Q2 2025 A10 Networks Inc Earnings Call Transcript
This article provides the transcript for A10 Networks Inc's Q2 2025 earnings call. The company announced a 15% year-over-year revenue increase to $69.4 million and maintained a gross margin of 80%. A10 Networks highlighted strong product revenue growth driven by enterprise and AI infrastructure investments, while acknowledging macroeconomic uncertainties and delayed capital expenditures from some North American service providers.
Q3 2025 A10 Networks Inc Earnings Call Transcript
This article provides a transcript of the Q3 2025 A10 Networks Inc earnings call. It highlights the company's strong revenue growth, particularly in the Americas due to AI infrastructure investments, and expanded EBITDA margins. The transcript also mentions challenges such as macroeconomic headwinds outside the Americas, interest rate and tariff uncertainties, and pressure on service provider revenue.
A10 Networks, Inc. (NYSE:ATEN) Receives Consensus Recommendation of "Moderate Buy" from Analysts
A10 Networks (NYSE:ATEN) has received a "Moderate Buy" consensus recommendation from analysts, with an average 12-month price target of $23.86. The company recently exceeded quarterly earnings expectations, reporting EPS of $0.24 and revenue of $75.0 million, and also announced a quarterly dividend of $0.06 per share. Insider activity includes a director selling 24,698 shares, while institutional investors have adjusted their positions.
A10 Networks, Inc. Common Stock (NY: ATEN
This article provides recent news headlines and financial updates concerning A10 Networks, Inc. (ATEN). Key topics include announcements of convertible senior note offerings, quarterly financial results, acquisition of ThreatX Protect, and various analyst and thought leadership pieces published by third-party sources like Benzinga, Business Wire, and The Motley Fool. The updates span from May 2024 to March 2025, detailing corporate actions, earnings reports, and strategic moves related to cybersecurity and AI applications.
A10 Networks (ATEN) price target increased by 17.88% to 30.26
The article reports that the price target for A10 Networks (ATEN) has been increased by 17.88%, reaching $30.26. This indicates a positive outlook from analysts or market participants on the company's future performance.
A10 Networks (ATEN) price target increased by 17.88% to 30.26
The article reports that the price target for A10 Networks (ATEN) has been increased by 17.88%, reaching $30.26. This indicates a positive outlook from analysts or the market regarding the company's future stock performance.
A10 Networks (ATEN) CFO converts RSUs; 748 shares withheld for taxes
A10 Networks' CFO, Michelle Elizabeth Caron, converted 2,989 performance-based Restricted Stock Units (RSUs) into common stock and had 748 shares withheld to cover tax obligations. These transactions, reported on a Form 4 filing, resulted in her directly holding 35,626 shares of A10 Networks common stock. The RSU conversion was triggered by the achievement of specific stock price performance conditions, though the shares remain subject to time-based vesting.
A10 Networks (ATEN) price target increased by 17.88% to 30.26
This article reports that the price target for A10 Networks (ATEN) shares has been increased by 17.88%, reaching $30.26. No specific analyst or firm associated with this revision is mentioned in the provided content.
A10 Networks (ATEN) CFO amends Form 4 for RSU tax-withholding correction
A10 Networks CFO, Michelle Elizabeth Caron, has filed an amended Form 4 to correct details regarding RSU tax withholding. The amendment specifies that 760 shares of common stock were withheld at $28.03 per share for tax purposes related to a performance-based RSU grant that vested on May 14, 2026. Following this correction, Caron's direct ownership in A10 Networks stands at 35,614 shares.
A10 Networks (NYSE: ATEN) CEO amends Form 4 for tax withholding
A10 Networks' CEO, Dhrupad Trivedi, filed an amended Form 4 to correct the share price for a tax-withholding entry. The amendment clarifies that 32,858 shares of common stock were withheld at $28.03 per share to cover taxes on performance-based restricted stock units that vested on May 14, 2026. Following this disposition, Trivedi directly holds 887,847 shares of A10 Networks common stock.
[Form 4/A] A10 Networks, Inc. Amended Insider Trading Activity
A10 Networks, Inc. General Counsel Robert Scott Weber filed an amended insider report (Form 4/A) to correct the price per share for 1,930 common stock shares withheld for tax purposes. These shares were tied to performance-based restricted stock units that vested on May 14, 2026, and after this transaction, Weber directly holds 65,527 shares. The amendment clarifies the financial details of this non-discretionary tax-related share disposition.
