Ceragon Networks Ltd.

NasdaqGS:CRNT 株式レポート

時価総額:US$228.1m

Ceragon Networks マネジメント

マネジメント 基準チェック /44

Ceragon Networksの CEO はDoron Araziで、 Jul2021年に任命され、 の在任期間は 4.83年です。 の年間総報酬は$ 801.63Kで、 55%給与と45%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.073%を直接所有しており、その価値は$ 167.34K 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と4.8年です。

主要情報

Doron Arazi

最高経営責任者

US$801.6k

報酬総額

CEO給与比率55.00%
CEO在任期間4.8yrs
CEOの所有権0.07%
経営陣の平均在職期間4.8yrs
取締役会の平均在任期間4.8yrs

経営陣の近況

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...

Recent updates

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.
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
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...
User avatar
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 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

CEO報酬分析

Ceragon Networks の収益と比較して、Doron Arazi の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Doronの 総報酬 ($USD 801.63K ) は、 US市場 ($USD 1.71M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Doronの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Doron Arazi (61 yo)

4.8yrs
在職期間
US$801,631
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Doron Arazi
President & CEO4.8yrsUS$801.63k0.073%
$ 167.3k
Ulik Broida
Chief Product Officer5.1yrsUS$418.79kデータなし
Ronen Rotstein
President of North America & EMEA4.3yrsUS$677.14kデータなし
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 & COO3.3yrsデータなしデータなし
Ori Shental
Chief Technology Officerless than a yearデータなしデータなし
Maya Lustig
Head of Investor Relations5.3yrsデータなしデータなし
Hadar Vismunski-Weinberg
Chief Legal Officer & Corporate Secretaryno dataデータなしデータなし
Oz Zimerman
Executive VP of Corporate Development & Chief Marketing Officer12.3yrsデータなしデータなし
Michal Goldstein
Chief People Officer6.2yrsUS$422.21kデータなし
Ram Tripathi
Regional President of APAC24.3yrsデータなしデータなし
4.8yrs
平均在職期間
56.5yo
平均年齢

経験豊富な経営陣: CRNTの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Robert Wadsworth
Independent Director2yrsデータなし0.041%
$ 92.6k
Ilan Rosen
Independent Chairman4.8yrsデータなし0.0055%
$ 12.5k
Rami Hadar
Independent Director4.8yrsデータなし0.041%
$ 94.6k
David Ripstein
Independent Director4.8yrsデータなし0.035%
$ 80.4k
Efrat Makov
Independent Director3.6yrsデータなし0.041%
$ 94.6k
Shlomo Liran
Independent Director10.8yrsデータなし0.041%
$ 94.6k
Yael Shaham
Independent Director2.7yrsデータなし0.041%
$ 94.6k
4.8yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: CRNTの 取締役会経験豊富 であると考えられます ( 4.8年の平均在任期間)。


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2026/05/18 17:44
終値2026/05/15 00:00
収益2025/12/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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