HLIT Share Price Performance
US$10.22
-0.48 (-4.49%)
19.6% undervalued intrinsic discount
US$12.71
Fair Value
Price US$10.22
AnalystConsensusTarget US$12.71
AnalystHighTarget US$15.00
NateF US$12.10
Fair ValueUS$12.71
Share Pricen/a
Harmonic Inc. Stock Price
- 4 Narratives written by author
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- 30 Fair Values set on narratives written by author
HLIT Community Narratives
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Fair Value US$12.71 19.6% undervalued intrinsic discount
Lifting Industry Headwinds Will Support Broader Demand and Market Momentum Ahead
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Fair Value US$15 31.9% undervalued intrinsic discount
Streaming And Cloud Demand Will Expand Markets Despite Legacy Hurdles
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Fair Value US$12.1 15.5% undervalued intrinsic discount
HLIT Market Outlook
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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.Read more
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Lifting Industry Headwinds Will Support Broader Demand and Market Momentum Ahead
Key Takeaways Upgrading global broadband and expanded international reach are diversifying revenue sources and strengthening Harmonic's future growth prospects. Shifting to higher-margin SaaS and cloud solutions, fueled by strong demand and strategic partnerships, is expected to boost gross margins and recurring earnings.Read more
148
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US$12.71
19.6% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
-33.05% p.a.
Profit Margin
52.4%
Future PE
29.16x
Price in 2029
US$16.2
Consolidation And Digital Shift Will Trigger Margin Erosion
Key Takeaways Consolidation in media and telecom, a shrinking customer pool, and legacy product declines are compressing margins and threatening revenue stability. Heavy reliance on a few major customers and rising competition from cloud providers heightens revenue risk and limits differentiation in core markets.Read more
11
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US$8
27.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
7.58% p.a.
Profit Margin
19.63%
Future PE
6.42x
Price in 2029
US$10.09
Streaming And Cloud Demand Will Expand Markets Despite Legacy Hurdles
Key Takeaways Regulatory incentives and global network modernization efforts could create outsized revenue growth and operating leverage for several years. Diversifying customer base and leadership in cloud-native streaming tech positions Harmonic for stable, high-margin recurring revenue beyond traditional media.Read more
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US$15
31.9% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
7.47% p.a.
Profit Margin
20.21%
Future PE
11.75x
Price in 2029
US$18.93
Trending Discussion
Recently Updated Narratives
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HLIT Market Outlook
Fair Value: US$12.1 15.5% undervalued intrinsic discount
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AN
HLIT: Record Broadband Orders Will Support Stronger Long Term Earnings Power
Fair Value: US$12.71 19.6% undervalued intrinsic discount
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HLIT: Future Earnings Multiple Contraction Will Outweigh Broadband And Streaming Wins
Fair Value: US$8 27.8% overvalued intrinsic discount
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Snowflake Analysis
Harmonic Inc. Key Details
About HLIT
- Founded
- 1988
- Employees
- 534
- CEO
- WebsiteView website
Harmonic Inc., together with its subsidiaries, provides broadband access solutions worldwide. The company provides software-based broadband access solution, including cOS software-based broadband access solutions to broadband operators, an end-to-end solution consisting of virtualized cloud-native software; hardware products include Oyster, Ripple and SeaStar DAA nodes; Reef and Wave PHY shelf products; pebble remote PHY Devices; and fin, pearl and pier OLT modules and devices; and cOS software-based broadband access solutions to broadband operators; and cOS central cloud services, a subscription service for cOS customers. It also provides technical support and professional services, such as maintenance and support, consulting, implementation, integration services, program management, technical design and planning, building and site preparation, integration and equipment installation, end-to-end system testing, and training, as well as SaaS-related support and deployment. It sells its products through its direct sales force, as well as through independent resellers and systems integrators. It also serves cable and telco operators. The company was incorporated in 1988 and is headquartered in San Jose, California.
