Tudor Investment Corp ET AL Buys 156,862 Shares of Harmonic Inc. $HLIT
Tudor Investment Corp ET AL increased its stake in Harmonic Inc. (NASDAQ:HLIT) by 18.3% in the third quarter, acquiring an additional 156,862 shares to hold a total of 1,013,492 shares valued at $10.317 million. This move is part of broader institutional interest, with several other firms also initiating or boosting positions, leading to 99.38% institutional ownership. Despite missing recent quarterly earnings estimates and experiencing a revenue decline, Harmonic provided FY2026 guidance and holds an average analyst price target of $14.50.
A Look At Harmonic (HLIT) Valuation After TDF Adopts Its AI‑Driven Broadcast Technology
Harmonic (HLIT) is gaining attention after TDF adopted its AI-driven broadcast technology. The article discusses Harmonic's valuation, noting a "24% undervalued" narrative based on a $12.10 fair value versus a $9.20 close, driven by strong broadband earnings and improving video profitability. However, it also points out that the market is already paying a premium through its P/S ratio, suggesting mixed signals on its true value.
A Look At Harmonic (HLIT) Valuation After TDF Adopts Its AI‑Driven Broadcast Technology
This article analyzes Harmonic (HLIT) after TDF adopted its AI-driven broadcast technology, highlighting the company's mixed stock performance despite significant Q3 2024 revenue growth in its Broadband segment. While a popular narrative suggests Harmonic is 24% undervalued with a fair value of $12.10, another perspective indicates the market is already paying a premium based on P/S ratios, suggesting valuation headroom might be limited. The article advises reviewing risks and rewards to determine HLIT's role in a portfolio.
Harmonic Inc. director Dan Whalen resigns from board
Dan Whalen has resigned from Harmonic Inc.'s board of directors, effective March 31, 2026, due to potential conflicts of interest with a new role at another company. His resignation was not due to disagreements with Harmonic's operations or policies. Harmonic's stock has declined but the company remains profitable, and it is also advancing its XOS Advanced Media Processor and the sale of its Video business.
Dan Whalen resigns from Harmonic board over potential conflict
Dan Whalen has resigned from Harmonic's Board of Directors, effective March 31, 2026, due to potential conflicts of interest after taking a new role at another company. Whalen served on Harmonic's Board from 2024–2026 and previously from 2021–2023, also serving on the Audit and Compensation Committees. This information was disclosed in an SEC filing by Harmonic Inc. [HLIT].
Director Dan Whalen exits Harmonic (HLIT) board citing potential conflicts
Harmonic Inc. announced that Director Dan Whalen resigned from its Board effective March 31, 2026, due to potential conflicts of interest arising from a new role at another company. The company clarified that his resignation was not due to any disagreement with Harmonic's operations or policies. Whalen had served on the Board across two periods (2021-2023 and since 2024) and was a member of both the Audit and Compensation Committees.
TDF Expands Broadcast Channel Lineup with Harmonic
TDF, a prominent broadcast infrastructure operator in France, has enhanced its terrestrial broadcast network by integrating Harmonic's XOS Advanced Media Processor and ProStream X Video Stream Processor. This modernization allows TDF to significantly boost its channel capacity, now supporting six linear HD channels within the bandwidth previously used for five, while maintaining high video quality and bandwidth efficiency. The solution leverages AI-driven compression and PURE Compression Engine™ to provide a future-ready infrastructure for evolving broadcast needs.
A French TV network now carries 6 HD channels in bandwidth once used for 5
Harmonic's XOS Advanced Media Processor and ProStream X have enabled TDF, a major French broadcast infrastructure operator, to expand its terrestrial broadcast network capacity. TDF can now support six HD channels within the same multiplex bandwidth that previously carried five, enhancing spectrum efficiency and ensuring resiliency through a dual-site architecture. This upgrade utilizes AI-driven PURE Compression Engine, HEVC, and 1080p HDR Dolby Vision for future-ready, bandwidth-optimized broadcast delivery.
