HLIT

HARMONIC INC.

Nasdaq · Radio & Tv Broadcasting & Communications Equipment · Inc. DE · CIK 0000851310
$14.93 +2.89% $1.6B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)9 New Institutional Positions11 Institutional Exits
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusBuy (69%)
Inst. Holders50 funds
Inst. Value$564.2M
Inst. Activity9 buys / 11 sells
Insider Activity0B / 2S
Insider Net $-$477.8K
Reddit Sentiment55° Neutral
SEC Reports7
Exchange Nasdaq·Sector Radio & Tv Broadcasting & Communications Equipment·Inc. DE·CIK 0000851310·Prev Close $14.51

Recent Activity

Jun 8, 2026 SEC
Harmonic Inc. filed an 8-K confirming the sale of its Video Business to MediaKind for $145 million cash remains on track
8-K — Impact 2/10
Jun 1, 2026 Insider
Haltmayer Neven acquired via exercise 2,725 shares
SVP & GM, Video Business
Jun 1, 2026 Insider
Haltmayer Neven surrendered for taxes 1,452 shares
SVP & GM, Video Business @ $15.81 ($23.0K)
May 28, 2026 short_volume
Short Volume: HLIT — 55.2% short (1.8M / 3.2M)
Short: 1,790,178 | Exempt: 1,339 | TRF Vol: 3,241,719 | Short Ratio: 55.2% | Off-exchange volume (da
May 22, 2026 Insider
Jankovic Walter surrendered for taxes 3,335 shares
Chief Financial Officer @ $15.20 ($50.7K)
May 20, 2026 SEC
Harmonic (HLIT) insiders executed a cluster of transactions following a strong Q1 2026 earnings beat and raised guidance
CLUSTER — Impact 4/10
May 19, 2026 SEC
Two HLIT insiders (SVP/GM Video Business and a director) sold a combined ~$478K in open-market shares during May 13-14,
CLUSTER — Impact 2/10
Inst.
First Eagle Investment Management, — ADD
1,180,876 shares ($10.6M)

Price Targets

$15.29 +2.4% upside Hold
Current $14.93 Low $8.00 Median $15.00 High $20.00 7 analysts
$8.00 $20.00

Analyst Ratings

Buy69% buy · 13 analysts
2Strong Buy
7Buy
3Hold
0Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 12, 2026 Rosenblatt MAINTAIN Buy → Buy
May 12, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 12, 2026 Needham MAINTAIN Buy → Buy
Mar 27, 2026 Rosenblatt MAINTAIN Buy → Buy
Feb 20, 2026 Rosenblatt MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.17 ▲ +40.4% $0.12 — $0.17 87% YoY 7
Next Q $0.10 ▲ +3.6% $0.09 — $0.10 383% YoY 3
Current FY $0.64 ▲ +13.3% $0.62 — $0.66 36% YoY 7
Next FY $0.78 ▲ +7.1% $0.67 — $0.85 22% YoY 6

Top Institutional Holders

FundValueMove
BlackRock, Inc.$172.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$55.1M
STATE STREET CORP$43.7M
VANGUARD CAPITAL MANAGEMENT LLC$42.2M
DIMENSIONAL FUND ADVISORS LP$33.0M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Haltmayer NevenM$0.00
Jun 1, 2026Haltmayer NevenF$23.0K
May 22, 2026Jankovic WalterF$50.7K
May 22, 2026Jankovic WalterM$0.00
May 15, 2026Haltmayer NevenM$0.00

