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HLIT vs UI
Which Stock Would AI Choose? Harmonic Inc. (HLIT) vs. Ubiquiti Inc. (UI) Stock Comparison
Key Takeaways
- HLIT shares have risen about 19% year-to-date (YTD) and 31% over the past year, driven by broadband innovations and a strategic shift to focus on this high-growth segment.
- UI has delivered superior returns, up roughly 82% YTD and nearly 195% over the past year, fueled by strong earnings beats and robust demand for networking solutions.
- Recent market activity shows UI with stronger momentum, including 21% gains in the past month, compared to HLIT's more modest advances amid product unveilings.
- Both operate in communications equipment, but UI benefits from broader enterprise and consumer exposure, while HLIT emphasizes virtualized broadband for operators.
- Tickeron's AI robots highlight opportunities in related sectors like semiconductors and data centers, where patterns favor high-momentum plays like UI.
- Investor sentiment leans toward UI for relative performance, though HLIT offers potential stability post its video business divestiture.
Introduction
This stock comparison examines HLIT and UI, two players in the communications equipment sector amid rising demand for broadband and networking infrastructure. Traders seeking momentum in tech hardware and investors eyeing relative performance in a volatile market may find value in analyzing their trajectories. Recent developments, including product innovations and earnings strength, underscore contrasts in growth drivers and market positioning. This analysis draws on data from Yahoo Finance, MarketWatch, and company releases to highlight objective differences in recent stock behavior and business momentum.
HLIT Overview and Recent Performance
Harmonic Inc. (HLIT) provides virtualized broadband solutions and video delivery infrastructure to cable operators and telcos worldwide. In recent market activity, HLIT shares have climbed around 19% YTD and 31% over the past year, trading near $11.80 with a 52-week range of $7.80 to $12.18. Sentiment has been bolstered by record broadband orders and a pending sale of its video business to MediaKind, sharpening focus on higher-margin broadband. Key developments include announcements for Fiber Connect 2026, featuring AI-powered network intelligence, resilient remote OLTs (optical line terminals), and partnerships like DIRECTV's cloud upgrade using Harmonic's VOS software. These catalysts have supported steady gains, though trading volume remains moderate at about 1 million shares daily.
UI Overview and Recent Performance
Ubiquiti Inc. (UI) develops networking technology platforms for service providers, enterprises, and consumers globally. UI shares have surged approximately 82% YTD and 195% over the past year, recently around $1,004 with a 52-week low of $337. Recent weeks saw about 21% gains, reflecting strong momentum post-Q2 FY2026 earnings where non-GAAP EPS hit $3.88 (beating estimates by 38%) and revenues reached $815 million (up 14% expected). The company raised its dividend 33% to $0.80 per share and expanded its buyback by $500 million. Product updates like UniFi firmware enhancements have driven sentiment, with average volume near 100,000 shares underscoring concentrated interest in its high-capacity distributed access solutions.
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Head-to-Head Comparison
HLIT and UI both serve networking demands but diverge in business models: Harmonic focuses on operator-centric virtualized broadband and SaaS, while Ubiquiti targets a wider enterprise-to-consumer spectrum with hardware-software platforms. Growth drivers contrast sharply—HLIT leverages fiber innovations and video divestiture for broadband purity (projected $440M–$480M revenue in 2026), versus UI's earnings momentum from diversified sales (38% YoY revenue growth). Recent momentum favors UI with explosive returns amid product upgrades, while HLIT shows steadier climbs. Risk factors include HLIT's transition execution and UI's high valuation (P/E over 60). Sector exposure overlaps in communications but UI taps AI infrastructure trends more directly. Market sentiment tilts to UI's scale ($61B market cap vs. $1.3B), trading off HLIT's niche upside.
Tickeron AI Verdict
Tickeron’s AI currently favors UI due to superior trend consistency, earnings catalysts, and relative positioning in high-growth networking. Observable factors like 82% YTD gains, recent beats, and alignment with trending AI bots in data centers suggest higher probabilistic outperformance versus HLIT's transitional stability.
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 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 HLIT is a Hold and UI 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).
HLIT’s FA Score shows that 1 FA rating(s) are green whileUI’s FA Score has 1 green FA rating(s).
- HLIT’s FA Score: 1 green, 4 red.
- UI’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.
HLIT’s TA Score shows that 4 TA indicator(s) are bullish while UI’s TA Score has 5 bullish TA indicator(s).
