Harmonic（HLIT）株式概要
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HLIT Market Outlook
Harmonic Inc. (NASDAQ: HLIT) is a company in the communications equipment industry, with a market capitalization of approximately $1.5 billion as of December 31, 2024.
View narrativeUS$12.1
FV
7.0% 割高 内在価値ディスカウント5.03%
Revenue growth p.a.
68
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6users have followed this narrative
Harmonic Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$12.95 |
| 52週高値 | US$15.39 |
| 52週安値 | US$7.80 |
| ベータ | 1.24 |
| 1ヶ月の変化 | 32.82% |
| 3ヶ月変化 | 29.37% |
| 1年変化 | 33.09% |
| 3年間の変化 | -20.94% |
| 5年間の変化 | 85.80% |
| IPOからの変化 | 79.39% |
最新ニュース
Recent updates
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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).Seeking Alpha • Dec 30
Harmonic's Video Sale Should Reshape Its Financial Statements--If The Deal Closes
Summary Harmonic Inc. announced a $145 million all-cash offer to divest its Video segment, aiming to sharpen focus on its Broadband business. Post-divestiture, HLIT’s revenue could drop by roughly a third, but the cash infusion may more than double its liquidity and support capital allocation flexibility. This new cash could be used for debt reduction, share repurchases, or acquisitions to accelerate Broadband growth and enhance EPS after the sale closes. Risks include deal closure uncertainty, customer concentration—especially with Comcast—and potential index exclusion if market cap declines. Read the full article on Seeking Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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 Alpha分析記事 • Jan 27
If EPS Growth Is Important To You, Harmonic (NASDAQ:HLIT) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...新しいナラティブ • Jan 23
HLIT Market Outlook
Cisco Systems: A global leader in networking and telecommunications equipment, Cisco offers video delivery and cable edge solutions that compete directly with Harmonic's offerings.分析記事 • Jan 13
These 4 Measures Indicate That Harmonic (NASDAQ:HLIT) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 13
Harmonic (NASDAQ:HLIT) Might Have The Makings Of A Multi-Bagger
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Nov 26
Shareholders Should Be Pleased With Harmonic Inc.'s (NASDAQ:HLIT) Price
When close to half the companies in the Communications industry in the United States have price-to-sales ratios (or...Seeking Alpha • Oct 29
Q3 Gains For Harmonic, But 2025 Growth Uncertain
Summary Harmonic Inc. posted strong Q3 results with a Non-GAAP EPS of $0.26 and revenue of $195.76 million, driven by Broadband's DOCSIS 4.0 rollout. Despite growth, concerns include project delays, heavy reliance on major clients, and potential profit margin flattening, leading to a cautious outlook. Video segment profitability improved, but revenue dipped slightly; financials show strong cash position but expect margin fluctuations and inventory increases. Given revenue slowdowns, client setup delays, and economic pressures, I rate Harmonic Inc. as a “Hold” for now, awaiting a better entry point. Read the full article on Seeking Alpha分析記事 • Oct 29
Is There Now An Opportunity In Harmonic Inc. (NASDAQ:HLIT)?
Harmonic Inc. ( NASDAQ:HLIT ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively large...分析記事 • Oct 14
Is Now The Time To Put Harmonic (NASDAQ:HLIT) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
新しいナラティブ • Sep 24
Innovative Broadband Solutions Propel Market Share And Revenue In A Competitive Landscape
Harmonic's investment in network infrastructure and innovative products like DOCSIS 4.0 nodes and CableOS solutions aligns with industry demand, potentially boosting market share and revenue.分析記事 • Aug 18
Harmonic Inc.'s (NASDAQ:HLIT) Share Price Could Signal Some Risk
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Seeking Alpha • Aug 02
Harmonic Surges Briefly, But Pay More Attention To Rising Earnings
Summary Harmonic beat revenue and EPS estimates in Q2 2024, prompting investors to bid the share price up sharply. However, investors should pay more attention to the anticipated, double-digit earnings this year and next year. HLIT stock gets Strong Buy rating from the Quant system, Wall Street analysts, and this Seeking Alpha analyst. Read the full article on Seeking Alpha株主還元
| HLIT | US Communications | US 市場 | |
|---|---|---|---|
| 7D | 8.9% | -3.7% | 1.5% |
| 1Y | 33.1% | 78.4% | 25.5% |
業界別リターン: HLIT過去 1 年間で79 % 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: HLIT過去 1 年間で26.2 % の収益を上げたUS市場を上回りました。
価格変動
| HLIT volatility | |
|---|---|
| HLIT Average Weekly Movement | 6.1% |
| Communications Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: HLIT 、 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: HLITの 週次ボラティリティ ( 6% ) 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 |
|---|---|---|---|
| 1988 | 534 | Nimrod Ben-Natan | www.harmonicinc.com |
ハーモニック・インク（Harmonic Inc.同社は、仮想化されたクラウドネイティブソフトウェアで構成されるエンドツーエンドのソリューションであるブロードバンド事業者向けcOSソフトウェアベース・ブロードバンドアクセスソリューション、Oyster、Ripple、SeaStar DAAノード、Reef、Wave PHYシェルフ製品、pebbleリモートPHYデバイス、fin、pearl、pier OLTモジュールおよびデバイスなどのハードウェア製品、ブロードバンド事業者向けcOSソフトウェアベース・ブロードバンドアクセスソリューション、cOS顧客向けサブスクリプションサービスであるcOSセントラルクラウドサービスなどのソフトウェアベース・ブロードバンドアクセスソリューションを提供している。また、保守サポート、コンサルティング、導入、統合サービス、プログラム管理、技術設計と計画、建物とサイトの準備、統合と機器の設置、エンドツーエンドのシステムテスト、トレーニングなどの技術サポートとプロフェッショナルサービス、SaaS関連のサポートと展開も提供している。同社は直販部隊や独立系再販業者、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。また、ケーブル事業者や電話事業者にもサービスを提供している。同社は1988年に法人化され、カリフォルニア州サンノゼに本社を置いている。
Harmonic Inc. 基礎のまとめ
| HLIT 基礎統計学 | |
|---|---|
| 時価総額 | US$1.40b |
| 収益（TTM） | US$10.07m |
| 売上高(TTM) | US$397.34m |
139.5x
PER（株価収益率3.5x
P/SレシオHLIT は割高か？
公正価値と評価分析を参照収益と収入
| HLIT 損益計算書（TTM） | |
|---|---|
| 収益 | US$397.34m |
| 売上原価 | US$205.46m |
| 売上総利益 | US$191.88m |
| その他の費用 | US$181.81m |
| 収益 | US$10.07m |
直近の収益報告
Apr 03, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.093 |
| グロス・マージン | 48.29% |
| 純利益率 | 2.53% |
| 有利子負債／自己資本比率 | 31.4% |
HLIT 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 | 2026/05/12 01:03 |
| 終値 | 2026/05/12 00:00 |
| 収益 | 2026/04/03 |
| 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
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やYoutubeのチュートリアルも掲載しています。
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
Harmonic Inc. 4 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。18
| アナリスト | 機関 |
|---|---|
| Amir Rozwadowski | Barclays |
| Timothy Long | Barclays |
| Tal Liani | BofA Global Research |