Northland Securities Comments on Aviat Networks Q1 Earnings

Aviat Networks, Inc. (NASDAQ:AVNW) – Analysts at Northland Securities dropped their Q1 2027 earnings per share estimates for shares of Aviat Networks in a research note issued to investors on Friday, August 28th. Northland Securities analyst T. Savageaux now expects that the communications equipment provider will post earnings per share of $0.30 for the quarter, down from their prior forecast of $0.33. Northland Securities currently has a “Outperform” rating and a $30.00 price target on the stock. The consensus estimate for Aviat Networks’ current full-year earnings is $2.44 per share. Northland Securities also issued estimates for Aviat Networks’ Q2 2027 earnings at $0.69 EPS, Q3 2027 earnings at $0.52 EPS, Q4 2027 earnings at $0.79 EPS and FY2027 earnings at $2.29 EPS.

Aviat Networks (NASDAQ:AVNW) last posted its quarterly earnings data on Thursday, August 27th. The communications equipment provider reported $0.64 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.09. Aviat Networks had a return on equity of 5.85% and a net margin of 0.58%.The firm had revenue of $120.89 million for the quarter, compared to the consensus estimate of $110.12 million.

Several other equities research analysts also recently commented on the stock. Citigroup restated a “market outperform” rating on shares of Aviat Networks in a research report on Friday. Weiss Ratings raised shares of Aviat Networks from a “sell (d)” rating to a “sell (d+)” rating in a research note on Thursday, August 27th. Lake Street Capital set a $31.00 target price on Aviat Networks and gave the company a “buy” rating in a report on Tuesday, May 5th. Craig Hallum started coverage on Aviat Networks in a research report on Tuesday, June 30th. They issued a “buy” rating and a $36.00 target price for the company. Finally, Roth Capital reiterated a “buy” rating and set a $38.00 price target (up from $34.00) on shares of Aviat Networks in a report on Friday. Nine equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $32.71.

Aviat Networks Stock Performance

Aviat Networks stock opened at $18.66 on Wednesday. Aviat Networks has a fifty-two week low of $13.92 and a fifty-two week high of $27.02. The firm’s 50 day simple moving average is $20.91 and its 200-day simple moving average is $21.23. The company has a debt-to-equity ratio of 0.33, a current ratio of 1.97 and a quick ratio of 1.66. The company has a market cap of $238.85 million, a P/E ratio of 98.21 and a beta of 0.70.

Hedge Funds Weigh In On Aviat Networks

Hedge funds have recently added to or reduced their stakes in the company. Quarry LP bought a new position in Aviat Networks during the third quarter valued at about $27,000. Raymond James Financial Inc. bought a new stake in shares of Aviat Networks during the 2nd quarter worth about $28,000. Potomac Capital Management Inc. acquired a new position in shares of Aviat Networks during the 4th quarter valued at about $43,000. Comerica Bank increased its holdings in shares of Aviat Networks by 40.2% during the 1st quarter. Comerica Bank now owns 2,720 shares of the communications equipment provider’s stock valued at $52,000 after acquiring an additional 780 shares during the last quarter. Finally, BNP Paribas Financial Markets raised its stake in shares of Aviat Networks by 96.5% in the 3rd quarter. BNP Paribas Financial Markets now owns 2,281 shares of the communications equipment provider’s stock valued at $52,000 after acquiring an additional 1,120 shares in the last quarter. Institutional investors and hedge funds own 78.62% of the company’s stock.

Insiders Place Their Bets

In related news, VP Erin Boase sold 1,347 shares of Aviat Networks stock in a transaction on Monday, August 31st. The stock was sold at an average price of $19.69, for a total transaction of $26,522.43. Following the completion of the sale, the vice president owned 28,275 shares of the company’s stock, valued at approximately $556,734.75. This trade represents a 4.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Pete A. Smith sold 14,264 shares of the business’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $19.69, for a total value of $280,858.16. Following the completion of the transaction, the chief executive officer owned 367,840 shares in the company, valued at $7,242,769.60. This trade represents a 3.73% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 16,240 shares of company stock worth $319,766 over the last ninety days. 5.30% of the stock is currently owned by company insiders.

Key Stories Impacting Aviat Networks

Here are the key news stories impacting Aviat Networks this week:

• Positive Sentiment: Strong quarterly execution: Fiscal fourth-quarter revenue rose 4.8% year over year to $120.9 million, exceeding the $110.1 million consensus estimate. Adjusted earnings of $0.64 per share also topped expectations of $0.55.
• Positive Sentiment: Healthy backlog and growth outlook: Backlog increased 14% to $367 million, supporting visibility into future revenue. Fiscal 2027 adjusted EBITDA guidance implies potential growth of as much as 50%, as Aviat invests in private wireless networks. Aviat Networks backlog and fiscal 2027 guidance
• Positive Sentiment: Analyst support remains favorable: Citigroup maintained a “market outperform” rating, while Roth Capital raised its target to $38 and Northland Securities lifted its target to $30. The analyst consensus remains “Moderate Buy,” with an average target price of $32.71.
• Neutral Sentiment: Growth comes with execution risk: Aviat is betting heavily on private networks, but recent coverage highlighted margin pressure. The company’s reported net margin was only 0.58%, making successful execution and profitability improvement important for the valuation. Aviat Networks private networks and margins
• Negative Sentiment: Multiple insiders sold shares: CEO Pete Smith sold 14,264 shares for approximately $280,858, reducing his direct ownership by 3.73%. VP Erin Boase sold $26,522 of stock, and SVP Gary Croke sold $12,385. While these transactions may reflect personal financial decisions, coordinated selling can weigh on sentiment, particularly with AVNW trading well below its 12-month high and above a trailing PE ratio of 98.

Aviat Networks Company Profile

Aviat Networks, Inc is a specialist in wireless transport solutions, designing, manufacturing and selling microwave networking products that enable the secure and reliable transmission of data, voice and video. The company’s offerings address mission-critical communications needs for a broad range of end markets, including telecommunications service providers, utilities, government agencies and enterprises. Its product portfolio spans high-capacity packet microwave radios, IP transport systems and network management software.

Aviat’s core product lines include the WTM series of packet microwave platforms, which deliver scalable throughput and advanced resilience features, and the Eclipse packet microwave systems, which combine broadband capacity with synchronization, security and quality-of-service capabilities.