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HLHLIT

Harmonic Inc.

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBullish-leaning chatter
$HLIT·$1.3B·Communication Equipment·Technology
$11.14-4.1%YTD+16.7%1Y+16.2%
Price updated 4m ago·X counts updated 2d ago
HLHLIT
$HLITHarmonic Inc.
$11.15-4.09%20 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.

20X posts · last 7 days
Sep 1Sep 14
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 numbersAcceleratingAI verdict · as of 2026-09-16

The move is getting stronger, with heavier trading behind it.

Broadband-infra pivot working — Q2 blowout, Investor Day just happened, and the cable/streaming turn is finally in the numbers.

Harmonic makes cable broadband access technology (cOS platform) and video streaming infrastructure — a two-segment story where broadband has decisively taken the lead.

  • Q2 print (2026-08-12): broadband revenue $133.5M was +54% YoY, gross margin 53% (+680bps), record backlog. Q2 EPS $0.24 beat $0.17 by 43%.
  • Q1 total revenue was still down -8.6% YoY as video segment shrinks; the mix shift is the story.
  • On 2026-09-08 unveiled cOS SensAI Intelligence Fabric for broadband operations — AI-adjacent product cycle for cable operators.
  • Held Investor Day in New York on 2026-09-15 — likely reset the medium-term financial framework; watch for analyst estimate revisions.
  • Insider activity 2026-09-11: Jankovic (CFO) F-InKind tax-withhold and M-Exempt option exercises; Ben-Natan M-Exempt only — non-directional.
  • Position 34% of the 52-week range — the stock hasn't fully caught up to the operating turn.

Nov 2 Q3 print now has to clear the raised bar Investor Day just set.

Agrees with X sentimentX was uniformly bullish on the Q2 broadband growth and record backlog, with the +28% initial pop and give-back setup on the 50-DMA. Our read agrees on the direction; the stock still sitting at 34% of range says the Investor Day framing needs to translate into estimate revisions.

What to watch: Nov 2 Q3 print — broadband revenue growth vs Q2's +54% pace, and any commentary on top-3 cable operator capex 2027 plans.

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

AI data-center optical interconnects are the dominant capex driver; Lumentum's Optical Circuit Switch business is guiding $40 EPS in FY2028 from a single hyperscaler customer scaling XPUs. Legacy 5G infrastructure spending has plateaued, keeping demand bifurcated between AI-optical and telco-equipment names.

What this means for $HLIT

Partial — Harmonic broadband video delivery; cable broadband virtualisation, limited AI-network angle.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+24.0%YTD
+31.7%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$0.70 – $0.745
FY27$572.7M$546.4M – $597.4M$0.80$0.70 – $0.885
FY28$593.8M$555.9M – $631.7M$0.81$0.69 – $0.932

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.34%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.-4.8%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.+1.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 106.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% 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.β1.325-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
+ 34 other (18 exempts · 14 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.

8-KOfficer or director changeApr 28-K — Item 5.02: Officer or director change
AI summary

Dan Whalen resigned from Harmonic Inc.'s (HLIT) Board of Directors effective March 31, 2026, citing potential conflicts of interest arising from a new role at another company. Whalen had served on the Board since 2024 (and previously 2021-2023) and was a member of both the Audit and Compensation Committees. His departure is not due to any disagreement on operations, policies, or practices. The loss of an experienced Audit Committee member is a modest governance note, though the reason — conflict of interest from a new role — is benign.

8-KMaterial agreementMar 238-K — Item 1.01: Material agreement
+ 13 other (3 proxys · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Harmonic Leads the New Era of Broadband Connectivity at SCTE TechExpo 2026prnewswire.com·6d agoHarmonic Unveils cOS SensAI Intelligence Fabric for Broadband Operationsprnewswire.com·8d agoHarmonic to Host Investor Day in New York on September 15, 2026prnewswire.com·20d agoHarmonic to Participate in Upcoming Investor Conferencesprnewswire.com·34d agoHarmonic Inc. (HLIT) Q2 2026 Earnings Call Transcriptseekingalpha.com·35d 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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