A10 Networks stock hits all-time high at 28.63 USD By Investing.com
A10 Networks (ATEN) stock has reached an all-time high of $28.63, marking a significant milestone after a 60.41% increase over the past year. Despite the surge and strong Q1 2026 results with revenue of $75 million and EPS of $0.24, InvestingPro analysis suggests the company is overvalued, trading at a high earnings multiple of 46.78. BTIG raised its price target to $30 and maintained a Buy rating due to strong demand for AI infrastructure, though the stock saw a slight dip aftermarket.
We Think You Can Look Beyond A10 Networks' (NYSE:ATEN) Lackluster Earnings
A10 Networks recently posted weak earnings, yet Simply Wall St suggests investors look beyond these headline numbers due to positive underlying factors. The company exhibits a strong accrual ratio of -0.11, indicating robust cash conversion where free cash flow significantly exceeded statutory profit. This suggests A10 Networks' earnings potential might be better than initial appearances and its earnings per share have improved over the last three years.
BWS Financial Remains Bullish on A10 Networks (ATEN)
BWS Financial and BTIG have both reiterated Buy ratings for A10 Networks (ATEN), raising price targets to $30. BWS cited a 13% revenue growth in fiscal Q1 due to a large customer order, while BTIG noted ATEN is benefiting from the AI infrastructure buildout and increased traffic volumes. The company's networking solutions are seen as crucial in a demanding network environment.
Analysts Offer Insights on Technology Companies: Ubiquiti Networks (UI) and Circle Internet Group, Inc. Class A (CRCL)
Two analysts have issued bullish sentiments on technology companies Ubiquiti Networks (UI) and Circle Internet Group, Inc. Class A (CRCL). Hamed Khorsand from BWS Financial maintained a Buy rating on Ubiquiti Networks with a $980.00 price target, while William Blair analyst Andrew Jeffrey reiterated a Buy rating on Circle Internet Group, Inc. Class A, which has a Moderate Buy consensus.
A10 Networks (ATEN) Q1 earnings and revenues surpass estimates
A10 Networks (ATEN) reported Q1 earnings and revenues that exceeded analyst estimates. This performance indicates a stronger financial quarter for the company than anticipated by market projections. The surpass in both key metrics suggests positive operational execution during the period.
Why You Might Be Interested In A10 Networks, Inc. (NYSE:ATEN) For Its Upcoming Dividend
A10 Networks, Inc. (NYSE:ATEN) is poised to trade ex-dividend soon, offering shareholders a US$0.06 dividend per share. The company has a low payout ratio of 29% of profit and 34% of free cash flow, indicating good dividend sustainability. With rapid earnings growth of 22% per year over the last five years and a dividend growth rate of 3.7% annually, A10 Networks presents as a potentially attractive dividend stock.
Why You Might Be Interested In A10 Networks, Inc. (NYSE:ATEN) For Its Upcoming Dividend
A10 Networks, Inc. (NYSE:ATEN) is set to trade ex-dividend in the next three days, offering shareholders a dividend of US$0.06 per share. The company has a strong financial position, with a modest payout ratio of 29% of profit and 34% of free cash flow, indicating dividend sustainability. With rapid earnings per share growth of 22% annually over the last five years and a low payout ratio, A10 Networks presents as an attractive long-term dividend stock.
ATEN SEC Filings - A10 Networks Inc 10-K, 10-Q, 8-K Forms
Stock Titan's A10 Networks, Inc. (ATEN) SEC filings page offers access to official disclosures, including Form 8-K for material events like quarterly financial results and dividends, and Forms 10-K and 10-Q for detailed financial conditions and corporate actions. The platform provides AI-powered summaries to highlight key points from these documents, such as insider trading activities and institutional ownership changes. Recent filings include details on CFO Michelle Caron's equity awards and initial statement, as well as insider Robert Weber's donation of shares.
Why You Might Be Interested In A10 Networks, Inc. (NYSE:ATEN) For Its Upcoming Dividend
A10 Networks, Inc. (NYSE:ATEN) is about to pay a dividend of US$0.06 per share, making it an attractive consideration for investors. The company has demonstrated strong earnings growth of 22% annually over the last five years and maintains a low payout ratio of 29% for profits and 34% for free cash flow, suggesting the dividend is sustainable and the company is reinvesting in its growth. This combination of rapid earnings growth and conservative dividend payout makes A10 Networks a potentially strong long-term dividend stock.
How Investors Are Reacting To A10 Networks (ATEN) Reaffirmed 2026 Growth Outlook And Capital Return Moves
A10 Networks (ATEN) reaffirmed its 2026 growth outlook with 10% to 12% revenue growth and higher EPS growth, alongside a US$0.06 quarterly dividend and ongoing share repurchases. The company's investment narrative hinges on AI-driven data center and security spending, despite risks like customer concentration. While the outlook is encouraging, investors are advised to consider various viewpoints due to potential sensitivity to large customer and telco spending.
