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CMCMTL

Comtech Telecommunications Corp.

$CMTL·$58M·Communication Equipment·Technology
$1.66-5.1%YTD-68.2%1Y-34.4%
Mentions · last 7 days
2026-07-09: 5 posts2026-07-10: 1 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 2 posts2026-07-14: 5 posts2026-07-15: 2 posts17+15%
Price updated 5h ago·X counts updated 1d ago
CMCMTL
$CMTLComtech Telecommunications Corp.
$1.66-5.14%17 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CMTL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Selling its Satellite business to Gilat and re-emerging as a pure-play next-generation-911 operator — a real corporate re-shape with the tape barely believing.

Comtech is in the middle of a structural break-up: the Satellite (S&S) business is being sold to Gilat Satellite Networks (ticker GILT), and what remains is a next-generation-911 (NG911) public-safety communications company with roughly $240M of annual revenue and $550M of funded backlog.

  • Q2 revenue declined 15.7% year-on-year and the last EPS surprise was a 74% miss at negative $0.47 versus negative $0.27 — pre-transaction results carry the weight of a business being taken apart.
  • Consensus still models negative $2.41 EPS in fiscal-26 and negative $2.16 in fiscal-27 on the current structure; those numbers reset once the deal closes.
  • Shares sit 55.6% below the 200-day moving average and near the 0.2 percentile of the 52-week range — down 66% year-to-date — with a Magnetar 13D/A on file and lender consents already obtained.
  • The preferred-conversion strike stays at $7.99 versus a $1.75 tape, so an equity-driven de-leveraging path is blocked until the operating business rerates or the balance sheet is refinanced.

The setup around the 6 October fiscal-Q4 print is a name where the base case (NG911 pure-play, recompete wins, refinancing) is intact but every leg has execution risk; the reason to look at all is that the current price already reflects the failure scenario.

Agrees with X sentimentX reads the Gilat transaction as the deal that flips this into a pure-play NG911 story at 0.15x its lowest historical valuation, with California-911 recompetes and senior-loan refinancing as the operating levers. That matches the disclosed transaction structure and the 13D/A activity, though the crowd is quiet on the preferred-conversion overhang.

What to watch: Gilat transaction close and the first standalone-NG911 P&L, California 911 recompete outcome, and any refinancing announcement on the senior and subordinated loans — plus watching whether Magnetar files a further 13D update.

On the calendar: Fiscal Q4 earnings 6 October 2026 (transaction close likely earlier)

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment12 posts analyzed · as of 2026-06-22

Comtech's week is defined by an announced sale of its Satellite (S&S) business to Gilat ($GILT), transforming the remaining company into a pure-play NG911 Allerium business with ~$240M annual revenue and $550M in funded backlog. Bulls note the stock now trades at roughly 0.15x its lowest historical valuation, clean lender consents were obtained, preferred conversion remains at $7.99 and management feels bullish on recompetes including California 911 and refinancing the senior and sub loans. The space investors have largely abandoned the stock, but those staying are constructive on the new structure.

Read the AI verdict + X sentiment for $CMTL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs satellite communications systems, SONET equipment, and tactical data links for US government and commercial customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $CMTL.

Communication Equipment · Technology

No material change from last week — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

What this means for $CMTL

Neutral — Designs satellite communications systems, SONET equipment, and tactical data links for US government and commercial customers; end markets and revenue mix have limited overlap with the hyperscaler 400G/800G AI rack networking buildout.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+17.3%YTD
+35.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 15, 2026$-0.47$-0.27-74.1%
Q4 2025Mar 16, 2026$-0.23$-0.30+23.3%
Q4 2025Jan 12, 2026$-0.67$-0.39-71.8%
Q3 2025Nov 10, 2025$-0.25$-0.33+24.2%
Next earningsTue, Oct 6·consensus EPS $-0.59

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$106.8M-15.7%29.2%0.7%$-0.68$442K
Q1 FY26$111.0M-4.1%28.6%-1.4%$-0.67$4.8M
Q4 FY25$130.4M+3.3%31.2%1.4%$-0.39$9.4M
Q3 FY25$126.8M-1.0%30.7%-1.2%$-0.49$-160K

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$433.1M$433.1M – $433.1M-$2.41-$2.41 – -$2.411
FY27$314.6M$314.6M – $314.6M-$2.16-$2.16 – -$2.161
FY28$269.5M$269.5M – $269.5M-$1.30-$1.30 – -$1.301

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-51.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-57.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.505-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 18Daniel GizinskiPresident200 sh$520
+ 14 other (6 awards · 4 exempts · 4 inkinds) in window

See when $CMTL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 17SC 13D/A
AI summary

Magnetar Financial LLC filed SC 13D/A (Amendment No. 9) on June 14, 2026, reporting beneficial ownership of 22,402,628 shares of Comtech Telecommunications Corp (CMTL) common stock with shared voting and dispositive power. The share count represents a significant stake for a small-cap telecom. This amended activist filing signals Magnetar's continued and active engagement with Comtech, which has faced restructuring pressures.

SC 13D/AActivist amendmentJun 16SC 13D/A
AI summary

A significant holder filed an amended Schedule 13D on Comtech Telecommunications Corp. (CMTL) on June 16, 2026. Body unavailable — excerpt contains only the cover-page header without disclosing filer name, updated stake size, or amended investment intent.

8-KOfficer or director changeJun 168-K — Item 5.02: Officer or director change
AI summary

Comtech Telecommunications Corp. (CMTL) filed an 8-K Item 5.02 on June 16, 2026 reporting a departure, election, or appointment of a director or officer. Body unavailable — excerpt contains only the XBRL header without the specific personnel change details.

8-KAgreement terminatedJun 158-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 3.03 · Item 7.01: Press release / Reg FD
AI summary

Comtech Telecommunications Corp. (CMTL) filed a comprehensive 8-K on June 15, 2026 covering entry into a material definitive agreement (Item 1.01), termination of a material agreement (Item 1.02), creation of a direct financial obligation (Item 2.03), unregistered equity sales (Item 3.02), material modification of security holder rights (Item 3.03), and a Reg FD disclosure (Item 7.01). Body unavailable — excerpt cuts off before specific agreement terms, terminated agreement details, and financial details are disclosed.

8-KOfficer or director changeMay 148-K — Item 5.02: Officer or director change
AI summary

Bruce T. Crawford notified Comtech Telecommunications Corp. of his intent to resign from the Board effective on or about June 15, 2026, to become President and CEO of AFCEA International. His departure is explicitly not due to any disagreement with the company or its board. This is an administrative director resignation with no adverse governance signal.

S-3Shelf registrationMar 23S-3
8-KShareholder voteMar 118-K — Item 5.07: Shareholder vote
8-KOfficer or director changeJan 298-K — Item 5.02: Officer or director change
+ 13 other (2 earnings 8-Ks · 2 10-Qs · 2 13Gs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Comtech (CMTL) Down 37.8% Since Last Earnings Report: Can It Rebound?zacks.com·2d agoDown 37.8% in 4 Weeks, Here's Why Comtech (CMTL) Looks Ripe for a Turnaroundzacks.com·2d agoJeff Robertson Appointed to the Board of the First Responder Network Authority by Secretary of Commercebusinesswire.com·10d ago3 Wireless Stocks Likely to Tide Over the Industry Challengeszacks.com·18d agoAfter Plunging 64.4% in 4 Weeks, Here's Why the Trend Might Reverse for Comtech (CMTL)zacks.com·21d ago

In themes

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Voices on X · last 7 days

No standout posts about $CMTL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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