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    Assessing ADTRAN Holdings (ADTN) Valuation After Its Recent Share Price Momentum

    Simply Wall St·03/26/2026 16:10:25
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    Why ADTRAN Holdings Is On Investors’ Radar Today

    ADTRAN Holdings (ADTN) is back in focus after a recent share price move, with the stock closing at US$12.64 and showing double digit total returns over the month and past 3 months.

    See our latest analysis for ADTRAN Holdings.

    The recent 7 day share price return of 7.94% and 30 day share price return of 23.68% sit alongside a 36.8% 1 year total shareholder return. However, the 3 and 5 year total shareholder returns remain negative, which points to momentum building in the short term after a weaker multi year experience.

    If this kind of move has you looking beyond a single name, it could be a good moment to check out other telecom and networking suppliers and see what stands out among 35 AI infrastructure stocks

    With ADTRAN’s shares up sharply in recent months, annual revenue of US$1.08b, and a recent net loss of US$41.57m, is the current price still attractive, or are markets already pricing in a rebound?

    Most Popular Narrative: 9.7% Undervalued

    ADTRAN Holdings' fair value in the most followed narrative sits at $14, a touch above the latest close at $12.64, which puts the current rally into context.

    Analysts are assuming ADTRAN Holdings's revenue will grow by 13.2% annually over the next 3 years.

    Analysts assume that profit margins will increase from 9.9% loss today to 2.6% profit in 3 years time.

    Read the complete narrative.

    If you want to see what sits behind that uplift in revenue and margin expectations, the full narrative sets out a clear set of forecasts and valuation anchors.

    Result: Fair Value of $14 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, there is still real execution risk, particularly if broadband investment slows, or if FX swings and competitive pressure make those margin targets harder to hit.

    Find out about the key risks to this ADTRAN Holdings narrative.

    Another Way To Look At Value

    The SWS DCF model paints a very different picture for ADTRAN Holdings, with an estimated future cash flow value of just $1.12 per share versus the current $12.64. That points to a stock trading well above this model. Which story do you trust more: the cash flows or the narrative driven fair value?

    Look into how the SWS DCF model arrives at its fair value.

    ADTN Discounted Cash Flow as at Mar 2026
    ADTN Discounted Cash Flow as at Mar 2026

    Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out ADTRAN Holdings for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 55 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

    Next Steps

    With sentiment clearly mixed, and with both risks and rewards in play, it makes sense to move fast, review the underlying data, and weigh up the 2 key rewards and 1 important warning sign

    Looking for more investment ideas?

    If ADTRAN has caught your attention, do not stop here, use the screener tools to quickly surface other stocks that might fit your style and goals.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.