ACTELIS NETWORKS INC (ASNS)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-09-04
QuarterlyIQ Insights · ASNS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Grow revenues by expanding partner network and penetration in Federal, ITS, U.S. carriers, and MDU markets.
Stated as a priority in 2 of last 2 quarters. Revenue grew from $0.94M in 2025-Q2 to $1.13M in 2026-Q2 (+20%), with first half 2026 revenue up 26% year-over-year to $2.1M. North America revenue increased 39% in Q2 and 25% in Q1 year-over-year. Management is delivering on revenue growth and market expansion priorities.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Actelis continued to execute our 2026 plan – increase our partner network and penetration into Federal and Military base modernization opportunities, expand our footprint with new offerings in the In…”
“Q1-2026 shows continued execution on our priorities, including conversion of initial wins into repeat business in U.S. federal and ITS markets.”
Expand gross margin by increasing software and services mix and implementing cost-reduction and operational-efficiency initiatives.
Stated in 2 of last 2 quarters. Gross margin improved from 32% in 2025-Q2 and 25% in 2026-Q1 to 51% in 2026-Q2, driven by better software and services mix and cost discipline. Operating loss narrowed year-over-year, indicating management is delivering on margin improvement.
“Gross margin was 51%, compared to 32% in the second quarter of 2025 and 25% in the first quarter of 2026, reflecting an improved software and services mix.”
“Cost discipline strengthens our operating leverage despite FX pressure that may continue.”
Advance steps including reverse stock split and equity line amendment to support Nasdaq uplisting when timing and metrics align.
Stated in 2 of last 2 quarters. Company implemented a reverse stock split authorization and amended equity line of credit with capacity up to $30M to support relisting efforts. While trading environment remains challenging, management is advancing structural steps toward Nasdaq uplisting.
“Company continues to advance steps its shareholders have authorized for relisting on Nasdaq, including reverse stock split and equity line amendment.”
“Following transition off Nasdaq in April, evaluating options to relist on Nasdaq; reverse stock split approved by shareholders April 13, 2026.”
Pursue acquisition of Exaware Routing Ltd. and maintain strategic collaboration across key markets.
Stated in 2 of last 2 quarters. Management announced a binding term sheet for acquisition of Exaware Routing Ltd. in Q1 2026 and replaced it with a Memorandum of Understanding in Q2 2026 to preserve strategic collaboration. The acquisition remains in progress, reflecting ongoing strategic growth efforts.
“Entered into a Memorandum of Understanding with Exaware Routing Ltd. to preserve strategic collaboration across data center, telecom, federal and local government markets.”
“Announced binding term sheet to acquire 100% of Exaware Routing Ltd. in an all-stock transaction.”
Execute facility downsizing, vendor consolidation, outsourcing, and AI deployment to reduce costs and improve productivity.
Stated in 2 of last 2 quarters. Management implemented cost-reduction measures including facility downsizing, vendor consolidation, outsourcing, and AI tools, expected to generate approximately $1 million in annualized savings. Operating expenses remained broadly flat despite revenue growth, indicating progress on cost discipline.
“Executed additional cost-reduction and operational-efficiency initiatives including facility downsizing, vendor consolidation, outsourcing, and AI-based tools deployment.”
“Completed relocation of Israeli operations to lower-cost facility, closed Fremont office, outsourced U.S. logistics and labs to reduce costs.”
Over the trailing year it converted 0.69x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
31 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=2769).
Not investment advice. As of 2026-09-04.