Ticker brief

ADTN ADTRAN HOLDINGS INC

Communications · Telecommunications

last close
$7.72
1 day
-0.9%
14 days
-8.1%
mkt cap
$1.0B
signals 14d
8
authors 14d
2
crowd 14d
+0.9σ
Options inteloptions-surface reads · latest available day per source
metricreadingcontext
IV — ATM 30d72% mid · 44 pctile own 1yIV/HV 0.75× (as of 2026-08-17)
Skew — 25Δ RR 30d+0.020 71 pctile own 1ybalanced vs own range
Net dealer OI (NDOI)+0.06 thin5-session Δ -0.62 (as of 2026-07-16)
OI alarmquietlast alarm 2026-07-14 (z=13.4)
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-20 · now +0.10 (−1 bearish … +1 bullish)
Who spoke2
authorgradetrader scoresignalsmean sent
@crux_capital_A-1.817+0.55
@FinnStockingerA-2.801+0.30
Recent signals8of 8 in 14d — receipts included
date (PT)authorsentwhat they saidsince thenreceipt
2026-08-20@crux_capital_+0.10Builds a long-term bullish Nokia thesis from optical scaling, AI networking and Huawei displacement.-1.8%
2026-08-18@crux_capital_+0.60A delayed customer project now appears funded, improving ADTN's order and relationship outlook.-4.7%
2026-08-17@crux_capital_+0.35Views neglected ADTN as a possible recovery candidate in a booming industry but acknowledges prior investor losses.-10.8%
2026-08-17@crux_capital_+0.70Argues modest revenue growth and supply relief could sharply improve ADTN's margins and operating income.-10.8%
2026-08-17@crux_capital_+0.75Discloses owning ADTN shares and presents a detailed undervaluation and optical-growth thesis.-10.8%
2026-08-16@crux_capital_+0.65Sees ADTN with the largest upside but execution risk, while expecting all three optical-network firms to perform well.-8.1%
2026-08-16@crux_capital_+0.70Bullish multi-company thesis ties a massive AI data-center interconnect buildout to optical-network suppliers.-8.1%
2026-08-15@FinnStockinger+0.30Slowly building a VICR position over time; not adding to AAOI. — Discloses an active gradual VICR entry, an existing AAOI holding, and a broader watchlist.-8.1%

“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.