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CMCMTL

Comtech Telecommunications Corp.

$CMTL·$42M·Communication Equipment·Technology
$1.37-5.5%YTD-72.2%1Y-52.2%
Price updated 7h ago·X counts updated 5d ago
CMCMTL
$CMTLComtech Telecommunications Corp.
$1.37-5.52%10 posts
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CMTL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

10X posts · last 7 days
Sep 29Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data12 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 what X is saying about $CMTL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CMTL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptEvent coming upAI verdict · as of 2026-10-02

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

Communications-tech firm at $1.33 after -75% YTD, selling its Satellite segment to Gilat and transitioning to NG911 pure-play with $240M revenue and $550M backlog.

Comtech Telecommunications is selling its Satellite and Space (S&S) business to Gilat and keeping its NG911 next-generation 911 services (Allerium business), so the equity transitions from a struggling two-business operator to a pure-play government-services provider.

  • Q2 FY26 revenue $106.8M, -15.7% YoY with 0.7% operating margin; prior four quarters: -1.0%, +3.3%, -4.1%, -15.7% — persistent revenue decline
  • TTM: 11x earnings (near-breakeven), 0.30x sales, 4.4% ROE, 30% gross margin, -0.1% operating margin, FCF yield 10.3%, debt-to-equity 0.95
  • FY26 (ending Jul) estimate: $435M revenue, -$2.33 EPS; FY27 $387M, -$1.82 EPS — modeling revenue decline from legacy business, EPS still negative
  • YTD -75%, trailing-12m -50% at $1.33 against a $42M market cap
  • Aug 3: Senior Amendment No. 5 to Credit Agreement waiving excess-cash-flow prepayment for FY26 — lender working with the restructure
  • NG911 pure-play after S&S sale: ~$240M annual revenue, $550M funded backlog; preferred conversion at $7.99; management targeting California recompete

The equity is at 0.15x its lowest historical valuation per sell-side framing, with a clean restructure in motion — the thesis is whether NG911 recompetes convert and whether the preferred-conversion scenario materializes.

Agrees with X sentimentX frames the S&S sale to Gilat as transforming the remaining company into an NG911 pure-play with ~$240M annual revenue and $550M funded backlog, with clean lender consents, preferred conversion at $7.99 and management bullish on recompetes including California. The attention aligns with the turnaround-event-ahead framing.

What to watch: Oct 6 Q4 FY26 earnings and S&S-sale close — whether the Gilat deal closes on announced terms and whether NG911 recompete wins materialize.

On the calendar: 2026-10-06 Q4 FY26 earnings

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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 — AI data-center optical interconnects dominate capex.

What this means for $CMTL

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

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+29.5%YTD
+19.1%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
Q3 2026Oct 14, 2026$-0.31$-0.51+39.2%
Q1 2026Jun 15, 2026$-0.22$-0.27+18.5%
Q4 2025Mar 16, 2026$-0.68$-0.30-126.7%
Q4 2025Jan 12, 2026$-0.67$-0.39-71.8%
Next earningsThu, Dec 10·consensus EPS $-0.24

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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$435.1M$360.0M – $510.1M-$2.33-$2.85 – -$1.811
FY27$387.3M$320.5M – $454.2M-$1.81-$2.22 – -$1.411
FY28$377.2M$269.5M – $485.0M-$1.15-$1.30 – -$1.002

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.1.1×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.5%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.-8.6%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.-59.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β1.585-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
+ 24 other (12 exempts · 12 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

3New insider — initial holdingsOct 93
8-KOfficer or director changeOct 58-K — Item 5.02: Officer or director change
8-KMaterial agreementAug 38-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Comtech Telecommunications Corp. (CMTL) entered into Senior Amendment No. 5 to its Credit Agreement on July 30, 2026, which waives excess cash flow prepayment that would have been due for fiscal year ended July 31, 2026, and makes technical amendments for application of a $10M advance payment from Wavestream Corporation. Specifically, 65% of the $10M Wavestream advance payment from the June 14, 2026 Securities Purchase Agreement will be applied to reduce outstanding credit facility obligations. This is a fourth consecutive amendment within roughly a year (Amendments 1–4 spanning Oct 2024–June 2026), suggesting ongoing financial stress relief at Comtech. The waiver and technical amendments are supportive for near-term liquidity but continued reliance on credit modifications is a watch item.

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.

+ 6 other (3 13Gs · 1 earnings 8-K · 1 10-Q · 1 SD) in window

Recent news

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

Comtech Telecommunications Corp. (CMTL) Q4 2026 Earnings Call Transcriptseekingalpha.com·2d agoComtech Telecommunications (CMTL) Reports Break-Even Earnings for Q4zacks.com·2d agoComtech Announces Financial Results for Fourth Quarter and Fiscal Year 2026businesswire.com·3d agoComtech Announces Leadership Updatesbusinesswire.com·3d agoFinancial Analysis: Comtech Telecommunications (NASDAQ:CMTL) and F5 (NASDAQ:FFIV)defenseworld.net·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space EconomyDefense & Drones

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