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Romanesque Capital backs strategic sale of Harmonic

Published 11/18/2024, 01:20 PM
HLIT
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NAPLES, Fla. - Romanesque Capital Management, LLC, a long-term investor in Harmonic, Inc. (NASDAQ:HLIT), has publicly endorsed the initiation of a strategic review process for the sale of the technology company, aiming to maximize shareholder value. The family office investment adviser, which has held shares in Harmonic since 2016, expressed support for the recommendations presented by Ancora Holdings, which outlined the potential value opportunity at Harmonic.

Romanesque Capital has consistently recognized Harmonic's strong market position and innovative edge, yet notes that these advantages have not translated into expected stock price performance. The investment firm believes that Harmonic's integration into a larger organization could unlock significant synergies, echoing the sentiments of other investors who have also advocated for a strategic review.

The call for a sale comes amidst Romanesque Capital’s concerns about the perceived undervaluation of Harmonic in the market, despite the company's solid fundamentals and leading products. The investor urges Harmonic's management and board of directors to heed shareholder feedback and consider a value-maximizing sale, suggesting that such a move could benefit all parties involved.

Romanesque Capital Management, a private partnership focused on long-term investments in small capitalization growth equities, has been a shareholder of Harmonic since the announcement of the company's current Broadband strategy. Drew Burke, the managing member of Romanesque Capital Partners (WA:CPAP), has been at the forefront of advocating for strategic initiatives aimed at enhancing shareholder returns.

The statement by Romanesque Capital Management is based on a press release statement and reflects the firm's position as a vested shareholder in Harmonic, Inc. The firm's support for a strategic sale emphasizes the ongoing dialogue between shareholders and company leadership regarding the future direction of Harmonic.

In other recent news, Ancora Holdings Group, a significant shareholder in Harmonic Inc (NASDAQ:HLIT)., has publicly urged the communications technology company to explore strategic alternatives, including a potential sale. Ancora suggests that Harmonic's strong financials and top-tier products could attract acquirers like Ciena (NYSE:CIEN) Corporation. The shareholder group plans to engage in a constructive dialogue with Harmonic's Board of Directors to discuss the company's future direction.

Harmonic Inc. recently reported record Q3 results, with a year-over-year revenue increase of 54% to $195.8 million. The Broadband segment, driven by strong demand for the cOS solution, contributed significantly to this performance. Harmonic's adjusted EBITDA and earnings per share (EPS) exceeded expectations, standing at $43.4 million and $0.26 respectively.

Meanwhile, Jefferies has downgraded Harmonic from Buy to Hold and adjusted the price target to $12.50 from the previous $14.00. The adjustment follows Harmonic's strong third-quarter performance and its guidance for the full year. However, Jefferies has raised concerns regarding potential softness in the Broadband segment for the year 2025. These are the recent developments in the company's operations and market outlook.

InvestingPro Insights

As Romanesque Capital Management pushes for a strategic review of Harmonic Inc. (NASDAQ:HLIT), recent data from InvestingPro sheds light on the company's financial position and market performance, providing context to the investor's call for action.

Despite Harmonic's strong market position noted by Romanesque, InvestingPro data reveals that the stock has indeed struggled recently, with a 17.51% decline in the past month. This aligns with Romanesque's concern about the disconnect between the company's fundamentals and its stock performance.

However, it's worth noting that Harmonic's financials show some positive indicators. The company boasts a healthy gross profit margin of 51.92% for the last twelve months as of Q3 2024, suggesting strong pricing power for its products. Additionally, Harmonic operates with a moderate level of debt, which could make it an attractive acquisition target.

InvestingPro Tips highlight that analysts predict the company will be profitable this year, and it has been profitable over the last twelve months. These factors could support Romanesque's argument for Harmonic's underlying value.

Interestingly, while Romanesque advocates for a sale to unlock value, the stock is currently trading at a high EBITDA valuation multiple according to InvestingPro Tips. This could indicate that the market may already be pricing in some growth expectations or potential acquisition premium.

For investors seeking a more comprehensive analysis, InvestingPro offers additional tips and insights beyond those mentioned here. In fact, there are 5 more InvestingPro Tips available for Harmonic, which could provide further context to the ongoing strategic discussions.

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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