Rosenblatt raises Harmonic stock price target on broadband strength
Rosenblatt raised its price target on Harmonic Inc. (NASDAQ:HLIT) to $16 from $14, maintaining a Buy rating, citing strong fourth-quarter results and record bookings. The firm believes Harmonic is leading the transition to next-generation broadband technology, with a conservative guidance for future growth. Needham also increased its price target to $17, reinforcing confidence in Harmonic's broadband segment.
Rosenblatt raises Harmonic stock price target on broadband strength
Rosenblatt raised its price target on Harmonic Inc. (NASDAQ:HLIT) shares to $16 from $14, maintaining a Buy rating due to strong fourth-quarter results and record bookings. The firm highlighted Harmonic's role in next-generation broadband technology and noted that the company's valuation implies an 11% free cash flow yield. Other analysts like Needham also increased price targets, as Harmonic's broadband business continues robust performance and strategic partnerships, despite a pending $145 million offer for its Video Business segment.
Harmonic Inc. (NASDAQ:HLIT) Q4 2025 Earnings Call Transcript
Harmonic Inc. reported a strong Q4 2025, driven by its broadband business, exceeding guidance with $98.2 million in revenue and record bookings of $346.9 million. The company is transitioning to a pure-play broadband leader with the pending sale of its Video business, focusing on DOCSIS and Fiber-to-the-Home solutions. Harmonic provided optimistic guidance for 2026, anticipating significant revenue growth and margin expansion as DOCSIS 4.0 deployments scale and customer diversification continues.
Harmonic Inc. (HLIT) PT Raised to $17 at Needham
Needham analyst Ryan Koontz has raised the price target for Harmonic Inc. (HLIT) to $17. The article, published on February 20, 2026, also notes that StreetInsider.com provides premium stock market news.
Harmonic outlines $440M–$480M 2026 broadband revenue target as pure-play transformation accelerates
Harmonic (HLIT) has outlined a 2026 broadband revenue target ranging from $440 million to $480 million, signifying its accelerated transformation into a pure-play broadband company. This target excludes non-broadband revenue and is based on a "base case" scenario with certain assumptions about market growth and execution. The company is actively divesting its video business to focus entirely on its broadband segment.
Harmonic Inc. Q4 2025 Earnings Highlights
Harmonic Inc. reported strong Q4 2025 results, with broadband revenue reaching $98.2 million, a 9% sequential increase, and record quarterly bookings of $346.9 million. The company also demonstrated successful customer diversification, with international revenue growing 33% year-over-year. Despite potential challenges from memory chip pricing, Harmonic provided an optimistic future outlook, forecasting Q1 2026 broadband revenue between $100 million and $105 million, and full-year revenue between $440 million and $480 million.
Harmonic: Q4 Financial Results Overview
Harmonic Inc. announced its fourth-quarter financial results, reporting a net loss of $54.8 million, or $0.49 per share, on revenue of $98.2 million. For the full fiscal year, the company incurred a total loss of $43.3 million on $360.5 million in revenue. Looking ahead, Harmonic projects first-quarter revenue between $100 million and $105 million, and full-year earnings per share in the range of $0.27 to $0.43 with revenue between $440 million and $480 million.
Harmonic: Q4 Earnings Snapshot
Harmonic Inc. reported a loss of $54.8 million in the fourth quarter, or 49 cents per share, with adjusted earnings of 6 cents per share. The company posted revenue of $98.2 million for the quarter and a full-year loss of $43.3 million on $360.5 million in revenue. Harmonic provided revenue guidance of $100 million to $105 million for the current quarter and full-year earnings expectations of 27 to 43 cents per share on revenue between $440 million and $480 million.
Mexico's biggest cable provider turns to Harmonic to speed up fiber internet
Harmonic (NASDAQ: HLIT) announced that izzi, Mexico's largest MSO, has chosen Harmonic's cOS virtualized broadband platform and Pearl R-OLT modules to support its strategic, multi-year fiber expansion across Mexico. This deployment aims to lower hardware, power, and customer premise equipment (CPE) costs while minimizing customer disruptions. The news led to an 8.76% gain in HLIT stock, adding approximately $97 million to the company's valuation.
