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ATATEX

Anterix Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$ATEX·$1.5B·Telecommunications Services·Communication Services
$84.89+4.2%YTD+273.7%1Y+198.9%
Mentions · last 7 days
2026-06-05: 10 posts2026-06-06: 13 posts2026-06-07: 13 posts2026-06-08: 9 posts2026-06-09: 8 posts2026-06-10: 124 posts2026-06-11: 220 posts398+123%
Price updated 10m ago·X counts updated 21h ago
ATATEX
Anterix Inc.$ATEX
$84.89+4.24%398 posts+123%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ATEX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-06-12

The move is getting stronger, with heavier trading behind it.

Anterix at all-time highs — narrower-than-expected Q4 loss, day +25.7%, 3.6x normal volume.

Anterix Inc. is the spectrum-monetization-services company — 900 MHz spectrum licensed to utility companies, oil-and-gas, and critical-infrastructure operators for private wireless networks. Q4 FY26 revenue grew 41% YoY (off small base) with the loss narrower than expected (fiscal-year ending March 31). The stock at $81.44 sits at the 99th percentile of its 52-week range with vs-50d +55% and vs-200d +153% — pure leadership tape, day +25.7% on 3.6x normal volume. The PDV Spectrum Holding subsidiary's spectrum license sale agreement with Public Utility District No. 1 of Benton County (announced April 21) is concrete utility-monetization milestone. Massive director/officer awards on May 22 ($1.06M-$4.43M each at $48.72-$50.26) suggest the equity-comp scheme aligns with the structural-monetization-cycle. No sentiment summary was generated; the fundamentals plus the price-action breakout are the cleanest combination of operational catalyst and tape confirmation in this batch.

What to watch: August 11 Q1 FY27 print. Bulls need explicit 900 MHz spectrum-license sales pipeline color, additional utility-customer announcements, and continued revenue growth above 40% YoY; a guide-down on FY27 contracted volumes or any major utility-customer pause invalidates the breakout. Watch the 50d MA as the structural support.

On the calendar: 2026-08-11 — Q1 FY27 earnings

spectrum monetizationnear 52w highelevated volumeno sentiment data

Read the AI verdict + X sentiment for $ATEX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Anterix Inc. operates as a specialist in wireless communications, primarily focusing on monetizing its distinct radio spectrum holdings. The company's main objective is to empower essential utility and critical infrastructure clients by enabling them to deploy bespoke broadband networks, advanced technologies, and tailored solutions. Anterix holds exclusive licenses for 900 MHz spectrum, which provides extensive coverage throughout the continental United States, as well as Alaska, Hawaii, and Puerto Rico. Originally established in 1997, the firm was formerly recognized as pdvWireless, Inc. before officially rebranding to Anterix Inc. in August 2019. Its corporate headquarters are located in Woodland Park, New Jersey.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $ATEX.

Telecommunications Services · Communication Services

Space-based connectivity is the structural differentiation play — IRDM's global LEO satellite voice/IoT/broadband and GSAT's LEO constellation with SpaceX partnership are the growth vectors above legacy terrestrial carriers. AT&T Fiber broadband and Comcast Xfinity's consistent quality rankings anchor the infrastructure base.

See how Telecommunications Services shapes $ATEX

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $ATEX's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

10-name peer basket
+16.8%YTD
+19.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
20.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
234.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
39.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
100%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 10, 2026$-0.98$-0.42-133.3%
Q4 2025Feb 11, 2026$-0.35$-0.57+38.6%
Q3 2025Nov 12, 2025$-0.14$-0.65+78.5%
Q2 2025Aug 12, 2025$-0.48$-0.54+11.1%
Next earningsTue, Aug 11·consensus EPS $-0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$2.0M+41.0%100%1013%$0.99$28.7M
Q3 FY26$1.6M+0.4%100%-576%$-0.35$-4.3M
Q2 FY26$1.6M+0.1%100%3909%$2.86$-11.8M
Q1 FY26$1.4M-7.0%100%1585%$1.35$-7.1M

Forward consensus

2-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.1M$6.1M – $6.1M$3.36$3.21 – $3.462
FY27$6.8M$6.8M – $6.9M-$1.86-$1.91 – -$1.782

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.99%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+54.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+152.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 18.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.955-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $ATEX is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyDec 18, 2025Scott A. LangCEO1.2K sh$25K
+ 11 other (5 inkinds · 5 awards · 1 exempt) in window

See when $ATEX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDFeb 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeJan 78-K — Item 5.02: Officer or director change
+ 9 other (5 routine 8-Ks · 2 13Gs · 1 earnings 8-K · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Anterix Inc. (ATEX) Q4 2026 Earnings Call Transcriptseekingalpha.com·1d agoAnterix Records Narrower-Than-Expected Q4 Loss on Solid Revenue Growthzacks.com·1d agoAnterix Q4 Earnings Call Highlightsmarketbeat.com·1d agoAnterix (ATEX) Reports Q4 Loss, Beats Revenue Estimateszacks.com·2d agoAnterix Inc. Reports Full Fiscal Year 2026 Resultsglobenewswire.com·2d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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