Reddit Sentiment

55°
Neutral
Bearish Neutral Bullish
6 mentions 1 bullish 0 bearish
50 institutional holders with $564.2M total value (62,616,734 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net selling activity: 11 institutions trimmed/exited vs 9 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.19,165,249$172.1M30.5%
2VANGUARD PORTFOLIO MANAGEMENT LLC6,134,553$55.1M9.8%
3STATE STREET CORP4,860,952$43.7M7.7%
4VANGUARD CAPITAL MANAGEMENT LLC4,700,354$42.2M7.5%
5DIMENSIONAL FUND ADVISORS LP3,673,398$33.0M5.8%
6D. E. Shaw & Co., Inc.3,101,896$27.9M4.9%
7ALLIANCEBERNSTEIN L.P.2,057,760$20.4M3.6%
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2,196,469$19.7M3.5%DOUBLED +118.5%
9MORGAN STANLEY1,687,418$15.2M2.7%
10MARSHALL WACE, LLP1,445,279$13.0M2.3%
11Nuveen, LLC1,367,701$12.3M2.2%
12First Eagle Investment Management, LLC1,180,876$10.6M1.9%ADD +38.9%
13RENAISSANCE TECHNOLOGIES LLC1,052,927$9.5M1.7%DOUBLED +120.7%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,042,038$9.4M1.7%
15Alyeska Investment Group, L.P.803,805$7.2M1.3%TRIM -33.5%
16CITADEL ADVISORS LLC800,818$7.2M1.3%
17VANGUARD FIDUCIARY TRUST CO728,451$6.5M1.2%
18GOLDMAN SACHS GROUP INC678,912$6.1M1.1%
19AMERIPRISE FINANCIAL INC632,238$5.7M1.0%
20STATE OF WISCONSIN INVESTMENT BOARD612,931$5.5M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
First Eagle Investment Management, LLCADD849,8761,180,876+38.9%$10.6M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED477,1271,052,927+120.7%$9.5M2026-Q1
Alyeska Investment Group, L.P.TRIM1,208,510803,805-33.5%$7.2M2026-Q1
FMR LLCDOUBLED62,089302,777+387.6%$2.7M2026-Q1
Trexquant Investment LPTRIM269,097107,404-60.1%$964.5K2026-Q1
Russell Investments Group, Ltd.DOUBLED9,14993,998+927.4%$844.1K2026-Q1
State of Tennessee, Department of TreasuryTRIM97,90964,609-34.0%$580.2K2026-Q1
AmundiADD30,96252,167+68.5%$468.5K2026-Q1
GROUP ONE TRADING LLCADD33,88949,681+46.6%$446.1K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM76,91639,470-48.7%$354.4K2026-Q1
BNP Paribas Asset Management Holding S.A.NEAR_EXIT196,26536,508-81.4%$327.8K2026-Q1
Verition Fund Management LLCNEAR_EXIT181,38336,037-80.1%$323.6K2026-Q1
LAZARD ASSET MANAGEMENT LLCNEAR_EXIT528,16833,598-93.6%$301.7K2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM49,04429,941-39.0%$268.9K2026-Q1
Magnetar Financial LLCTRIM35,95626,133-27.3%$234.7K2026-Q1
FIFTH THIRD BANCORPDOUBLED33624,152+7088.1%$216.9K2026-Q1
Pictet Asset Management Holding SAADD15,76720,758+31.7%$186.4K2026-Q1
HSBC HOLDINGS PLCTRIM30,26620,479-32.3%$183.9K2026-Q1
Allworth Financial LPADD8491,112+31.0%$10.0K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT10,309547-94.7%$4.9K2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED980,4842,142,312+118.5%$21.2M2025-Q4
Alyeska Investment Group, L.P.TRIM2,013,8041,208,510-40.0%$12.0M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD334,786477,127+42.5%$4.7M2025-Q4
BANK OF AMERICA CORP /DE/ADD215,625326,676+51.5%$3.2M2025-Q4
TUDOR INVESTMENT CORP ET ALTRIM1,013,492289,411-71.4%$2.9M2025-Q4
12 unique insiders with 50 transactions. Net insider value: -$477.8K ($0.00 bought, $477.8K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Haltmayer NevenSVP & GM, Video BusinessEXERCISE2,725
