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CRNT or LITE or VIAV
Which Stock Would AI Choose? Ceragon Networks Ltd. (CRNT) vs. Lumentum Holdings Inc. (LITE) vs. Viavi Solutions Inc. (VIAV) Stock Comparison
Key Takeaways
- CRNT shows steady gains with YTD return of 32%, bolstered by $86M in India orders and private network wins, but lags peers in explosive growth.
- LITE delivers massive YTD surge of 170% on 90% Q3 revenue growth to $808M from AI optics demand, though debt concerns temper post-earnings reaction.
- VIAV leads with 203% YTD performance after Q3 revenue beat at $407M and data center catalysts, positioning it strongest in relative momentum.
- All three benefit from telecom and AI infrastructure trends, but LITE and VIAV show superior scale and AI exposure versus CRNT's wireless focus.
- Analyst targets imply upside: CRNT $4.54, LITE $905+, VIAV $64, highlighting growth potential amid sector volatility.
- Recent market activity favors AI-driven optics plays like LITE and VIAV over traditional wireless like CRNT.
Introduction
This stock comparison examines CRNT, LITE, and VIAV, all operating in telecommunications and optical networking amid rising AI infrastructure demand. CRNT focuses on wireless backhaul, while LITE and VIAV emphasize photonic components and network testing. Traders seeking exposure to 5G expansions and data center growth, or investors tracking relative performance in high-beta tech sectors, will find value in analyzing their momentum, catalysts, and valuations. Recent earnings beats and order backlogs underscore shifting sentiment in this space.
CRNT Overview and Recent Performance
Ceragon Networks Ltd. (CRNT) provides wireless transport solutions for mobile and broadband networks. In recent market activity, shares traded around $2.78, up nearly 10% in a session, with YTD gains of 32% outpacing the S&P 500. Key drivers include $86 million in year-to-date orders from Indian operators for IP-50EXA platforms and millimeter wave tech, plus $10 million in private network contracts across utilities and mining. These wins reinforce 2026 revenue visibility amid 5G deployments. Sentiment benefits from Buy ratings and a $4.54 average target, though modest revenue of $339M TTM and negative EPS reflect execution challenges in a competitive wireless sector.
LITE Overview and Recent Performance
Lumentum Holdings Inc. (LITE) designs optical and photonic products for cloud networking and industrial applications. Shares recently closed at $995, reflecting 170% YTD growth and over 1,400% one-year returns, driven by AI data center demand. Fiscal Q3 revenue soared 90% year-over-year to $808 million, with adjusted EPS of $2.37 beating estimates, alongside strong Q4 guidance. Analyst upgrades, including Stifel's $1,100 target, highlight Nvidia partnerships and sold-out capacity through 2027. Debt concerns caused post-earnings dips, but robust margins and $71B market cap sustain positive relative performance in optics.
VIAV Overview and Recent Performance
Viavi Solutions Inc. (VIAV) delivers network test, monitoring, and assurance solutions for telecom and data centers. Trading near $54 with 203% YTD returns, it leads peers in momentum after Q3 revenue of $407 million beat estimates by 43% growth, and non-GAAP EPS of $0.27 topped forecasts. Data center demand and launches like CyberFlood CF1000 for AI security fueled surges up to 15% post-earnings. Analysts raised targets to $64 average, citing bullish guidance, though TTM losses persist. Strong 498% one-year performance reflects agility in validation tools amid AI expansions.
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Head-to-Head Comparison
CRNT, LITE, and VIAV share telecom exposure but diverge in models: CRNT's wireless backhaul targets emerging 5G markets, contrasting LITE's photonic components and VIAV's testing for AI networks. Growth drivers favor LITE and VIAV via data center optics, with 90% and 43% recent revenue jumps versus CRNT's order inflows. Momentum ranks VIAV (203% YTD) > LITE (170%) > CRNT (32%), but CRNT offers lower risk at $253M cap. Valuation sensitivity shows elevated P/E for LITE (175); VIAV and CRNT trade at losses. Sentiment tilts to AI pure-plays, trading stability for volatility.
Tickeron AI Verdict
Tickeron’s AI currently favors VIAV with the highest probability for near-term outperformance, owing to unmatched YTD trend consistency, recent earnings catalysts, and data center positioning. While LITE offers scale and AI optics stability, and CRNT provides defensive wireless exposure, VIAV's relative momentum and analyst upgrades suggest stronger upside potential absent major sector reversals.
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.
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), and VIAV’s FA Score reflects 1 green FA rating(s).
- CRNT’s FA Score: 1 green, 4 red.
- LITE’s FA Score: 1 green, 4 red.
- VIAV’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 5 TA indicator(s) are bullish while LITE’s TA Score has 4 bullish TA indicator(s), and VIAV’s TA Score reflects 3 bullish TA indicator(s).
