Advertisement
CRNT vs LITE
Which Stock Would AI Choose? Ceragon Networks Ltd. (CRNT) vs. Lumentum Holdings Inc. (LITE) Stock Comparison
Key Takeaways
- CRNT shares have gained over 30% year-to-date, driven by strong orders from India totaling $86 million year-to-date, reinforcing its 2026 outlook in wireless backhaul.
- LITE has surged nearly 170% year-to-date and over 1,400% in the past year, fueled by AI-driven demand for optical components, with Q3 fiscal 2026 revenue up 90% to $808.4 million.
- Both operate in communications equipment, but LITE's market cap exceeds $70 billion versus CRNT's $253 million, reflecting greater scale and growth momentum.
- CRNT offers stability in emerging markets like India, while LITE shows explosive relative performance amid cloud and AI networking trends.
- Recent earnings beats for both, but LITE trades at premium valuations (trailing P/E over 280) compared to CRNT's more modest multiples.
- Tickeron's AI tools highlight diverse trading strategies adaptable to stocks like CRNT and LITE in current market conditions.
Introduction
This stock comparison examines CRNT and LITE, two players in the communications equipment sector focused on wireless transport and optical networking. Both benefit from global demand for high-speed data infrastructure, including 5G deployments and AI data centers. Traders seeking exposure to telecom growth and investors eyeing relative performance in volatile markets may find value in analyzing their recent momentum, order backlogs, and sector positioning. With diverging trajectories—steady wins for CRNT in emerging markets and explosive gains for LITE in AI optics—this head-to-head highlights trade-offs in risk, scale, and growth potential.
CRNT Overview and Recent Performance
Ceragon Networks Ltd. (CRNT) provides wireless backhaul and fronthaul solutions using microwave and millimeter wave technology for cellular operators worldwide. Headquartered in Israel, it serves North America, India, and other regions through products like the IP-50EX platform. In recent market activity, CRNT shares have risen over 30% year-to-date and about 21% over the past year, with a market cap of approximately $253 million. Key influences include approximately $86 million in year-to-date orders from Indian operators, bolstering its 2026 revenue outlook of $355–$385 million. Q4 2025 revenue reached $82.3 million, with non-GAAP net income of $1.4 million, amid a full-year 2025 revenue of $338.7 million. Upcoming Q1 2026 results on May 19 are anticipated to reflect stable bookings. Positive sentiment stems from private network wins totaling $10 million recently, though broader revenue pressures persist. Analyst targets average $4.54, signaling upside potential.
LITE Overview and Recent Performance
Lumentum Holdings Inc. (LITE) designs optical and photonic products for cloud networking, AI infrastructure, and industrial lasers, operating through Cloud & Networking and Industrial Tech segments. Based in San Jose, California, it supplies transceivers and components to hyperscalers. Recent weeks have seen LITE shares climb nearly 170% year-to-date and over 1,400% in the past year, with a market cap surpassing $70 billion. Fiscal Q3 2026 revenue hit $808.4 million, up 90% year-over-year, with adjusted EPS of $2.37 beating estimates, driven by AI optics demand and Nvidia partnerships. Despite a post-earnings dip on debt concerns (long-term debt rose to $3.24 billion), Q4 guidance projects $960 million–$1.01 billion in revenue. Strong backlogs in optical circuit switches over $400 million and expanded U.S. manufacturing fuel optimism. Analysts maintain Buy ratings, with targets up to $1,100, though high valuations (trailing P/E ~283) reflect growth pricing.
Trending AI Robots
Tickeron’s Trending AI Robots page curates top-performing AI trading bots from its library of hundreds, which collectively trade thousands of tickers across stocks, ETFs, and crypto. Only the most suitable for prevailing conditions—like AI-driven volatility in tech and communications—earn a spot among the featured 25 out of 351 total bots. These showcase annualized returns ranging from +23% to +169%, win rates of 51%–88%, and strategies spanning 1–18 tickers in sectors such as semiconductors, data centers, and industrials. Styles include trend-following with take-profit/stop-loss (e.g., TP 3%/SL 2%), multi-agent systems, and fundamental analysis on timeframes from 5 minutes to 60 minutes. Virtual and brokerage agents offer risk-managed automation. Explore these tools to align bots with stocks like CRNT or LITE for data-backed insights.
Head-to-Head Comparison
CRNT and LITE both enable high-speed data but differ in business models: CRNT focuses on wireless transport for telcos in emerging markets like India, while LITE targets photonic components for AI/cloud hyperscalers. Growth drivers contrast sharply—CRNT's steady orders versus LITE's explosive AI backlog. Recent momentum favors LITE (170% YTD vs. 32%), but CRNT offers lower risk with beta under 1 versus LITE's 1.53. Sector exposure overlaps in communications equipment, yet LITE benefits more from data center AI shifts. Valuations highlight trade-offs: LITE's price/sales ~36 and P/B 82 signal premium pricing against CRNT's modest multiples. Market sentiment tilts bullish on both, tempered by CRNT's revenue declines and LITE's debt load.
Tickeron AI Verdict
Tickeron’s AI currently favors LITE due to superior trend consistency, massive revenue acceleration (90% YoY growth), AI catalysts like Nvidia deals, and stronger relative positioning in high-growth cloud optics. While CRNT shows stability via India orders, LITE's catalysts suggest higher probability of outperformance amid data center expansion, albeit with elevated volatility.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CRNT is a Hold and LITE is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CRNT’s FA Score shows that 1 FA rating(s) are green whileLITE’s FA Score has 1 green FA rating(s).
