Inseego Q4 revenue beats estimates

Inseego

19/02/2026 21:15

Overview

5G mobile broadband firm's Q4 revenue rose 5.5% sequentially, beating analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Company eliminated all outstanding Preferred Stock at 38% discount

Outlook

Inseego forecasts Q1 2026 revenue between $33 mln and $36 mln

Company expects full-year 2026 revenue of approximately $190 mln

Inseego does not include tariff impacts in its financial guidance

Result Drivers

MOBILE SOLUTIONS GROWTH - Mobile solutions revenue increased 27.4% sequentially, driven by strategic partnerships with U.S. Tier-1 carriers

STRATEGIC PARTNERSHIPS - Inseego secured key wins with all three U.S. Tier-1 carriers, enhancing its revenue base and positioning for growth

BALANCE SHEET IMPROVEMENT - Eliminated all outstanding Preferred Stock at a 38% discount, strengthening the balance sheet and increasing stockholder value

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$48.4 mln
$46.89 mln (4 Analysts)
Q4 Net Income
Beat
$469,000
$391,500 (2 Analysts)
Q4 Adjusted EBITDA
Beat
$6 mln
$4.68 mln (4 Analysts)
Q4 Operating Income
Beat
$1.31 mln
$1.10 mln (3 Analysts)
Q4 Pretax Profit
Miss
$504,000
$801,000 (3 Analysts)
Q4 Gross Profit
$20.41 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the communications & networking peer group is "buy"

Wall Street's median 12-month price target for Inseego Corp is $17.50, about 76.8% above its February 18 closing price of $9.90

The stock recently traded at 132 times the next 12-month earnings vs. a P/E of 32 three months ago

Press Release: ID:nGNX2SHPdD

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)