Shares of Anterix (ATEX) have gained 36.1% over the past four weeks to close the last trading session at $36.21, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $55.33 indicates a potential upside of 52.8%.The average comprises three short-term price targets ranging from a low of $44.00 to a high of $72.00, with a standard deviation of $14.74. While the lowest estimate indicates ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Anterix (ATEX) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Anterix is a member of our Computer and Technology group, which includes 608 different companies and currently sits at #5 in the Z ...

Core Insights - Anterix has expanded its collaboration with Qualcomm to enhance the adoption of next-generation connectivity for utilities and critical infrastructure operators across the nation [1][2] - The partnership aims to provide a comprehensive private wireless connectivity platform that supports safer operations, greater resilience, and long-term grid modernization for the utility sector [2][3] Collaboration Details - The collaboration focuses on developing new industrial-grade IoT chipsets specifically optimized for utility use cases, including Qualcomm's Snapdragon SDX35-3 and SDX32-3 IoT Modems, which will enable 4G and 5G connectivity on Anterix's 900 MHz broadband platform [3][4] - Eight utilities have already chosen Anterix-enabled private wireless as the foundation for their next-generation grid connectivity [3] Strategic Importance - The partnership provides utilities with a scalable roadmap to 5G, delivering immediate operational value while supporting long-term network evolution [4] - The collaboration is positioned to future-proof the adoption of private wireless networks, enhancing operational efficiency and resilience in the energy sector [4]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven investment strategies among investors in both the ASEAN and US markets [1]

Toronto, Ontario--(Newsfile Corp. - February 20, 2026) - ATEX Resources Inc. (TSXV: ATX) (OTCQB: ATXRF) ("ATEX" or the "Company") is pleased to announce, further to its announcement dated January 21, 2026i, that it has received proceeds of approximately $52.5 million from the exercise of all 21,057,477 common share purchase warrants of the Company ("Warrants"). The Warrants had an exercise price of $2.50 and were originally issued on November 1, 2024ii.Following the exercise of the Warrants, the Company ha ...

Core Insights - The FCC has unanimously adopted a Report and Order to expand the 900 MHz band for broadband deployment from 6 MHz to 10 MHz, which is expected to unlock significant opportunities for Anterix and its partners [1][2][3] Group 1: FCC Decision and Implications - The decision is a result of a joint petition by Anterix and a coalition of energy and technology organizations, aiming to enhance the 900 MHz broadband segment [2] - The FCC's action is anticipated to stimulate the American economy by fostering innovation in utilities and critical infrastructure sectors [3] - Anterix's Chief Regulatory and Corporate Communications Officer emphasized the importance of modern private broadband communications and the finite nature of high-quality, low-band spectrum [3] Group 2: Future Opportunities and Industry Impact - The expansion to 10 MHz is viewed as a significant advancement for mission-critical communications across various sectors, positioning the 900 MHz band as a gold standard for private connectivity [4] - Anterix's President & CEO highlighted that this spectrum expansion marks a new era for critical connectivity, enhancing operational sovereignty for industries that require reliable communications [4] - The company is focused on leveraging this unique spectrum to support digital transformation and resilience in critical infrastructure [6]

