HLIT

HARMONIC INC.

Nasdaq · Radio & Tv Broadcasting & Communications Equipment · Inc. DE · CIK 0000851310

$14.09 +6.18% $1.5B

Insider Selling Cluster (2 insiders)High Impact Filing (8/10)5 New Institutional Positions

Vol

Market Cap$1.5B

Cap SizeSmall Cap

Analyst ConsensusBuy (69%)

Inst. Holders9 funds

Inst. Value$159.6M

Inst. Activity5 buys / 0 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 $13.27

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 sold 2,725 shares

SVP & GM, Video Business @ $0.00 ($0.00)

Jun 1, 2026 Insider

Haltmayer Neven sold 1,452 shares

SVP & GM, Video Business @ $15.81 ($23.0K)

Jun 1, 2026 Insider

Haltmayer Neven sold 2,725 shares

SVP & GM, Video Business @ $0.00 ($0.00)

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 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.

RENAISSANCE TECHNOLOGIES LLC — ADD

477,127 shares ($4.7M)

Price Targets

$15.29 +14.0% upside Buy

Current $13.41 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

Date	Firm	Action	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

Earnings Estimates

Period	EPS Est.	Range	Growth	#
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

Latest Reports

NEUTRAL 8-K 2/10

Harmonic Inc. filed an 8-K confirming the sale of its Video Business to MediaKind for $145 million cash remains on track

Jun 8, 2026

NEUTRAL CLUSTER 4/10

Harmonic (HLIT) insiders executed a cluster of transactions following a strong Q1 2026 earnings beat and raised guidance

May 20, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$118.9M	—
MORGAN STANLEY	$17.9M	—
CHARLES SCHWAB INVESTMENT MANAGEMENT	$10.3M	NEW
RENAISSANCE TECHNOLOGIES LLC	$4.7M	ADD
BANK OF AMERICA CORP	$3.2M	ADD

Recent Insider Trades

Date	Insider	Type	Value
Jun 1, 2026	Haltmayer Neven	M	$0.00
Jun 1, 2026	Haltmayer Neven	F	$23.0K
Jun 1, 2026	Haltmayer Neven	M	$0.00
May 22, 2026	Jankovic Walter	F	$50.7K
May 22, 2026	Jankovic Walter	M	$0.00

Reddit Sentiment

55°

Neutral

Bearish Neutral Bullish

6 mentions 1 bullish 0 bearish

9 institutional holders with $159.6M total value (16,140,976 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	12,022,963	$118.9M	74.5%	—
2	MORGAN STANLEY	1,805,488	$17.9M	11.2%	—
3	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,037,489	$10.3M	6.4%	NEW
4	RENAISSANCE TECHNOLOGIES LLC	477,127	$4.7M	3.0%	ADD +42.5%
5	BANK OF AMERICA CORP /DE/	326,676	$3.2M	2.0%	ADD +51.5%
6	TWO SIGMA INVESTMENTS, LP	170,349	$1.7M	1.1%	DOUBLED +120.2%
7	WELLS FARGO & COMPANY/MN	164,933	$1.6M	1.0%	ADD +35.9%
8	NORGES BANK	73,862	$730.5K	0.5%	NEW
9	FMR LLC	62,089	$614.1K	0.4%	DOUBLED +156.5%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
RENAISSANCE TECHNOLOGIES LLC	ADD	334,786	477,127	+42.5%	$4.7M	2025-Q4
BANK OF AMERICA CORP /DE/	ADD	215,625	326,676	+51.5%	$3.2M	2025-Q4
WELLS FARGO & COMPANY/MN	ADD	121,407	164,933	+35.9%	$1.6M	2025-Q4
NORGES BANK	NEW	—	73,862	—	$730.5K	2025-Q4
FMR LLC	DOUBLED	24,208	62,089	+156.5%	$614.1K	2025-Q4
UBS Group AG	TRIM	1,224,198	347,135	-71.6%	$3.5M	2025-Q3
RENAISSANCE TECHNOLOGIES LLC	TRIM	503,572	334,786	-33.5%	$3.4M	2025-Q3
BANK OF AMERICA CORP /DE/	TRIM	367,692	215,625	-41.4%	$2.2M	2025-Q3
TWO SIGMA INVESTMENTS, LP	DOUBLED	69,604	153,297	+120.2%	$1.6M	2025-Q3
WELLS FARGO & COMPANY/MN	ADD	73,697	121,407	+64.7%	$1.2M	2025-Q3
FMR LLC	TRIM	48,919	24,208	-50.5%	$246.4K	2025-Q3
NORGES BANK	EXIT	150,627	0	-100.0%	$0.00	2025-Q3
UBS Group AG	TRIM	1,731,201	1,224,198	-29.3%	$11.6M	2025-Q2
NORGES BANK	NEW	—	150,627	—	$1.4M	2025-Q2
WELLS FARGO & COMPANY/MN	ADD	57,591	73,697	+28.0%	$697.9K	2025-Q2
TWO SIGMA INVESTMENTS, LP	DOUBLED	32,400	69,604	+114.8%	$659.1K	2025-Q2
UBS Group AG	ADD	1,049,796	1,731,201	+64.9%	$16.6M	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	NEW	—	519,327	—	$5.0M	2025-Q1
CITADEL ADVISORS LLC	TRIM	201,219	125,963	-37.4%	$1.2M	2025-Q1
FMR LLC	TRIM	149,037	59,492	-60.1%	$570.5K	2025-Q1
TWO SIGMA INVESTMENTS, LP	NEW	—	32,400	—	$310.7K	2025-Q1
UBS Group AG	DOUBLED	59,917	1,049,796	+1652.1%	$13.9M	2024-Q4
CITADEL ADVISORS LLC	TRIM	342,913	201,219	-41.3%	$2.7M	2024-Q4
WELLS FARGO & COMPANY/MN	ADD	42,959	66,419	+54.6%	$878.7K	2024-Q4
RENAISSANCE TECHNOLOGIES LLC	EXIT	39,027	0	-100.0%	$0.00	2024-Q4

