Inseego Corp. (INSG)

Over the past six months, Inseego Corp.'s stock has experienced several notable events and price movements. The stock had fallen by 1.21% in the past week and 30.13% in the past month as of November 27, 2025. On November 7, 2025, Inseego reported its Q3 2025 earnings, with an EPS of $0.12, missing analyst consensus estimates of $0.28, but revenue for the quarter was $45.89 million, exceeding analyst estimates of $41.86 million. Following these results, Inseego provided Q4 2025 revenue guidance in the range of $45 million to $48 million and adjusted EBITDA between $4 million and $5 million. Analysts have adjusted their price targets for INSG, with increases to $16.83 on November 17, 2025, and to $14.92 on October 29, 2025. In Q1 2025, the stock experienced a 20% price drop, which was attributed to retail investor behavior despite stable 5G demand. Additionally, around November 9, 2025, the company announced the appointment of Bukhari and Bye to its board of directors.

There is typically some seasonality in the demand for Inseego's products and services, particularly concerning mobile revenue, as carriers historically adjust their inventory levels. The company has acknowledged this seasonality, and discussions during earnings calls have touched upon whether new product launches and carrier wins might alter the seasonal patterns, potentially leading to sequential growth in the first quarter. Tools are available to analyze Inseego Corp.'s monthly performance, further indicating the presence of seasonal trends in demand.

Inseego Corp. is a U.S.-based technology company specializing in cloud-managed wireless WAN and intelligent edge solutions, focusing on 5G and IoT device-to-cloud technologies. The company operates within the Technology sector, specifically in the Computer and Technology and Telecommunications sectors, and its industry is categorized as Internet Software, Electronic Equipment, Communication Equipment, and Telecommunications Equipment. Inseego's major products and services include 5G and 4G mobile broadband solutions, fixed wireless access solutions, telematics devices, and cloud-native software for device lifecycle management and data analytics.

Inseego Corp. has a global presence, with operations in North America, Europe (including the United Kingdom), Asia-Pacific, and Latin America. The company generates its maximum revenue from the United States and Canada.

Inseego's brand reputation can be inferred from market perceptions and analyst sentiments. The company's reports on AnnualReports.com have an aggregate usefulness score of 4.8 out of 5.0 based on 332 reviews. Analysts have shown a bearish outlook on EPS estimates over the last twelve months, leading to frequent downward revisions. Weaknesses identified include relatively low margins as a percentage of sales and a clear downward trend in sales revisions. Analysts have also lifted Inseego's price targets, citing improving profit margins and growth driven by partnerships, suggesting some positive market perception regarding its strategic direction and potential. The company's shift towards a software and services model is seen as a way to boost recurring, high-margin revenue and position it for greater profitability.

Inseego Corp. has a mixed ownership structure comprising institutional, insider, and public/individual investors. The company has 159 institutional owners holding a total of 5,862,270 shares as of November 25, 2025. Institutional investors hold approximately 11.84% to 26.89% of the company's stock, while insiders own about 49.55%. Public companies and individual investors (retail investors) hold between 6.92% and 23.56% of the stock. Tavistock Holdings, Inc. is reported to own the most shares. A significant portion, over 70%, of Inseego's shares are held by individuals, with institutional ownership closer to 10% as of late 2024/Q1 2025, which can increase the stock's susceptibility to volatility from panic selling.