Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Inseego Corp. (INSG)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-04
$3.93-18.63%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for INSG yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Adjusted EBITDA between $250K and $2M in Q2 2026 | Profitability should improve with adjusted EBITDA guidance between $250K and $2M in Q2 2026. | Broken | Adjusted EBITDA falls below $250K in Q2 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk growth and execution story, not a proven durable compounder: the company is loss-making, recent performance is weak, and management execution has been volatile. The long-term thesis is in a watch state, with the Nokia fixed wireless acquisition completed but results still needing to show more consistent delivery.
Valuation is described as cheap versus peers, while the model’s low confidence and negative expectations gap point to limited support for a firm view of what the market expects. The priced-in signal is tagged justified, and no fragility gates fired, but the recent valuation measure fell sharply and the overall signal changed from mixed to cautious.
Near term, revenue has grown across the reported quarters, but management cut its 2026 revenue outlook from approximately $190 million to approximately $155 million, and INSG missed its most recent quarter. The Nokia acquisition closed as planned and is expected to double revenue and expand global reach; its contribution and integration are central to the multi-year picture. A further guidance cut is a meaningful risk, while expanding products and customer availability offer some evidence of progress.
The key company-specific test is whether revenue growth and the Nokia business support steadier delivery without another guidance reduction. Near-term conditions could also improve if the Fed begins cutting rates or major technology peers stabilize, but the evidence does not establish how much either factor would help INSG. The miss risk is elevated enough to watch into the next report.
Over the next 1 to 3 years, the thesis rests on execution and acquisition-led growth overcoming weak recent results, losses, and volatile guidance. Evidence is mixed, and the current stance remains watch. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Inseego Corp.'s published investment case. The stated target is >= $190 million total revenue. |
| Broken |
| total revenue falls below $190 million in FY26 |
Revenue: $43.984M FY2026-Q2; GAAP. Published target: >= $190 million total revenue. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202643,984,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Successful acquisition and integration of Nokia's fixed wireless access business | It plans to grow by buying Nokia's fixed wireless access business. | Under Pressure | Acquisition fails to close or integration materially delays or reduces revenue | Rev $155M vs $190M target Nokia FWA deal closed Oct 1, 2026. 2026 revenue outlook lowered to $155M from $190M due to product delays and slower FWA recovery. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.64 → $-0.65 · observed estimates
$0.22B → $0.17B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.64 | $215,762,250 | 4 / 4 |
| 2026-07-25 | $0.64 | $215,769,000 | 2 / 3 |
| 2026-07-26 | $0.64 | $215,762,250 | 4 / 4 |
| 2026-07-27 | $0.64 | $215,769,000 | 2 / 3 |
| 2026-07-28 | $0.64 | $215,769,000 | 2 / 3 |
| 2026-07-29 | $0.64 | $215,762,250 | 4 / 4 |
| 2026-07-30 | $0.64 | $215,762,250 | 4 / 4 |
| 2026-07-31 | $0.64 | $215,762,250 | 4 / 4 |
| 2026-08-01 | $0.64 | $215,769,000 | 2 / 3 |
| 2026-08-02 | $0.64 | $215,762,250 | 4 / 4 |
| 2026-08-03 | $0.64 | $215,769,000 | 2 / 3 |
| 2026-08-04 | $0.64 | $215,762,250 | 4 / 4 |
| 2026-08-05 | $0.64 | $215,762,250 | 4 / 4 |
| 2026-08-06 | $0.64 | $215,762,250 | 4 / 4 |
| 2026-08-07 | $0.64 | $215,769,000 | 2 / 3 |
| 2026-08-08 | $0.64 | $215,769,000 | 2 / 3 |
| 2026-08-09 | $-0.55 | $169,822,670 | 3 / 3 |
| 2026-08-10 | $0.64 | $215,769,000 | 2 / 3 |
| 2026-08-12 | $0.64 | $215,769,000 | 2 / 3 |
| 2026-08-13 | $-0.55 | $169,822,670 | 3 / 3 |
| 2026-08-14 | $0.64 | $215,769,000 | 2 / 3 |
| 2026-08-15 | $0.64 | $215,769,000 | 1 / 3 |
| 2026-08-16 | $0.64 | $215,769,000 | 1 / 3 |
| 2026-08-17 | $0.64 | $215,769,000 | 1 / 3 |
| 2026-08-18 | $0.64 | $215,769,000 | 1 / 3 |
| 2026-08-19 | $0.64 | $215,769,000 | 1 / 3 |
| 2026-08-20 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-21 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-22 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-23 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-24 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-25 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-26 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-27 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-28 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-29 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-30 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-08-31 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-01 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-02 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-03 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-04 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-05 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-06 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-07 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-08 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-09 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-10 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-11 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-12 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-13 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-14 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-15 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-16 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-17 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-18 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-19 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-20 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-21 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-22 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-23 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-24 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-25 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-26 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-27 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-28 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-29 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-09-30 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-10-01 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-10-02 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-10-03 | $-0.55 | $169,822,667 | 1 / 2 |
| 2026-10-04 | $-0.65 | $170,228,000 | 1 / 2 |
| 2026-10-05 | $-0.65 | $170,228,000 | 1 / 2 |
| 2026-10-06 | $-0.65 | $170,228,000 | 1 / 2 |
| 2026-10-07 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-08 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-09 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-10 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-11 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-12 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-13 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-14 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-15 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-16 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-17 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-18 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-19 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-20 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-21 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-22 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-23 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-24 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-25 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-26 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-27 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-28 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-29 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-30 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-10-31 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-11-01 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-11-02 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-11-03 | $-0.65 | $170,228,000 | 1 / 1 |
| 2026-11-04 | $-0.65 | $170,228,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.