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ATATEX

Anterix Inc.

$ATEX·$1.8B·Telecommunications Services·Communication Services
$94.00-6.4%YTD+331.4%1Y+337.8%
Mentions · last 7 days
2026-07-19: 3 posts2026-07-20: 13 posts2026-07-21: 3 posts2026-07-22: 2 posts2026-07-23: 29 posts2026-07-24: 2 posts2026-07-25: 0 posts52-4%
Price updated 2d ago·X counts updated 1d ago
ATATEX
$ATEXAnterix Inc.
$94.00-6.39%52 posts-4%
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.

Driven by hypeCooling offAI verdict · as of 2026-07-26

Catching its breath after a run — could pick back up or fade from here.

Anterix is up 331% YTD as private-LTE spectrum for utilities becomes real — earnings on August 11 tests the momentum.

Anterix is a specialty wireless-communications company monetizing its nationwide 900 MHz spectrum holdings — a business focused on providing private-LTE networks to utilities and critical-infrastructure customers.

Where the setup stands:

  • The base numbers reflect early commercialization: Q1 revenue was $1.96M (+41% YoY) at a 100% gross margin and 14% operating margin (small-base), EPS $0.99 with $29M of quarterly free cash flow — trailing P/E ~17x and forward FY26 revenue at $6M rising to $16.5M by FY27 says the model is in the early stages of a multi-year utility-adoption cycle.
  • The strategic-catalyst thesis is real: Anterix has spectrum specifically suited for utility private-LTE deployments, and the AI-power buildout + grid modernization creates real demand — the tape at $94 with a $100 first-target framing captures the specialist recognition, and Owl Creek's 5.4M shares (SC 13D/A) is a real activist-anchor position.
  • The technical position is at leadership: sitting at ~80% of the 52-week range, ~15% above the 50-day and ~120% above the 200-day, up ~331% YTD with beta 0.83 — the massive year-to-date move captures both the utility-spectrum thematic and the small-cap positioning momentum.

August 11 Q1 FY27 earnings is the pivotal reveal. Watch spectrum lease revenue growth, any updated utility-customer contract disclosure, and updated FY guide vs the $6M revenue consensus. A clean beat + new utility contract extends the leadership tape; a soft contract-timing print at these stretched levels is where the drawdown extends despite the thematic. Beta 0.83 is defensive vs the momentum.

Agrees with X sentimentAgree. The crossed-$100 + $90 breakout with SL $81 swing setup + Q4 LP letter thesis playing out + software-name-ripping-to-new-highs framing is the correct mechanical setup. Bear voices being essentially absent captures the momentum tape honestly.

What to watch: August 11 Q1 FY27 earnings — spectrum lease revenue growth, any updated utility-customer contract disclosure, and FY guide vs the $6M consensus. A soft contract-timing print at these stretched levels extends the drawdown.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-04

Anterix crossed $100 — bulls' Q4 LP letter thesis played out. ATEX is another software name ripping to new highs off its 21-day. Swing traders target $90 break with SL at $81. Bear voices essentially absent.

Read the AI verdict + X sentiment for $ATEX

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  • 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.

Holds FCC 900 MHz spectrum licenses and leases private LTE broadband capacity to electric utilities and critical infrastructure operators.

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

No material change from last week — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match.

What this means for $ATEX

Neutral — Holds FCC 900 MHz spectrum licenses and leases private LTE broadband capacity to electric utilities and critical infrastructure operators; limited read-through from telecommunications services macro dynamics to this specific revenue mix.

Industry benchmark

19-name peer basket
+0.4%YTD
+20.4%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$-0.98$-0.56-75.0%
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 $-0.17

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

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.1M$6.1M – $6.1M$3.36$2.85 – $3.872
FY27$16.5M$9.2M – $23.9M$0.03$0.03 – $0.042
FY28$17.9M$8.3M – $27.5M$1.26$1.07 – $1.461
FY29$9.0M$8.0M – $10.0M-$1.88-$2.16 – -$1.601

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.0.6×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.80%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.+15.0%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.+119.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 18.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% 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.β0.835-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.

Insider activity

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

Recent transactions

SellJun 18Scott A. LangCEO170 sh$14KSellJun 17Elena MarquezCFO4.3K sh$341KSellJun 16Mahvash YazdiDirector7.0K sh$560KSellJun 15Mark FleischhauerDirector3.5K sh$279KSellJun 15Christopher Guttman-mccabeChief Reg & Comm Officer91.4K sh$7.5MSellJun 15Gena L AsheChief Legal Officer & Corp Sec17.7K sh$1.4M
+ 19 other (9 inkinds · 5 exempts · 5 awards) 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

SC 13D/AActivist amendmentJul 8SC 13D/A
AI summary

Owl Creek Asset Management, L.P. and Jeffrey A. Altman filed SC 13D/A Amendment No. 8 for Anterix Inc. (ATEX), reporting ownership of 5,411,776 shares (27.7% of class) for Owl Creek and 5,551,684 shares (28.5%) for Altman combined as of June 25, 2026. The percentage decrease from prior filings resulted solely from an increase in Anterix's outstanding share count — the Reporting Persons did not sell any shares. Their combined ~28% position remains highly concentrated and potentially activist, though no new activist actions are disclosed in this amendment.

3New insider — initial holdingsJul 13
AI summary

Form 3 filed by Kimberly Kerr disclosing her initial ownership in Anterix Inc. (ATEX) following her appointment as Chief Revenue Officer effective June 22, 2026. She directly owns 3,363 RSUs and holds options to purchase 15,913 shares of common stock at $66.90, both vesting over three years beginning June 2, 2027. Routine executive onboarding disclosure.

8-KPress release / Reg FDFeb 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 14 other (5 routine 8-Ks · 3 13Gs · 2 proxys · 1 ARS) in window

Recent news

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

Anterix (ATEX) Up 31.2% Since Last Earnings Report: Can It Continue?zacks.com·17d agoATEX Intersects 20 Meters of 4.10% CuEq Within 78 Meters of 3.03% CuEq at the Southern Boundary of the High-Grade B2B Breccianewsfilecorp.com·18d agoStrength Seen in Anterix (ATEX): Can Its 4.8% Jump Turn into More Strength?zacks.com·26d agoAnterix Insider Transaction: 4,291 Shares Sold as Utility Broadband Stock Gains 170% This Past Yearfool.com·32d agoATEX Reduces NSR Royalty on the Valeriano Projectnewsfilecorp.com·34d ago

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