Harmonic Inc. (NASDAQ:HLIT) Short Interest Up 17.9% in March
Harmonic Inc. (NASDAQ:HLIT) experienced a 17.9% increase in short interest during March, reaching 2,986,418 shares, which represents about 2.7% of the company's shares. Despite missing Q4 earnings estimates with significantly reduced revenue, the company provided positive FY2026 and Q1 guidance. Analyst ratings are mixed, with a consensus "Hold" rating and an average target price of $14.50, though Needham recently raised its target to $17.00.
Harmonic Inc Stock: Video Infrastructure Leader Navigates Broadband Expansion and Efficiency Challen
Harmonic Inc, a video delivery and broadband technology firm, is navigating the expansion of broadband and efficiency challenges. The company is a key player in enabling cable operators to transition to fiber and multi-gigabit services, supporting multi-gigabit broadband, video streaming, and 5G convergence. Harmonic’s focus on software-centric offerings and virtualization provides a predictable revenue model, attracting North American investors seeking defensive growth in the telecom space.
KBRO Leverages Harmonic's Fiber-on-Demand Solution for Network Upgrades
KBRO, a leading broadband operator in Taiwan, is upgrading its network with Harmonic's fiber-on-demand solution, powered by the cOS™ virtualized broadband platform. This expansion allows KBRO to strategically deploy fiber for multi-gigabit broadband services, complementing its existing DOCSIS network modernization. The collaboration aims to provide better-priced multi-gigabit speeds and expand network capacity, reinforcing Harmonic's presence in global fiber modernization efforts.
What Harmonic (HLIT)'s Fiber-on-Demand and Sports Streaming Upgrades Mean For Shareholders
Harmonic (HLIT) recently announced significant upgrades to its sports streaming and XOS media processing platforms, along with an expansion of its fiber-on-demand deployment with Taiwanese operator KBRO. These developments aim to connect software innovation with operator monetization and network evolution, reinforcing Harmonic's investment narrative. The company's forecasts project revenue of $695.5 million and earnings of $70.6 million by 2028, with a fair value estimate of $12.71, suggesting a 36% upside from its current price.
KBRO Leverages Harmonic's Fiber-on-Demand Solution for Network Upgrades
KBRO, a leading Taiwanese multiple-system operator, is enhancing its broadband network by deploying Harmonic's fiber-on-demand solution, powered by the cOS virtualized broadband platform. This expansion allows KBRO to strategically deploy fiber where demand is highest, complementing its existing DOCSIS network modernization. The collaboration aims to deliver multi-gigabit broadband services efficiently and cost-effectively, reinforcing KBRO's position in a competitive market.
Taiwan broadband operator taps Harmonic for multi-gigabit fiber
KBRO, a major Taiwan broadband operator, is expanding its network using Harmonic's fiber-on-demand solution powered by the cOS virtualized broadband platform to provide multi-gigabit services and XGS-PON upgrades. This move complements KBRO's existing DOCSIS high-split modernization strategy, enabling flexible and demand-driven fiber activation while reducing redundant infrastructure. Harmonic's solution supports cost-effective scalability, aligning network expansion with revenue opportunities across KBRO's footprint.
Harmonic Inc. (NASDAQ:HLIT) Given Average Recommendation of "Hold" by Brokerages
Harmonic Inc. (NASDAQ:HLIT) has received an average "Hold" recommendation from brokerages, with an average 1-year target price of $14.50. The company recently missed quarterly earnings estimates, reporting $0.06 EPS against an expected $0.10, and revenue decreased by 42.6% year-over-year. Despite institutional ownership of nearly 99.4%, the stock has a negative P/E ratio and trades around $9.38.
Why (HLIT) Price Action Is Critical for Tactical Trading
This article provides an in-depth analysis of Harmonic Inc. (NASDAQ: HLIT) stock, highlighting critical price action for tactical trading. It identifies divergent sentiment across various time horizons, suggesting choppy conditions, and offers three distinct AI-generated trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss zones. The analysis also details a strong 28.7:1 risk-reward setup targeting a 9.2% gain against a 0.3% risk.
Harmonic (HLIT) Valuation Check After Recent Share Price Weakness And Mixed Long Term Returns
Harmonic (HLIT) has experienced recent share price weakness, with a 9.4% decline over the last month, despite a 5-year gain. The company is currently trading near $9.40, with the most followed narrative suggesting it is 22.3% undervalued, indicating a fair value of $12.10. While its Broadband segment showed strong growth (54% revenue increase in Q3 2024), concerns exist regarding potential risks like broadband deployment delays or pressures in the Video segment.
