DNB Asset Management AS Purchases 174,354 Shares of ADTRAN Holdings, Inc. $ADTN

DNB Asset Management AS raised its holdings in shares of ADTRAN Holdings, Inc. (NASDAQ:ADTN) by 6.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,903,869 shares of the communications equipment provider’s stock after buying an additional 174,354 shares during the period. DNB Asset Management AS owned about 3.62% of ADTRAN worth $27,238,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. boosted its holdings in ADTRAN by 2.7% during the 3rd quarter. Vanguard Group Inc. now owns 8,383,305 shares of the communications equipment provider’s stock valued at $78,635,000 after acquiring an additional 217,148 shares during the period. Westerly Capital Management LLC lifted its position in shares of ADTRAN by 16.8% during the second quarter. Westerly Capital Management LLC now owns 975,000 shares of the communications equipment provider’s stock worth $8,746,000 after purchasing an additional 140,000 shares during the last quarter. Assenagon Asset Management S.A. boosted its stake in shares of ADTRAN by 691.6% during the third quarter. Assenagon Asset Management S.A. now owns 932,680 shares of the communications equipment provider’s stock valued at $8,749,000 after purchasing an additional 814,864 shares during the period. SG Capital Management LLC bought a new position in shares of ADTRAN in the second quarter worth about $7,601,000. Finally, Marshall Wace LLP increased its stake in ADTRAN by 88.2% in the 2nd quarter. Marshall Wace LLP now owns 816,533 shares of the communications equipment provider’s stock worth $7,324,000 after buying an additional 382,609 shares during the period. Institutional investors own 80.56% of the company’s stock.

Trending Headlines about ADTRAN

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 Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Wall Street Zen raised shares of ADTRAN from a “hold” rating to a “buy” rating in a research report on Saturday. Rosenblatt Securities lifted their price target on shares of ADTRAN from $11.00 to $16.00 and gave the company a “buy” rating in a research note on Friday. Finally, Needham & Company LLC reissued a “buy” rating and issued a $14.00 price objective on shares of ADTRAN in a research note on Thursday. Three investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, ADTRAN presently has an average rating of “Hold” and an average target price of $15.33.

ADTRAN Trading Up 2.9%

NASDAQ:ADTN opened at $10.20 on Friday. The firm has a 50-day simple moving average of $9.47 and a 200-day simple moving average of $9.12. ADTRAN Holdings, Inc. has a one year low of $6.93 and a one year high of $11.18. The firm has a market cap of $817.22 million, a P/E ratio of -20.00 and a beta of 1.39. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.23 and a current ratio of 1.96.

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

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.