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portfolios on TandT
Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
1
institution
Sector
Communication Equipment
P/S (TTM)
1.1
EV / FCF (TTM)
259
Infinera Corporation is a global provider of optical transport networking solutions, offering a comprehensive suite of equipment, software, and associated services. Its diverse product portfolio includes various platforms designed for different network requirements: The Infinera Groove series provides modular and sled-based systems for a wide range of transport network applications. The Infinera 7300 series is an SDN-ready coherent optical transport system. The Infinera FlexILS is an open optical line system that facilitates connections between Infinera and third-party terminal equipment over long-distance fiber optic cables, supporting switching, multiplexing, amplification, and management functions. The Infinera 7090 and 7100 series are also available as core transport platforms. For metropolitan connectivity, the company offers the Infinera XTM series, a packet-optical transport platform. The Infinera XTC series provides multi-terabit packet optical transport by integrating digital Optical Transport Network (OTN) switching with optical Wavelength Division Multiplexing (WDM) transmission. The Infinera mTera series serves as another robust network transport solution. The Infinera XT series is engineered to power cloud-scale network services across metro, data center interconnect (DCI), long-haul, and subsea networks. Additionally, Infinera provides the Cloud Xpress Family, specifically designed to address the demands of internet content providers (ICPs), communication service providers, internet exchange service providers, enterprises, and other large-scale data center operators. ICE-XR Coherent Pluggable Optics are also part of its offerings. Beyond hardware, Infinera supplies its Transcend software suite, alongside various system software and dedicated customer support services. The company caters to a broad customer base, including telecommunications service providers, ICPs, cable operators, wholesale carriers, research and education institutions, large enterprises, and government entities. Its products and related support services are primarily marketed and sold through a direct sales force. Originally incorporated in 2000 as Zepton Networks, Infinera Corporation is headquartered in San Jose, California.
www.nokia.com/optical-networksNo one on the platform currently holds INFN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-12-31 | 207,292 | $1.4M |
No one on the platform has traded INFN yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | -12.1% | 1.8% | ||||
| Profit Margin % | -10.6% | -8.8% | -12.0% | |||
| Free Cash Flow Margin % | 0.4% | -3.6% | -4.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -4.3% on the P/E track.
At today's price, your expected annual return is +6.2% on the P/E track.
At today's price, your expected annual return is +15.6% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.7B | +12.0% | $0.27 | $0.21–$0.33 | 24.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-02-28 | $0.11 | $0.03 | -72.1% |
| 2024-11-05 | $0.07 | $-0.06 | -186.7% |
| 2024-08-02 | $-0.08 | $-0.06 | +25.0% |
| 2024-05-14 | $-0.13 | $-0.17 | -30.8% |
| 2024-03-06 | $0.04 | $0.08 | +100.0% |
| 2023-11-08 | $-0.01 | $0.06 | +657.9% |
| 2023-08-09 | $-0.03 | $-0.09 | -199.0% |
| 2023-05-03 | $-0.02 | $0.02 | +200.0% |
| $1.4B |
| — |
| MTTRMatterport, Inc. | $5.38 | +0.00% | $1.8B | — |
| STERSterling Check Corp. | $16.74 | +0.00% | $1.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
$NOK I am bullish on Nokia because few things have happened. 1) $NVDA deal 2) $INFN acquisition 3) partnership with US defense for networking solutions 4) Data Center/AI networking focus Above all Nokia's board of directors have aligned board's interests with shareholders interests by giving 40% of their annual renumeration as Nokia stock. Recently one BoD Timo bought 50,000 shares at €9.1. CEO was granted stock options which is not unusual. I believe more BoDs will buy shares from open market once AI/Data center deals take off and we will know about it in Q2FY26 earnings call. The other thing is----while a lot of folks have picked Nokia in last 3-6 months, many are still skeptical so far, among them are broker analysts. While some raised their TP after the stock has already run, only a few have shown courage to give a BUY call with significant upside. BofA analyst was one of them, followed by Danske, Argus, and JP Morgan Chase. Goldman Sachs is still sitting on fence.
