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ATATNI

ATN International, Inc.

$ATNI·$492M·Telecommunications Services·Communication Services
$31.71-0.5%1Y+108.9%
Mentions · last 7 days
2026-08-08: 2 posts2026-08-09: 4 posts2026-08-10: 23 posts2026-08-11: 3 posts2026-08-12: 4 posts2026-08-13: 0 posts2026-08-14: 1 posts38+8%
Price updated 1d ago·X counts updated 1d ago
ATATNI
$ATNIATN International, Inc.
$31.71-0.50%38 posts+8%
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 $ATNI, 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.

Hinges on a big eventAcceleratingAI verdict · as of 2026-08-15

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

Small-cap telecom that just sold 214 towers to Everest at ~25x EBITDA — Q2 EPS of $10.77 vs $0.12 (8875% beat) tells you a special-situation is landing.

ATN International runs a mix of Caribbean-and-US telecommunications operations and a renewable-energy business — a diversified small-cap that just executed a transformational asset sale. The Q2 EPS surprise of $10.77 versus a $0.12 consensus (8,875% beat) reflects the $297M sale of its 214-tower portfolio to Everest at approximately 25x EBITDA, and the tape has re-rated 109% over twelve months on the transaction.

Where it stands:

  • The tower sale is the whole story — $297.3M in cash proceeds at a ~25x EBITDA multiple (a premium tower-comp trade) delivered the Q2 GAAP EPS surprise that took the stock from a modest-cap telecom to a special-situation, and the reaffirmed 2026 outlook plus increased repurchase authorization tell you management intends to redeploy the proceeds shareholder-friendly.
  • The valuation looks compressed on trailing but distorted by the sale — 2.9x trailing PE reflects the one-time tower gain (which won't recur), 0.64x price-to-sales and 0.69x EV/EBITDA are legitimately cheap for a business with 38% operating margin and 15% ROIC — the underlying operations still work.
  • Insider signal is mixed — officer Mary Mabey sold ~$161K on Aug 11 and director Cornelius Prior Jr sold $228K on Aug 12 (plus a gift), so smart-money is trimming into the post-sale strength, but the size is modest relative to the $492M market cap — routine post-catalyst risk-management.

Q3 earnings Nov 4 is the read — commentary on capital deployment (buybacks, debt reduction, or acquisitions in renewable-energy) plus continued underlying-operations stability extends the run and the 92%-of-52w-range position defends itself; a slow-play on capital deployment and any renewable-energy segment weakness and the special-situation trade unwinds against a business trading at typical small-cap-telecom multiples. The 10x-potential bull framing is aggressive without new catalysts.

Agrees with X sentimentX captured the $297.3M tower sale to Everest at ~25x EBITDA correctly — that is the actual driver and it's why the tape re-rated. The '10x potential from here' framing is aggressive but the underlying valuation compression is real; what's worth adding is that officer Mabey ($161K) and director Prior ($228K) both took post-catalyst sales, which is normal risk-management but caps near-term enthusiasm.

What to watch: Q3 earnings Nov 4 — commentary on capital deployment (buybacks, debt reduction, renewable-energy acquisitions) plus underlying-operations stability extends the run and defends the 92%-of-52w-range position; a slow-play on capital deployment or renewable-energy segment weakness and the special-situation trade unwinds against typical small-cap-telecom multiples.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-08-13

ATN International chatter is small but pointedly bullish, riding the $297.3M sale of its 214-tower portfolio to Everest at ~25x EBITDA. Traders flag +100% moves, a squeeze setup with an $35 Aug 21 call, and a call for 10x potential from here. One holder sold, saying they trusted management 'this far and no further,' but the buy side dominates.

Read the AI verdict + X sentiment for $ATNI

  • 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.

Telecom operator providing broadband, wireless, and voice services in underserved US and international island markets, plus a renewable energy segment.

Industry overviewAI analysisGenerated by AI from underlying data

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

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.

Industry benchmark

19-name peer basket
+31.3%YTD
+47.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
2.9How 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
14.6%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
38.1%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
8.8%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
0.6Same 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
34.3%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
52.6%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
0.2Total 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
Q2 2026Aug 5, 2026$10.77$0.12+8875.0%
Q1 2026May 6, 2026$-0.18$0.12-250.0%
Q4 2025Mar 4, 2026$0.03$0.030.0%
Q3 2025Nov 5, 2025$0.18$-0.06+400.0%
Next earningsWed, Nov 4·consensus EPS $0.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$184.5M+1.8%56.9%130%$10.77$15.3M
Q1 FY26$182.2M+1.6%40.1%8.2%$-0.18$8.8M
Q4 FY25$184.2M+2.0%56.4%8.2%$-0.32$7.1M
Q3 FY25$183.2M+2.6%56.9%5.4%$0.18$18.9M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$733.6M$733.6M – $733.6M$0.30$0.30 – $0.301
FY27$741.7M$741.7M – $741.7M$1.09$1.09 – $1.091

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.0.9×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.92%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.+23.1%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.+28.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 9.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β0.575-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

SellAug 10Cornelius B Prior10% owner7.0K sh$228KSellAug 10Mary MabeySVP AND GENERAL COUNSEL5.0K sh$161KSellAug 7Cornelius B Prior10% owner500 sh$16KSellAug 6Cornelius B Prior10% owner7.0K sh$208KSellJun 29Cornelius B Prior10% owner5.0K sh$138KSellJun 26Cornelius B Prior10% owner500 sh$14KSellJun 25Cornelius B Prior10% owner1.0K sh$27KSellJun 12Cornelius B Prior10% owner19.1K sh$534KSellJun 11Cornelius B Prior10% owner2.0K sh$55KSellJun 2Cornelius B Prior10% owner6.0K sh$170K
1–10 of 20
+ 22 other (8 awards · 8 inkinds · 5 gifts · 1 exempt) in window

See when $ATNI 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-KOfficer or director changeJul 318-K — Item 5.02: Officer or director change
AI summary

ATNI filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

8-KShareholder voteJun 178-K — Item 5.07: Shareholder vote
AI summary

ATNI filed an 8-K (Item 5.07) disclosing the results of stockholder voting at its annual or special meeting. Vote disclosures are routine governance filings; contested results (e.g., failed say-on-pay) would be the indicator of significance.

SC 13D/AActivist amendmentJun 15SC 13D/A
AI summary

A reporting person filed a amended Schedule 13D disclosing beneficial ownership of a disclosed percentage of ATNI's outstanding shares. A Schedule 13D signals a potentially activist or strategic stake above the 5% reporting threshold.

8-KMaterial agreementJun 38-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD · Item 8.01: Other event
3New insider — initial holdingsApr 223
8-KOfficer or director changeApr 78-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 8-K) in window

Recent news

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

ATN International, Inc. (ATNI) Q2 2026 Earnings Call Transcriptseekingalpha.com·10d agoATN International Q2 Earnings Call Highlightsmarketbeat.com·10d agoATN International (ATNI) Reports Q2 Loss, Tops Revenue Estimateszacks.com·10d agoATN International, Inc. Reports Second Quarter 2026 Results; Announces Increased Repurchase Authorization; and Reaffirms 2026 Outlookglobenewswire.com·10d agoHead to Head Comparison: Gamma Communications (OTCMKTS:GAMCF) & ATN International (NASDAQ:ATNI)defenseworld.net·12d 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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