Inseego Corp. (INSG)

In the past six months, Inseego Corp.'s stock traded between $6.24 and $18.11, declining by 25.85% from February 5, 2025, to February 4, 2026. In Q3 2025, Inseego reported an EPS of $0.12, missing expectations, but achieved a GAAP Net Income of $1.4 million and a gross margin of 41.6%. In Q2 2025, the company reported an EPS of -$0.03, missing estimates. On January 14, 2026, Inseego repurchased all of its outstanding Fixed-Rate Cumulative Perpetual Preferred Stock, Series E.

Inseego's mobile broadband business typically experiences some seasonality due to carriers reducing inventory levels. However, the company anticipates that new product launches and new carrier wins will influence and potentially lead to sequential growth in the first quarter of 2026.

Inseego Corp., based in San Diego, California, specializes in fixed and mobile wireless solutions, IIoT, and cloud solutions, operating in the Technology sector. Its products include 4G and 5G hardware and SaaS platforms like fixed wireless routers, mobile hotspots (MiFi®), and telematics solutions. The company's SaaS solutions include Inseego Connect and Inseego Subscribe, platforms for device management and wireless asset management. Inseego's products are designed and developed in the USA.

Inseego Corp. is headquartered in San Diego, California, and generates its maximum revenue from the United States and Canada. The company also has a presence in Australia and Europe, including the United Kingdom, serving businesses, consumers, and governments internationally.

In the past year, Inseego Corp. has focused on higher-margin enterprise and carrier markets, emphasizing 5G FWA and SaaS solutions to drive profitability. New products like the FX4100, FX4200 enterprise-grade wireless routers, and the Wavemaker 5G Outdoor CPE have been launched, and new Tier-1 U.S. carrier partnerships have been secured. However, challenges such as a "disappointing outlook" and "elevated headline risk" have been noted, and the stock underperformed the US Communications industry and the broader US Market. The company remains committed to secure, high-performance 5G wireless connectivity and cloud-managed solutions.

Inseego Corp. is a publicly traded company with diverse ownership. Institutional investors hold a significant portion of shares, ranging from approximately 16.15% to 69.83%, with 148 institutional owners holding 5,292,749 shares. Major shareholders include BlackRock, Inc., Vanguard Group Inc., Balyasny Asset Management Llc, First Eagle Investment Management, LLC, Royce & Associates Lp and North Sound Management, Inc.. Individual insiders hold between 2.23% and 20.90% of the stock, while retail and public investors hold approximately 27.09% to 34% of the shares. Tavistock Holdings, Inc. also owns a substantial number of shares.