12 unique insiders with 2 transactions. Net insider value: -$477.8K ($0.00 bought, $477.8K sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 1, 2026	Haltmayer Neven	SVP & GM, Video Business	M	2,725	$0.00	$0.00
Jun 1, 2026	Haltmayer Neven	SVP & GM, Video Business	F	1,452	$15.81	$23.0K
Jun 1, 2026	Haltmayer Neven	SVP & GM, Video Business	M	2,725	$0.00	$0.00
May 22, 2026	Jankovic Walter	Chief Financial Officer	F	3,335	$15.20	$50.7K
May 22, 2026	Jankovic Walter	Chief Financial Officer	M	6,645	$0.00	$0.00
May 22, 2026	Jankovic Walter	Chief Financial Officer	M	6,645	$0.00	$0.00
May 15, 2026	Haltmayer Neven	SVP & GM, Video Business	M	5,851	$0.00	$0.00
May 15, 2026	Chu Timothy C	General Counsel & SVP, HR	M	9,876	$0.00	$0.00
May 15, 2026	Chu Timothy C	General Counsel & SVP, HR	F	3,475	$12.54	$43.6K
May 15, 2026	Chu Timothy C	General Counsel & SVP, HR	M	6,053	$0.00	$0.00
May 15, 2026	Haltmayer Neven	SVP & GM, Video Business	M	11,373	$0.00	$0.00
May 15, 2026	Haltmayer Neven	SVP & GM, Video Business	F	6,057	$12.54	$76.0K
May 15, 2026	Ben-Natan Nimrod	President and CEO	M	6,726	$0.00	$0.00
May 15, 2026	Ben-Natan Nimrod	President and CEO	M	26,196	$0.00	$0.00
May 15, 2026	Glahn Ronald J	SVP, Global Sales, Broadband	M	4,038	$0.00	$0.00
May 15, 2026	Glahn Ronald J	SVP, Global Sales, Broadband	F	1,111	$12.54	$13.9K
May 15, 2026	Glahn Ronald J	SVP, Global Sales, Broadband	M	4,038	$0.00	$0.00
May 15, 2026	Jankovic Walter	Chief Financial Officer	M	19,785	$0.00	$0.00
May 15, 2026	Jankovic Walter	Chief Financial Officer	F	9,099	$12.54	$114.1K
May 15, 2026	Jankovic Walter	Chief Financial Officer	M	3,218	$0.00	$0.00
May 14, 2026	Copeland Stephanie	Director	SELL	4,300	$13.31	$57.2K
May 13, 2026	Haltmayer Neven	SVP & GM, Video Business	SELL	31,766	$13.24	$420.6K
Apr 15, 2026	Glahn Ronald J	SVP, Global Sales, Broadband	M	3,750	$0.00	$0.00
Apr 15, 2026	Glahn Ronald J	SVP, Global Sales, Broadband	M	3,750	$0.00	$0.00
Apr 15, 2026	Glahn Ronald J	SVP, Global Sales, Broadband	F	1,042	$9.88	$10.3K
Mar 16, 2026	KRALL DAVID	Director	A	18,756	$0.00	$0.00
Mar 16, 2026	Copeland Stephanie	Director	A	18,756	$0.00	$0.00
Mar 16, 2026	Dev Indraneel	Director	A	18,756	$0.00	$0.00
Mar 16, 2026	Crandall Dana L	Director	A	18,756	$0.00	$0.00
Mar 16, 2026	Clifford Deborah	Director	A	18,756	$0.00	$0.00
Mar 16, 2026	Whalen Daniel T	Director	A	18,756	$0.00	$0.00
Mar 16, 2026	Glahn Ronald J	SVP, Global Sales, Broadband	A	49,161	$0.00	$0.00
Mar 16, 2026	Ben-Natan Nimrod	President and CEO	A	281,343	$0.00	$0.00
Mar 16, 2026	Jankovic Walter	Chief Financial Officer	A	133,268	$0.00	$0.00
Mar 16, 2026	Chu Timothy C	General Counsel & SVP, HR	A	59,230	$0.00	$0.00
Mar 16, 2026	GALLAGHER PATRICK	Director	A	18,756	$0.00	$0.00
Mar 11, 2026	Ben-Natan Nimrod	President and CEO	M	20,032	$0.00	$0.00
Mar 11, 2026	Ben-Natan Nimrod	President and CEO	M	20,032	$0.00	$0.00
Mar 11, 2026	Jankovic Walter	Chief Financial Officer	F	513	$9.34	$4.8K
Mar 11, 2026	Jankovic Walter	Chief Financial Officer	M	1,457	$0.00	$0.00
Mar 11, 2026	Jankovic Walter	Chief Financial Officer	M	1,457	$0.00	$0.00
Mar 1, 2026	Haltmayer Neven	SVP & GM, Video Business	M	2,724	$0.00	$0.00
Mar 1, 2026	Haltmayer Neven	SVP & GM, Video Business	M	2,724	$0.00	$0.00
Feb 22, 2026	Jankovic Walter	Chief Financial Officer	M	6,644	$0.00	$0.00
Feb 22, 2026	Jankovic Walter	Chief Financial Officer	M	6,644	$0.00	$0.00
Feb 15, 2026	Ben-Natan Nimrod	President and CEO	M	90,413	$0.00	$0.00
Feb 15, 2026	Ben-Natan Nimrod	President and CEO	M	5,804	$0.00	$0.00
Feb 15, 2026	Chu Timothy C	General Counsel & SVP, HR	M	26,570	$0.00	$0.00
Feb 15, 2026	Chu Timothy C	General Counsel & SVP, HR	F	9,925	$10.68	$106.0K
Feb 15, 2026	Chu Timothy C	General Counsel & SVP, HR	M	5,223	$0.00	$0.00

