CRNT Ceragon Networks Ltd.

neutral track record → $2.47 -0.06 (-2.4%)
Get emailed when CRNT changes direction
Mkt Cap $230M 52wk $1.82 - $2.84 Earnings 2026-05-13 54d ago
Factor divergence: DIVERGENCE: estimate_revisions, options_sentiment bullish vs analyst_revisions bearish
Est. revisions: +6.7%
Factor Model (net -0.3)

Factor Model

net -0.3 1.4 / 10
Est. Revisions
+0.4
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Revenue down 14%, but management guides recovery on new products

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.

Ceragon Networks posted 2025 revenue of $338.7M, a 14.1% decline from 2024, with Q4 particularly weak at $82.3M (down 23% YoY). The wireless backhaul vendor is betting on four new product launches—including 60 GHz point-to-multipoint solutions—plus a multimillion-dollar private network contract in Asia-Pacific to drive 2026 back to growth. Guidance of $355–385M for 2026 implies a return to mid-single-digit expansion if execution lands.

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.

Evidence

54d ago Ceragon Networks (CRNT) Reports 2025 Revenue of $338.7M Amid 14.1% Annual Decline yahoo-finance
63d ago Ceragon Networks (CRNT) Reports 2025 Revenue of $338.7M Amid 14.1% Annual Decline yahoo-finance
Fundamentals & Data ▾
Ceragon Networks Ltd. Technology · Communication Equipment
Mkt Cap
$230M
Beta
1.24
52w Range
$1.82 - $2.84
Short Interest
186,864 0.21%
Days to Cover
0.4 -10%
Technicals downtrend
from 52w Hi
-4.2%
1w return
-1.2%
Insiders
mixed 0B / 0S
EPS Estimate
$0.01 +6.7% 30d 0up / 1dn
Analyst Target
$5 $3 - $9
Options P/C
6.24
Fund Convergence
strong Renaissance, Citadel, Two Sigma
Financials
Revenue
$82M -23% YoY
FCF
$7M
Gross Margin
34%
Op Margin
2%
Momentum: decelerating
Top Holders
Renaissance
Citadel
Two Sigma
Recent Filings & Data
insider trade 2
net selling
2 insiders · 2 transactions (30d)
Recent transactions
STEIN RONEN · award
RONEN BEN-HAMOU · award
2 signals · latest 54d ago

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