Ceragon Networks Ltd.

Report azionario NasdaqGS:CRNT

Capitalizzazione di mercato: US$228.1m

Ceragon Networks Gestione

Criteri Gestione verificati 4/4

Ceragon Networks Il CEO è Doron Arazi, nominato in Jul2021, e ha un mandato di 4.83 anni. la retribuzione annua totale è $ 801.63K, composta da 55% di stipendio e 45% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.073% delle azioni della società, per un valore di $ 167.34K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.8 anni e 4.8 anni.

Informazioni chiave

Doron Arazi

Amministratore delegato

US$801.6k

Compenso totale

Percentuale dello stipendio del CEO55.00%
Mandato del CEO4.8yrs
Proprietà del CEO0.07%
Durata media del management4.8yrs
Durata media del Consiglio di amministrazione4.8yrs

Aggiornamenti recenti sulla gestione

Articolo di analisi May 08

We Discuss Why The CEO Of Ceragon Networks Ltd. (NASDAQ:CRNT) Is Due For A Pay Rise

Key Insights Ceragon Networks' Annual General Meeting to take place on 15th of May CEO Doron Arazi's total compensation...

Recent updates

Aggiornamento della narrazione May 13

CRNT: India Fixed Wireless Access Orders Will Support Constructive Reset In Expectations

Narrative Update: Ceragon Networks Analyst Price Target Shift The analyst price target for Ceragon Networks has been adjusted from $9.00 to about $8.75, with analysts pointing to updated views on fair value, discount rate, revenue growth, profit margins, and future P/E following recent bullish Street research coverage. Analyst Commentary Bullish analysts describe the recent initiation as a constructive reset of expectations around Ceragon Networks, with the updated price target around $8.75 framed as consistent with their view of fair value based on the latest research.
Aggiornamento della narrazione Apr 27

CRNT: Bullish Street Initiation And 2026 Guidance Will Support Rerating

Analysts have reset their price target on Ceragon Networks to $3.00, reflecting updated assumptions around revenue growth, profit margins, and future P/E that are consistent with the recent bullish initiation from Street research. Analyst Commentary While the updated US$3.00 price target reflects supportive assumptions, bearish analysts are not fully aligned with the bullish narrative and highlight several areas of concern around execution and valuation risk.
Aggiornamento della narrazione Apr 11

CRNT: Bullish Street Initiation And 2026 Guidance Will Drive Further Upside

Analysts have adjusted their price target on Ceragon Networks to $3.00, reflecting updated assumptions for discount rate, revenue levels, profit margins and future P/E following recent bullish initiation commentary from the Street. Analyst Commentary Recent Street commentary around Ceragon Networks has been mixed, with some research highlighting potential upside and others stressing that the risk and reward still need careful balancing at the new US$3.00 price target.
Aggiornamento della narrazione Mar 28

CRNT: Deferred Deliveries And 2026 Guidance Will Support Further Upside

Analysts have kept their price target on Ceragon Networks steady at $3.00, pointing to only slight tweaks in discount rate, revenue growth, profit margin and future P/E assumptions rather than a major shift in their view of the stock. What's in the News Ceragon Networks issued earnings guidance for full year 2026, with revenue expected in a range of $355 million to $385 million (company guidance).
Aggiornamento della narrazione Mar 13

CRNT: 2026 Revenue Guidance And Deferred Deliveries Will Support Upside Potential

Analysts have maintained their price target for Ceragon Networks at $3.00, as small shifts in discount rate, revenue growth expectations, profit margin, and future P/E assumptions effectively offset one another in their updated models. What's in the News Ceragon Networks issued full year 2026 revenue guidance in the range of $355 million to $385 million.
Aggiornamento della narrazione Feb 26

CRNT: Deferred Deliveries And 2026 Revenue Guidance Will Support Bullish Outlook

Analysts have modestly raised their price target for Ceragon Networks to $3.00, citing updated assumptions that pair a slightly lower discount rate and higher revenue growth expectations with more conservative profit margin and future P/E inputs. What's in the News Ceragon Networks issued full year 2026 revenue guidance in a range of $355 million to $385 million, outlining its expectations for the year ahead (Key Developments).
Aggiornamento della narrazione Feb 11

