---
title: "Ceragon: Buy Rating Reaffirmed as Strong Q2 and Strategic Tier-1 Win Offset Near-Term Margin Pressures; Price Target Maintained at $3"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295576953.md"
description: "Needham analyst Ryan Koontz reaffirmed a Buy rating on Ceragon Networks with a $3 price target, citing strong Q2 performance and resilient revenue outlook. While near-term margin pressures persist due to supply constraints in North America, a strategic Tier-1 customer win expected by fiscal 2027 offsets these challenges. Roth MKM also maintained a Buy rating with a $4.50 target."
datetime: "2026-08-11T19:35:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295576953.md)
  - [en](https://longbridge.com/en/news/295576953.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295576953.md)
generator: "portal-rs"
---

# Ceragon: Buy Rating Reaffirmed as Strong Q2 and Strategic Tier-1 Win Offset Near-Term Margin Pressures; Price Target Maintained at $3

Needham analyst Ryan Koontz maintained a Buy rating on Ceragon Networks today and set a price target of $3.00.

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Ryan Koontz has given his Buy rating due to a combination of factors, including Ceragon’s stronger-than-expected second quarter performance and resilient full-year revenue outlook. He notes that revenue and EPS exceeded market expectations, underpinned by robust order activity in India, with roughly $120MM in bookings year-to-date supporting both the current quarter and second-half trajectory.

At the same time, Koontz acknowledges margin and operating income pressure driven by component supply constraints that are currently limiting North American shipments. However, he believes the emerging North American tier-1 customer win, which should begin contributing meaningfully by fiscal 2027, offsets these near-term challenges. As a result, he maintains a Buy rating and keeps his price target unchanged at $3, viewing current supply chain issues as temporary against a backdrop of improving strategic demand drivers.

Koontz covers the Technology sector, focusing on stocks such as Ciena, Gilat, and Adtran. According to TipRanks, Koontz has an average return of 30.0% and a 47.19% success rate on recommended stocks. 

In another report released today, Roth MKM also maintained a Buy rating on the stock with a $4.50 price target.

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**