HLIT Harmonic Inc Загрузка... : Бычьи и медвежьи мнения аналитиков

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Buzzberg Топ 50
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07:31
25 июл
TheValueist Основатель, Atlas Peak Research
Watch HLIT on cable infrastructure upgrades; positive moderate magnitude.
Watch HLIT on cable infrastructure upgrades; positive moderate magnitude, limited near-term catalyst.
HLIT
Сред.
20:49
16 июл
michaelsikand Руководитель направления инфраструктуры ИИ и глава европейс…
Author plans to add INFQ and HLIT to their portfolio but the language is future intent rather.
Author plans to add INFQ and HLIT to their portfolio but the language is future intent rather than a current position or explicit bullish call.
HLIT
02:39
08 июл
michaelsikand Руководитель направления инфраструктуры ИИ и глава европейс…
Author endorses HLIT as excellent in reply context but does not state a position or forward.
Author endorses HLIT as excellent in reply context but does not state a position or forward call, so it is indexed as watch.
HLIT
Низ.
15:15
17 июн
Объявляет дату дня инвестора, что создает предпосылки для будущего фундаментального анализа.
Объявляет дату дня инвестора, что создает предпосылки для будущего фундаментального анализа. Спикер не выразил определенной позиции.
HLIT
Низ.
15:06
17 июн
HLIT анонсировала день инвестора на 15 сентября 2026 года, что было отмечено в форме 8-K.
HLIT
Низ.
18:15
14 июн
Author reaffirms they still like HLIT, defending their continued bullish view despite criticism.
Author reaffirms they still like HLIT, defending their continued bullish view despite criticism that they stopped posting about it.
HLIT
12:45
14 июн
Outlier Capital Автор Substack, Outlier Capital Outlier Capital
Author increased position in HLIT as part of a high-conviction basket of asymmetric opportunities where the goal is to let time and execution unlock upside.
HLIT
Выс.
15:20
12 июн
The author questions whether broadband is back in favor with a sarcastic tone about market.
The author questions whether broadband is back in favor with a sarcastic tone about market sentiment swings, but provides no explicit position or forward call.
HLIT
Низ.
15:15
12 июн
Author explicitly endorses HLIT as looking phenomenal in reply to a bullish parent post about.
Author explicitly endorses HLIT as looking phenomenal in reply to a bullish parent post about photonics and space pullbacks.
HLIT
18:39
08 июн
Buy Harmonic Inc. as the sole vCMTS software provider enabling Comcast and Charter to deploy.
Buy Harmonic Inc. as the sole vCMTS software provider enabling Comcast and Charter to deploy NVDA Blackwell GPUs into neighborhood hubs; $22B combined capex cycle drives record $570M backlog (+77% YoY), 3.5x book-to-bill in Q4 2025, and 33% YoY SaaS revenue growth at 55% margins — all at a $1.2B market cap.
HLIT
Выс.
12:45
07 июн
Outlier Capital Автор Substack, Outlier Capital Outlier Capital
Author increased existing long position in HLIT, reinforcing conviction.
HLIT
Выс.
22:34
06 июн
Buy HLIT on expectation of strong EPS growth over the next several quarters.
Buy HLIT on expectation of strong EPS growth over the next several quarters; speaker acknowledges social momentum has faded but maintains fundamental conviction in earnings acceleration as the core driver.
HLIT
Сред.
15:53
05 июн
Buy broadband names HLIT, ADTN, CLFD on sector-wide weakness viewed as temporary cooling after.
Buy broadband names HLIT, ADTN, CLFD on sector-wide weakness viewed as temporary cooling after a strong month, not a fundamental deterioration.
HLIT
Сред.
19:34
01 июн
The author highlights a late-day ramp in broadband and AI connectivity names after a pullback.
The author highlights a late-day ramp in broadband and AI connectivity names after a pullback, but frames it as momentum observation rather than an explicit position or forward call.
HLIT
Низ.
15:33
01 июн
Citrini Основатель и ведущий аналитик, Citrini Research
Buy/hold HLIT — @citrini confirms an ongoing long position in Harmonic Inc.
Buy/hold HLIT — @citrini confirms an ongoing long position in Harmonic Inc., maintaining conviction sufficient to keep holding the name.
HLIT
Сред.
00:49
01 июн
Buy CLFD, POWI, MXL, and HLIT as monthly charts confirm breakouts above multi-year.