Earnings Flash (HLIT) Harmonic Inc. Reports Q4 Revenue $98.2M, vs. FactSet Est of $141.5M
Harmonic Inc. (HLIT) reported Q4 revenue of $98.2 million, significantly missing the FactSet estimate of $141.5 million. Despite the revenue miss, the company posted Q4 adjusted EPS of $0.14 per share, surpassing the FactSet estimate of $0.10. Harmonic Inc. also provided earnings guidance for Q1 2026, expecting an adjusted EPS range of $0.11 - $0.12 and a revenue range of $100.0M - $105.0M.
Harmonic (NASDAQ:HLIT) rallies 5.7% this week, taking five-year gains to 37%
Harmonic Inc. (NASDAQ:HLIT) saw its share price increase by 5.7% this week, contributing to a 37% gain over the last five years, although this growth has lagged the broader market's return. The company transitioned from unprofitable to profitable during the last half-decade, and while its EPS has risen 3.2% per year over the past three years, the share price has declined by 21% in the same period. Recent insider buying suggests a positive sentiment despite the mismatch between EPS growth and share price performance, and the company carries one identified warning sign.
Harmonic (NASDAQ:HLIT) rallies 5.7% this week, taking five-year gains to 37%
Harmonic Inc. (NASDAQ:HLIT) saw its stock rally 5.7% this week, bringing its five-year gains to 37%, which is still below the broader market return. Although the company became profitable in the last five years, its share price has declined by 21% over the last three years despite a 3.2% annual EPS increase. However, significant insider buying in recent months suggests potential confidence in the company's future.
Rosenblatt Maintains "Buy" Rating on Harmonic (HLIT) with $14 PT
Rosenblatt has reaffirmed its "Buy" rating for Harmonic (HLIT) with a steady price target of $14.00, indicating continued confidence in the company's performance. This follows other recent analyst updates, including Needham reiterating a "Buy" with a $15.00 price target and Barclays maintaining "Equal-Weight" but raising its price target to $11.00. The average target price from five analysts is $11.60, suggesting a potential upside of 15.88% from the current price.
Harmonic (NASDAQ:HLIT) Earns Buy Rating from Rosenblatt Securities
Rosenblatt Securities has reissued a "buy" rating for Harmonic (NASDAQ:HLIT) with a $14.00 price target, suggesting a potential 39.86% upside. Despite other analysts providing "Hold" or "Equal Weight" ratings, the consensus across all analysts remains a "Hold" with an average target price of $13.33. Insider transactions show both selling by SVP Neven Haltmayer and buying by Director David Krall, while hedge funds have also adjusted their positions in the company.
Harmonic (HLIT) Expected to Announce Quarterly Earnings on Thursday
Harmonic (HLIT) is scheduled to release its Q4 2025 earnings report after market close on Thursday, February 19th, with analysts projecting earnings per share of $0.10 and revenue of $140.983 million. The company's stock opened at $10.01, down 3.2%, and has a market capitalization of $1.12 billion. Insider activity shows Director David Krall increasing his stake, while SVP Neven Haltmayer reduced hers, and institutional investors have made various adjustments to their holdings.
Behavioral Patterns of HLIT and Institutional Flows
The article analyzes Harmonic Inc. (NASDAQ: HLIT), noting a near-term strong sentiment despite a neutral mid and long-term outlook. It identifies a mid-channel oscillation pattern and offers three AI-generated institutional trading strategies tailored for different risk profiles, highlighting a 30.3:1 risk-reward setup targeting a 9.1% gain. The piece also provides multi-timeframe signal analysis with specific support and resistance levels.
