Needham cuts Ceragon Networks stock price target to $3 on India slowdown

Published 06/08/2025, 21:40
© Ceragon Networks PR

Investing.com - Needham has lowered its price target on Ceragon Networks (NASDAQ:CRNT) to $3.00 from $4.50 while maintaining a Buy rating on the stock. According to InvestingPro data, the stock is currently trading near its 52-week low of $1.95, significantly below its high of $5.73, suggesting potential value opportunity based on InvestingPro’s Fair Value analysis.

The price target reduction follows Ceragon’s lower-than-expected second-quarter 2025 results, which were impacted by a slowdown in India due to carrier financing issues and logistics execution problems. Despite these challenges, InvestingPro data shows the company maintains healthy fundamentals with a P/E ratio of 7.58 and trailing twelve-month revenue of $394.34M.

Despite challenges in India, Ceragon experienced its strongest quarter in over a year in North America, though Europe and Latin America showed weakness amid intensifying competition from Chinese companies.

Ceragon’s management remains committed to its technology leadership strategy, which appears to be validated by a recent U.S. tier 1 win that is expected to ramp up in calendar year 2026.

Needham’s maintained Buy rating reflects its belief that Ceragon stock can rebound despite the company’s guidance that second-half revenue will be flat compared to the first half, implying an extended recovery period.

In other recent news, Ceragon Networks has announced that it will release its financial results for the second quarter of 2025 and hold an investor conference call on August 6, 2025. This announcement was made through a press release filed with the Securities and Exchange Commission. The upcoming results will cover the financial performance for the period ending June 30, 2025. Ceragon Networks recently filed its first-quarter financial results for 2025 with the SEC, a requirement for foreign private issuers. The filing was signed by the company’s Chief Financial Officer, Ronen Stein. The company, based in Rosh Ha’Ayin, Israel, operates in the Radio and TV Broadcasting and Communications Equipment industry. Ceragon Networks has a history of compliance with SEC regulations, including annual reports under Form 20-F. These developments are part of the company’s ongoing commitment to transparency and communication with its stakeholders.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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