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$INFN $AAOI The former was acquired by $NOK for a literal steal, and I said as-much when the deal was originally proposed. INFN only had to wait 18-24mos (IMO) for 5-10X as I had stated multiple times in 2023. AAOI reflects the valuation multiple that INFN should have seen if management would only have stayed the course.
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Rosenblatt has adjusted their stance on Infinera ( $INFN ), setting the rating to Buy with a target price of 8.5.
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$NOK I like this as a datacenter play - now $NVDA involved with drones - interesting play with $NOK purchase of $INFN
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$INFN Nokia's buying Infinera - massive consolidation play in optical networking. Tech looks solid, vertical integration gives them an edge. Expecting good synergies post-merger. Might add some shares before deal closes. valuable article: https://beyondspx.com/article/infinera-corporation-infn-powering-the-next-generation-of-optical-networking
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$NOK For $INFN shareholders who elected for the $NOK stock exchange option share details on how the stock allocation transaction(s) played out in your investment account? Thank you!
View on StockTwits ↗$INFN can anyone who elected for the $NOK stock exchange option share how the stock allocation transaction(s) played out in your investment account? Thank you!
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$INFN S-8 POS On February 28, 2025, pursuant to the Agreement and Plan of Merger, dated as of June 27, 2024, by and among Nokia Corporation, a company incorporated under the laws of the Republic of Finland (“Parent”), Neptune of America Corporation, a Delaware corporation and a wholly owned subsidiary, directly or indirectly, of Parent (“Merger Sub”), and the Registrant, Merger Sub merged with and into the Registrant, with the Registrant surviving as a wholly owned subsidiary of Parent (the “Merger”). As a result of the Merger, the Registrant is terminating all offers and sales of its securities registered pursuant to the Registration Statements and deregistering all shares of Common Stock (the “Shares”) registered but unsold as of the effective time of the Merger under the Registration Statements, if any.... https://app.quotemedia.com/data/downloadFiling?webmasterId=500&ref=318964720&type=HTML&symbol=INFN&cdn=d48f98a88be814b34a704db6df64d727&companyName=Infinera+Corporation&formType=S-8+POS&formDescription=Securities+to+be+offered+to+employees+in+employee+benefit+plans%2C+post-effective+amendments&dateFiled=2025-02-28
View on StockTwits ↗$INFN Q4: Adj EPS $0.03 Misses $0.11 Estimate. Sales $414,40M Beat $409,07M Estimate. Benzinga.
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$INFN - Infinera Corporation Common Stock - 10K - Updated Risk Factors The 2025 10-K Risk Factors for INFN highlight new merger-related uncertainties, regulatory hurdles, talent retention challenges, and evolving industry standards. Expanded risks include global supply chain disruptions, inflation impacts, and AI regulation. Debt strategy shifts and increased ESG disclosure demands also feature prominently. #Risk https://d-risk.ai/INFN/10-K/2025-02-28
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$INFN $NOK Infinera Misses Q4 Profit Estimates, But Nokia’s $2.3B Buyout Approval By EU Lifts Stock After-Hours: Retail Sentiment Split https://stocktwits.com/news-articles/markets/equity/infinera-q4-earnings-miss-estimates-nokia-receives-eu-approval/chdgkXARzR
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M&A Infinera Corporation $INFN is being acquired by Nokia $NOK - Shareholders elected to receive [$6.65 cash] or [1.7896 shares of NOK] or [$4.66 cash plus 0.5355 shares of NOK] - Deadline for share election expired on February 21st - Shareholders who have not made an election will receive $6.65 cash per INFN share owned More Information : https://www.sec.gov/Archives/edgar/data/1138639/000119312524204422/d869482ddefm14a.htm
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.