Ceragon Networks（CRNT）株式概要
セラゴン・ネットワークス社は、北米、ヨーロッパ、アフリカ、アジア太平洋、中東、インド、ラテンアメリカの携帯電話会社やその他の無線サービスプロバイダーに無線トランスポートソリューションを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、CRNT 、リスクは検出されなかった。
CRNT Community Fair Values
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Analyst Price Targets
Ceragon Networks Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$2.42 |
| 52週高値 | US$3.29 |
| 52週安値 | US$1.82 |
| ベータ | 1.36 |
| 1ヶ月の変化 | -21.17% |
| 3ヶ月変化 | 10.50% |
| 1年変化 | -6.92% |
| 3年間の変化 | 12.56% |
| 5年間の変化 | -34.95% |
| IPOからの変化 | -89.24% |
最新ニュース
Seeking Alpha • Jun 17
Ceragon Networks: Growing Demand Being Stifled By Rising Costs And Forex Headwinds
Summary Ceragon Networks is rated 'Hold' as margin struggles and negative GAAP earnings limit upside despite robust sales and bookings. CRNT's gross margin of 34.48% significantly trails the sector median, leaving little buffer against rising input costs and currency headwinds. EPS revisions remain negative due to persistent profitability challenges, including rising costs, unfavourable forex, and a front-loaded revenue mix in India in Q2. While CRNT's addressable market and bookings are growing, higher growth rates and improved margins are needed for meaningful stock appreciation. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 11
CRNT: India Fixed Wireless Orders Will Support Reaffirmed Revenue Outlook
Narrative Update on Ceragon Networks Analysts have nudged their price target higher, with the updated fair value moving from $8.75 to $8.78. They point to solid Q1 results, reaffirmed full year revenue guidance of $355M to $385M, and supportive views from recent research coverage.
ナラティブの更新 • May 28
CRNT: Solid Q1 And Reaffirmed 2026 Guidance Will Shape Future Returns
Analysts lifted their price targets on Ceragon Networks to a range of about $4 to $4.50, citing solid Q1 results and the company’s reiteration of its full-year revenue guidance of $355 million to $385 million as key supports for the higher valuations. Analyst Commentary Street research commentary around Ceragon Networks has centered on the Q1 report and the reaffirmed full year revenue guidance of US$355 million to US$385 million.Recent updates
Seeking Alpha • Jun 17
Ceragon Networks: Growing Demand Being Stifled By Rising Costs And Forex Headwinds
Summary Ceragon Networks is rated 'Hold' as margin struggles and negative GAAP earnings limit upside despite robust sales and bookings. CRNT's gross margin of 34.48% significantly trails the sector median, leaving little buffer against rising input costs and currency headwinds. EPS revisions remain negative due to persistent profitability challenges, including rising costs, unfavourable forex, and a front-loaded revenue mix in India in Q2. While CRNT's addressable market and bookings are growing, higher growth rates and improved margins are needed for meaningful stock appreciation. Read the full article on Seeking Alphaナラティブの更新 • Jun 11
CRNT: India Fixed Wireless Orders Will Support Reaffirmed Revenue Outlook
Narrative Update on Ceragon Networks Analysts have nudged their price target higher, with the updated fair value moving from $8.75 to $8.78. They point to solid Q1 results, reaffirmed full year revenue guidance of $355M to $385M, and supportive views from recent research coverage.ナラティブの更新 • May 28
CRNT: Solid Q1 And Reaffirmed 2026 Guidance Will Shape Future Returns
Analysts lifted their price targets on Ceragon Networks to a range of about $4 to $4.50, citing solid Q1 results and the company’s reiteration of its full-year revenue guidance of $355 million to $385 million as key supports for the higher valuations. Analyst Commentary Street research commentary around Ceragon Networks has centered on the Q1 report and the reaffirmed full year revenue guidance of US$355 million to US$385 million.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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分析記事 • 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 AlphaSeeking 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株主還元
| CRNT | US Communications | US 市場 | |
|---|---|---|---|
| 7D | 2.5% | -2.5% | 1.4% |
| 1Y | -6.9% | 69.4% | 19.1% |
業界別リターン: CRNT過去 1 年間で69.4 % の収益を上げたUS Communications業界を下回りました。
リターン対市場: CRNTは、過去 1 年間で19.1 % のリターンを上げたUS市場を下回りました。
価格変動
| CRNT volatility | |
|---|---|
| CRNT Average Weekly Movement | 8.5% |
| Communications Industry Average Movement | 10.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: CRNT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CRNTの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1996 | 1,091 | Doron Arazi | www.ceragon.com |
セラゴン・ネットワークス社は、北米、ヨーロッパ、アフリカ、アジア太平洋、中東、インド、ラテンアメリカの携帯電話会社やその他の無線サービスプロバイダーに無線伝送ソリューションを提供している。同社のソリューションは、マイクロ波とミリ波の無線技術を使用して、基地局、小型/分散セル、サービスプロバイダのネットワーク間で通信トラフィックを転送する。また、IP-20C-HP、IP-50E、IP-50EX/EXP/EXA、IP-50C、IP-50CXなどのIP-20/50オール・アウトドア・ソリューション、IP-20N/IP-20A、IP-20N/IP-20A、IP-20F、IP-20GなどのIP-20/50スプリットマウント/オール・インドア・ソリューション、ショートホール、ロングホール、フロントホール、スモールセル、ルーティング、エンタープライズ・アクセス・アプリケーション向けのIP-50FXなどのIP-50ディスアグリゲーション・ソリューションを提供している。さらに、ネットワークと無線のプランニング、サイト調査、ソリューション開発、設置、ネットワーク展開、ワイヤレス・トランスポート・ネットワークの監査と最適化、メンテナンス、トレーニング、その他のサービスも提供している。直販、再販業者、相手先ブランド製造業者、販売業者、システム・インテグレーターを通じて製品を販売している。以前はギガネット社として知られ、2000年9月にセラゴン・ネットワークス社に社名変更。セラゴン・ネットワークス社は1996年に設立され、本社はイスラエルのロシュハインにある。
Ceragon Networks Ltd. 基礎のまとめ
| CRNT 基礎統計学 | |
|---|---|
| 時価総額 | US$220.87m |
| 収益（TTM） | -US$2.45m |
| 売上高(TTM) | US$335.08m |
0.7x
P/Sレシオ-89.7x
PER（株価収益率CRNT は割高か？
公正価値と評価分析を参照収益と収入
| CRNT 損益計算書（TTM） | |
|---|---|
| 収益 | US$335.08m |
| 売上原価 | US$219.55m |
| 売上総利益 | US$115.53m |
| その他の費用 | US$117.98m |
| 収益 | -US$2.45m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.027 |
| グロス・マージン | 34.48% |
| 純利益率 | -0.73% |
| 有利子負債／自己資本比率 | 10.0% |
CRNT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/03 15:43 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ceragon Networks Ltd. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Rommel Dionisio | Aegis Capital Corporation |
| Amir Rozwadowski | Barclays |
| Scott Searle | B. Riley Securities, Inc. |