Harmonic Gestione
Criteri Gestione verificati 3/4
Harmonic Il CEO è Nimrod Ben-Natan, nominato in Jun2024, e ha un mandato di 2.25 anni. la retribuzione annua totale è $ 6.16M, composta da 9.9% di stipendio e 90.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.67% delle azioni della società, per un valore di $ 8.71M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.7 anni e 2.3 anni.
Informazioni chiave
Nimrod Ben-Natan
Amministratore delegato
US$6.2m
Compenso totale
| Percentuale dello stipendio del CEO | 9.88% |
| Mandato del CEO | 2.3yrs |
| Proprietà del CEO | 0.7% |
| Durata media del management | 4.7yrs |
| Durata media del Consiglio di amministrazione | 2.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Aug 26
Harmonic: A Double Beat And Higher Guidance, Yet No Stock Reaction
Summary Harmonic delivered a 54% YoY Broadband revenue surge, double beat in Q2, and raised full-year guidance, yet shares remain flat. HLIT's margins are strengthening, with EBIT margin at 18.1% and management projecting a 4-5x profit increase for the year. Record broadband backlog and strong deployment cycle visibility support the thesis that 2026 marks a new growth phase, not just a rebound. I upgrade HLIT to Strong Buy because of improved fundamentals, attractive valuation, and a compelling risk/reward. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 13
HLIT: Future Multiple Compression Will Follow Backlog Execution And Broadband Momentum
Harmonic's updated analyst price target has moved higher, reflecting a range supported by recent Q2 beat-and-raise reports, stronger broadband growth, record backlog, and expectations for modest multiple expansion that analysts link to improved revenue visibility and customer diversification. Analyst Commentary Recent research updates on Harmonic point to a more constructive stance on the stock, with price targets moving higher following the Q2 beat and raise.Articolo di analisi • Jun 20
Harmonic (HLIT) Stock Could Be 1.3% Undervalued as Growth Narrative Builds
Recent Performance Snapshot Harmonic (HLIT) has drawn investor attention after a recent upswing in its share price, with the stock showing gains over the past week, month and past 3 months on a total return basis. This move comes against a backdrop of reported annual revenue of US$397.34 million and net income of US$8.495 million, figures that give investors a reference point when weighing the stock’s recent strength. See our latest analysis for Harmonic. Against this backdrop, Harmonic’s...
Aggiornamento narrativa • Jun 19
HLIT: Broadband Refocus And Buybacks Will Drive Stronger Future Cash Returns
Harmonic’s latest narrative update reflects a higher blended analyst price target, with recent $1 to $5 upward revisions tied to analyst views on its unchanged $20.00 fair value framework, modestly adjusted discount rate, revenue growth, profit margin assumptions, and slightly lower future P/E outlook. Analyst Commentary Recent Street research around Harmonic clusters around higher price targets that anchor to the same US$20.00 fair value framework, with analysts adjusting inputs rather than changing the overall thesis.Aggiornamento narrativa • Jun 04
HLIT: Broadband Focus And Share Buybacks Will Support Stronger Future Cash Returns
Harmonic's fair value estimate has been raised from $17.00 to $20.00 as analysts factor in updated assumptions on revenue growth, profitability, discount rates and future P/E, following a series of higher price targets from firms including Northland, Needham, Rosenblatt, Barclays and Jefferies. Analyst Commentary Bullish analysts are clustering around higher price targets for Harmonic, with recent moves ranging from US$1 to US$5 increases across several research updates.
