ADTRAN, Inc.

  • the communication equipment business: a review

    By Vanina Egea - July 20, 2013 | Tickers: ADTN, CSCO, HRS

    As Internet penetration continues to advance, opening up new markets and opportunities, current business models can be disrupted. In few words, the model may need a little tweak in order to fit current evolving market preferences. Let us see how Harris Corporation (NYSE: HRS), Cisco Systems (NASDAQ: CSCO), and Adtran (NASDAQ: ADTN) have dealt with this reality.

    Being the leader is not easy

    Headquartered in San Jose, California, Cisco develops more »

  • This Stock Has Multiple Catalysts, but Should You Buy?

    By Harsh Chauhan - July 15, 2013 | Tickers: ADTN, T, S

    It seems like some investors are really confident about telecom gear maker ADTRAN’s (NASDAQ: ADTN) prospects. While the stock fell close to 7% after the company’s second-quarter results as it expressed concerns over the gross margin performance of its European business, the bulls were back the next day and ADTRAN recovered to some extent, probably on the back of the company’s optimism regarding improvement in its end more »

  • Be Prepared, a Crucial Week Is Coming up for This Company

    By Harsh Chauhan - July 3, 2013 | Tickers: ADTN, T, CIEN

    Shares of telecom gear maker ADTRAN (NASDAQ: ADTN) have been on a roll this year, appreciating a tad more than 30% so far. The signs that the company would do well were clearly evident late last year, but the journey this year has had its share of potholes. Earlier this year, it looked as if ADTRAN would fail to capitalize on telecom spending and deployment of faster networks, and as more »

  • Judgment Day Is Coming for This Company

    By Harsh Chauhan - June 5, 2013 | Tickers: ADTN, CIEN, JDSU

    It’s been an indifferent year for communications equipment maker Ciena (NASDAQ: CIEN) so far, with the stock gaining just around 10% and underperforming the NASDAQ Composite index. This is a far cry from what I’d expected from the stock as an uptick in telco spending was supposed to propel Ciena higher.

    However, even though Ciena had turned in a terrific quarterly report earlier this year, the shares haven more »

  • Can This Stock Sustain Its Newfound Momentum?

    By Harsh Chauhan - April 15, 2013 | Tickers: ADTN, T, FFIV

    Sometimes people get more than what they had hoped for. A similar thought would have rushed through telecom gear maker ADTRAN’s (NASDAQ: ADTN) investors, after the stock flew on the back of a solid earnings beat. But will these gains be short-lived, or will ADTRAN continue to fly after gaining more than 16% so far this year. And most importantly, should investors add more to their ADTRAN positions at more »

  • Can This Stock Kick Start Its Revival With a Solid Earnings Report?

    By Harsh Chauhan - April 10, 2013 | Tickers: ADTN, T, FNSR

    Networking and communication equipment maker ADTRAN (NASDAQ: ADTN) exited 2012 on a high on the back of optimism about a rebound in telecom spending. AT&T’s (NYSE: T) decision late last year to boost its capex plan proved to be a shot in the arm for ADTRAN, leading to a rally which lasted till the end of February. However, the stock has had a pretty bad time since last more »

  • Can This Stock Kick Start its Revival With a Solid Earnings Report?

    By Harsh Chauhan - April 7, 2013 | Tickers: ADTN, T, FNSR

    Networking and communication equipment maker ADTRAN (NASDAQ: ADTN) exited 2012 on a high on the back of optimism about a rebound in telecom spending. AT&T’s (NYSE: T) decision late last year to boost its capex plan proved to be a shot in the arm for ADTRAN, leading to a rally which lasted till the end of February. However, the stock has had a pretty bad time since last more »

  • There Are Many Ways to Profit From Resurgent Carrier Spending, Except This One

    By Harsh Chauhan - January 18, 2013 | Tickers: ADTN, T, CIEN

    After going through the fourth-quarter earnings call of networking and communications equipment maker ADTRAN ), I’m hard pressed to think again whether a resurgence in telecom spending is indeed in the cards this year. Ever since AT&T (NYSE: T) sounded out its intentions of bumping up spending on wireless and wireline broadband networks late last year and committed $14 billion to the cause late last year, hopes of a more »

  • This Stock Deserves Your Love Ahead of Earnings

    By Richard Saintvilus - January 14, 2013 | Tickers: ADTN, CIEN

    To say that Adtran (NASDAQ: ADTN) had a rough 2012 would be a gross understatement. The telecom equipment maker lost 34% of its value. But Adtran was not alone as the entire sector was ravaged by poor carrier spending. And absent buying its own equipment, there was no way to stop the bleeding.

    However, it’s a new year. That industry experts are projecting a healthy recovery in carrier spending more »

  • Can This Stock Script A Turnaround in 2013?

    By Harsh Chauhan - January 14, 2013 | Tickers: ADTN, T

    Almost three months back, I wasn’t pretty sure about the near-term future of networking and communications equipment maker ADTRAN (NASDAQ: ADTN). Muted spending by telecom companies had constricted ADTRAN’s performance to such an extent that its top line declined 16% and earnings more than halved in the then-reported third-quarter.