Vanguard disaggregates holdings; parent reports 0 shares for Harmonic (HLIT)
Vanguard has filed an amendment (Schedule 13G/A) for Harmonic Inc. (HLIT), reporting 0 shares and 0% beneficial ownership by the parent entity following an internal realignment on January 12, 2026. This change, signed by Ashley Grim, Head of Global Fund Administration, indicates that certain Vanguard subsidiaries will now report their holdings separately, in accordance with SEC Release No. 34-39538. Investors should look for subsequent filings from Vanguard affiliates to understand the complete ownership picture for HLIT.
Watch multiple games at once: Harmonic expands sports streaming
Harmonic (NASDAQ: HLIT) has announced significant enhancements to its live sports streaming platform, introducing server-side multiview, advanced programmatic advertising tools with Viant/IRIS.TV, dynamic in-stream ads already in use during NBA and NHL games, and robust content protection via NAGRA NexGuard and Irdeto TraceMark. These innovations aim to enrich fan engagement, maximize monetization opportunities for live sports content, and reinforce security against piracy. The company will showcase these new capabilities at the upcoming NAB Show from April 19-22, 2026.
Harmonic Inc Stock: Innovations in Live Sports Streaming Position Shares for Growth Amid Strategic S
Harmonic Inc (HLIT) is drawing investor attention with its advancements in live sports streaming, including new ad tech and security features for broadcasters. The company is strategically divesting its video business to focus on expanding its broadband solutions, particularly in high-density multi-dwelling units. This pivot aims to capitalize on the growing demand for high-speed internet and the booming video streaming sector.
Harmonic Announces Second Quarter 2025 Results
Harmonic Inc. announced strong second-quarter 2025 results, exceeding revenue and profitability guidance for both its Video and Broadband businesses. The company reported $138.0 million in revenue, a GAAP net income of $2.9 million, and Non-GAAP net income of $10.3 million. Harmonic also provided financial guidance for Q3 2025, anticipating revenue between $120 million and $135 million, and highlighted positive indicators for its Broadband business in 2026.
Harmonic, Inc. Experiences Evaluation Revision Amidst Market Dynamics and Performance Indicators
Harmonic, Inc., a small-cap telecom equipment company, has revised its evaluation due to current market dynamics. The stock shows volatility, with a 52-week range of $7.80 to $12.18, and has underperformed the S&P 500 in recent years despite long-term gains. Technical indicators present a mixed outlook, with some bearish and some mildly bullish signals across various timeframes.
Harmonic Agrees to Sell Video Business to MediaKind for $145 Million Cash
Harmonic (HLIT) has entered into an agreement to sell its Video Business to MediaKind for $145 million in cash. The Asset Purchase Agreement was executed on March 20, 2026, and includes a three-year non-compete clause for Harmonic post-closing. The deal is subject to regulatory approvals and other conditions, with an expected close in Q2 2026.
Harmonic (NASDAQ: HLIT) signs $145M deal to sell Video Business
Harmonic Inc. (NASDAQ: HLIT) has signed an Asset Purchase Agreement to sell its Video Business to Leone Media Inc. (MediaKind) for $145 million in cash. This follows Harmonic's exercise of a put option after completing the required French employee works council consultation. The deal, which includes a three-year non-compete clause for Harmonic, is expected to close in the second quarter of 2026, subject to regulatory approvals and other closing conditions.
Tudor Investment Corp ET AL Increases Stock Position in Harmonic Inc. $HLIT
Tudor Investment Corp ET AL increased its stake in Harmonic Inc. (NASDAQ:HLIT) by 18.3% in the third quarter, bringing its total holdings to 1,013,492 shares valued at approximately $10.3 million. This comes despite Harmonic reporting an earnings and revenue miss, with a 42.6% year-over-year revenue decrease, though the company provided positive FY2026 EPS guidance. Analysts currently have a "Hold" consensus rating for Harmonic with a $14.50 target price.