Aggiornamento narrativa • May 18
HLIT: Record Broadband Orders And Backlog Are Expected To Support Earnings
Analysts have lifted their average price target for Harmonic from $12.71 to $15.29, citing updated assumptions on revenue growth, profitability and future P/E along with recent price target increases from several firms following strong reported broadband orders. Analyst Commentary Recent price target increases cluster around similar themes, with most of the focus on Harmonic's broadband momentum and how that might feed into future execution and valuation.Aggiornamento narrativa • Apr 29
HLIT: Record Broadband Orders And 3.5x Book To Bill Will Support Earnings
Analysts have lifted their price target on Harmonic to $14 from $12.50, citing record Q4 broadband orders of $347m, with a 3.5x book to bill, as a key driver behind their updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to the record Q4 Broadband orders of $347m as a strong indicator of customer demand, which they see as supportive of the higher $14 target price.Aggiornamento narrativa • Apr 15
HLIT: Record Broadband Orders Will Support Stronger Profitability And Cash Returns
Analysts have raised the fair value estimate for Harmonic to $17 from $15, citing recent Street research that includes a higher $14 price target. The updated target is tied to record $347 million in Broadband orders and a 3.5x book-to-bill ratio in the latest Q4 update.Aggiornamento narrativa • Mar 31
HLIT: Future Multiple Compression Will Follow Record Broadband Orders Momentum
Analysts have raised their price target on Harmonic to $14 from $12.50, citing record Q4 Broadband orders of $347m and a 3.5x book-to-bill ratio as key factors supporting their updated view. Analyst Commentary Street research points to a constructive view on Harmonic following the Q4 report, with the higher price target framed around record Broadband orders of US$347m and a 3.5x book to bill ratio.Aggiornamento narrativa • Mar 17
HLIT: Future Earnings Multiple Contraction Will Follow Peak Broadband Booking Momentum
Analysts have nudged their view on Harmonic higher, with a fresh $14 price target, up from $12.50. They cite record Q4 broadband orders of $347m and a book to bill of 3.5x as key supports for the updated outlook.Aggiornamento narrativa • Mar 03
HLIT: Record Broadband Orders Will Support Stronger Long Term Earnings Power
Analysts have raised their price target on Harmonic to $14 from $12.50, citing record Q4 broadband orders of $347 million and an improved long-term profit margin outlook. This comes even as they account for a much lower expected revenue growth rate and a higher future P/E assumption.Aggiornamento narrativa • Feb 17
HLIT: Broadband And Streaming Contracts Will Support Steady Long Term Prospects
Analysts have nudged their price target on Harmonic to $11.79, reflecting a slightly higher assumed discount rate and a modestly richer future P/E multiple in their models. What's in the News Czech Television, the public broadcaster of the Czech Republic, selected Harmonic's software-based XOS Advanced Media Processor to modernize its video streaming workflow, bringing transcoding in-house and aiming for higher control over streaming quality for millions of viewers (Key Developments).Aggiornamento narrativa • Feb 03
HLIT: Broadband And Streaming Wins Will Support Stronger Long Term Demand
Analysts have kept their price target for Harmonic broadly steady around $11.79, with only small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E. These adjustments help to fine tune their view rather than shift it in a big way.Articolo di analisi • Jan 30
Harmonic (NASDAQ:HLIT) Shareholders Will Want The ROCE Trajectory To Continue
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Aggiornamento narrativa • Jan 20
HLIT: Future Earnings Multiple Contraction Will Outweigh Broadband And Streaming Wins
Analysts have raised their price target on Harmonic, citing updated assumptions that include a revised fair value of 8.0, adjustments to revenue growth and profit margin expectations, and a lower future P/E multiple of 6.42x compared with the previous 15.28x. What's in the News Czech Television is working with Harmonic to modernize its video streaming workflow using the XOS Advanced Media Processor, bringing transcoding in-house and using AI-powered EyeQ encoding for multi device delivery across mobile, web apps and HbbTV (Client announcement).Aggiornamento narrativa • Jan 05