Number of shareholders of A10 Networks, Inc. – DUS:8A0
This article displays a financial overview page for A10 Networks, Inc. (DUS:8A0) on TradingView. It presents various financial metrics and information categories available for the company, such as financials, news, community, and technicals, but the body of the article specifically focuses on the "Number of shareholders" section. The article itself does not provide the actual number of shareholders but sets up the context within the TradingView platform.
How Investors Are Reacting To A10 Networks (ATEN) Reaffirmed 2026 Growth Outlook And Capital Return Moves
A10 Networks reaffirmed its 2026 revenue and EPS growth guidance, signaling management's confidence in AI-driven security demand despite potential customer concentration risks. The company reported strong Q1 2026 results, approved a quarterly dividend, and continued share repurchases. While the outlook is positive, indicating traction in data center and security projects, investors are advised to consider various fair value estimates and potential headwinds if large customer spending softens.
A10 Networks (NYSE:ATEN) Stock Rating Upgraded by Wall Street Zen
Wall Street Zen upgraded A10 Networks (NYSE:ATEN) from a "hold" to a "buy" rating, contributing to a "Moderate Buy" consensus among analysts with an average price target of $23.86. The company recently exceeded quarterly earnings expectations with EPS of $0.24 and 13.4% year-over-year revenue growth. Despite significant insider selling by the CEO and a director, institutional investors hold 98.61% of the company's shares.
A10 Networks EVP Terminated With Limited Equity Severance
A10 Networks announced the termination of its EVP of Worldwide Sales and Marketing, Sheen Khoury, effective April 27, 2026. Under a separation agreement, Khoury's exit package is limited to accelerated vesting of restricted stock units that were near or met vesting conditions, totaling 11,667 common shares and 21,385 performance-based restricted stock units, with no additional compensation. This approach highlights the company's disciplined management of executive compensation during leadership changes and provides transparency to stakeholders.
A10 Networks EVP Terminated With Limited Equity Severance
A10 Networks announced the termination of EVP Sheen Khoury, effective April 27, 2026, with a separation agreement providing accelerated vesting for certain equity awards but no additional severance. This decision limits the financial impact of his departure and reflects the company's disciplined approach to executive compensation. Analysts currently rate ATEN stock as a Buy with a $30 price target, while TipRanks' AI Analyst Spark views it as an Outperform, citing strong profitability and price trend despite increased leverage and slower free cash flow.
A10 Networks (NYSE: ATEN) accelerates RSU vesting in Khoury exit
A10 Networks (NYSE: ATEN) has announced a Separation Agreement with its former Executive Vice President of Worldwide Sales and Marketing, Sheen Khoury, following his termination on April 27, 2026. The agreement accelerates the vesting of 11,667 restricted stock units and 21,385 performance-based restricted stock units under the company's 2023 Stock Incentive Plan. This equity acceleration is in exchange for a release of claims from Khoury, with no additional compensation or benefits provided.
A10 Networks Director Trades $672K In Company Stock
Eric Singer, a Director at A10 Networks (NYSE: ATEN), recently sold 24,698 shares of company stock for a total value of $672,032, as disclosed in an SEC filing. This insider transaction comes as A10 Networks exhibits a negative revenue trend but strong gross margins. Despite the sale, the article emphasizes that insider transactions should be part of a broader financial analysis, as sales can be motivated by various factors.
Insider Sell: Eric Singer Sells 24,698 Shares of A10 Networks In
Eric Singer, a Director at A10 Networks Inc (ATEN), sold 24,698 shares of the company on May 5, 2026. This transaction increased his total ownership to 68,806 shares. The stock is considered significantly overvalued based on its GF Value, with a price-to-GF-Value ratio of 1.46.
CFO of A10 Networks (ATEN) exercises 16,695 performance RSUs, nets shares
A10 Networks CFO Michelle Elizabeth Caron exercised 16,695 performance-based Restricted Stock Units (RSUs) on May 5, 2026, converting them into common stock after meeting specified stock price performance conditions. Concurrently, 2,994 shares were automatically withheld to cover tax obligations. Following these transactions, Caron directly holds 33,385 shares of A10 Networks common stock, with the activity categorized as routine equity compensation and tax withholding rather than a discretionary market sale.