Harmonic Inc. (NASDAQ:HLIT) Given Consensus Recommendation of "Hold" by Analysts
Analysts have given Harmonic Inc. (NASDAQ:HLIT) a consensus "Hold" rating from seven firms, with an average 1-year target price of $13.13. The article notes HLIT's market cap of $1.13 billion and a P/E of 24.05, with mixed insider activity including a sale by an SVP and a purchase by a Director. Institutional investors collectively own 99.38% of the company's stock.
Harmonic’s Strategic Pivot: A Deep Dive into the Broadband Focus
Harmonic Inc. is pivoting its business model to focus exclusively on being a broadband technology provider, including the proposed sale of its video business unit to MediaKind. This strategic shift aims to streamline operations and invest in software-centric network technologies. Investors are keenly awaiting the Q4 and full-year 2025 earnings report on February 19 to assess the initial impact of this restructuring and gain insight into the company's future trajectory in the competitive broadband sector.
Harmonic Inc. (NASDAQ:HLIT) Short Interest Up 26.4% in January
Harmonic Inc. (NASDAQ:HLIT) experienced a significant 26.4% increase in short interest in January, reaching 2,764,292 shares. Insider activity was mixed, with Director David Krall buying shares and SVP Neven Haltmayer selling shares, while institutional investors also adjusted their holdings. The company beat EPS and revenue estimates in November but saw a 27.3% year-over-year revenue decline, with analysts holding a "Hold" consensus rating and a $13.13 target price.
1.1% earnings growth over 3 years has not materialized into gains for Harmonic (NASDAQ:HLIT) shareholders over that period
Harmonic Inc. (NASDAQ:HLIT) shareholders have seen their investment fall by 32% over the last three years, despite the company's EPS growing by 3.2% annually during the same period. While recent insider buying suggests some optimism, the flat revenue growth and declining share price indicate that investors' expectations for EPS growth were not met, leading to a less optimistic outlook on the business. The article suggests examining fundamental data for long-term growth trends and notes a warning sign for Harmonic.
(HLIT) Movement Within Algorithmic Entry Frameworks
This article provides an algorithmic analysis of Harmonic Inc. (NASDAQ: HLIT), noting weak near-term sentiment and a potential bearish setup with an exceptional 31.7:1 risk-reward ratio. It outlines three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and support/resistance levels. The report emphasizes AI-generated signals for precise positioning and risk management.
Harmonic (NASDAQ:HLIT) Shareholders Will Want The ROCE Trajectory To Continue
Harmonic (NASDAQ:HLIT) has shown a strong return on capital employed (ROCE) of 14%, outperforming the Communications industry average. The company has recently become profitable after five years of losses, indicating successful past investments. With increased capital deployment and a positive ROCE trend, Harmonic exhibits characteristics of a potential multi-bagger, despite modest stock returns over the last five years.
Harmonic Announces Reporting Date for Fourth Quarter and Full Year 2025 Results
Harmonic (NASDAQ: HLIT) has announced that it will release its financial results for the fourth quarter and full year 2025 after the market closes on Thursday, February 19, 2026. This timing allows for the completion of accounting related to the pending sale of its Video business. The company will host a live webcast and conference call to discuss these results on the same day.
Harmonic Announces Reporting Date for Fourth Quarter and Full Year 2025 Results
Harmonic (NASDAQ: HLIT) has announced that it will release its fourth quarter and full year 2025 financial results after market close on Thursday, February 19, 2026. This timing allows the company to finalize accounting for the pending sale of its Video business. A live webcast and conference call will follow the release to discuss the results.
Harmonic Announces Reporting Date for Fourth Quarter and Full Year 2025 Results
Harmonic (NASDAQ: HLIT) announced it will release its fourth quarter and full year 2025 financial results after market close on Thursday, February 19, 2026. This timing allows for completion of accounting for the pending sale of its Video business. The company will host a live webcast at 2:00 p.m. PT on the same day to discuss the results.