Harmonic Inc stock faces pressure amid video tech sector slowdown and supply chain hurdles
Harmonic Inc is experiencing pressure due to softening demand from cable operators and shifts in content delivery, leading to declining video segment sales despite growth in broadband. While the company's European exposure offers potential for upside with 5G and fiber rollouts, US market softness and ongoing supply chain challenges pose near-term risks. Harmonic is pivoting towards software-centric solutions, with broadband now accounting for 60% of revenue, and is pursuing strategic partnerships and AI integration to fuel future growth.
A Look At Harmonic (HLIT) Valuation After XOS Advanced Media Processor Upgrade News
Harmonic (HLIT) has released upgrades for its XOS Advanced Media Processor, aiming to cut broadcast costs and improve media quality, despite recent share price pressure. Simply Wall St indicates that HLIT is 22.8% undervalued with a fair value of $12.10, driven by strong broadband growth. However, this valuation faces risks including potential softening of broadband demand or delays in customer deployments, and its P/S ratio is higher than industry averages.
Harmonic (NASDAQ: HLIT) director receives 18,756 restricted stock units award
Patrick Gallagher, a director at Harmonic Inc. (NASDAQ: HLIT), was granted 18,756 restricted stock units (RSUs) as part of his compensation. Each RSU represents one share of HLIT common stock and is scheduled to fully vest on February 15, 2027. This transaction, detailed in a Form 4 SEC filing, is an equity grant, not an open-market purchase or sale.
A Look At Harmonic (HLIT) Valuation After XOS Advanced Media Processor Upgrade News
This article examines Harmonic's (HLIT) valuation following upgrades to its XOS Advanced Media Processor, despite recent share price pressure. It highlights that Harmonic is considered 22.8% undervalued with a fair value of $12.10, driven by strong Q3 2024 revenue growth particularly in its Broadband segment. However, it also points out a higher-than-industry P/S ratio, indicating potential valuation risk if market sentiment shifts.
HLIT SEC Filings - Harmonic Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Harmonic Inc. (HLIT) SEC filings, including 10-K, 10-Q, and 8-K forms, designed for investors and traders. It details material events, earnings releases, and insider trading activities, enhanced with AI-powered summaries to highlight key information. The recent filings show multiple insider transactions where executives converted restricted stock units and sold shares, while Invesco reported a beneficial ownership of 4.44M shares, equal to 3.9% of the outstanding stock, as of June 30, 2025.
Harmonic (HLIT) general counsel receives 59,230 restricted stock units grant
Harmonic Inc. (HLIT) General Counsel & SVP, HR Timothy C. Chu, was granted 59,230 restricted stock units (RSUs) as reported in a recent Form 4 SEC filing. Each RSU represents a contingent right to receive one share of HLIT common stock. The vesting schedule dictates that one-third of the RSUs will vest on February 15, 2027, with the remainder vesting quarterly over the subsequent three years, achieving full vesting on the third anniversary of the commencement date.
Director at HARMONIC INC. (HLIT) granted 18,756 restricted stock units
Deborah Clifford, a director at HARMONIC INC. (HLIT), was granted 18,756 restricted stock units (RSUs) as equity compensation, as reported in a Form 4 SEC filing. These RSUs, each representing one share of HLIT common stock, were awarded at no cash cost. The shares are scheduled to vest in full on February 15, 2027, after which Clifford will directly hold 18,756 restricted stock units.
Harmonic (NASDAQ: HLIT) CEO receives 281,343 RSU grant
Harmonic (NASDAQ: HLIT) CEO Nimrod Ben-Natan was granted 281,343 restricted stock units (RSUs) as part of his compensation. These RSUs represent a contingent right to receive one share of HLIT common stock each, aligning his compensation with the company's future performance. The vesting schedule begins with one-third of the RSUs vesting on February 15, 2027, followed by approximately 8.33% of the remainder vesting every three months until the grant is fully vested on its third anniversary.