A10 networks director Eric Singer sells $672,032 in shares By Investing.com
Eric Singer, a director at A10 Networks (NASDAQ:ATEN), sold 24,698 shares of the company’s common stock for approximately $672,032. This sale occurred while the stock was near its 52-week high, having gained 60% in the last year, and InvestingPro analysis suggests the stock is currently overvalued. The sale follows a strong first-quarter 2026 earnings report by A10 Networks, which exceeded analyst expectations and led to an increased price target from BTIG.
A10 Networks (NYSE: ATEN) counsel exercises performance RSUs, 1,930 shares withheld for taxes
A10 Networks' General Counsel, Robert Scott Weber, exercised performance-based Restricted Stock Units (RSUs) on May 5, transitioning 7,589 units into common shares after performance conditions were met. On May 6, 1,930 of these shares were withheld to cover tax obligations at $27.13 per share. Following these transactions, Weber directly holds 59,869 common shares, with the remaining RSU shares subject to time-based vesting schedules.
Director Eric Singer sells 24,698 A10 Networks (ATEN) shares in open trade
A10 Networks director Eric Singer sold 24,698 shares of the company's common stock in an open-market transaction at a weighted average price of $27.21 per share. The sale ranged from $26.88 to $27.41 per share, and following the transaction, Singer directly holds 68,806 shares. This discretionary sale, not a tax or grant event, is detailed in a Form 4 filing, indicating a negative sentiment and high filing impact according to the article.
A10 Networks Director Sold Shares Worth Over $672K
A10 Networks Director Eric Singer sold common stock worth $672,032 on May 5, 2026, at a weighted average price of $27.21 per share. Following this transaction, Singer directly owns 68,806 shares of the company. This information is based on an SEC Form 4 filing.
ATEN (NYSE) Form 144: Broker-noticed resale of 24,698 common shares
A Form 144 has been filed for A10 Networks, Inc. (ATEN), indicating a proposed resale of 24,698 common shares. This includes two lots of restricted stock from April 2025 and April 2026, handled by Morgan Stanley Smith Barney LLC. The filing is procedural and provides notice of the potential sale without confirming completed transactions or proceeds.
A Look At A10 Networks (ATEN) Valuation After Strong Earnings Beat And Upbeat Full Year Guidance
A10 Networks (ATEN) recently reported strong first-quarter earnings, exceeding prior-year results, and reaffirmed positive full-year guidance with anticipated earnings growth outstripping revenue growth. While the "most popular narrative" suggests ATEN is 7% overvalued based on long-term AI demand and margin expansion, a discounted cash flow (DCF) model indicates the stock is undervalued. Investors are encouraged to analyze the data themselves to determine the true upside potential.
A Look At A10 Networks (ATEN) Valuation After Strong Earnings Beat And Upbeat Full Year Guidance
A10 Networks (ATEN) reported strong first-quarter earnings, exceeding prior year results and reaffirming full-year guidance with anticipated earnings growth outperforming revenue growth. Despite a significant 90-day share price return, one narrative suggests the stock is 7% overvalued based on future AI-driven demand, while another view based on a DCF model indicates it might be undervalued. The article encourages investors to analyze the data themselves, considering both optimistic forecasts and execution risks associated with large customer spending and AI product adoption.
A10 Networks (NYSE:ATEN) Stock Forecast & Analyst Predictions
A10 Networks (NYSE:ATEN) is forecast to grow earnings by 22.2% and revenue by 10.8% annually, with EPS expected to increase by 21.3% per annum. Recent updates show the company beat earnings expectations for Q1 2026, with revenue and EPS exceeding analyst estimates. Analyst price targets have been updated, with recent research highlighting the company's AI-related use cases and multi-year targets as key factors influencing future prospects.
A10 Networks (NYSE: ATEN) removes EVP of Worldwide Sales role
A10 Networks (NYSE: ATEN) has announced the termination of Sheen Khoury, Executive Vice President, Worldwide Sales and Marketing, effective April 27, 2026. The company stated that it does not anticipate any disruption to current operations as a result of this leadership change. This information was disclosed in an 8-K filing under Item 5.02 regarding key personnel changes.
A10 Networks Terminates Executive Vice President of Sales
A10 Networks (ATEN) announced the termination of Sheen Khoury, Executive Vice President of Worldwide Sales and Marketing, effective April 27, 2026. The company anticipates no disruption to operations, assuring stakeholders of stable sales and marketing continuity. Analysts currently rate ATEN as a Hold with a $29.00 price target, while TipRanks’ AI Analyst, Spark, also considers ATEN Neutral due to solid fundamentals and growth outlook, offset by leverage and valuation concerns.
