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Confirmed

Networking Equipment

12 names are moving together; 50% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
ALMUAeluma, Inc.Technology+5.8%Group member
ADTNADTRAN Holdings, Inc.Technology+1.3%Group member
CHEChemed CorpHealthcare-0.2%Group member
LWLGLightwave Logic, Inc.Basic Materials+6.2%Group member
MRAMEverspin Technologies, Inc.Technology+3.3%Group member
AKAMAkamai Technologies, Inc.Technology+0.8%Group member
TRTTrio-Tech InternationalTechnology+5.8%Group member
PENGPenguin Solutions, Inc.Technology+0.8%Group member
MXLMaxLinear, IncTechnology+3.7%Group member
NOKNokia Corporation SponsoredTechnology+0.3%Group member
RDNRadian Group Inc.Financial Services-3.1%Most structurally connected
LITELumentum Holdings Inc.Technology+6.0%Group member

Why we believe this

Cohort

12 names

Participation

50% this session

Observed history

1 daily builds

Filing coverage

11/12 members

credit / rates affecting interest expense

The decrease in interest expense for the three and nine months ended September 30, 2025, as compared to the same periods in 2024, is primarily due to a decline in senior notes outstanding due to the redemption in March 2024 of $525 million of senior notes.

RDN 10-Q

restructuring affecting expense

Changes to facts and circumstances, including additional information obtained during the measurement period, could result in adjustments to the fair values assigned to assets acquired and liabilities assumed, including goodwill, with a corresponding impact on future amortization expense and impairment assessments.

RDN 10-Q

demand / volume affecting revenue

The increase in revenue for the year ended December 31, 2025 was driven by increased volume of sales activity due to a return of normalized customer spending, increased growth due to fiber expansion brought about by higher service provider spending, vendor consolidation, a continuing shift away from high-risk vendors, increased demand for modernizing and upgrading critical infrastructure within governments, utilities, large enterprises, and bandwidth-hungry applications, including AI, partially offset by a decrease in revenue related to installation/system integration services.

ADTN 10-K

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.