt/equity ~1.54) — these remain risks if revenue growth slows. (Background data referenced in company and market summaries.)
• Negative Sentiment: Zacks notes the beat but highlights macro risks in the guide and frames Q1 sales guidance as a potential headwind if market conditions deteriorate; investors may trim positions on uncertainty. Zacks: Q4 Recap & Risks

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on ADTN. Needham & Company LLC reissued a “buy” rating and issued a $14.00 price objective on shares of ADTRAN in a research report on Thursday. Wall Street Zen raised ADTRAN from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Rosenblatt Securities upped their price objective on shares of ADTRAN from $11.00 to $16.00 and gave the company a “buy” rating in a report on Friday. Three research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $15.33.

About ADTRAN

ADTRAN, Inc is a global provider of networking and communications equipment, specializing in broadband access solutions for service providers, enterprises and government organizations. Founded in 1985 and headquartered in Huntsville, Alabama, the company develops and delivers hardware and software platforms that enable high-speed Internet access over fiber, copper and wireless networks. Its core offerings include fiber access and aggregation equipment, Ethernet switches, customer premises equipment (CPE) and network management systems designed to support both legacy and next-generation broadband deployments.

The company’s product portfolio encompasses a broad range of optical line terminals (OLTs), optical network terminals (ONTs), multiservice access gateways and virtualized access solutions.