A10 Networks (ATEN) Margin Compression Challenges Bullish AI And Recurring Revenue Narratives
A10 Networks (ATEN) reported Q1 2026 revenue of US$75 million and basic EPS of US$0.17, but trailing net profit margins have compressed from 18.7% to 14.9% year-over-year. This margin compression challenges the bullish narratives surrounding AI-driven security offerings and higher recurring revenue, despite an increase in trailing revenue. The stock trades at a premium P/E of 42.8x, coupled with a five-year earnings decline, raising questions about its current valuation against profitability and growth trends.
Results: A10 Networks, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
A10 Networks, Inc. (NYSE:ATEN) exceeded analyst expectations for its quarterly results, reporting higher revenue and earnings per share. Analysts have subsequently raised their earnings per share forecasts and increased the consensus price target, indicating increased optimism for the company's future performance. Despite the positive outlook for growth, A10 Networks is still expected to grow slower than the wider industry.
Earnings Beat: A10 Networks, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
A10 Networks, Inc. (NYSE:ATEN) exceeded analyst expectations in its latest earnings report, with revenues of US$75m and statutory EPS of US$0.17, both significantly above estimates. Following these strong results, analysts have updated their models, increasing their earnings per share forecasts for 2026 and raising the consensus price target by 13% to US$28.50. Despite the positive outlook and accelerated growth, the company's projected revenue growth is still expected to be slower than the industry average.
Results: A10 Networks, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
A10 Networks, Inc. (NYSE:ATEN) recently exceeded analyst expectations for its quarterly results, reporting higher-than-forecast revenue and earnings per share. Following these strong results, analysts have updated their forecasts, with increased earnings per share expectations and a 13% rise in the consensus price target to US$28.50. Despite faster projected growth than its historical performance, A10 Networks is still expected to grow slower than the broader industry.
Results: A10 Networks, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
A10 Networks, Inc. (NYSE:ATEN) exceeded Q1 earnings expectations, with revenues of US$75m and EPS of US$0.17, leading analysts to update their forecasts. The company's 2026 revenue is now projected to be US$324.3m, with EPS expected to grow 20% to US$0.74. Following the positive results, analysts have raised their consensus price target for ATEN by 13% to US$28.50.
A10 Networks (ATEN) Margin Compression Challenges Bullish AI And Recurring Revenue Narratives
A10 Networks (ATEN) reported Q1 2026 revenue of US$75 million and EPS of US$0.17, with trailing net profit margins decreasing from 18.7% to 14.9% year-over-year. This margin compression challenges the typically bullish narratives surrounding recurring revenue and AI-focused security offerings. The stock trades at a premium P/E of 42.8x, exceeding its peers and industry, despite a five-year earnings decline of 7.4% annually, raising skepticism among bears.
Vanguard reports 3.65M-share stake in A10 Networks (ATEN)
Vanguard Capital Management reported a beneficial ownership of 3,652,309 shares of A10 Networks Inc. common stock, representing 5.09% of the class as of March 31, 2026. This Schedule 13G filing indicates Vanguard has sole dispositive power over all these shares and sole voting power for 531,294 shares. The filing provides transparency regarding institutional ownership and control of the company's shares.
AI demand helps A10 hit $75M quarter, declare 6-cent dividend
A10 Networks reported strong financial results for the first quarter of 2026, with revenue increasing by 13.4% to $75.0 million, driven by demand for AI infrastructure. The company achieved a GAAP net income of $12.0 million and a non-GAAP net income of $17.7 million, and its board approved a quarterly cash dividend of $0.06 per share. A10 Networks reaffirmed its full-year 2026 guidance, expecting continued revenue and EPS growth.
A10 Networks, Inc. (NYSE:ATEN) Q1 2026 Earnings Call Transcript
A10 Networks (NYSE: ATEN) reported strong Q1 2026 results, beating earnings expectations with an EPS of $0.24 compared to $0.22 anticipated. The company achieved 13.4% revenue growth, driven by increasing AI-related demand which they believe positions them well to address rising traffic volumes and security threats. A10 Networks reiterated its 2026 outlook, projecting 10% to 12% revenue growth and adjusted EBITDA margins of 28% to 30%, despite challenges in the supply chain and geopolitical headwinds in certain regions.
A10 Networks reiterates 2026 outlook of 10%-12% revenue growth amid AI infrastructure build-outs
A10 Networks has reiterated its 2026 financial outlook, projecting a revenue growth of 10-12% and earnings per share between $1.00-$1.20, driven by the increasing demand for AI infrastructure. The company anticipates reaching approximately $350-$360 million in revenue by 2026. This outlook underscores A10's confidence in its solutions supporting artificial intelligence developments.