- CRNT’s TA Score: 5 bullish, 5 bearish.
- LITE’s TA Score: 4 bullish, 3 bearish.
- VIAV’s TA Score: 3 bullish, 4 bearish.
Price Growth
CRNT (@Telecommunications Equipment) experienced а +1.98% price change this week, while LITE (@Telecommunications Equipment) price change was +7.88% , and VIAV (@Telecommunications Equipment) price fluctuated +4.65% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was -0.38%. For the same industry, the average monthly price growth was +14.35%, and the average quarterly price growth was +61.42%.
Reported Earning Dates
CRNT is expected to report earnings on May 19, 2026.
LITE is expected to report earnings on Aug 18, 2026.
VIAV is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Telecommunications Equipment (-0.38% 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 | VIAV | |
| Capitalization | 234M | 81.9B | 12.8B |
| EBITDA | 22.6M | 552M | 119M |
| Gain YTD | 22.857 | 185.708 | 208.249 |
| P/E Ratio | 115.00 | 185.40 | 350.50 |
| Revenue | 363M | 2.49B | 1.37B |
| Total Cash | 43M | 3.17B | 501M |
| Total Debt | 47.6M | 3.31B | 1.14B |
CRNT | LITE | VIAV | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 19 | 80 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 88 Overvalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 5 | 9 | |
SMR RATING 1..100 | 90 | 42 | 93 | |
PRICE GROWTH RATING 1..100 | 47 | 34 | 34 | |
P/E GROWTH RATING 1..100 | 2 | 89 | 77 | |
SEASONALITY SCORE 1..100 | n/a | n/a | 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 (77) in the Telecommunications Equipment industry is in the same range as LITE (88) in the Telecommunications Equipment industry, and is in the same range as VIAV (92) in the Electronic Equipment Or Instruments industry. This means that CRNT's stock grew similarly to LITE’s and similarly to VIAV’s over the last 12 months.
LITE's Profit vs Risk Rating (5) in the Telecommunications Equipment industry is in the same range as VIAV (9) in the Electronic Equipment Or Instruments industry, and is significantly better than the same rating for CRNT (100) in the Telecommunications Equipment industry. This means that LITE's stock grew similarly to VIAV’s and 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) in the Telecommunications Equipment industry, and is somewhat better than the same rating for VIAV (93) in the Electronic Equipment Or Instruments industry. This means that LITE's stock grew somewhat faster than CRNT’s and somewhat faster than VIAV’s over the last 12 months.
LITE's Price Growth Rating (34) in the Telecommunications Equipment industry is in the same range as VIAV (34) in the Electronic Equipment Or Instruments industry, and is in the same range as CRNT (47) in the Telecommunications Equipment industry. This means that LITE's stock grew similarly to VIAV’s and similarly to CRNT’s over the last 12 months.
CRNT's P/E Growth Rating (2) in the Telecommunications Equipment industry is significantly better than the same rating for VIAV (77) in the Electronic Equipment Or Instruments industry, and is significantly better than the same rating for LITE (89) in the Telecommunications Equipment industry. This means that CRNT's stock grew significantly faster than VIAV’s and significantly faster than LITE’s over the last 12 months.
| CRNT | LITE | VIAV | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 73% | N/A | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 74% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 72% | 2 days ago 79% | N/A |
| MACD ODDS (%) | 2 days ago 82% | 2 days ago 73% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 78% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 83% | 2 days ago 79% | 2 days ago 73% |
| Advances ODDS (%) | 8 days ago 76% | 2 days ago 80% | 2 days ago 71% |
| Declines ODDS (%) | 5 days ago 80% | 6 days ago 73% | 6 days ago 67% |
| BollingerBands ODDS (%) | 2 days ago 67% | 2 days ago 67% | 2 days ago 57% |
| Aroon ODDS (%) | 2 days ago 85% | 2 days ago 79% | 2 days ago 68% |
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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% | +1.98% | ||
| HLIT - CRNT | 42% Loosely correlated | +0.31% | ||
| VIAV - CRNT | 39% Loosely correlated | +7.26% | ||
| AVNW - CRNT | 39% Loosely correlated | +0.32% | ||
| BDC - CRNT | 37% Loosely correlated | -1.24% | ||
| HPE - CRNT | 36% Loosely correlated | -1.53% | ||
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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% | +16.52% | ||
| CIEN - LITE | 64% Loosely correlated | +6.09% | ||
| AAOI - LITE | 61% Loosely correlated | +24.14% | ||
| VIAV - LITE | 51% Loosely correlated | +7.26% | ||
| CRNT - LITE | 43% Loosely correlated | +1.98% | ||
| ITRN - LITE | 42% Loosely correlated | -0.02% | ||
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