Macroeconomic conditionspositive · 5 filings
“As a result of recent increases in inflation, certain of our operating expenses have increased.”10-K · Jun 25, 2026 ↗
Anterix Inc.
ATEX
Market read
Anterix Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Company-0.6% todayVolume comparison unavailable
Market group0 of 11 activeAI and Digital Services · unavailable
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- ATEX's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if ATEX's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- ATEX's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements92
Verified relationships7
Evidence supporting the case
- Latest annual revenue changed +7.8% year over year.
- Operating margin changed +1639.1 percentage points in the latest annual period.
- Net margin changed +1582.7 percentage points in the latest annual period.
- Macroeconomic conditions has repeated favorable evidence across 5 filings.
Evidence challenging the case
- Operating cash flow was only 0.06x net income in the latest annual period.
Questions before a position
- P/E is 70% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 7908% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
82.226m+121.0%12m+252.6%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-03-31$1.1M+17.7%$-2.07+4.2%
2023-03-31$1.9M+77.0%$-0.87+3.8%
2024-03-31$4.2M+118.4%$-0.49-0.4%
2025-03-31$6.0M+43.9%$-0.61-1.1%
2026-03-31$6.5M+7.8%$4.83+1.0%
What management says matters
Persistent and emerging business drivers
Restructuring and cost reductionsmixed · 1 filings
“Refer to the Results of Operations ; • $2.3 million increase in accrued severance and other related charges primarily due to the CEO Transition; • $3.8 million increase in deferred revenue due to $8.5 million cash proceeds from Ameren Corporation related to o…”10-Q · Feb 11, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 237.2× · EV/sales 222.1×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
82.22-0.6% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ATEX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ATEX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ATEX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
XELXcel Energy Inc.customerFeb 11, 2026 ▾
“Guaranties In October 2022, we entered into an agreement with Xcel Energy Services Inc.”
CCICrown Castle Inc.partnerJun 25, 2026 ▾
“In November 2025, Anterix, Inc.”
XELXcel Energy Inc.partnerNov 12, 2025 ▾
“Guaranties In October 2022, we entered into an agreement with Xcel Energy Services Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ATEX is currently a Follower in the organic co-movement group AI and Digital Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ATEX; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.