Ceragon Networks Ltd.

NasdaqGS:CRNT 주식 리포트

시가총액: US$230.0m

Ceragon Networks 대차대조표 건전성

재무 건전성 기준 점검 5/6

Ceragon Networks 의 총 주주 지분은 $171.5M 이고 총 부채는 $17.1M, 이는 부채 대 자기자본 비율을 10% 로 가져옵니다. 총자산과 총부채는 각각 $307.4M 및 $135.9M 입니다. Ceragon Networks 의 EBIT는 $10.4M 이며 이자보상배율은 -42.3 입니다. $39.2M 의 현금 및 단기 투자금을 보유하고 있습니다.

핵심 정보

9.97%

부채/자본 비율

US$17.10m

부채

이자보상배율-42.3x
현금US$39.16m
자본US$171.50m
총부채US$135.86m
총자산US$307.35m

최근 재무 건전성 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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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새로운 내러티브 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
분석 기사 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

재무 상태 분석

단기부채: CRNT 의 단기 자산 ( $213.8M )이 단기 부채( $112.5M ).

장기 부채: CRNT의 단기 자산($213.8M)이 장기 부채($23.3M)를 초과합니다.


부채/자본 비율 추이 및 분석

부채 수준: CRNT 총 부채보다 더 많은 현금을 보유하고 있습니다.

부채 감소: CRNT의 부채 대비 자본 비율은 지난 5년 동안 8.2%에서 10%로 증가했습니다.


대차대조표


현금 보유 기간 분석

과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.

안정적인 현금 활주로: 수익성이 없는 CRNT 현재의 플러스 무료 현금 흐름 수준을 유지한다면 3년 이상 충분한 현금 활주로를 보유하고 있습니다.

예측 현금 활주로: CRNT 은(는) 수익성이 없지만 잉여 현금 흐름이 긍정적이고 매년 34 %씩 성장하기 때문에 3년 이상 충분한 현금 활주로를 보유하고 있습니다.


건전한 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 13:56
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

Ceragon Networks Ltd.는 15명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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