ADTN
ADTRAN Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 26 ADTRAN Holdings reported strong Q4 2025 results with revenue of $291…
- S Mar 4 1 insider sell $148.2K at $10.29
- S May 7 to May 8 2 days of insider sells: $2.2M by 1 insider, avg $14.96
- S May 20 1 insider sell $137.4K at $14.72
- R Jul 22 ADTRAN Holdings pre-announced preliminary Q2 2026 results well below…
- B Aug 6 1 insider buy $50.0K at $7.60
- R Aug 8 Nine institutional investors accumulated $31.2M in ADTN during Q2 20…
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $50.0K at an average $7.60. 3 insiders sold $2.5M. Price is 15% below their cost.
- InstitutionsBULLISH
Q2 2026: 29 added (0 new), 18 trimmed or exited.
- AnalystsBULLISH
12 of 15 rate it Buy or better.
- Short sellersSTEADY
Short interest −5.4% to 11.86M shares. 7.2 days to cover, ≈14.6% of shares.
- TrendDOWNTREND
12% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| STATE STREET CORP | ADD | $42.9M |
| UBS Group AG | DOUBLED | $40.9M |
| MILLENNIUM MANAGEMENT LLC | ADD | $37.8M |
| JPMORGAN CHASE & CO | ADD | $36.1M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | $24.7M |
| Boston Partners | ADD | $22.7M |
| Qube Research & Technologies Ltd | DOUBLED | $19.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | $15.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analysts| Date | Firm | Rating |
|---|---|---|
| Aug 5, 2026 | Evercore ISI Group MAINTAIN | Outperform |
| Aug 5, 2026 | Rosenblatt MAINTAIN | Buy |
| Jul 23, 2026 | B. Riley Securities REITERATE | Buy |
| Jul 23, 2026 | Needham MAINTAIN | Buy |
| Jul 23, 2026 | Rosenblatt MAINTAIN | Buy |
| Jul 22, 2026 | Needham MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 10, 2026 | Glingener Christoph Chief Technology Officer | AWARD | 27,924 sh |
| Aug 6, 2026 | Santo Timothy P SVP of Finance; CFO | BUY | $50.0K |
| Jul 24, 2026 | Glingener Christoph Chief Technology Officer | AWARD | 9,384 sh |
| Jul 1, 2026 | DelSanto Anne Director | AWARD | 4,399 sh |
| May 20, 2026 | Wilson James Denson Jr Chief Revenue Officer | SELL | $137.4K |
| May 20, 2026 | Wilson James Denson Jr Chief Revenue Officer | GIFT | 10,469 sh |
| May 8, 2026 | Glingener Christoph Chief Technology Officer | EXERCISE | $271.1K |
| May 8, 2026 | Glingener Christoph Chief Technology Officer | SELL | $334.2K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data — subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data — subscribers only | |||
| Next Q | 🔒 Fresh data — subscribers only | |||
| Current FY | 🔒 Fresh data — subscribers only | |||
| Next FY | 🔒 Fresh data — subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
11 filings · 3 bullish · 1 bearish · 2 mixed · 5 neutral- NEUTRAL 8-KAug 11, 2026
ADTRAN Holdings filed an 8-K reporting an amendment to the employment agreement of its CTO, Dr…
Routine executive compensation filing with no immediate trading signal. Monitor next quarterly earnings for revenue and adjusted EBIT trends, which drive the CTO's cash bonus and PSU payouts.
- BULLISH INST-CLUSTERAug 8, 2026
Nine institutional investors accumulated $31.2M in ADTN during Q2 2026, led by State Street…
The strong institutional accumulation, particularly by active managers like Boston Partners and Assenagon, suggests smart money is positioning for a recovery following the Q2 earnings reset and…
- BULLISH INSIDER-BUYAug 7, 2026
ADTN CFO Santo made a $50K open-market purchase on August 6, 2026, three days after the company…
CFO's open-market buy post-earnings signals personal conviction despite near-term margin compression. Pair with Q2 revenue growth (+6.1%) and balance sheet improvement (credit facility refi)…
- MIXED 8-KAug 4, 2026
ADTRAN reported Q2 2026 revenue of $281.1M (+6.1% YoY), within the preliminary range of $280-282M…
The Q3 margin guidance is the key negative signal, suggesting near-term headwinds from product/customer mix. However, the credit facility refinancing and strong optical networking growth provide a…
All ADTN filing & press-release reports (11)
- 8-K reportAug 11, 2026
- INST-CLUSTER reportAug 8, 2026
- INSIDER-BUY reportAug 7, 2026
- 8-K reportAug 4, 2026
- 8-K reportJul 22, 2026
- S-3ASR reportJul 17, 2026
- INST-CLUSTER reportJun 11, 2026
- DEFA14A reportMay 1, 2026
- 8-K reportApr 7, 2026
- DEFA14A reportMar 27, 2026
- 8-K reportFeb 26, 2026