SHEN
Shenandoah TelecommunicationsBNasdaq / Telecommunication Services
Last Price
At close
2026-06-11
Current thesis
The bull case is that Q1 confirmed fiber demand is still strong: Glo Fiber revenue grew 34.6%, commercial fiber rose 4.7%, Adjusted EBITDA grew 15%, and 2026 guidance was reiterated [#8-K-2026-05-01]. If expansion markets mature on schedule and capex rolls off, the stock has room to re-rate from current depressed profitability.
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +1.1.
What can break
Depreciation and amortization rose 18.7%, including write-offs tied to canceled construction markets because of higher build costs, highlighting execution and return-on-capital risk [#8-K-2026-05-01].
Momentum
70
Value
40
Sentiment
63
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $19.00 · Bull $24.00 · Bear $12.00
Data freshness
Prices
As of 2026-06-11
Fundamentals
As of 2026-06-11 • Vendor: Data Vendor v1
Scores
As of 2026-06-11 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-04 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-11
Investment thesis
As of 2026-06-11
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $26.00
Why
Momentum70 · Δ7d +1.1
Value40 · Δ7d -0.4
Sentiment63 · Δ7d -6.9
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
70
34% active weight
Current posture
7d trendImproving
Δ7d
+1.1
Δ21d
-7.5
Value
40
32% active weight
Current posture
7d trendFlat
Δ7d
-0.4
Δ21d
+0.0
Sentiment
63
33% active weight
Current posture
7d trendSoftening
Δ7d
-6.9
Δ21d
-1.6
Why this grade
Composite grade B. Momentum 70.2 / Value 39.9 / Sentiment 62.6
Fundamentals (TTM)As of 2026-06-11
Fundamentals (TTM)
As of 2026-06-11
Market Cap
$892.9M
Beta
0.83
Shares Out
54.9M
P/E (TTM) · Derived
-22.8
P/S (TTM)
1.77
P/FCF (TTM) · Derived
-3.56
Rev YoY
+2.5%
EPS YoY
-56.2%
Gross Margin
+62.7%
Op Margin
-8.0%
Net Debt
$372.17M
Current Ratio
0.50
As of 2026-06-11 • Updated nightlySource: Internal modelMethodology

