Anterix Q1 Earnings Surpass Analyst Estimates

Anterix reported Q1 net income that beat analyst expectations. The company also announced the expansion of its Anterix Accelerator program with Ericsson, GE Vernova, and Nokia. Additionally, Semtech Corporation expanded its Anterix-compatible solutions for utility infrastructure.

Anterix Inc. (NASDAQ:ATEX) reported its Q1 2026 earnings on August 12, 2025, with net income exceeding analyst expectations. The company's quarterly revenue was $1.51 million, slightly below the consensus estimate of $1.71 million, but earnings per share (EPS) of $0.49 exceeded the expected -$0.46 per share [1]. This marks a significant improvement from the previous quarter, where actual revenue was $1.39 million, missing expectations by -18.82% but beating earnings expectations by 206.52% [1].

Anterix also announced the expansion of its Anterix Accelerator program, partnering with Ericsson, GE Vernova, and Nokia. This collaboration aims to enhance the 900 MHz spectrum offering, providing high-value incentives to utilities [2]. Additionally, Semtech Corporation expanded its Anterix-compatible solutions for utility infrastructure, further bolstering Anterix's market position [2].

Despite these positive developments, Anterix faces challenges. The company's full-year 2026 revenue is expected to be $6.22 million, down from the previous estimate of $6.47 million, and earnings are projected to be -$0.36 per share, down from -$0.30 per share [1]. Analysts have also revised their price targets, with B. Riley cutting its target to $44 from $75 [2].

Investors should closely monitor Anterix's performance and the impact of these strategic partnerships on its financial outlook.

References:
[1] https://finance.yahoo.com/news/anterix-inc-atex-q1-2026-133155408.html
[2] https://www.marketscreener.com/news/anterix-q1-net-income-beats-analyst-expectations-ce7c51dadf8aff26