CRNT Earnings
Wednesday, May 13 2026
EPS Estimate
$0.01
Revenue Estimate
$80M
Current Price
$2.53
Our Position
neutralRevenue down 14%, but management guides recovery on new products
est. revisions rising
(+63.8pp / 30d)
The sharp Q4 deceleration (23% YoY drop) signals demand headwinds in Ceragon's core markets, but the company is pivoting toward higher-margin private network infrastructure—a structural shift away from commodity wireless backhaul. If the four new products and Asia-Pacific contract gain traction, the recovery narrative becomes credible; if they stall, the stock faces renewed pressure on a difficult 2025 comp.
Watch: Monitor Q1 2026 results for early signs of the new product ramp and Asia-Pacific contract contribution. Any miss on the $355–385M guidance or delays in the four new launches would invalidate the turnaround thesis and likely trigger a selloff.
Data Signal Summary
1 bullish
2 bearish
Estimates up +7%
Put/call 6.2 (bearish skew)
Price downtrend
Key Context
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-4.2%
Est. Revisions (30d)
+6.7% 0up/1dn
Analyst Target (mean)
$5 $3–$9 +80%
Options P/C Ratio
6.24
Fund Convergence
strong Renaissance, Citadel, Two Sigma
Recent Activity
insider trades
2 transactions
Award
·
STEIN RONEN (Chief Financial Officer)
·17,417 shares
Award
·
RONEN BEN-HAMOU (Officer)
·27,213 shares
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