- HLIT’s TA Score: 4 bullish, 4 bearish.
- UI’s TA Score: 5 bullish, 5 bearish.
Price Growth
HLIT (@Telecommunications Equipment) experienced а -2.11% price change this week, while UI (@Telecommunications Equipment) price change was -25.99% 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
HLIT is expected to report earnings on Aug 03, 2026.
UI is expected to report earnings on Aug 21, 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.
| HLIT | UI | HLIT / UI | |
| Capitalization | 1.36B | 37.7B | 4% |
| EBITDA | 23.7M | 1.13B | 2% |
| Gain YTD | 26.795 | 12.757 | 210% |
| P/E Ratio | 156.75 | 40.08 | 391% |
| Revenue | 361M | 3.1B | 12% |
| Total Cash | 124M | 369M | 34% |
| Total Debt | 133M | 66.9M | 199% |
HLIT | UI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 52 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 77 Overvalued | |
PROFIT vs RISK RATING 1..100 | 70 | 56 | |
SMR RATING 1..100 | 93 | 12 | |
PRICE GROWTH RATING 1..100 | 39 | 61 | |
P/E GROWTH RATING 1..100 | 2 | 63 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
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.
UI's Valuation (77) in the null industry is in the same range as HLIT (83) in the Telecommunications Equipment industry. This means that UI’s stock grew similarly to HLIT’s over the last 12 months.
UI's Profit vs Risk Rating (56) in the null industry is in the same range as HLIT (70) in the Telecommunications Equipment industry. This means that UI’s stock grew similarly to HLIT’s over the last 12 months.
UI's SMR Rating (12) in the null industry is significantly better than the same rating for HLIT (93) in the Telecommunications Equipment industry. This means that UI’s stock grew significantly faster than HLIT’s over the last 12 months.
HLIT's Price Growth Rating (39) in the Telecommunications Equipment industry is in the same range as UI (61) in the null industry. This means that HLIT’s stock grew similarly to UI’s over the last 12 months.
HLIT's P/E Growth Rating (2) in the Telecommunications Equipment industry is somewhat better than the same rating for UI (63) in the null industry. This means that HLIT’s stock grew somewhat faster than UI’s over the last 12 months.
| HLIT | UI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 66% | 2 days ago 70% |
| Stochastic ODDS (%) | 2 days ago 76% | 2 days ago 70% |
| Momentum ODDS (%) | N/A | 2 days ago 72% |
| MACD ODDS (%) | N/A | 2 days ago 59% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 73% | 2 days ago 71% |
| Advances ODDS (%) | 4 days ago 76% | 11 days ago 73% |
| Declines ODDS (%) | 2 days ago 70% | 2 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 75% | 2 days ago 65% |
| Aroon ODDS (%) | 2 days ago 65% | 2 days ago 71% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EIPI | 22.49 | -0.01 | -0.04% |
| FT Energy Income Ptnrs Enh Inc ETF | |||
| SRLN | 40.51 | -0.07 | -0.17% |
| State Street® Blackstone Senior Loan ETF | |||
| GCV | 4.52 | -0.04 | -0.88% |
| Gabelli Convertible and Income Securities Fund (The) | |||
| SFGV | 34.05 | -0.40 | -1.17% |
| Sequoia Global Value ETF | |||
| BINV | 42.08 | -0.59 | -1.38% |
| Brandes International ETF | |||
HLIT and
Correlation & Price change
A.I.dvisor indicates that over the last year, HLIT has been loosely correlated with CRNT. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if HLIT jumps, then CRNT could also see price increases.
| Ticker / NAME | Correlation To HLIT | 1D Price Change % | ||
|---|---|---|---|---|
| HLIT | 100% | -6.00% | ||
| CRNT - HLIT | 55% Loosely correlated | -5.28% | ||
| VIAV - HLIT | 48% Loosely correlated | -3.18% | ||
| HPE - HLIT | 44% Loosely correlated | -3.02% | ||
| CIEN - HLIT | 44% Loosely correlated | -6.27% | ||
| DGII - HLIT | 43% Loosely correlated | -3.43% | ||
More | ||||
UI and
Correlation & Price change
A.I.dvisor indicates that over the last year, UI has been loosely correlated with CIEN. These tickers have moved in lockstep 43% of the time. This A.I.-generated data suggests there is some statistical probability that if UI jumps, then CIEN could also see price increases.