Jun 1, 2026Haltmayer NevenSVP & GM, Video BusinessTAX W/H1,452$15.81$23.0K
May 22, 2026Jankovic WalterChief Financial OfficerTAX W/H3,335$15.20$50.7K
May 22, 2026Jankovic WalterChief Financial OfficerEXERCISE6,645
May 15, 2026Haltmayer NevenSVP & GM, Video BusinessEXERCISE5,851
May 15, 2026Chu Timothy CGeneral Counsel & SVP, HREXERCISE9,876
May 15, 2026Chu Timothy CGeneral Counsel & SVP, HRTAX W/H3,475$12.54$43.6K
May 15, 2026Chu Timothy CGeneral Counsel & SVP, HREXERCISE6,053
May 15, 2026Haltmayer NevenSVP & GM, Video BusinessEXERCISE11,373
May 15, 2026Haltmayer NevenSVP & GM, Video BusinessTAX W/H6,057$12.54$76.0K
May 15, 2026Ben-Natan NimrodPresident and CEOEXERCISE6,726
May 15, 2026Ben-Natan NimrodPresident and CEOEXERCISE26,196
May 15, 2026Glahn Ronald JSVP, Global Sales, BroadbandEXERCISE4,038
May 15, 2026Glahn Ronald JSVP, Global Sales, BroadbandTAX W/H1,111$12.54$13.9K
May 15, 2026Jankovic WalterChief Financial OfficerEXERCISE19,785
May 15, 2026Jankovic WalterChief Financial OfficerTAX W/H9,099$12.54$114.1K
May 15, 2026Jankovic WalterChief Financial OfficerEXERCISE3,218
May 14, 2026Copeland StephanieDirectorSELL4,300$13.31$57.2K
May 13, 2026Haltmayer NevenSVP & GM, Video BusinessSELL31,766$13.24$420.6K
Apr 15, 2026Glahn Ronald JSVP, Global Sales, BroadbandEXERCISE3,750
Apr 15, 2026Glahn Ronald JSVP, Global Sales, BroadbandTAX W/H1,042$9.88$10.3K
Mar 16, 2026KRALL DAVIDDirectorAWARD18,756
Mar 16, 2026Copeland StephanieDirectorAWARD18,756
Mar 16, 2026Dev IndraneelDirectorAWARD18,756
Mar 16, 2026Crandall Dana LDirectorAWARD18,756
Mar 16, 2026Clifford DeborahDirectorAWARD18,756
Mar 16, 2026Whalen Daniel TDirectorAWARD18,756
Mar 16, 2026Glahn Ronald JSVP, Global Sales, BroadbandAWARD49,161
Mar 16, 2026Ben-Natan NimrodPresident and CEOAWARD281,343
Mar 16, 2026Jankovic WalterChief Financial OfficerAWARD133,268
Mar 16, 2026Chu Timothy CGeneral Counsel & SVP, HRAWARD59,230
Mar 16, 2026GALLAGHER PATRICKDirectorAWARD18,756
Mar 11, 2026Ben-Natan NimrodPresident and CEOEXERCISE20,032
Mar 11, 2026Jankovic WalterChief Financial OfficerTAX W/H513$9.34$4.8K
Mar 11, 2026Jankovic WalterChief Financial OfficerEXERCISE1,457
Mar 1, 2026Haltmayer NevenSVP & GM, Video BusinessEXERCISE2,724
Feb 22, 2026Jankovic WalterChief Financial OfficerEXERCISE6,644
Feb 15, 2026Ben-Natan NimrodPresident and CEOEXERCISE90,413
Feb 15, 2026Ben-Natan NimrodPresident and CEOEXERCISE5,804
Feb 15, 2026Chu Timothy CGeneral Counsel & SVP, HREXERCISE26,570
Feb 15, 2026Chu Timothy CGeneral Counsel & SVP, HRTAX W/H9,925$10.68$106.0K
Feb 15, 2026Chu Timothy CGeneral Counsel & SVP, HREXERCISE5,223
Feb 15, 2026Jankovic WalterChief Financial OfficerEXERCISE45,273
Feb 15, 2026Jankovic WalterChief Financial OfficerTAX W/H16,456$10.68$175.8K
Feb 15, 2026Jankovic WalterChief Financial OfficerEXERCISE3,217
Feb 15, 2026Haltmayer NevenSVP & GM, Video BusinessEXERCISE32,991
Feb 15, 2026Haltmayer NevenSVP & GM, Video BusinessTAX W/H18,144$10.68$193.8K
Feb 15, 2026Haltmayer NevenSVP & GM, Video BusinessEXERCISE5,049
Feb 15, 2026Glahn Ronald JSVP, Global Sales, BroadbandEXERCISE16,151
Feb 15, 2026Glahn Ronald JSVP, Global Sales, BroadbandTAX W/H4,429$10.68$47.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (69% buy). Based on 13 analysts: 2 strong buy, 7 buy, 3 hold, 0 sell, 1 strong sell.

