Inseego Corp. (INSG) AI Stock Analysis

Inseego Corp. specializes in the development and design of advanced wireless and IIoT solutions for enterprises, service providers, SMBs, governments, and consumers worldwide. Its product portfolio includes 4G and 5G wireless hardware such as private LTE/5G networks, SD-WAN solutions, fixed wireless access routers, gateways, mobile hotspots, and telematics hardware. These hardware offerings are paired with software applications and cloud services for remote device management and data analysis. Inseego also delivers software-as-a-service platforms for fleet management, vehicle telematics, asset tracking, and subscription management, including Inseego Subscribe for optimizing wireless asset deployment.

Inseego's revenue contracted at a five-year CAGR of -11.9% from FY2020 to FY2025. Annual revenue declined 13.1% in FY2025 to $166.2M, down from $191.2M in FY2024. Despite lower revenue, gross margin expanded to 37.7% in FY2025 from 36.0% in FY2024 and 21.4% in FY2023. Operating margin reached 2.8% in FY2025, producing net income of $838,000 and EPS of $0.23, down from $4.6M and $2.77 in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue grew 9.4% year-over-year, while quarterly earnings declined 86.4%. Trailing twelve-month operating margin stands at -15.7% with net profit margin at -6.4%.

As of June 30, 2026, Inseego held $1.9M in cash and short-term investments against $62.7M in total debt, leaving net debt at $60.8M. Total assets stood at $90.4M, with a current ratio of 1.07. The company operates with negative shareholders' equity of -$30.6M. Operating cash flow was $7.2M in FY2025, with capital expenditures of $661,000, yielding free cash flow of $6.5M. The company's share count increased 55.1% over five years.

At $4.12 per share, Inseego carries a market capitalization of $72.4M and an enterprise value of $119.1M. The stock trades at a trailing P/E of 31.7x and a forward P/E of 66.7x, both above the US-listed Technology peer medians of 28.1x and 18.8x, respectively. Its EV/EBITDA of 69.7x compares to 16.6x for peers, while its price-to-sales multiple of 0.4x sits below the peer median of 2.8x. Over the past year, INSG shares fell 74.2%, compared to a 16.8% gain for the S&P 500.

Wall Street coverage includes 3 Strong Buy ratings, with zero Buy, Hold, Sell, or Strong Sell ratings. The mean price target is $13.67, representing a 231.7% premium over the last close of $4.12. For the fiscal year ending December 31, 2026, analysts estimate an EPS loss of -$0.73 on revenue of $154.5M. For the following fiscal year, 2 analysts project an EPS of -$0.65 on revenue of $170.2M. The company beat EPS estimates in 2 of the last 4 quarters, and the next earnings date is November 4, 2026.

This page is an AI-written research summary of Inseego Corp. (INSG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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