Harmonic Announces Reporting Date for Fourth Quarter and Full Year 2025 Results
Harmonic (NASDAQ: HLIT) announced that it will release its fourth quarter and full year 2025 financial results on Thursday, February 19, 2026, after market close. The company will host a live webcast at 2:00 p.m. PT on the same day to discuss the results. This timing allows for the completion of accounting related to the pending sale of its Video business.
How (HLIT) Movements Inform Risk Allocation Models
This article analyzes Harmonic Inc. (NASDAQ: HLIT) using AI models, identifying a near-term strong sentiment but neutral mid and long-term outlook. It details an exceptional 36.7:1 risk-reward setup targeting an 11.4% gain with minimal risk. The report also provides specific institutional trading strategies (Position Trading, Momentum Breakout, and Risk Hedging) with entry, target, and stop-loss levels, alongside multi-timeframe signal analysis.
Inspire Advisors LLC Makes New $2.46 Million Investment in Harmonic Inc. $HLIT
Inspire Advisors LLC has initiated a new position in Harmonic Inc. (HLIT), purchasing 241,166 shares valued at approximately $2.46 million, indicating strong institutional interest as 99.38% of the stock is now institutionally owned. Harmonic reported better-than-expected Q3 earnings, but revenue saw a year-over-year decline, and Q4 2025 guidance is modest. Analysts currently hold a mixed "Hold" rating on the stock, with an average price target of $13.13.
Harmonic Inc. (NASDAQ:HLIT) Given Consensus Rating of "Hold" by Brokerages
Harmonic Inc. (NASDAQ:HLIT) has received a consensus "Hold" rating from brokerages, with an average 12-month price target of $13.13. The company recently beat earnings and revenue estimates, reporting $0.12 EPS and $142.38M revenue, though revenue saw a year-over-year decline. Insider activity includes Director David Krall purchasing shares and SVP Neven Haltmayer selling shares.
Trading Systems Reacting to (HLIT) Volatility
The article discusses the volatility of Harmonic Inc. (NASDAQ: HLIT), noting a neutral near-term sentiment and potential for moderate mid-term weakness. It highlights an exceptional risk-reward setup with a target gain of 12.1% against 0.3% risk. The piece also details AI-generated trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for HLIT.
Harmonic Inc Is Quietly Eating TV’s Future – Is HLIT the Next Sleeper Tech Rocket?
Harmonic Inc. (HLIT) is poised to be a significant player in the future of TV and streaming by providing cloud-native video delivery solutions. While not a consumer-facing brand, Harmonic's technology is crucial for operators transitioning from traditional broadcasting to scalable, high-quality streaming, focusing on recurring software revenue. The article suggests HLIT is an under-the-radar mid-cap tech stock for long-term investors interested in streaming infrastructure, despite lacking mainstream hype.
Harmonic Inc Is Quietly Eating TV’s Future – Is HLIT the Next Sleeper Tech Rocket?
Harmonic Inc. (HLIT) is emerging as a key player in the shift from traditional broadcast to cloud and IP streaming, positioning itself as a backbone for the future of TV despite not being a consumer-facing brand. The article suggests HLIT is an under-the-radar infrastructure stock to watch for long-term investors interested in the streaming economy. It highlights the company's focus on cloud-native video delivery, quality of service, and a move towards a recurring revenue, software (SaaS) model.
The Truth About Harmonic Inc (HLIT): Hidden Streaming Power Play Or Overhyped Bag?
Harmonic Inc (HLIT) is a foundational technology company enabling major streaming platforms, focusing on providing cloud-powered video delivery solutions to operators and broadcasters. The article deeply analyzes whether HLIT is a valuable, under-the-radar investment or an overhyped legacy tech play, emphasizing its "boring but important" role in streaming infrastructure. Investors are advised to research its financials and market position rather than chase viral trends.