- CRNT’s FA Score: 1 green, 4 red.
- LITE’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CRNT’s TA Score shows that 4 TA indicator(s) are bullish while LITE’s TA Score has 4 bullish TA indicator(s).
- CRNT’s TA Score: 4 bullish, 5 bearish.
- LITE’s TA Score: 4 bullish, 3 bearish.
Price Growth
CRNT (@Telecommunications Equipment) experienced а -0.79% price change this week, while LITE (@Telecommunications Equipment) price change was +7.40% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +3.21%. For the same industry, the average monthly price growth was +16.71%, and the average quarterly price growth was +69.33%.
Reported Earning Dates
CRNT is expected to report earnings on May 19, 2026.
LITE is expected to report earnings on Aug 18, 2026.
Industries' Descriptions
@Telecommunications Equipment (+3.21% weekly)The Telecommunications Equipment industry produces voice and data communications equipment, which includes fiber optic delivery products, digital signal processors, high-speed voice, data and video delivery. Additionally, satellite systems, global positioning systems, wireless data systems, personal communications equipment, telephone handsets and payload equipment for satellites also fall into this category. Apple Inc., QUALCOMM Incorporated and Nokia are major global players in this segment.
| CRNT | LITE | CRNT / LITE | |
| Capitalization | 228M | 75.5B | 0% |
| EBITDA | 22.6M | 552M | 4% |
| Gain YTD | 19.524 | 163.355 | 12% |
| P/E Ratio | 115.00 | 170.90 | 67% |
| Revenue | 363M | 2.49B | 15% |
| Total Cash | 43M | 3.17B | 1% |
| Total Debt | 47.6M | 3.31B | 1% |
CRNT | LITE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 66 | 87 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 7 | |
SMR RATING 1..100 | 90 | 42 | |
PRICE GROWTH RATING 1..100 | 48 | 34 | |
P/E GROWTH RATING 1..100 | 1 | 92 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CRNT's Valuation (76) in the Telecommunications Equipment industry is in the same range as LITE (87). This means that CRNT’s stock grew similarly to LITE’s over the last 12 months.
LITE's Profit vs Risk Rating (7) in the Telecommunications Equipment industry is significantly better than the same rating for CRNT (100). This means that LITE’s stock grew significantly faster than CRNT’s over the last 12 months.
LITE's SMR Rating (42) in the Telecommunications Equipment industry is somewhat better than the same rating for CRNT (90). This means that LITE’s stock grew somewhat faster than CRNT’s over the last 12 months.
LITE's Price Growth Rating (34) in the Telecommunications Equipment industry is in the same range as CRNT (48). This means that LITE’s stock grew similarly to CRNT’s over the last 12 months.
CRNT's P/E Growth Rating (1) in the Telecommunications Equipment industry is significantly better than the same rating for LITE (92). This means that CRNT’s stock grew significantly faster than LITE’s over the last 12 months.
| CRNT | LITE | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 78% | N/A |
| Stochastic ODDS (%) | 3 days ago 73% | 3 days ago 74% |
| Momentum ODDS (%) | 3 days ago 77% | 3 days ago 85% |
| MACD ODDS (%) | 3 days ago 82% | 3 days ago 84% |
| TrendWeek ODDS (%) | 3 days ago 76% | 3 days ago 78% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 80% |
| Advances ODDS (%) | 13 days ago 76% | 7 days ago 80% |
| Declines ODDS (%) | 5 days ago 80% | 3 days ago 74% |
| BollingerBands ODDS (%) | 3 days ago 81% | 3 days ago 63% |
| Aroon ODDS (%) | 3 days ago 85% | 3 days ago 78% |
Advertisement
CRNT and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRNT has been loosely correlated with HLIT. These tickers have moved in lockstep 42% of the time. This A.I.-generated data suggests there is some statistical probability that if CRNT jumps, then HLIT could also see price increases.
| Ticker / NAME | Correlation To CRNT | 1D Price Change % | ||
|---|---|---|---|---|
| CRNT | 100% | -5.28% | ||
| HLIT - CRNT | 42% Loosely correlated | -6.00% | ||
| VIAV - CRNT | 40% Loosely correlated | -3.16% | ||
| AVNW - CRNT | 39% Loosely correlated | -2.26% | ||
| BDC - CRNT | 37% Loosely correlated | -3.60% | ||
| HPE - CRNT | 36% Loosely correlated | -3.02% | ||
More | ||||
LITE and
Correlation & Price change
A.I.dvisor indicates that over the last year, LITE has been loosely correlated with CIEN. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if LITE jumps, then CIEN could also see price increases.
| Ticker / NAME | Correlation To LITE | 1D Price Change % | ||
|---|---|---|---|---|
| LITE | 100% | -3.11% | ||
| CIEN - LITE | 64% Loosely correlated | -6.27% | ||
| AAOI - LITE | 61% Loosely correlated | -6.49% | ||
| VIAV - LITE | 52% Loosely correlated | -3.16% | ||
| CRNT - LITE | 43% Loosely correlated | -5.28% | ||
| ITRN - LITE | 42% Loosely correlated | -2.80% | ||
More | ||||