CRNT: Deferred Deliveries And 2026 Guidance Will Support Bullish Outlook

Analysts have adjusted their price target for Ceragon Networks to $3.00. The change is grounded in updated assumptions on discount rate, revenue growth, profit margin, and future P/E, which keep the fair value estimate at $3.00.
Aggiornamento della narrazione Jan 28

CRNT: Extended Revenue Guidance And New Contract Will Support Bullish Outlook

Analysts have modestly adjusted their price target on Ceragon Networks, citing slightly different inputs for discount rate, revenue growth, profit margin, and forward P/E assumptions, while keeping fair value at US$3.00. What's in the News Ceragon Networks issued earnings guidance for the fourth quarter of 2026, with expected revenue of US$81 million to US$83 million.
Aggiornamento della narrazione Jan 11

CRNT: Future Revenue Pipeline Will Support Bullish Long Term Outlook

Analysts have kept their fair value estimate for Ceragon Networks at US$3.00 per share. The updated price target mainly reflects refreshed assumptions around revenue growth, profit margins and a slightly lower future P/E multiple.
Seeking Alpha Nov 12

Ceragon: Indian Concerns Abate, But Revenue Growth Pressures Are Still Expected To Persist

Summary Ceragon Networks (CRNT) has continued to remain weak since we last covered it in April, underperforming other international small-caps by a large margin. CRNT's business growth remains under pressure, with management's guidance implying a worsening of the trend in Q4 with only a modest recovery expected in FY26. Indian market headwinds are easing, with resumed orders from Vodafone Idea and also the potential for new contracts from another major carrier there. We view the private network opportunity as a potential dark horse that could help reverse sentiment. The technicals suggest a lack of momentum with fair risk-reward on the charts. Read the full article on Seeking Alpha
Articolo di analisi Nov 07

We Think Ceragon Networks (NASDAQ:CRNT) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Sep 19

Ceragon Networks Ltd.'s (NASDAQ:CRNT) Shares Leap 35% Yet They're Still Not Telling The Full Story

Ceragon Networks Ltd. ( NASDAQ:CRNT ) shares have had a really impressive month, gaining 35% after a shaky period...
Articolo di analisi Sep 17

Returns Are Gaining Momentum At Ceragon Networks (NASDAQ:CRNT)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Articolo di analisi Aug 11

Analyst Forecasts Just Became More Bearish On Ceragon Networks Ltd. (NASDAQ:CRNT)

NasdaqGS:CRNT 1 Year Share Price vs Fair Value Explore Ceragon Networks's Fair Values from the Community and select...
Aggiornamento della narrazione Aug 10

5G Expansion And R&D Investment Will Transform Global Networks

Ceragon Networks’ consensus price target has been revised downward, primarily due to declining revenue growth forecasts and a sharply higher future P/E, resulting in a new fair value of $4.95. What's in the News Ceragon Networks expects second half 2025 revenue to remain consistent with first half levels.
Articolo di analisi May 14

Ceragon Networks' (NASDAQ:CRNT) Strong Earnings Are Of Good Quality

Even though Ceragon Networks Ltd.'s ( NASDAQ:CRNT ) recent earnings release was robust, the market didn't seem to...
Articolo di analisi May 08

We Discuss Why The CEO Of Ceragon Networks Ltd. (NASDAQ:CRNT) Is Due For A Pay Rise

Key Insights Ceragon Networks' Annual General Meeting to take place on 15th of May CEO Doron Arazi's total compensation...
Seeking Alpha Feb 28