Financial Data and Key Metrics Changes - The company has reduced its operating expense run rate by 20% and is positioned for its first year of positive GAAP net income [9][10] - Projected cash proceeds for the current fiscal year have been raised to $120 million from the previous guidance of $100 million [11] - The balance sheet remains strong with approximately $30 million in cash and no debt, alongside over $80 million to be collected in the fourth quarter [10] Business Line Data and Key Metrics Changes - The CPS Energy agreement is a $13 million contract and represents the first commitment under the Anterix Accelerator Program, with favorable cash timing [9] - The company has delivered the highest number of licenses in a single year, indicating accelerated delivery of 900 MHz broadband spectrum to customers [9] Market Data and Key Metrics Changes - The company has established itself as a market leader with 8 flagship customers representing $400 million in contract value [5] - The foundational 900 MHz spectrum is now poised to cover more than 93% of the counties in Texas, reflecting strong market penetration [5] Company Strategy and Development Direction - The company has executed a complete refresh of its critical components, including reducing operating expenses and strengthening its balance sheet [3] - The strategy focuses on delivering durable, long-term value for customers and shareholders, with an emphasis on regulatory alignment and expanding commercial negotiations [8][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning and the importance of connectivity for utilities, highlighting the increasing pressure on utilities to modernize their grids [16][17] - The company is optimistic about upcoming regulatory developments that could enhance broadband deployment across the 900 MHz band [7][33] Other Important Information - The company has appointed Ross Sparrow as its first Chief Product Officer to enhance product offerings and address customer needs [7] - The FCC's plan to consider a report and order on broadband deployment is seen as a significant milestone for the company [8] Q&A Session Summary Question: Insights from Public Utility Commissioners on grid modernization - Management noted that commissioners are increasingly recognizing the importance of connectivity for utilities and the risks associated with not modernizing their grids [16][17] Question: Network effect of 900 MHz spectrum - Management compared the current situation to past experiences with Silver Spring Networks, emphasizing the established customer base and opportunities available now [20][21] Question: Revenue opportunities from product offerings - Management indicated that there is a significant revenue potential from products being developed, with a strong focus on recurring revenue and long-term margins [23][24] Question: Steps following favorable regulatory reports - Management expressed cautious optimism about upcoming regulatory developments and indicated plans to share more details post-announcement [33][34]

Financial Data and Key Metrics Changes - The company has reduced its operating expense run rate by 20% and is positioned for its first year of positive GAAP net income [9] - Projected cash proceeds for the current fiscal year have been raised to $120 million from the previous guidance of $100 million [11] - The balance sheet remains strong with approximately $30 million in cash and zero debt, with over $80 million to be collected in the fourth quarter [10] Business Line Data and Key Metrics Changes - The CPS Energy agreement is a $13 million contract and represents the first commitment under the Anterix Accelerator Program, with favorable cash timing [9] - The company has delivered the highest number of licenses in a single year, indicating accelerated delivery of 900 MHz broadband spectrum to customers [9] Market Data and Key Metrics Changes - The company has 8 flagship customers representing $400 million in contract value, establishing it as a market leader in utility private wireless [5] - The foundational 900 MHz spectrum is now poised to cover more than 93% of the counties in Texas, reflecting strong market penetration [5] Company Strategy and Development Direction - The company has executed a complete refresh of its critical components, including reducing operating expenses and strengthening its balance sheet [3] - The strategy focuses on expanding offerings to address a broader set of utility use cases and developing additional recurring revenue streams [10] - The appointment of a Chief Product Officer aims to ensure the product roadmap is grounded in real-world operational needs [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position, stating that the foundational work has been done and execution is accelerating [8] - There is a strong emphasis on the importance of connectivity for utilities, with regulators increasingly recognizing the need for modernization [17] - The company is optimistic about upcoming regulatory developments that could enhance broadband deployment capabilities [33] Other Important Information - The company has launched new products aimed at removing barriers to deployment and creating opportunities for annual recurring revenue [3] - The FCC's plan to consider a Report and Order on February 18th is seen as a significant milestone for broadband deployment [7] Q&A Session Summary Question: Insights from public utility commissioners regarding grid modernization - Management noted that utility commissioners are increasingly aware of the need for connectivity and modernization, with discussions reflecting a growing recognition of the importance of private broadband wireless [16][17] Question: Comparison of 900 MHz to network effect concepts - Management highlighted that the current environment is more favorable than past experiences, with existing customers advocating for the company's solutions, creating a strong network effect [20][21] Question: Revenue opportunities from product offerings - Management indicated that there is a significant revenue potential from products, with a ratio of approximately $8 for every $1 spent on the company's services historically [23][24]