Buy CLFD, POWI, MXL, and HLIT as monthly charts confirm breakouts above multi-year resistance/downtrend lines on high volume, signaling potential trend continuation.
HLIT
Сред.
23:11
31 мая
Buy HLIT as a usage-based SaaS pivot play; licensing scales with broadband network footprint.
Buy HLIT as a usage-based SaaS pivot play; licensing scales with broadband network footprint and connected devices rather than headcount, creating sticky high-margin revenue that expands alongside AI-driven data pipeline infrastructure buildout.
HLIT
Сред.
22:15
31 мая
Author presents these as his favorite names/full conviction list and says this is where he is.
Author presents these as his favorite names/full conviction list and says this is where he is positioned for the next few years, making the listed names current long holdings/portfolio picks.
HLIT
Сред.
12:45
31 мая
Outlier Capital Автор Substack, Outlier Capital Outlier Capital
Author opened a new long position in HLIT as part of the Main 10x Portfolio, seeking asymmetric upside with downside protected by fundamentals.
HLIT 1-й
Сред.
07:47
30 мая
The author expresses intent to return to HLIT but uses future-tense "wait till" language.
The author expresses intent to return to HLIT but uses future-tense "wait till" language, not a current position or explicit forward call.
HLIT
Низ.
01:59
30 мая
Buy HLIT on the 11% selloff driven by a single institutional exit (Kevin Xu).
Buy HLIT on the 11% selloff driven by a single institutional exit (Kevin Xu); fundamentals are intact — 95% market share in virtualized cable access, $582M backlog up 87% YoY, revenue +43%, and a mandatory multi-year DOCSIS 4.0 upgrade cycle with Charter ($5.5B), Comcast, and Cox locked in. Author is holding.
HLIT
Выс.
22:36
29 мая
The author agrees with the parent context that cost basis matters but does not express.
The author agrees with the parent context that cost basis matters but does not express a forward-looking position on HLIT.
HLIT
22:07
29 мая
The author notes that the HLIT trade was quickly reversed by pumpers.
The author notes that the HLIT trade was quickly reversed by pumpers, implying a failed breakout without taking a personal position.
HLIT
Низ.
18:22
29 мая
Author expresses curiosity about HLIT after a quoted post notes insider buying during market.
Author expresses curiosity about HLIT after a quoted post notes insider buying during market panic, but no explicit position or forward call is stated.
HLIT
Низ.
18:02
29 мая
Citrini added to HLIT while retail panic sells, signaling institutional confidence in the stock.
Citrini added to HLIT while retail panic sells, signaling institutional confidence in the stock despite negative sentiment.
HLIT
Низ.
17:14
29 мая
The author presents a speculative supply-chain thesis linking HLIT and NVDA to residential AI.
The author presents a speculative supply-chain thesis linking HLIT and NVDA to residential AI data centers but uses hypothetical language and no personal position disclosure, so both tickers are watch.
HLIT
16:25
29 мая
The author asks about the status of a position in HLIT without expressing their own.
The author asks about the status of a position in HLIT without expressing their own forward-looking view or trade idea.
HLIT
Низ.
14:41
29 мая
The author declares a new catalyst for HLIT, endorsing the quoted trade idea with earnings next.
The author declares a new catalyst for HLIT, endorsing the quoted trade idea with earnings next week and three qualifying boxes.
HLIT
Низ.
10:24
29 мая
Speaker warns that call options on these tickers carry very high risk.
Speaker warns that call options on these tickers carry very high risk; no personal directional commitment or catalyst.
HLIT
Низ.
02:31
29 мая
Buy HLIT: the author discloses being fully committed ("all in") to HLIT.
Buy HLIT: the author discloses being fully committed ("all in") to HLIT, signaling strong personal conviction in the name with no specific catalyst stated.
HLIT
Сред.

Об аналитическом покрытии HLIT

Buzzberg отслеживает HLIT (Harmonic Inc) в 16 источниках. Бычьих сигналов: 66, медвежьих: 0, от 16 аналитиков. Сентимент преимущественно бычий (49%). Всего отслеживается 136 торговых идей. Последние спикеры: TheValueist, michaelsikand, bryzonx.