7 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 6 neutral. Avg impact: 3.4/10.

NEUTRAL 8-K 2/10

Harmonic Inc. filed an 8-K confirming the sale of its Video Business to MediaKind for $145 million c

Jun 8, 2026

NEUTRAL CLUSTER 4/10

Harmonic (HLIT) insiders executed a cluster of transactions following a strong Q1 2026 earnings beat

May 20, 2026

NEUTRAL CLUSTER 2/10

Two HLIT insiders (SVP/GM Video Business and a director) sold a combined ~$478K in open-market share

May 19, 2026

NEUTRAL CLUSTER 2/10

Insider cluster at HLIT shows two open-market sales totaling ~$478K by the Video Business GM and a d

May 19, 2026

NEUTRAL CLUSTER 2/10

Two HLIT insiders (SVP Video Business and a Director) sold a total of $478K in open-market sales ove

May 18, 2026

BULLISH 8-K 8/10

Harmonic (HLIT) reported Q1 2026 Broadband (continuing ops) revenue of $121.7M, up 43% YoY from $84.

May 11, 2026

NEUTRAL DEFA14A 4/10

Harmonic Inc. filed a definitive proxy statement (DEFA14A) related to an upcoming shareholder vote.

Apr 24, 2026

∅

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 +14.0% upside Buy (3.00)

$8.00 Low $20.00 High

Metric	Value
Current Price	$13.41
Target Low	$8.00
Target Mean	$15.29
Target Median	$15.00
Target High	$20.00
# Analysts	7
Recommendation	Buy (3.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
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

Timepoint	EPS Estimate	Change
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

Date	Analyst Firm	Action	Previous Rating	New 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

Period	Strong Buy	Buy	Hold	Strong Sell	Buy %
Jun 1, 2026	2	7	3	1	69%
May 1, 2026	2	7	3	1	69%
Apr 1, 2026	2	7	3	1	69%
Mar 1, 2026	2	7	3	1	69%
Feb 1, 2026	2	7	3	1	69%
Jan 1, 2026	2	7	3	1	69%

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

Date	Mentions	Sentiment	Bullish	Threads
May 28, 2026	1	50° Neutral	0	1
May 28, 2026	1	56° Neutral	0	1
May 28, 2026	1	56° Neutral	0	1
May 28, 2026	2	58° Warm	1	2
May 28, 2026	1	50° Neutral	0	1

Recent Reddit Threads

r/wallstreetbets Neutral 12d 10h ago

HLIT, you guys buying into the hype or watching from the sidelines

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Neutral 12d 15h ago

600k on HLIT

▲ 1 💬 1 ⚡ 0.5

r/wallstreetbets Bullish 13d 1h ago

($HLIT) is the new SNDK: Why this broadband software transformation is a solid play

▲ 1 💬 0 ⚡ 0.5

r/wallstreetbets Neutral 13d 1h 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