Why Is ADTRAN Holdings (ADTN) Down 14.7% Since Last Earnings Report?

ADTRAN Holdings (ADTN) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 2, 2026

Implied Volatility Surging for ADTRAN Stock Options

Investors need to pay close attention to ADTN stock based on the movements in the options market lately.

Zacks Investment Research • Aug 25, 2026

ADTRAN Holdings: Q2 Results Highlight Possible Headwinds

ADTRAN Holdings is rated Hold as it pivots toward optical networking, with hyperscaler and enterprise revenue growth offset by supply constraints. Q2 revenue missed guidance at $281.1M, with gross margin dropping to 40.7% and supply tightness impacting multiple product lines and near-term visibility. Optical Networking now drives 39% of revenue; customer diversification is improving, but new products offer limited near-term upside.

Seeking Alpha • Aug 14, 2026

Adtran launches Mosaic One Fabric, empowering operators to build custom AI agents and workflows

HUNTSVILLE, Ala.--(BUSINESS WIRE)-- #5G--Adtran today launched Mosaic One Fabric, an expansion of its Mosaic One software platform, enabling operators to create AI agents and workflows around their own operational priorities. Rather than being limited to predefined agents, fixed use cases or vendor-controlled ecosystems, operators can build and scale AI on their own terms using the data, tokens and models that best fit their business, with the token economics visible and under their control. Mosaic O.

Business Wire • Aug 6, 2026

Can ADTRAN's AI Networking Push Offset Near-Term Execution Risks?

ADTN is expanding its AI networking portfolio, but execution issues and margin pressure may delay the payoff from growing AI infrastructure demand.

Zacks Investment Research • Aug 5, 2026

Should Investors Buy ADTN or Wait for Better Execution Signals?

ADTN's fiber broadband and AI networking opportunities remain strong, but execution challenges and weaker earnings outlook suggest patience may be the better strategy.

Zacks Investment Research • Aug 5, 2026

ADTN Falls 46.2% in 3 Months: Is the Selloff Now Overdone?

ADTN has plunged 46.2% in three months as execution issues hit margins, but fiber broadband and AI networking trends keep its long-term growth story alive.

Zacks Investment Research • Aug 5, 2026

New Strong Sell Stocks for August 5th

ADTN, AGESY and EC have been added to the Zacks Rank #5 (Strong Sell) List on August 5th, 2026.

Zacks Investment Research • Aug 5, 2026

ADTRAN Q2 Earnings Call Highlights

ADTRAN NASDAQ: ADTN reported second-quarter 2026 revenue of $281.1 million, up 6.1% from a year earlier, as growth in optical networking and cloud-related demand was partly offset by a project delay at a single customer and supply constraints that limited shipments of some higher-margin products.

MarketBeat • Aug 4, 2026

ADTRAN Holdings, Inc. (ADTN) Q2 2026 Earnings Call Transcript

ADTRAN Holdings, Inc. (ADTN) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 4, 2026