ATEN
A10 NetworksCNYSE / Software & Services
Last Price
At close
2026-07-20
Current thesis
The post-earnings bull case is that A10 delivered a clean Q1 beat versus checked consensus references, reiterated FY2026 guidance, showed 13.4% revenue growth, and kept cash returns intact, which supports the positive deterministic prior if AI/network-security demand is proving durable [#IR-2026-04-28].
Posture
Mixed
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta -1.5.
What can break
A limited number of large end-customers drive a meaningful share of revenue; purchases by the top ten customers were about 40% of 2025 revenue, so delays or reductions can move quarterly results materially [#10-K-2026-02-25].
Momentum
94
Value
51
Sentiment
20
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $26.00 · Bull $31.00 · Bear $22.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $35.60
Why
Momentum94 · Δ7d -1.5
Value51 · Δ7d +0.2
Sentiment20 · Δ7d +0.3
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Momentum · See technicals
Momentum
94
26% active weight
Current posture
7d trendFlat
Δ7d
-1.5
Δ21d
+3.6
Value
51
39% active weight
Current posture
7d trendFlat
Δ7d
+0.2
Δ21d
+0.4
Sentiment
20
34% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
-3.6
Why this grade
Composite grade C. Momentum 94.4 / Value 50.7 / Sentiment 19.7
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$2.58B
Beta
1.23
Shares Out
72M
P/E (TTM)
25.8
P/S (TTM)
4.43
P/FCF (TTM)
23.12
Rev YoY
+13.4%
EPS YoY
+29.7%
Gross Margin
+78.4%
Op Margin
+17.7%
Net Debt
-$150.1M
Current Ratio
3.65
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology

