HARMONIC INC.
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No SEC Form 4 filings for $HLIT in the last 30 days.
See all $HLIT insider activity →Harmonic (HLIT) launched cOS SensAI, a software tool for broadband providers, targeting a $2.2B market. Customers like Hotwire and GCI report faster issue resolution. Harmonic's broadband revenue grew 54% YoY, with backlog up 71%. However, the stock dropped 6.25% post-launch, and the company's top two customers account for 63% of broadband revenue.
Harmonic (HLIT) launched cOS SensAI, a software solution aggregating broadband provider data to improve operational intelligence. The company claims it enhances subscriber experience and reduces costs. Early adopters report faster issue resolution. Analysys Mason estimates the market for SensAI at $2.2B annually. Harmonic will demo the product at upcoming industry events.
Harmonic (HLIT) raised its 2026 broadband revenue and profitability guidance despite a recent quarterly net loss. The stock has seen volatility, with a 10.6% drop over the past week but a 19.9% year-to-date gain. Analysts suggest the company may be undervalued, with a fair value estimate of $15.29 per share, driven by global broadband demand and customer wins. However, risks include reliance on a few large customers and rapid technology shifts.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning HLIT (HARMONIC INC.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent HLIT coverage spans earnings, technology and market movers.
The launch introduces a new revenue stream but currently shows no booked revenue and high customer concentration, creating short‑term volatility.
Positive product launch that could expand Harmonic's addressable market and drive future revenue.
Guidance lift may support the stock despite recent pullback.
Guidance raise suggests stronger demand and could lift the stock; execution risk remains.
Earnings beat and guidance raise suggest upside potential for HLIT.
AlphAI scores every news story that mentions HLIT with an AI model for sentiment and relevance, and aggregates insider trades from HARMONIC INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Harmonic (HLIT) launched cOS SensAI, a software tool for broadband providers, targeting a $2.2B market. Customers like Hotwire and GCI report faster issue resolution. Harmonic's broadband revenue grew 54% YoY, with backlog up 71%. However, the stock dropped 6.25% post-launch, and the company's top two customers account for 63% of broadband revenue.
2 min readHarmonic (HLIT) launched cOS SensAI, a software solution aggregating broadband provider data to improve operational intelligence. The company claims it enhances subscriber experience and reduces costs. Early adopters report faster issue resolution. Analysys Mason estimates the market for SensAI at $2.2B annually. Harmonic will demo the product at upcoming industry events.
3 min readHarmonic (HLIT) raised its 2026 broadband revenue and profitability guidance despite a recent quarterly net loss. The stock has seen volatility, with a 10.6% drop over the past week but a 19.9% year-to-date gain. Analysts suggest the company may be undervalued, with a fair value estimate of $15.29 per share, driven by global broadband demand and customer wins. However, risks include reliance on a few large customers and rapid technology shifts.
2 min readHarmonic Inc. (HLIT) reported Q2 revenue of $133.46M, a net loss, and completed the sale of its Video unit. The company raised its full-year 2026 broadband revenue guidance to $505M-$525M and increased earnings targets, focusing on broadband operations.
3 min readHarmonic (HLIT) reported Q2 2026 revenue of $133.5M, up 54% YoY, driven by demand for its cOS platform. The company highlighted growth in fiber and DOCSIS 4.0 deployments, with bookings reaching $144M. Harmonic's customer base expanded to 161 operators, serving 48.2M devices, and it raised its full-year outlook.
3 min readSimply Wall St reports Harmonic (HLIT) issued updated full-year 2026 guidance focused on its Broadband segment, alongside Q2 results and new Q3 guidance. The article cites YTD share gains of 38.92% and 1-year total shareholder return of 55.18%. It also references a fair value estimate of $15.29 versus a $13.92 close and notes deferred revenue of $504.5 million.
5 min readAhead of Thursday trading, the article highlights earnings expectations and recent results for Applied Materials (AMAT), Cisco (CSCO), Applied Industrial Technologies (AIT), Harmonic (HLIT), and Dillard’s (DDS). It cites AMAT EPS $3.39 on $9.0B revenue; CSCO FY27 revenue $72.2B-$73.4B and adjusted EPS $5.05-$5.11; plus consensus figures for AIT, HLIT’s preliminary Q2 results, and DDS EPS $4.29 on $1.52B revenue.
4 min readHarmonic (NASDAQ:HLIT) reported Q2 non-GAAP gross margin of 53%, operating profit of $31.3M, and EPS of $0.21, including $2.3M stranded costs from the video business sale. CFO Walter Jankovic said two customers each exceeded 10% of revenue and together were 63%. Q3 broadband revenue guidance is $125M-$135M; full-year broadband $505M-$525M.
6 min readU.S. stocks rose Aug. 13 after wholesale inflation came in softer than expected. The S&P 500 gained 0.65% to 7,799, the Nasdaq rose 0.81% to 26,803, and the Dow added 0.13% to 53,840. Workday jumped 18% on buyout-talk reports with Silver Lake. Harmonic rose 9% after an earnings beat and guidance raise; Amazon fell on an AI training legal dispute.
4 min readThe article lists Thursday premarket movers, citing large early price swings in multiple stocks. Gainers include FGI Industries (FGI) up 91% to $9.24, Accelerant Holdings (ARX) up 45% to $19.67, and Harmonic (HLIT) up 23% to $14.74. Losers include Cellebrite DI (CLBT) down 28% to $11.01 and Securitize (SECZ) down 21% to $6.25.
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