Financial Data and Key Metrics Changes - The company has reduced its operating expense run rate by 20% and is positioned for its first year of positive GAAP net income [9] - Cash position remains strong with approximately $30 million as of December 31st, zero debt, and over $80 million to be collected in the fourth quarter [10] - Projected cash proceeds for the current fiscal year have been raised to $120 million from the previous guidance of $100 million [11] Business Line Data and Key Metrics Changes - The Anterix Accelerator Program has successfully launched, with a significant contract from CPS Energy valued at $13 million, marking the first commitment under this program [9] - The company has delivered the highest number of licenses in a single year, indicating strong commercial momentum [10] Market Data and Key Metrics Changes - The foundational 900 MHz spectrum is now poised to cover over 93% of counties in Texas, establishing the company as a trusted partner for utility private wireless [5] - The company has eight flagship customers representing $400 million in contract value, indicating strong market leadership [5] Company Strategy and Development Direction - The company is focused on scaling its operations and has established a clear strategy to deliver long-term value for customers and shareholders [8] - Recent product launches aim to address utility deployment challenges, enhancing the value delivered per megahertz [6][10] - The company is actively negotiating with a range of utilities, indicating a robust pipeline of opportunities [5] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning and the increasing recognition of the importance of private wireless broadband for utilities [8] - There is a growing urgency among utilities to modernize their grids, driven by increasing demands for connectivity [16][17] - The company is optimistic about upcoming regulatory developments that could further enhance its market position [7][34] Other Important Information - The company has appointed Ross Sparrow as the first Chief Product Officer to enhance product development and customer engagement [6] - The FCC is expected to consider a report that would enable broadband deployment across the full 10 megahertz of the 900 MHz band, which could significantly impact the company's operations [7] Q&A Session Summary Question: Insights from Public Utility Commissioners at NARUC - Management noted increasing pressure on utilities to modernize their grids, with discussions highlighting the importance of connectivity [14][16] Question: Network Effect of 900 MHz Spectrum - Management compared the current situation to past experiences with Silver Spring Networks, emphasizing the established customer base and market opportunities [20][21] Question: Product Opportunities Relative to Revenue - Management indicated that there is a significant revenue opportunity from products being developed, with a potential of $8 for every $1 spent on the company [24][25] Question: Steps Following Favorable Regulatory Report - Management expressed cautious optimism about upcoming regulatory developments and indicated plans to share more details post-February 18th [34][36]

Core Insights - ATEX Resources Inc. has reported significant drilling results from the Valeriano Copper-Gold Project, highlighting a high-grade interval of 56 meters at 2.36% CuEq within a broader interval of 592 meters at 1.04% CuEq, extending the high-grade core of the B2B Zone by approximately 100 meters to the north [1][6][3] Drilling Program Update - The Phase VI drill program is progressing ahead of schedule, with six diamond rigs having completed 19,800 meters, representing 80% of the targeted 25,000 meters [1][10] - Current drilling is focused on the B2B Zone, with follow-up drilling targeting extensions to the north and south [3][6] Technical Results - Hole ATXD32 intersected 56 meters of 2.36% CuEq (1.49% Cu, 0.78 g/t Au, 4.9 g/t Ag, 20.6 g/t Mo) within a broader interval of 592 meters at 1.04% CuEq (0.69% Cu, 0.29 g/t Au, 1.6 g/t Ag, 105.5 g/t Mo) [6][5] - Hole ATXD26B defined long high-grade intervals, intersecting 186 meters of 2.15% CuEq (1.33% Cu, 0.72 g/t Au, 4.0 g/t Ag, 80.8 g/t Mo) within a broader interval of 887 meters at 1.06% CuEq (0.65% Cu, 0.35 g/t Au, 2.1 g/t Ag, 87.6 g/t Mo) [6][5] Future Exploration - Follow-up drilling is targeting an area approximately 350 meters long by over 200 meters wide to further explore the B2B Zone [6][3] - The drilling program aims to test additional high-grade breccia targets nearby, with ongoing assays expected to provide further insights [10][11]