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Ceragon Networks Ltd. (CRNT)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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2.2700-0.0900 (-3.81%)
At close: 04:00PM EST
2.2100 -0.06 (-2.64%)
After hours: 07:18PM EST
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  • C
    Corn
    Not sure how recently, but it looks like ARK increased position by about 100k shares and are back over 1M
  • P
    Per Juel
    Hi
    General market decline has nothing to do with company performance.
    Small caps like Ceragon are hurt much more than Large Caps because the buying power to support the share is not there.

    Ceragon just reported date for Q4. If they had a major miss they had to inform. They said in Q3 conf. call that they had changed their procurement strategy to buy critical equipement 15 mths upfront. That means they are hurt less that other small caps due to logistics challenges. Very clever decision by management. Look forward to their Q4 release and expections. Lets see.
  • r
    robert
    Al, agreed, AVNW has focused on the rural buildout and their products are geared for rapid, easy, highly effective and low cost deployment. CRNT's is competing w/ the big boys for the Tier 1 & 2 customers while AVNW picks off smaller players who have access to Federal $ allocated for the rural buildout. The "we have to save the nation from economic doom" bill that just passed had a another big chuck of change allocated for rural buildout so AVNW will get their fair share of that.

    2022 is supposed to be the year where 5G deployment starts to ramp so both companies should benefit. If
    these design wins translate into orders then CRNT is even cheaper then it appears to be and it will be the better investment of the two going forward.

    Anyone know what the situation is with the airlines and 5G?
  • W
    Wilhelm
    Based on my TA, I believe that this week may prove to be a reverse in trend for this ticker. Looking forward to Q4 release, outlook is quite good.
    Bullish
  • A
    Al
    Collecting june $5 calls ... .10/.15 bid/ask on the June $5 calls .... hate how etrade limits it to .05 increments ... visibility has to be much improved by then ... obviously just my opinion
  • J
    Joe
    Hi Al, thanks for the excellent summary. I see volume appears to be in an uptick since yesterday so maybe good news is on the way. ARK IZRL fund also appears to continue with dumping shares as the are now down to a holding just over 880k in shares.
  • C
    Corn
    Amazing that the AVNW team can perform and these “ best of breed” guys can’t. Management needs to answer for this!
  • C
    Corn
    So when does it start for CRNT?
  • P
    Per Juel
    New CEO

    He were CFO years ago and he lifted GM and he is not satisfied even with 35%. Managed services and software and better order mix will lift GM to 40% at least. I believe that is his plan. In addition Addressable markets expands.
  • J
    Joe
    Fail to understand this stock and I hold hold 35k of shares and only up a small amount. I do hope this is the year the stock moves hard as a long time holder.
  • A
    Al
    Updated Investors Presentation ...

    https://www.ceragon.com/hubfs/CRNT_IR_Presentation_December%202021_FINAL.pdf

    The page w the caption "480 Service providers" ... slide 14ish ... first row, sixth trademark in .. looks suspiciously like AT&T
  • A
    Al
    up between 6 and 10 cents on 90% of the daily volume then closes down 4 cents ... need some news
  • A
    Al
    Completely oversold ...
    Bullish
  • A
    Al
    "In a report released today, Alex Henderson from Needham maintained a Buy rating on Ceragon Networks (CRNT – Research Report), with a price target of $5.25."

    https://www.tipranks.com/news/blurbs/ceragon-networks-crnt-receives-a-rating-update-from-a-top-analyst-3/
    Bullish
  • T
    TennisG
    Al ...I wonder when/if more shares will be bought? You think end of Feb or a bit in a small Jan market dip? ....IZRL ETF has been steady with no more shares sold since last sell. I wonder when/if more shares will be bought

    IZRL - ARK Israel Innovative Technology ETF reports 5.72% decrease in ownership of CRNT / Ceragon Networks Ltd

    1,090,119 shares of Ceragon Networks Ltd at a value of $4,360,476 USD. This represents a change in shares of -5.72 percent and a change in value of -17.27 percent during the quarter.
    details:
    2021-12-23 - IZRL - ARK Israel Innovative Technology ETF has filed a NPORT-P form disclosing ownership of 1,027,769 shares of Ceragon Networks Ltd (US:CRNT) with total holdings valued at $3,607,469 USD as of 2021-10-29. IZRL - ARK Israel Innovative Technology ETF had filed a previous NPORT-P on 2021-09-24 disclosing 1,090,119 shares of Ceragon Networks Ltd at a value of $4,360,476 USD. This represents a change in shares of -5.72 percent and a change in value of -17.27 percent during the quarter.
  • d
    dcomus
    Relentless selling…
    So, come New Year will this stock finally stabilize? I ventured over to the Ceragon twitter feed to see if there was still a pulse: https://twitter.com/Ceragon
  • A
    Al
    so 2.5 mil in up volume on Friday ... 304K in down volume today ... looks like a fund took a position on Friday. .. Were overdue for some substantial news...
  • B
    Brad
    Dang speculators. If you would have stayed away, the share price would be at a much more reasonable level.
  • A
    Al
    guess I was sleeping at the wheel ... CRNT volume on Friday was 2.5 mil ... roughly 5X the monthly average ... hopefully its funds starting to read the writing on the walls. ... this coupled w ETRADE sending me an email that CRNT is not 100% equity requires (so non marginable) up from 75% required ... call me suspicious but looks like etrade is trying to shake some shares loose.. not sure why but does seem odd. ...
  • C
    Corn
    Any idea why ARK IZRL continues to slowly decrease its position? It doesn’t instill confidence that management knows what it’s doing.
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