Harmonic (NASDAQ: HLIT) grants 49,161 RSUs to sales SVP Glahn
Harmonic Inc. (NASDAQ: HLIT) has granted 49,161 restricted stock units (RSUs) to Ronald J. Glahn, SVP, Global Sales, Broadband. These RSUs represent a contingent right to receive one share of Harmonic common stock each, with a vesting schedule beginning on February 15, 2027, and fully vesting on the third anniversary of the RSU Vesting Commencement Date. This grant is part of Glahn's compensation, aligning his incentives with the company's long-term performance.
Harmonic (NASDAQ: HLIT) CFO receives 133,268 RSUs award
Harmonic Inc.'s Chief Financial Officer, Walter Jankovic, was granted 133,268 restricted stock units (RSUs) as part of his compensation. These RSUs represent a contingent right to receive one share of HLIT common stock each, with a vesting schedule that begins on February 15, 2027, and fully vests over three years. This grant aligns the CFO's interests with the company's long-term performance.
Harmonic enhances broadcast processor for ATSC 3.0, DTV+ standards
Harmonic Inc. announced enhancements to its XOS Advanced Media Processor, designed to reduce broadcast distribution costs and support next-generation television standards like ATSC 3.0 and DTV+. The updated processor includes features such as Dolby Vision advanced HDR and Dolby Atmos for ATSC 3.0, and VVC, LCEVC, and MPEG-H audio codecs for DTV+ in Brazil. These developments come as Harmonic prepares to finalize the sale of its Video business, focusing its future operations on the Broadband segment, which has garnered positive analyst sentiment.
New Harmonic TV processor helps sharpen broadcast picture and cut costs
Harmonic Inc. has announced significant enhancements to its XOS Advanced Media Processor, aiming to reduce broadcast distribution costs and improve viewing experiences for next-generation standards like ATSC 3.0 and DTV+. These upgrades include support for Dolby Vision HDR, Dolby Atmos audio, advanced codecs, and hybrid satellite/IP delivery methods. The company will demonstrate these innovations at the 2026 NAB Show.
Harmonic Enhances XOS Advanced Media Processor to Streamline Next-Generation Broadcast Distribution
Harmonic announced significant enhancements to its XOS Advanced Media Processor, aiming to reduce broadcast distribution costs and improve viewing experiences. The upgrades facilitate transitions like the migration from C-Band to Ku-Band/IP distribution, the rollout of ATSC 3.0 in the U.S., and DTV+ adoption in Brazil. The processor now supports advanced HDR and audio, new codecs, and integrates playout, encoding, and gateway functionalities into a single solution.
What Harmonic (HLIT)'s Unified Video and Virtualized Broadband Push Means For Shareholders
Harmonic (HLIT) recently launched its Spectrum X Plus media server and saw Vyve Broadband adopt its cOS virtualized broadband platform. These moves emphasize Harmonic's strategy to integrate on-premises, cloud, and hybrid video infrastructure with virtualized broadband, centering its software platforms in both broadcast and connectivity upgrades. The article suggests that while these developments support Harmonic's software-centric infrastructure thesis, investors should monitor SaaS adoption and margin improvements, noting the risk of customer concentration.
Understanding Momentum Shifts in (HLIT)
This article provides a technical analysis of Harmonic Inc. (NASDAQ: HLIT), identifying a weak near and mid-term sentiment but a neutral long-term outlook. It highlights a strong risk-reward setup with potential gains and outlines three distinct trading strategies formulated by AI models: Position, Momentum Breakout, and Risk Hedging strategies, along with multi-timeframe signal analysis.
Harmonic Inc. $HLIT Stock Position Raised by Clearline Capital LP
Clearline Capital LP increased its stake in Harmonic Inc. (NASDAQ:HLIT) by 32.6% during the third quarter, bringing its total holdings to 795,076 shares valued at $8.09 million. This increase occurred despite Harmonic missing its quarterly earnings estimates, reporting $0.06 EPS against a $0.10 consensus and a 42.6% year-over-year revenue decline. Analyst sentiment for HLIT is mixed but shows potential upside, with an average price target of $14.50 compared to its recent trading price around $9.31.
Harmonic (HLIT) CFO exercises RSUs and ends holding 141,539 shares
Harmonic Inc.'s CFO, Walter Jankovic, exercised 1,457 restricted stock units (RSUs) and settled associated tax obligations by withholding 513 shares at $9.34 per share. Following these transactions, Jankovic directly holds 141,539 common shares and retains 7,285 RSUs. This activity is a routine compensation-related event rather than an open market sale or purchase.
