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HLHLIT

Harmonic Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBullish-leaning chatter
$HLIT·$1.2B·Communication Equipment·Technology
$10.69+1.0%YTD+5.7%1Y+3.9%
Price updated 3h ago·X counts updated 5d ago
HLHLIT
$HLITHarmonic Inc.
$10.69+1.04%19 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HLIT 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.

19X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-08-20

Harmonic posters describe a strong Q2 print: broadband revenue $133.5M (+54% YoY), gross margin 53% (+680 bps), record backlog. The stock popped +28% initially, gave back most before bouncing off the 50-DMA, and is +6-7% today. HLIT hit a top-large-cap-movers list at +23% on earnings. Bulls flag broadening analyst momentum turning more constructive. Uniformly bullish tone.

Read what X is saying about $HLIT

  • 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 $HLIT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Harmonic's Q2 broadband was +54% at 53% gross margin — the stock popped 28% then gave back and is bouncing from the 50DMA.

Harmonic Inc. makes broadband-and-video delivery systems for cable, telecom, and streaming customers — the broadband segment has become the primary growth engine.

  • The business inflection is specific: Q2 broadband revenue $133.5M (+54% YoY), gross margin 53% (+680 bps), record backlog — a clean operational turn, with the stock popping +28% initially before giving back most and bouncing off the 50-DMA.
  • 52-week range position is 24% with volume at 138% of average — lower-mid range on heavy accumulation volume, with the broader analyst momentum turning more constructive.
  • At PE -34.7 (TTM negative) and 2.9x sales the valuation is reasonable for the broadband trajectory — the market is pricing in cable-capex cycle risk that the Q2 print pushed back on.

Nov 2 Q3 is the gate — any continued broadband revenue growth plus margin expansion extends the move. A broadband bookings slowdown or margin reversion and the stock gives back the recent bounce.

Agrees with X sentimentThe thread has substantive drivers — specific Q2 broadband revenue $133.5M (+54% YoY), gross margin 53% (+680 bps), record backlog, +28% initial pop with 50-DMA bounce, HLIT at +23% on top-large-cap-movers list — all grounded.

What to watch: Nov 2 Q3 — broadband revenue trajectory, gross-margin trajectory, cable-capex customer commentary, and FY27 guide. A broadband bookings slowdown is the clear invalidator.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict on $HLIT

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Makes video encoding and streaming software for cable, satellite, and OTT broadcasters; moving headend infrastructure to SaaS cloud model.

Industry overviewAI analysisGenerated by AI from underlying data

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

Communication Equipment · Technology

No material change from last week — AI data-center optical interconnects dominate capex.

What this means for $HLIT

Neutral — Makes video encoding and streaming software for cable, satellite, and OTT broadcasters; moving headend infrastructure to SaaS cloud model.

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
-34.7How 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
4.1%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
8.3%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
3.2%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
2.9Same 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
-10.3%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
50.5%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
0.4Total 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
Q2 2026Aug 12, 2026$0.24$0.17+42.6%
Q1 2026May 11, 2026$0.17$0.12+41.7%
Q4 2025Feb 19, 2026$0.14$0.10+40.0%
Q3 2025Nov 3, 2025$0.12$0.05+165.7%
Next earningsMon, Nov 2·consensus EPS $0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$121.7M-8.6%52.3%16.8%$0.07$30.3M
Q4 FY25$98.2M-55.8%44.4%3.8%$-0.49$9.6M
Q3 FY25$142.4M-27.3%52.2%7.7%$0.02$21.0M
Q2 FY25$138.0M-0.5%51.5%4.5%$0.03$-15.5M

Forward consensus

3-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$518.3M$515.0M – $526.4M$0.71$0.69 – $0.745
FY27$572.7M$546.4M – $597.4M$0.81$0.71 – $0.895
FY28$593.7M$555.8M – $631.6M$0.93$0.80 – $1.072

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.1.6×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.23%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.-8.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 107.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β1.335-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

SellMay 14Stephanie CopelandDirector4.3K sh$57KSellMay 13Neven HaltmayerSVP & GM, Video Business31.8K sh$421K
+ 32 other (17 exempts · 13 inkinds · 2 awards) in window

See when $HLIT 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

8-KAcquisition completedJun 178-K — Item 2.01: Acquisition completed · Item 5.02: Officer or director change
AI summary

Harmonic Inc. completed the sale of its Video Business to Leone Media Inc. (d/b/a MediaKind) on June 16, 2026, pursuant to an Asset Purchase Agreement dated March 20, 2026, for a purchase price of $145 million in cash. The APA includes customary working-capital and indebtedness adjustments, a three-year non-compete, and mutual indemnification provisions. Simultaneously, Neven Haltmayer, SVP and General Manager of the Video Business, resigned effective June 16, 2026 after 20 years, in connection with the closing. This is a transformative, accretive disposition — Harmonic exits its legacy video segment and sharpens focus on its cable-access broadband business, receiving $145M in cash proceeds.

8-KPress release / Reg FDJun 88-K — Item 7.01: Press release / Reg FD
AI summary

HLIT (HLIT) disclosed its addition to Nasdaq Global Select Market Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 under 8-K Item 8.01 (other events). Index inclusions are significant because they trigger automatic buying from passive index funds and ETFs that track the benchmark, often resulting in increased share price and trading volume. Index providers typically announce additions in advance of the effective rebalancing date, giving institutions time to adjust their holdings. The event increases HLIT's institutional ownership base and enhances its market visibility and liquidity profile.

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

HLIT (HLIT) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor, an equity incentive plan. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 12 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

Harmonic Inc. (NASDAQ:HLIT) Stock Rated “Hold” by Wall Street Brokeragesdefenseworld.net·2d agoCablenet Selects Harmonic's cOS Broadband Platform to Deliver Multi-Gigabit Speeds in Cyprusprnewswire.com·5d agoHarmonic Drive Systems: Precision Components Offer A Long Recovery Runwayseekingalpha.com·8d agoHarmonic Showcases Vendor-Agnostic Intelligence and Versatile Fiber Portfolio at Network X 2026prnewswire.com·9d agoHarmonic Launches Recon Product Family Developed in Partnership with Comcastprnewswire.com·17d ago

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Voices on X · last 7 days

No standout posts about $HLIT 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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