Digi International Inc. (DGII)

Over the past six months, Digi International's stock has experienced several notable events and fluctuations. The stock price on January 2, 2026, was $43.16 per share, and on December 10, 2025, the stock reached a high of $48.00. The company held its Q4 2025 Earnings Conference Call on November 12, 2025, reporting a record Annualized Recurring Revenue (ARR) of $152 million, a 31% year-over-year increase, and $430 million in full fiscal year revenue, up 1% year-over-year. On August 19, 2025, Digi International announced the acquisition of Jolt Software, which significantly strengthened the IoT Solutions segment. The company is scheduled to hold its Annual General Meeting on January 30, 2026. In early January 2026, Digi International showcased its complete embedded IoT connectivity and infrastructure management solutions at CES 2026. In December 2025, Digi International announced plans to deliver zero-touch eSIM for multi-carrier cellular management and distributed edge visibility. Analysts have a "Moderate Buy" consensus rating for DGII, with an average twelve-month price target of $48.80.

While specific detailed seasonal patterns for Digi International's stock returns are not explicitly provided, the company has noted that longer-term demand for its offerings remains strong, driven by the increasing need for connectivity and software solutions in enterprise objectives. The IoT Solutions segment saw an increase in fiscal 2025, partly due to the Jolt acquisition. The IoT Products & Services segment experienced a decrease in fiscal 2025 revenue, attributed to lower demand for some products as customers reduced inventory stockpiled during previous supply chain stresses. This suggests that while overall demand for IoT solutions is robust, the hardware-focused segment can be influenced by customer inventory management cycles rather than strict seasonal fluctuations.

Digi International, Inc. is a global provider of Internet of Things (IoT) connectivity products, services, and solutions, enabling enterprises to build, connect, and manage critical systems. The company operates within the Industrial Internet of Things (IIoT) sector, falling under the broader Technology and Communications industry, specifically Telecommunications Equipment and Computer Peripherals. Digi International's business model focuses on providing hardware and software services to connect and manage mission-critical devices for global enterprises. The company's revenue is generated from two primary segments: IoT Products & Services and IoT Solutions. Major products and services include embedded and wireless modules that enable wireless communication and embedded cellular capabilities in products, communication sub-assemblies, enterprise and industrial routers providing mission-critical wireless connectivity and secure remote access, console servers offering secure and remote access to network equipment, finished products, professional services, and IoT Solutions such as SmartSense by Digi and the managed network-as-a-service business.

Digi International is headquartered in Hopkins, Minnesota, USA, and has a global business presence with operations and sales in North America, Europe, the Middle East and Africa, and the Asia-Pacific region. Specific regional sales offices are located throughout North America, Europe, and Asia, with engineering locations in North America and Europe. Notable locations include Eden Prairie, MN; Boston, MA; Mishawaka, IN; Sandy, UT; Norwalk, CT in North America, and Singapore, Tokyo (Japan), Milton (Australia), and Beijing (China) in the Asia-Pacific region.

In the past year, Digi International has maintained a positive brand reputation, marked by strategic product introductions and partnerships. Opengear, a Digi International company, introduced new network resilience platforms in January 2026. Also in January 2026, SmartSense by Digi launched SmartSense ONE, a modular solution that integrates monitoring, operations, safety, and quality capabilities. In October 2025, Digi International partnered with Avnet and STMicroelectronics to host a series of in-person technical workshops. The company's long history and its consistent strategic evolution underscore its reputation for mission-critical reliability and end-to-end solutions. No significant negative events impacting Digi International's brand reputation were identified in the past year.

Digi International's ownership structure is primarily composed of institutional investors, who hold a significant majority of the shares, ranging from approximately 60.01% to 98.4%. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., Conestoga Capital Advisors, LLC, Dimensional Fund Advisors Lp, Fmr Llc, Earnest Partners Llc, Geneva Capital Management Llc and State Street Corp. Insiders hold a modest stake, typically between 2.95% and 3.04% of the company's stock. Public and individual investors hold the remaining shares, estimated to be between 11.73% and 40.52%.