HLIT Earnings

HLIT reported its earnings on 2026-02-19, showcasing a revenue of 98.23M against an estimate of 142.10M, resulting in a -30.87% surprise. The EPS was 0.01, surpassing the expected 0.04 by -75%. The stock experienced a 1.58% price change on the earnings day and a -3.63% change over the next five days, reflecting market reactions to the results.

Following HLIT's earnings announcement on 2026-02-19, the stock price moved by 1.58% on the day of the release. Over the subsequent five days, it saw a -3.63% change. Historically, HLIT's stock price tends to shift by an average of 0.74% in the 10 days leading up to earnings and 2.76% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate HLIT's annual revenue to reach 139.73M, while the EPS is projected at 0.10. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between HLIT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, HLIT's stock price typically moves by 0.74% in the 10 days before its earnings and 2.76% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.10 and revenue of 139.73M.

The earnings call summary and Q&A highlight strong financial performance, optimistic guidance, and strategic growth initiatives. Record high revenue, strong EBITDA, and free cash flow, coupled with positive broadband and video segment growth, are positive indicators. While memory pricing poses a risk, strategic pricing actions and multiyear agreements provide stability. The Q&A reveals confidence in Rest-of-World customer growth and a solid bookings outlook. Given the company's market cap, a positive stock price movement of 2% to 8% is anticipated.