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Ceragon Networks Ltd. (CRNT)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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1.6900-0.0200 (-1.17%)
At close: 04:00PM EDT
1.6900 0.00 (0.00%)
After hours: 04:14PM EDT
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  • A
    Al
    Some news next week would be nice; not needed as the die is already set for success after the component/supply chain issues start getting rectified. ... but would be welcome nonetheless. - Have a good weekend all.
  • J
    Joe
    It has been a tough ride, but added another 3,500 shares on the last correction. For a moment today I had a small profit of $11.00 on my 42,000 shares. At some point this stock has to move...most frustrating.
  • A
    Anonymous
    Not sure where bottom is here. Been in for ten years. Best thing I ever did was unload some beginning of last year when for some unknown reason it went over six. Been hearing promises for years and years but revenue is just stagnant. In this market there is no patience for anything like this.
  • A
    Al
    AVNW is using MaxLiniar chipset along with the rest of the wireless/mm wave hauling players EXCEPT CRNT ... Maxliniar, unless they have a multi year secret project going, is not updating their wireless chipset... that leaves CRNT with the ONLY ADVANCED next GEn 100Gbs chipset in advanced stages awaiting tapeout due to fab plant supply chain issues. ... creating one of these chip sets if a multi year tens of million $ investment ... maybe this is another reason why DISH switched to CRNT ... there is a future w new 5G chipset that can beat them all ... and since supply is constrained, CRNT will probably sell first to those w established CRNT relationships ... and the little fact that the IP50 w layer 1 bonding can do from 10 to 30 Gbs w 1 to 3 radios ... this moves once the supply chain constraints start to be removed.... Also, didn't AVNW guide lower for international sales and just buy a small cellular company that specializes in oil/gas communications? Odd for a wireless hauling company to pick up a cellular company; kind of like ANVW is expanding outside of their industry to try and grow revenue as they see their reliance on Maxliniar chipset is going to hurt tin in a year or 2.
  • A
    Al
    $CRNT has MULTIPLE tier 1's, CRNT has DISH, 20+ other 5G wins, 1st cell site router/radio, Open RAN ... REVENUE will (and is) starting to pick up ... don't loose patience now. DISH ALONE could add 20 to 20+ mil in rev PER QUARTER once its ramped .. definitely due your own research but I'm holding for $15+ on the expected buyout. This is as close to a sure thing as AMD was when they outmaneuvered and outsmarted Intel back in 2016 w chiplets. .. add in this is a micro cap gaining market share in a growing market, while expanding their TAM w IP50-FX and software, and trading at less than 1/2 of THIS years expected sales.... once wallstreet sees its oversight, this moves. - Holding long, accumulating more when cash allows for it (both OTM options and shares)
  • C
    Corn
    I’m happy with Dish, but one major is not enough. A huge revenue earnings estimate upward revision needs to happen. That’s what can help us and break this floundering pattern.
  • A
    Al
    https://www.linkedin.com/in/nimrod-schnabel-99a10b2/recent-activity/

    DISH - exciting first field installations. IP50C ultrawide MW, 11G.
    Abhilash Singhvi thanks! https://lnkd.in/dpY3bTcV
    #ceragon #5gtechnology #5gnetworks #microwave

    Too Green to be Las Vegas ...
  • A
    Al
    Even to up on 1/2 mil volume .... down on a few K ... looks like the MM is trying to shake out a few more; watch those stop losses. Conservative management.. on cof call stated when asked ... 75+ mil last Q IF not supply chain constrained. ... LANDED DISH... BRAND NEW Tier 1 in N.A. ... as far as they know they are the PRIMARY equip provider to them in this early phase of their rollout ... back orders over 50% of yearly rev, S.A> Tier 1's placed Purchase Orders for their new IP50-FX cell site router ... new 2 Billion addressable market, additional wins ... obviously there is still time to accumulate, average down, but one of the most informative conf calls they have had in a long time. Still looking for this 10+ after supply chain issues adn 20+ after 5g rollout is hitting on all cylinders.
  • A
    Al
    w the fed raising rates, supply chain issues, its a sit back, raise dry powder, buy more, wait for supply chain to correct... unfortunately another 6 to 12 months of additional patience required ...getting tired of the "buying opportunities" but nothing in CRNT's underlying tech or 5G space has degraded, infact they are in a much better position now than back in March of 21 when they spiked to $6.5+ .... its just a waiting game. -- Looking at the Dec $2.5 calls
  • S
    Scott
    avnw had a surprisingly strong quarter but crnt is taking share away with dish and private networks. avnw guided up for the year but not by as much as the analysts thought given the surprising quarter. so it's a bit of a guide down considering. additionally crnt revenue mix is starting to shift from ip20 to ip50. avnw is selling Legacy product, albeit at a high volume. they have new software but it's not disaggregated from the hardware so they can't sell as a standalone whereas crnt has disaggregated years ago
  • A
    Al
    Everyone should listen to the conference call ,,, they stated CRNT was so far the primary DISH equipment provider ,,,, early phase of the dish project, but HUGE positive news.
  • A
    Al
    Look closely at the DISH rollout in Las Vegas ... Looks like its IP50C's ...

    look at Nimrod Schnabel's Linkedin Post .... "Exciting!
    Expecting wide field deployments of Ceragon advanced IP50E/C including ultrawide IP50C 4+0 with unique Layer 1 bonding. #ceragon #5gtechnology #5gnetworks #mmwave #microwave"

    He links to the LasVegas/DISH rollout article.

    I'd post the links, but every time I do my post gets removed.
  • A
    Al
    Aside from those selling to get cash for other margin calls... now is not the time to bail .. w DISH win CRNT is as close to a sure thing (esp at this price) as there is ... just time to fix the industry supply chain is all that is missing. ... My opinion of course.
  • P
    Pinbot
    The usual suspects will bring the stock down for the day, and then people will see the very positive news of the Dish contract that will rebound the stock provided the market does not resume the distinct downturn that has been causing the best stocks to tumble.
  • d
    dcomus
    Oppenheimer Adjusts Ceragon Networks Price Target to $4 From $5.50, Maintains Outperform Rating
  • A
    Al
    See someone is trying to paint the after hours tape red …. Don’t matter
  • C
    Corn
    AVNW up.
  • J
    Jason
    another article in April pointing towards today's Dish News. A bit above my comprehension but sounds like a good win to be associated with these two big names "https://www.rcrwireless.com/20220407/5g/dish-wireless-building-a-5g-network-of-networks-for-enterprise-transformation"
  • P
    Per Juel
    Most important is the logistic. That solved will add 6 mill USD/qrt to bottom line ( 50% from GM and 50% from revenue). Adding 20 mill/qrt to revenue 100 mill/qrt will add anothet 6 mill/qrt to bottom line. Strong upside + 12 mill/qrt to bottom line
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