HLIT Harmonic Inc Loading... : Bullish and Bearish Analyst Opinions
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15:15
Jun 17
Jun 17
Announces investor day date, providing a catalyst for future fundamental review. No directional view from speaker.
LOW
15:06
Jun 17
Jun 17
HLIT announced an investor day for September 15, 2026, noted from an 8-K filing.
LOW
18:15
Jun 14
Jun 14
Author reaffirms they still like HLIT, defending their continued bullish view despite criticism that they stopped posting about it.
12:45
Jun 14
Jun 14
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.
HIGH
15:20
Jun 12
Jun 12
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.
LOW
15:15
Jun 12
Jun 12
Author explicitly endorses HLIT as looking phenomenal in reply to a bullish parent post about photonics and space pullbacks.
18:39
Jun 08
Jun 08
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.
HIGH
12:45
Jun 07
Jun 07
Author increased existing long position in HLIT, reinforcing conviction.
HIGH
22:34
Jun 06
Jun 06
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.
MED
15:53
Jun 05
Jun 05
Buy broadband names HLIT, ADTN, CLFD on sector-wide weakness viewed as temporary cooling after a strong month, not a fundamental deterioration.
MED
19:34
Jun 01
Jun 01
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.
LOW
15:33
Jun 01
Jun 01
Buy/hold HLIT — @citrini confirms an ongoing long position in Harmonic Inc., maintaining conviction sufficient to keep holding the name.
MED
00:49
Jun 01
Jun 01
Buy CLFD, POWI, MXL, and HLIT as monthly charts confirm breakouts above multi-year resistance/downtrend lines on high volume, signaling potential trend continuation.
MED
23:11
May 31
May 31
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.
MED
22:15
May 31
May 31
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.
MED
12:45
May 31
May 31
Author opened a new long position in HLIT as part of the Main 10x Portfolio, seeking asymmetric upside with downside protected by fundamentals.
MED
07:47
May 30
May 30
The author expresses intent to return to HLIT but uses future-tense "wait till" language, not a current position or explicit forward call.
LOW
01:59
May 30
May 30
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.
HIGH
22:36
May 29
May 29
The author agrees with the parent context that cost basis matters but does not express a forward-looking position on HLIT.
22:07
May 29
May 29
The author notes that the HLIT trade was quickly reversed by pumpers, implying a failed breakout without taking a personal position.
LOW
18:22
May 29
May 29
Author expresses curiosity about HLIT after a quoted post notes insider buying during market panic, but no explicit position or forward call is stated.
LOW
18:02
May 29
May 29
Citrini added to HLIT while retail panic sells, signaling institutional confidence in the stock despite negative sentiment.
LOW
17:14
May 29
May 29
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.
16:25
May 29
May 29
The author asks about the status of a position in HLIT without expressing their own forward-looking view or trade idea.
LOW
14:41
May 29
May 29
The author declares a new catalyst for HLIT, endorsing the quoted trade idea with earnings next week and three qualifying boxes.
LOW
10:24
May 29
May 29
Speaker warns that call options on these tickers carry very high risk; no personal directional commitment or catalyst.
LOW
02:31
May 29
May 29
Buy HLIT: the author discloses being fully committed ("all in") to HLIT, signaling strong personal conviction in the name with no specific catalyst stated.
MED
23:47
May 28
May 28
Author endorses the quoted bullish scanner score and predicts $20 is imminent for HLIT, signaling a clear forward upside call.
16:06
May 28
May 28
Buy HLIT on agentic AI-driven pull-forward demand for broadband network modernization; CableOS holds 98% market share, revenue up 87% YoY with raised guidance, and a Citrini mention catalyzed a +15% move that author is chasing with full position.
MED
15:33
May 28
May 28
Broker raised HLIT margin requirement from 25% to 45%, a regulatory/risk action suggesting elevated short-squeeze or speculative risk concerns; speaker is skeptical but does not explicitly commit to a short position.
MED
About HLIT Analyst Coverage
Buzzberg tracks HLIT (Harmonic Inc) across 15 sources. 65 bullish vs 0 bearish calls from 15 analysts. Sentiment: predominantly bullish (49%). 132 total trade ideas tracked. Past 7 days: 1 bullish, 3 watch. Latest voices: bryzonx, photonbull, Outlier Capital.