ADTRAN (NASDAQ:ADTN) Releases Q2 2026 Earnings Guidance

ADTRAN (NASDAQ:ADTN) updated its second quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 0.030-0.050 for the period, compared to the consensus estimate of 0.120. The company issued revenue guidance of $280.0 million-$282.0 million, compared to the consensus revenue estimate of $293.4 million. ADTRAN also updated its Q3 2026 guidance to EPS.

ADTRAN Stock Up 4.7%

NASDAQ ADTN opened at $12.14 on Wednesday. The business’s 50-day moving average is $14.61 and its 200 day moving average is $12.74. The stock has a market capitalization of $988.80 million, a PE ratio of -31.13 and a beta of 1.44. The company has a debt-to-equity ratio of 1.59, a current ratio of 1.77 and a quick ratio of 1.18. ADTRAN has a 1 year low of $7.11 and a 1 year high of $19.98.

ADTRAN (NASDAQ:ADTN) last announced its quarterly earnings results on Tuesday, May 5th. The communications equipment provider reported $0.14 EPS for the quarter, topping analysts’ consensus estimates of $0.09 by $0.05. The company had revenue of $286.09 million during the quarter, compared to analyst estimates of $285.48 million. ADTRAN had a positive return on equity of 10.94% and a negative net margin of 3.18%.The firm’s revenue was up 15.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.03 earnings per share. Sell-side analysts forecast that ADTRAN will post 0.43 earnings per share for the current year.

Analysts Set New Price Targets

ADTN has been the subject of several analyst reports. B. Riley Financial reissued a “buy” rating on shares of ADTRAN in a research report on Friday, May 1st. Weiss Ratings restated a “sell (d-)” rating on shares of ADTRAN in a report on Tuesday, June 30th. Rosenblatt Securities boosted their target price on shares of ADTRAN from $16.00 to $20.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Evercore started coverage on shares of ADTRAN in a research note on Tuesday, April 14th. They set an “outperform” rating and a $18.00 price target on the stock. Finally, Needham & Company LLC reissued a “buy” rating and issued a $18.00 price objective on shares of ADTRAN in a research note on Wednesday, May 6th. Four investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $18.00.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Franklin Resources Inc. grew its position in shares of ADTRAN by 1.6% during the 4th quarter. Franklin Resources Inc. now owns 79,692 shares of the communications equipment provider’s stock worth $693,000 after buying an additional 1,263 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in ADTRAN by 4.3% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 46,767 shares of the communications equipment provider’s stock valued at $408,000 after purchasing an additional 1,946 shares during the period. Occudo Quantitative Strategies LP raised its holdings in shares of ADTRAN by 3.2% in the 3rd quarter. Occudo Quantitative Strategies LP now owns 65,702 shares of the communications equipment provider’s stock valued at $616,000 after purchasing an additional 2,016 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of ADTRAN by 1.1% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 187,814 shares of the communications equipment provider’s stock valued at $1,632,000 after purchasing an additional 2,068 shares in the last quarter. Finally, Creative Planning increased its holdings in ADTRAN by 4.4% during the third quarter. Creative Planning now owns 66,573 shares of the communications equipment provider’s stock valued at $624,000 after buying an additional 2,799 shares during the period. 80.56% of the stock is currently owned by hedge funds and other institutional investors.

ADTRAN Company Profile

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.