Pacer Advisors Inc. Has $5.55 Million Position in Harmonic Inc. $HLIT
Pacer Advisors Inc. reduced its stake in Harmonic Inc. by 21.9%, now holding 544,806 shares valued at $5.55 million. Meanwhile, institutional investors collectively own 99.38% of the company, and corporate insiders hold about 1.21%. Harmonic recently surpassed Q3 earnings estimates with $0.12 EPS and $142.4 million in revenue, leading analysts to maintain a "Hold" rating with a $13.13 price target.
Harmonic’s Video Sale Should Reshape Its Financial Statements—If The Deal Closes (HLIT)
Harmonic Inc. is selling its Video segment for $145 million, aiming to focus on its Broadband business. This divestiture is expected to reduce revenue by about a third but significantly increase liquidity, providing flexibility for debt reduction, share repurchases, or acquisitions to boost Broadband growth. Key risks include the deal's closure uncertainty, customer concentration with Comcast, and potential delisting due to market cap decline.
Avoiding Lag: Real-Time Signals in (HLIT) Movement
This article provides a real-time signal analysis for Harmonic Inc. (NASDAQ: HLIT), noting a near-term weak sentiment that may lead to a resumption of long-term weakness. It highlights a significant 44.7:1 risk-reward short setup, targeting a 12.6% downside with minimal risk. The analysis includes AI-generated trading strategies for various risk profiles and multi-timeframe signal insights.
Exchange Traded Concepts LLC Makes New $1.24 Million Investment in Harmonic Inc. $HLIT
Exchange Traded Concepts LLC initiated a new position in Harmonic Inc. (NASDAQ:HLIT), purchasing 121,456 shares valued at approximately $1.24 million during the third quarter. Harmonic's recent earnings topped analyst expectations with an EPS of $0.12 against an estimated $0.05, despite a 27.3% year-over-year revenue decline. Institutional ownership stands at 99.38%, with various hedge funds adjusting their stakes in the communications equipment provider.
7 Best Rising Tech Stocks to Buy Now
This article highlights "7 Best Rising Tech Stocks to Buy Now," focusing on Harmonic Inc. (NASDAQ:HLIT) as an example. Harmonic Inc. is repositioning itself by divesting its Video Business segment to focus on its virtualized broadband business, aiming for long-term growth and increased financial flexibility. Analysts have reiterated a "Buy" rating for HLIT, with a significant upside potential.
Silverberg Bernstein Capital Management LLC Purchases 125,795 Shares of Harmonic Inc. $HLIT
Silverberg Bernstein Capital Management LLC significantly increased its stake in Harmonic Inc. (NASDAQ: HLIT) by 11.2% in the third quarter, making HLIT its third-largest holding and representing 7.7% of its portfolio. This comes as Harmonic reported strong Q3 earnings, beating analyst estimates for both EPS and revenue, despite a year-over-year revenue decrease. Insider activity was mixed, with one SVP selling shares and a director acquiring shares, while analysts maintain an average "Hold" rating with a target price of $13.13.
Czech TV Elevates Video Streaming with Harmonic
Czech Television (Czech TV) has partnered with Harmonic to modernize its video streaming workflow by adopting Harmonic's XOS Advanced Media Processor. This move allows Czech TV to bring transcoding operations in-house, enabling greater control, improved streaming quality through AI-powered content-aware encoding, and enhanced viewer engagement across various devices and platforms. The XOS media processor also supports inclusive streaming with descriptive audio capabilities and streamlines operations, leading to cost reductions and efficiency gains for the public broadcaster.
Czech TV Elevates Video Streaming with Harmonic
Czech Television has partnered with Harmonic to modernize its video streaming workflow by adopting Harmonic's XOS Advanced Media Processor. This move allows Czech TV to bring media processing in-house, improving video quality, streamlining operations, and delivering enhanced streaming experiences, including specialized audio for impaired audiences. The collaboration aims to boost viewer engagement and establish a strong foundation for future streaming innovations for the public broadcaster.
