ADTRAN Holdings, Inc.

ADTN ·Technology, Consumer Electronics, United States
Valuation › AI Valuation

AI Valuation

AI-generated fair value estimate for this company.

AI Fair Value $16.00
Market Price $7.07
Undervalued By 55.8%

Method: 10-yr unlevered FCF DCF: $57M TTM FCF base; 15% growth yrs1-3 (BEAD-funded fiber broadband recovery), 10% yrs4-5, ~6% yrs6-8, 5% yrs9-10; 9.5% discount rate; 2.5% terminal growth; $162M net debt subtracted; 81.2M shares outstanding.

Reasoning: ADTRAN Holdings is a profitable, FCF-generating network-equipment maker rebounding from a 2023-24 inventory-correction trough on BEAD-funded fiber demand (Q1'26 revenue +15.5% YoY), so a growth-fading multi-stage DCF fits; result (~$16) is roughly consistent with the Street's own average target ($14.67) against a ~$7.20 current price.