Ceragon Networks: An Undervalued 5G Player Poised For A Surge In 2025

Summary Ceragon Networks is positioned to benefit from 5G rollouts, with strong 2024 performance and a promising backlog despite cautious 2025 guidance. The company’s IP-50 technology and geopolitical shifts favor Ceragon, especially with Huawei facing bans and U.S. stimulus boosting demand. Risks include carrier capex caution, rising costs, and competition from larger players like Nokia and Aviat Networks. Trading at a discount with a lean balance sheet, Ceragon offers a buying opportunity with a 12-month price target of $4.50. Read the full article on Seeking Alpha
Articolo di analisi Feb 14

Ceragon Networks Ltd. (NASDAQ:CRNT) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Ceragon Networks Ltd. ( NASDAQ:CRNT ) shares have retraced a considerable 25% in the last month, reversing a fair...
Seeking Alpha Feb 12

Ceragon Networks: Post-Earnings Selloff Provides Long-Term Buying Opportunity

Summary Ceragon Networks Ltd. reported Q4/2024 results largely in line with expectations, with revenue growth driven by strong contributions from India and the Asia-Pacific region. On the flip side, weakness in Tier 1 carrier spending resulted in North American revenue declining to its lowest level recently. However, bookings in North America increased on. However, shares sold off as challenging market conditions resulted in management providing a rather disappointing outlook for 2025. While the disappointing outlook for 2025 will likely keep the stock in the penalty box for the next couple of quarters, I consider the post-earnings sell-off a long-term buying opportunity. Consequently, I am initiating coverage of CRGN stock with a “Buy” rating and a one-year price target of $6. Read the full article on Seeking Alpha
Articolo di analisi Jan 13

These 4 Measures Indicate That Ceragon Networks (NASDAQ:CRNT) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi Dec 10

Under The Bonnet, Ceragon Networks' (NASDAQ:CRNT) Returns Look Impressive

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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Nuova narrazione Nov 24

Innovative Tech And Decisive Gains Fuel Growth Potential

Ceragon's expansion in India and new products leveraging millimeter-wave technology position it for significant revenue growth and technological differentiation.
Seeking Alpha Nov 21

Ceragon Networks: Undervalued And Positioned For Continued Upside

Summary Ceragon Networks Ltd. (CRNT) is a key player in wireless backhaul solutions, showing strong global presence and impressive financial performance, particularly in India and North America. Q3 results highlight a 17.7% revenue increase and significant profitability gains, with non-GAAP net income rising to $14.1 million from $5.0 million. Despite margin pressures and reliance on key customers, Ceragon's innovative product pipeline and undervalued P/E ratio make it an attractive buy for value investors. With a firm foothold in the 5G market and strong growth potential, Ceragon is well-positioned for long-term success despite some geographic and market challenges. Read the full article on Seeking Alpha
Articolo di analisi Aug 15

Solid Earnings Reflect Ceragon Networks' (NASDAQ:CRNT) Strength As A Business

When companies post strong earnings, the stock generally performs well, just like Ceragon Networks Ltd.'s ( NASDAQ:CRNT...
Seeking Alpha Jul 08

Ceragon Networks Is Reviving Growth

Summary Ceragon Networks is a leading provider of wireless transport solutions for mobile network service providers in the US and India, with growth expected from new projects. The company offers innovative products like the IP-20 and IP-50 platforms, focusing on high-capacity wireless connectivity solutions. Ceragon's recent acquisition of Siklu has boosted its presence in the private networks segment, leading to increased bookings and revenue growth opportunities. Read the full article on Seeking Alpha
Seeking Alpha Jan 19

Ceragon Networks: A Top Pick For 2024

Summary Ceragon’s thesis rests on growing the business, buy-out potential, geopolitical tensions with China, insider alignment with other owners, and low valuations. The company produced strong operating results in 2023 and has locked in a large contract win to start 2024. Margins have historically been weak and need to improve as the company attempts to grow. CRNT is a small cap, is headquartered in a current conflict zone, and the stock may need to consolidate or correct after the most recent rally. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Doron Arazi rispetto agli utili di Ceragon Networks?
DataCompenso totaleStipendioUtili della società
Dec 31 2025US$802kUS$441k