HLIT: Broadband And Streaming Wins Will Support Stronger Profitability Ahead
Analysts have lifted their price target on Harmonic from US$12.50 to US$15.00, citing updated assumptions that reflect higher modeled revenue growth, a stronger profit margin profile, a slightly lower discount rate, and a reduced future P/E multiple. What's in the News Czech Television selected Harmonic's XOS Advanced Media Processor to modernize its streaming workflow, bringing transcoding in-house, adding AI-powered EyeQ encoding and supporting mobile, web and HbbTV delivery for millions of viewers, with deployment supported by local partner Smart Informatics (Client announcement).Aggiornamento narrativa • Dec 13
HLIT: Easing Broadband Headwinds Will Support Stronger Future Demand Outlook
Analysts have raised their price target on Harmonic by $3 to $14, citing improving industry conditions and the easing of prior headwinds following recent broadband sector insights. Analyst Commentary Bullish Takeaways Bullish analysts argue that the improved broadband demand backdrop should support a healthier order pipeline, justifying a higher valuation multiple on forward earnings.Aggiornamento narrativa • Nov 28
HLIT: Recent Industry Tailwinds Will Drive Confidence in Broadband Demand Outlook
Analysts have raised their price target for Harmonic, increasing it by $0.43. This reflects improved sentiment as several industry headwinds have recently eased.Aggiornamento narrativa • Nov 13
HLIT: Capital Deployment and Industry Developments Will Shape Outlook Amid Fading Headwinds
Analysts have raised their price target for Harmonic from $11.00 to $14.00, citing renewed confidence following industry events and the easing of earlier headwinds. Analyst Commentary Industry research following key broadband events has informed recent analyst perspectives on Harmonic's performance and outlook.Articolo di analisi • Nov 12
Harmonic's (NASDAQ:HLIT) Conservative Accounting Might Explain Soft Earnings
Harmonic Inc.'s ( NASDAQ:HLIT ) earnings announcement last week didn't impress shareholders. While the headline numbers...Aggiornamento narrativa • Oct 29
Lifting Industry Headwinds Will Support Broader Demand and Market Momentum Ahead
Narrative Update on Harmonic: Price Target Adjustment Analysts have increased Harmonic's price target by $3, to $14 from $11, citing improved industry conditions and the resolution of earlier headwinds as key factors in their revised outlook. Analyst Commentary Analysts offered a range of perspectives on Harmonic following the recent price target adjustment.Aggiornamento narrativa • Oct 03
Global Broadband Upgrades Will Spur Lasting Market Expansion
Analysts have raised their fair value estimate for Harmonic from $10.07 to $10.50. This change reflects improved sentiment after headwinds in the company's results were seen to have eased.Articolo di analisi • Jul 11
Returns Are Gaining Momentum At Harmonic (NASDAQ:HLIT)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Articolo di analisi • Jun 25
Why Harmonic Inc. (NASDAQ:HLIT) Could Be Worth Watching
Harmonic Inc. ( NASDAQ:HLIT ), is not the largest company out there, but it saw a double-digit share price rise of over...Articolo di analisi • Jun 10
Harmonic (NASDAQ:HLIT) Seems To Use Debt Rather Sparingly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • May 08
Harmonic's (NASDAQ:HLIT) Soft Earnings Don't Show The Whole Picture
The market for Harmonic Inc.'s ( NASDAQ:HLIT ) shares didn't move much after it posted weak earnings recently. We think...Seeking Alpha • Apr 17
Harmonic: Fundamentals And Upside Potential Are In Harmony
Summary Harmonic Inc. shows strong topline growth and market penetration, driven by innovation and strategic partnerships, making it a promising potential addition to my portfolio. The asset-light business model and high free cash flow enhance profitability and sustainability, with a low Net Debt/EBITDA ratio of 0.25x. Despite recent downtrends, HLIT stock is undervalued with significant upside potential, supported by P/E Ratio and DCF Model analyses indicating a TP of up to $17.30. Technical analysis suggests a potential rebound, with improved momentum and buying opportunities, recommending a buy rating with a take profit at $10.48 and stop loss at $7.57. Read the full article on Seeking AlphaArticolo di analisi • Apr 16
Harmonic Inc. (NASDAQ:HLIT) Not Lagging Market On Growth Or Pricing
With a price-to-earnings (or "P/E") ratio of 27x Harmonic Inc. ( NASDAQ:HLIT ) may be sending very bearish signals at...Articolo di analisi • Mar 17