    Bouncing Back

    But over the last three months, ADTRAN’s stock has appreciated close to 33% and it carries more »

  • The Search for Value in Communication Equipment Stocks

    By Chris Hodge - January 10, 2013 | Tickers: ADTN, ALU, XLS, QCOM

    There was a time when communicating with other human beings involved actually being around them. But those days are long gone, and today we depend on technology to let us interact with others. But beyond the marketing aspect of communications (like hearing endless debates about which smartphone is the best), I have to wonder if there's anything really different about the various companies that make communication equipment. Time to more »

  • Placing My Bets on These 3 Telecom Stocks In 2013

    By Richard Saintvilus - January 2, 2013 | Tickers: APKT, ADTN, CIEN

    In 2012, the amount of capital spent among prominent carriers such as AT&T and Verizon have been abysmal. As a consequence, telecom equipment companies were not able to produce the level of growth that industry experts had anticipated due to their revenue dependency on carriers.

    However, a rebound is 2013 is expected - to what extent remains to be seen. Still, even only a modest recovery can yield meaningful gains. For patient investors who are not adverse to risk, here are a few beaten down telecom stocks to consider with the potential for market beating performances in the New Year.

  • Does Rising Bandwidth Consumption Make This Company a ‘Screaming’ Buy?

    By Meena Krishnamsetty - December 15, 2012 | Tickers: ADTN, CIEN, JNPR, ERIC

    Ciena (NASDAQ: CIEN) is up 5% this week following its latest earnings announcement. Ciena reported quarterly revenue up 2% year over year, but still posted a net loss of $0.39 per share. Ciena did reveal a solid backlog which, coupled with a rebounding economy, should allow the company to post positive earnings next fiscal year. The fundamental driver of Ciena’s demand is the continued rise in bandwidth consumption more »

  • Can This Small Equipment Provider Bring Big Profits to Your Portfolio?

    By Shobha Narasimha - November 26, 2012 | Tickers: ADTN, ALU, CIEN

    Adtran (NASDAQ: ADTN) is a comparatively small telecommunication equipment provider. It is being followed by a large number of analysts and getting a negative outlook from the analyst community; however, recently some are turning positive. Since Adtran announced its second quarter results, its stock shredded almost 37% and now the company’s stock price is near its historic low range.

    The historic low is never a buy signal for any more »

  • Can This Beaten Down Equipment Maker Turn Things Around?

    By Harsh Chauhan - October 16, 2012 | Tickers: ADTN, T, CIEN

    The prevailing economic uncertainty has led telecom companies to keep their spending on a tight leash. As a result, equipment suppliers and component makers are having a torrid time this year. For instance, communications equipment maker Ciena (NASDAQ: CIEN) was clobbered last month after it posted a bigger than expected loss and guided lower than the Street.

    Ciena’s management stated that the company was facing troubles due to a more »

  • Adtran: Little Expected, Little Delivered

    By Richard Saintvilus - October 12, 2012 | Tickers: APKT, ADTN, CIEN

    Adran is a good company with a sound management team. To be fair, it seems they are weathering this storm as best as can be expected. Investors have to be realistic about its growth prospects. It’s not going to come in the quantities that the street expects.

  • What is happening with Adtran, Inc ?

    By Shobha Narasimha - October 2, 2012 | Tickers: ADTN, ALU, CIEN

    Adtran (NASDAQ: ADTN) is comparatively a small telecommunication equipment provider. It is being followed by a large number of analysts and getting negative outlook from analysts’ community. After recent quarterly announcement it shredded almost 15% and now its stock price is almost near its 52 week low.

    52 week low is never a buy signal for any company. What that means is investors are pessimistic about company’s future. Sometimes more »

  • Take a Look at Royce & Associates’ Activity

    By Meena Krishnamsetty - August 10, 2012 | Tickers: ADTN, ATMI, OMPI, OPLK

    Royce & Associates, a fund managed by Chuck Royce (research Royce & Associates' portfolio over time), issued several 13G filings or amendments on August 7th. Because Royce is a large fund that often invests in smaller-cap stocks, it frequently triggers filing thresholds as it enters a stock position. Most large fund managers avoid small-cap stocks specifically to avoid tipping off the markets as to their activity in this way, and others more »

  • Is Adtran a Smart Buy?

    By Soroush Pour - August 1, 2012 | Tickers: ADTN, CIEN, CSCO, JNPR, ERIC

    Two weeks ago, telecom networking equipment company Adtran (NASDAQ: ADTN) missed Wall Street’s earnings expectations; the stock has lost over a quarter of its value since.  In 2012 alone, shares of ADTN are down by more than 30 percent, falling flatter than the communications equipment industry (-9.32%), and competitors like Juniper Networks (NYSE: JNPR) at -27.4%, Cisco Systems (NASDAQ: CSCO) at -16.4%, Ciena Corp (NASDAQ: CIENmore »)

  • Why Many Companies are Reporting Weak Numbers

    By Lee Samaha - July 16, 2012 | Tickers: APKT, ADTN, AMD, AA, NKE

    To: Alexis Tsipras and Antonis Samaras

    Re:  Attempts to de-rail the global economy and humiliate your great nation en route to winning a few miserable votes

     

    Dear Sirs,

    Thank you for your concerted efforts at ruining the global economy in order to try and game Northern European taxpayers into bailing out your insolvent country and ultimately shuffling the risk for your profligately accumulated debt onto their taxpayers.

    Your plan appears more »