Harmonic (HLIT) Valuation Check As New AI Video And Broadband Deals Draw Investor Interest
Harmonic (HLIT) is gaining investor interest due to new AI video and broadband deals, including expanded video appliances, AI-driven services, and a client win with Vyve Broadband. Despite recent weak stock performance, analysts suggest the company might be undervalued, with a fair value of $12.10 per share compared to its current price of $9.34, primarily driven by strong broadband segment growth. However, its higher Price-to-Sales ratio compared to industry averages raises questions about this valuation.
Harmonic Redefines the Economics of Video Playout with New Spectrum X Plus Media Server
Harmonic (NASDAQ: HLIT) has announced Spectrum™ X Plus, an advanced media server that doubles channel density and reduces the cost per channel for video ingest and playout. This new generation of the Spectrum X media server supports on-premises, cloud, and hybrid environments, providing broadcasters with flexibility, performance, and an AI-ready architecture. It aims to simplify workflows and lower operational costs while maintaining high quality and reliability.
Harmonic (NASDAQ: HLIT) CEO exercises 20,032 RSUs, now holds 655,525 shares
Harmonic Inc.'s President and CEO, Nimrod Ben-Natan, exercised 20,032 restricted stock units (RSUs) on March 11, 2026, converting them into common shares. This transaction increased his direct holdings to 655,525 shares of Harmonic common stock. He also retains 100,160 RSUs, each representing a contingent right to receive one share of HLIT common stock.
Is Harmonic (HLIT) Pricing Reflect Its DCF Value After Recent Share Price Weakness
This article analyzes whether Harmonic's (HLIT) current share price of US$9.37 accurately reflects its intrinsic value after a period of share price weakness. Using a two-stage Discounted Cash Flow (DCF) analysis, Simply Wall St estimates Harmonic's fair value at $28.94 per share, suggesting it is significantly undervalued. However, a Price-to-Sales (P/S) ratio comparison indicates the stock might be overvalued relative to industry and peer averages. The article also presents "Bull" and "Bear" case narratives for Harmonic, offering different perspectives on its valuation.
Harmonic (HLIT) Valuation Check As New AI Video And Broadband Deals Draw Investor Interest
Harmonic (HLIT) is gaining investor interest due to new AI video and broadband deals, including expanded video appliances, SaaS capabilities, and a significant client win with Vyve Broadband. Despite recent product launches and client traction, the company's share price performance has been mixed. Although a common valuation narrative suggests HLIT is 22.8% undervalued at $12.10, concerns remain regarding its Price/Sales ratio compared to industry averages and potential risks to broadband growth momentum.
Harmonic (NASDAQ: HLIT) details 2025 results after classifying Video unit as discontinued
Harmonic Inc. (NASDAQ: HLIT) provided updated historical financials for 2025, reclassifying its Video unit as discontinued operations ahead of its sale to LeoneMedia (MediaKind). The company now reports its Broadband segment as the single continuing operation, showing steady revenue growth in 2025. While discontinued Video operations had a positive Non-GAAP contribution for most of 2025, Q4 saw a significant GAAP net loss due to a $57.5 million goodwill impairment.
New Harmonic video server packs 8 HD channels, slashes costs
Harmonic (NASDAQ: HLIT) has introduced its new Spectrum X Plus media server, which doubles channel density and halves the cost per channel compared to previous generations. This advanced server supports up to eight HD or two UHD channels, integrates with cloud services, and is designed for AI-based applications like automated captioning and translation. The Spectrum X Plus aims to provide broadcasters with increased flexibility, performance, and a future-ready architecture for modernizing video ingest, production, and playout operations.
Harmonic Redefines the Economics of Video Playout with New Spectrum X Plus Media Server
Harmonic has launched Spectrum X Plus, an advanced media server that doubles channel density and reduces costs for video playout. This new generation simplifies ingest and playout for broadcasters, supporting on-premises, cloud, and hybrid environments. The Spectrum X Plus also boasts an AI-ready architecture, enabling future integration of AI-based applications for enhanced workflows.