Analyst Price Targets

$15.29 mean target +2.4% upside Hold (3.00)
$8.00 Low $20.00 High
MetricValue
Current Price$14.93
Target Low$8.00
Target Mean$15.29
Target Median$15.00
Target High$20.00
# Analysts7
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.17 $0.12 $0.17 87.1% +40.4% 6↑ 0↓ $0.1B -13.0% 7
Next Q
2026-09-30
$0.10 $0.09 $0.10 383.4% +3.6% 1↑ 2↓ $0.1B -15.8% 3
Current FY
2026-12-31
$0.64 $0.62 $0.66 35.8% +13.3% 6↑ 0↓ $0.5B 35.0% 7
Next FY
2027-12-31
$0.78 $0.67 $0.85 21.8% +7.1% 4↑ 0↓ $0.5B 12.7% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.168
7d ago$0.120+0.048
30d ago$0.120+0.048
60d ago$0.120+0.048
90d ago$0.156+0.012
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2026 Rosenblatt MAINTAIN Buy Buy
May 12, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 12, 2026 Needham MAINTAIN Buy Buy
Mar 27, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 20, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 20, 2026 Needham MAINTAIN Buy Buy
Feb 12, 2026 Rosenblatt MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262730169%
May 1, 20262730169%
Apr 1, 20262730169%
Mar 1, 20262730169%
Feb 1, 20262730169%
Jan 1, 20262730169%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

55°
Neutral
Bearish Neutral Bullish
6 mentions 1 bullish 0 bearish 5 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 28, 2026150° Neutral001
May 28, 2026156° Neutral001
May 28, 2026156° Neutral001
May 28, 2026258° Warm102
May 28, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 17d 14h ago
HLIT, you guys buying into the hype or watching from the sidelines
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 17d 18h ago
600k on HLIT
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 18d 5h ago
($HLIT) is the new SNDK: Why this broadband software transformation is a solid play
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 18d 5h ago
HLIT is the new SNDK: Why this software transformation is a total moonshot ($HLIT)
▲ 1 💬 1 ⚡ 0.5
May 28, 2026
short_volume
Short Volume: HLIT — 55.2% short (1.8M / 3.2M)
Short: 1,790,178 | Exempt: 1,339 | TRF Vol: 3,241,719 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: HLIT — 60.0% short (5.0M / 8.4M)
Short: 5,017,992 | Exempt: 23,023 | TRF Vol: 8,357,664 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: HLIT — 60.6% short (3.3M / 5.5M)
Short: 3,344,656 | Exempt: 9,378 | TRF Vol: 5,516,365 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: HLIT — 41,899 shares ($0.5M) failed to deliver
Settlement: 20260513, Price: $12.95, FTD Value: $542,592.05, HARMONIC INC
May 11, 2026
earnings_calendar
HLIT Q1 2026 Earnings Scheduled — 2026-05-11
Mar 20, 2026
short_interest
FTD: HLIT — 82,342 shares ($0.8M) failed to deliver
Settlement: 20260320, Price: $9.26, FTD Value: $762,486.92, HARMONIC INC