-US$2m

Sep 30 2025n/an/a

US$1m

Jun 30 2025n/an/a

US$14m

Mar 31 2025n/an/a

US$23m

Dec 31 2024US$1mUS$432k

US$24m

Sep 30 2024n/an/a

US$19m

Jun 30 2024n/an/a

US$10m

Mar 31 2024n/an/a

US$5m

Dec 31 2023US$1mUS$368k

US$6m

Sep 30 2023n/an/a

-US$8m

Jun 30 2023n/an/a

-US$12m

Mar 31 2023n/an/a

-US$15m

Dec 31 2022US$754kUS$368k

-US$20m

Sep 30 2022n/an/a

-US$17m

Jun 30 2022n/an/a

-US$16m

Mar 31 2022n/an/a

-US$16m

Dec 31 2021US$410kUS$212k

-US$15m

Sep 30 2021n/an/a

-US$9m

Jun 30 2021n/an/a

-US$8m

Mar 31 2021n/an/a

-US$11m

Dec 31 2020n/an/a

-US$17m

Sep 30 2020n/an/a

-US$15m

Jun 30 2020n/an/a

-US$16m

Mar 31 2020n/an/a

-US$10m

Dec 31 2019US$597kUS$470k

-US$2m

Compensazione vs Mercato: La retribuzione totale di Doron ($USD 801.63K ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 1.71M ).

Compensazione vs guadagni: La retribuzione di Doron è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Doron Arazi (61 yo)

4.8yrs
Mandato
US$801,631
Compensazione

Mr. Doron Arazi is Chief Executive Officer at Siklu Communication Ltd. He serves as Chief Executive Officer at Ceragon Networks Ltd. since July 17, 2021 and serves as its President also served as its inter...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Doron Arazi
President & CEO4.8yrsUS$801.63k0.073%
$ 167.3k
Ulik Broida
Chief Product Officer5.1yrsUS$418.79kNessun dato
Ronen Rotstein
President of North America & EMEA4.3yrsUS$677.14kNessun dato
Ronen Ben-Hamou
Chief Revenue Officerless than a yearUS$506.92k0.017%
$ 38.0k
Ronen Stein
Chief Financial Officer3.7yrsUS$453.36k0.044%
$ 99.3k
Dima Friedman
Executive VP & COO3.3yrsNessun datoNessun dato
Ori Shental
Chief Technology Officerless than a yearNessun datoNessun dato
Maya Lustig
Head of Investor Relations5.3yrsNessun datoNessun dato
Hadar Vismunski-Weinberg
Chief Legal Officer & Corporate Secretaryno dataNessun datoNessun dato
Oz Zimerman
Executive VP of Corporate Development & Chief Marketing Officer12.3yrsNessun datoNessun dato
Michal Goldstein
Chief People Officer6.2yrsUS$422.21kNessun dato
Ram Tripathi
Regional President of APAC24.3yrsNessun datoNessun dato
4.8yrs
Durata media
56.5yo
Età media

Gestione esperta: Il team dirigenziale di CRNT è considerato esperto (durata media dell'incarico 4.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Robert Wadsworth
Independent Director2yrsNessun dato0.041%
$ 92.6k
Ilan Rosen
Independent Chairman4.8yrsNessun dato0.0055%
$ 12.5k
Rami Hadar
Independent Director4.8yrsNessun dato0.041%
$ 94.6k
David Ripstein
Independent Director4.8yrsNessun dato0.035%
$ 80.4k
Efrat Makov
Independent Director3.6yrsNessun dato0.041%
$ 94.6k
Shlomo Liran
Independent Director10.8yrsNessun dato0.041%
$ 94.6k
Yael Shaham
Independent Director2.7yrsNessun dato0.041%
$ 94.6k
4.8yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CRNT sono considerati esperti (durata media dell'incarico 4.8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/18 03:06
Prezzo dell'azione a fine giornata2026/05/18 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Ceragon Networks Ltd. è coperta da 15 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Rommel DionisioAegis Capital Corporation
Amir RozwadowskiBarclays
Scott SearleB. Riley Securities, Inc.