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Harmonic Inc.NasdaqGS:HLIT 주식 보고서

시가총액 US$1.4b
주가
US$12.83
US$12.71
0.9% 고평가 내재 할인율
1Y32.0%
7D8.7%
포트폴리오 가치
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Harmonic Inc.

NasdaqGS:HLIT 주식 리포트

시가총액: US$1.4b

Harmonic (HLIT) 주식 개요

는 자회사와 함께 전 세계에 광대역 액세스 솔루션을 제공하고 있습니다. 자세히 보기

HLIT 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장3/6
과거 실적1/6
재무 건전성6/6
배당0/6

HLIT Community Fair Values

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See what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.

Harmonic Inc. 경쟁사

가격 이력 및 성과

Harmonic 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$12.83
52주 최고가US$13.09
52주 최저가US$7.80
베타1.24
1개월 변동31.59%
3개월 변동24.08%
1년 변동32.00%
3년 변동-22.20%
5년 변동84.87%
IPO 이후 변동77.73%

최근 뉴스 및 업데이트

내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
새 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
User avatar
새 내러티브 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.
분석 기사 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
분석 기사 Jul 31

Here's Why Harmonic (NASDAQ:HLIT) Has A Meaningful Debt Burden

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jul 17

Is It Time To Consider Buying Harmonic Inc. (NASDAQ:HLIT)?

Harmonic Inc. ( NASDAQ:HLIT ), is not the largest company out there, but it saw a significant share price rise of 37...

주주 수익률

HLITUS CommunicationsUS 시장
7D8.7%-3.5%2.6%
1Y32.0%79.0%26.2%

수익률 대 산업: HLIT은 지난 1년 동안 79%의 수익을 기록한 US Communications 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: HLIT은 지난 1년 동안 26.2%의 수익을 기록한 US 시장과 동일한 성과를 보였습니다.

주가 변동성

Is HLIT's price volatile compared to industry and market?
HLIT volatility
HLIT Average Weekly Movement6.1%
Communications Industry Average Movement8.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: HLIT는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: HLIT의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
1988534Nimrod Ben-Natanwww.harmonicinc.com

는 자회사와 함께 전 세계에 광대역 액세스 솔루션을 제공합니다. 이 회사는 가상화된 클라우드 네이티브 소프트웨어로 구성된 엔드투엔드 솔루션인 광대역 사업자를 위한 cOS 소프트웨어 기반 광대역 액세스 솔루션, 하드웨어 제품인 오이스터, 리플, 씨스타 DAA 노드, 리프 및 웨이브 PHY 선반 제품, 페블 원격 PHY 장치, 핀, 펄, 피어 OLT 모듈 및 장치 등 소프트웨어 기반 광대역 액세스 솔루션, 그리고 cOS 고객을 위한 구독 서비스인 cOS 중앙 클라우드 서비스 등을 제공합니다. 또한 유지보수 및 지원, 컨설팅, 구현, 통합 서비스, 프로그램 관리, 기술 설계 및 계획, 건물 및 사이트 준비, 통합 및 장비 설치, 엔드투엔드 시스템 테스트 및 교육, SaaS 관련 지원 및 배포 등의 기술 지원 및 전문 서비스를 제공합니다.

Harmonic Inc. 기초 지표 요약

Harmonic의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
HLIT 기초 통계
시가총액US$1.39b
순이익 (TTM)US$1.22m
매출 (TTM)US$360.52m
1,145x
주가수익비율(P/E)
3.9x
주가매출비율(P/S)

HLIT는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
HLIT 손익계산서 (TTM)
매출US$360.52m
매출원가US$185.78m
총이익US$174.75m
기타 비용US$173.53m
순이익US$1.22m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

해당 없음

주당순이익(EPS)0.011
총이익률48.47%
순이익률0.34%
부채/자본 비율29.2%

HLIT의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 09:56
종가2026/05/11 00:00
수익2025/12/31
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
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Harmonic Inc.는 18명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Amir RozwadowskiBarclays
Timothy LongBarclays
Tal LianiBofA Global Research