Investors Will Want Harmonic's (NASDAQ:HLIT) Growth In ROCE To Persist
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Seeking Alpha • Feb 25
Harmonic: Get Ready To Buy On Dips
Summary Harmonic's stock is rated a hold with a $12 price target due to near-term headwinds from the Unified DOCSIS 4.0 transition. Despite impressive 2024 earnings including record Q4 revenue and EPS growth, 2025 is expected to be a weaker year. The video segment is now profitable, with a promising partnership with Akamai poised to drive future growth. Investors should consider buying if the stock dips to $8 or below, as long-term prospects remain strong. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jul 03 2026 | n/a | n/a | US$26m |
| Apr 03 2026 | n/a | n/a | US$8m |
| Dec 31 2025 | US$6m | US$609k | US$1m |
| Sep 26 2025 | n/a | n/a | US$54m |
| Jun 27 2025 | n/a | n/a | US$73m |
| Mar 28 2025 | n/a | n/a | US$61m |
| Dec 31 2024 | US$8m | US$501k | US$51m |
| Sep 27 2024 | n/a | n/a | US$85m |
| Jun 28 2024 | n/a | n/a | US$57m |
| Mar 29 2024 | n/a | n/a | US$71m |
| Dec 31 2023 | US$2m | US$371k | US$88m |
| Sep 29 2023 | n/a | n/a | US$6m |
| Jun 30 2023 | n/a | n/a | US$22m |
| Mar 31 2023 | n/a | n/a | US$35m |
| Dec 31 2022 | US$2m | US$352k | US$28m |
| Sep 30 2022 | n/a | n/a | US$42m |
| Jul 01 2022 | n/a | n/a | US$35m |
| Apr 01 2022 | n/a | n/a | US$18m |
| Dec 31 2021 | US$2m | US$390k | US$13m |
| Oct 01 2021 | n/a | n/a | US$7m |
| Jul 02 2021 | n/a | n/a | -US$49k |
| Apr 02 2021 | n/a | n/a | -US$13m |
| Dec 31 2020 | US$1m | US$377k | -US$29m |
| Sep 25 2020 | n/a | n/a | -US$37m |
| Jun 26 2020 | n/a | n/a | -US$20m |
| Mar 27 2020 | n/a | n/a | -US$17m |
| Dec 31 2019 | US$1m | US$347k | -US$6m |
Compensazione vs Mercato: La retribuzione totale di Nimrod ($USD 6.16M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.19M ).
Compensazione vs guadagni: La retribuzione di Nimrod è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Nimrod Ben-Natan (58 yo)
2.3yrs
Mandato
US$6,163,092
Compensazione
Mr. Nimrod Ben-Natan is President, CEO & Director of Harmonic Inc. from June 11, 2024. Mr. Ben-Natan had been Senior Vice President at Harmonic Inc. since June 2012 until June 11, 2024 and served as its Ge...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.3yrs | US$6.16m | 0.67% $ 8.7m | |
| Chief Financial Officer | 3.3yrs | US$2.64m | 0.15% $ 2.0m | |
| General Counsel | 12.9yrs | US$1.49m | 0.14% $ 1.8m | |
| Investor Relation Officer | no data | Nessun dato | Nessun dato | |
| Corporate Communications Manager | no data | Nessun dato | Nessun dato | |
| Vice President of Marketing | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Global Sales & Broadband | no data | Nessun dato | 0.041% $ 531.8k | |
| Senior Vice President of Business Development | 9.7yrs | US$913.29k | Nessun dato | |
| Senior Vice President of Solutions and Americas Sales | 4.7yrs | Nessun dato | Nessun dato | |
| Senior Vice President of R&D | no data | Nessun dato | Nessun dato | |
| SVP of Cloud & Intelligence Platform | no data | Nessun dato | Nessun dato | |
| Senior VP of Products & Customer Experience | no data | Nessun dato | Nessun dato |
4.7yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di HLIT è considerato esperto (durata media dell'incarico 4.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.3yrs | US$6.16m | 0.67% $ 8.7m | |
| Independent Director | 8.6yrs | US$246.42k | 0.18% $ 2.3m | |
| Independent Chairman of the Board | 18.9yrs | US$281.92k | 0.29% $ 3.8m | |
| Independent Director | 2.3yrs | US$236.89k | 0.019% $ 248.2k | |
| Independent Director | 2.2yrs | US$240.12k | 0.022% $ 281.6k | |
| Independent Director | 2.3yrs | US$234.68k | 0.023% $ 299.6k | |
| Independent Director | 7.9yrs | US$247.71k | 0.11% $ 1.5m |
2.3yrs
Durata media
59yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di HLIT non è considerato esperto (durata media del mandato 2.3 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/09 19:37 |
| Prezzo dell'azione a fine giornata | 2026/09/09 00:00 |
| Utili | 2026/07/03 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il 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
Harmonic Inc. è coperta da 18 analisti. 5 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.
| Analista | Istituzione |
|---|---|
| Amir Rozwadowski | Barclays |
| Timothy Long | Barclays |
| Tal Liani | BofA Global Research |