A10 Networks stock rating upgraded to Buy at BTIG on service provider growth

Published 06/08/2025, 11:56
A10 Networks stock rating upgraded to Buy at BTIG on service provider growth

Investing.com - BTIG upgraded A10 Networks (NYSE:ATEN) from Neutral to Buy with a price target of $22.00 following the company’s better-than-expected second-quarter results. According to InvestingPro data, the stock currently trades at a P/E ratio of 26.38x and has demonstrated impressive gross profit margins of 80%.

A10 Networks reported revenue of $69.4 million, representing 15.5% year-over-year growth, which exceeded both BTIG’s estimate of $63.0 million and the Street’s expectation of $66.2 million. The company’s performance was driven by improving growth in its service provider segment.

The networking solutions provider also outperformed on profitability metrics, with operating income beating BTIG’s model by 6% and free cash flow coming in substantially better than expected. Management maintained its previous guidance for EBITDA margins between 26% and 28% in 2025.

A10 Networks expressed growing confidence in achieving high-single-digit growth this year with the possibility of reaching sustainable double-digit growth in the future. BTIG noted it had previously been skeptical about the sustainability of the company’s turnaround but acknowledged execution has exceeded expectations for the past four quarters.

BTIG increased its 2026 revenue estimate for A10 Networks by 2% to $303 million, representing 6.7% year-over-year growth, and raised its 2026 free cash flow estimate by 9% to $76.6 million, reflecting a 25.3% margin. The firm’s $22 price target is based on 18.0x 2027E EV/FCF.

In other recent news, A10 Networks reported its financial results for the second quarter of 2025, exceeding analysts’ expectations. The company achieved an earnings per share (EPS) of $0.21, surpassing the forecast of $0.19 by 10.53%. Revenue also outperformed predictions, reaching $69.4 million compared to the anticipated $66.21 million, representing a 4.82% surprise. These results highlight the company’s ability to deliver beyond market projections. Despite these positive earnings and revenue figures, the company’s stock price experienced a decline, which analysts attribute to broader market trends rather than company-specific issues. This performance indicates a strong quarter for A10 Networks, with financial results that may influence future analyst evaluations.

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