Czech TV Elevates Video Streaming with Harmonic
Czech Television (Czech TV) has partnered with Harmonic to enhance its video streaming capabilities by adopting Harmonic's XOS Advanced Media Processor. This move allows Czech TV to bring media processing in-house, improving video quality through AI-powered content-aware encoding and delivering a better streaming experience to millions of viewers. The collaboration emphasizes streamlined operations, cost reduction, and increased viewer engagement by supporting multiple platforms and inclusive audio features.
Harmonic Inc director Krall buys $499k in shares
David Krall, a director at Harmonic Inc (NASDAQ:HLIT), recently purchased 47,528 shares of the company's common stock for approximately $499,044. This transaction increases his direct holdings to 223,125 shares. The purchase follows strong quarterly earnings for Harmonic Inc. and a raised price target from Needham, as the company focuses on its core Broadband operations and plans to sell its Video business to MediaKind.
Haltmayer, Harmonic SVP, sold $313k in HLIT stock
Neven Haltmayer, SVP & GM, Video Business at Harmonic Inc (NASDAQ:HLIT), sold approximately $313,000 worth of HLIT stock across three transactions between December 12 and December 15, 2025. These sales involved nearly 30,000 shares, leaving him with 149,570 direct shares. The transactions occurred amidst news of Harmonic's Video Business segment sale to MediaKind and strong quarterly performance, leading Needham to raise its price target for HLIT.
Neven Haltmayer Sells 23,835 Shares of Harmonic (NASDAQ:HLIT) Stock
Neven Haltmayer, SVP of Harmonic Inc. (NASDAQ:HLIT), sold 23,835 shares of the company's stock on December 15th, 2025, for a total of $248,122.35, reducing his stake by 13.75%. This sale follows another transaction on December 12th. Harmonic recently outperformed Q3 earnings expectations, reporting $0.12 EPS against anticipated $0.05, with revenue of $142.38 million.
Harmonic (NASDAQ:HLIT) SVP Neven Haltmayer Sells 6,165 Shares
Harmonic Inc. (NASDAQ:HLIT) SVP Neven Haltmayer recently sold a total of 30,000 shares of the company's stock across two separate transactions, reducing his position by 3.43%. Despite these insider sales, Harmonic reported strong Q3 earnings, exceeding EPS estimates, although revenue saw a year-over-year decline. The company currently holds an average analyst rating of "Hold" with a consensus target price of $13.13.
David Krall Buys 47,528 Shares of Harmonic (NASDAQ:HLIT) Stock
Harmonic Inc. (NASDAQ:HLIT) director David Krall recently purchased 47,528 shares of the company's stock for a total of $499,044, increasing his direct ownership to 223,125 shares. This insider buying occurred after Harmonic reported strong Q3 earnings, beating analyst estimates, although revenue was down year-over-year. Despite a "Hold" consensus rating from analysts with a $13.13 price target, institutional investors own a significant portion of the stock.
Harmonic Inc director Krall buys $499k in shares By Investing.com
David Krall, a director at Harmonic Inc. (NASDAQ:HLIT), recently purchased 47,528 shares of the company's common stock for $499,044. This transaction increases his direct holdings to 223,125 shares. The purchase follows strong quarterly earnings and a raised price target from Needham, as well as an offer from MediaKind to acquire Harmonic's Video business.
Harmonic Inc director Krall buys $499k in shares
David Krall, a director at Harmonic Inc (NASDAQ:HLIT), recently purchased 47,528 shares of the company's common stock for $499,044. This transaction follows strong quarterly earnings from Harmonic, which surpassed revenue and EPS estimates. Needham has maintained a Buy rating and raised its price target to $15.00, citing promising developments in the Broadband business and a $145 million cash offer for its Video business.
Haltmayer, Harmonic SVP, sold $313k in HLIT stock
Neven Haltmayer, SVP & GM, Video Business at Harmonic Inc (HLIT), sold approximately $313,000 worth of HLIT common stock in three transactions between December 12 and December 15, 2025. These sales occurred as Harmonic Inc. announced the sale of its Video Business segment and is focusing on its core Broadband operations, following strong quarterly performance and a raised price target from Needham.
