INSEEGO CORP.
INSG · Communications Equipment, NEC · 16.3M shares · -37%/yr ↓ buyback · EDGAR filings ↗
Reference price $8.93 · est. market cap ~$145M — last insider purchase, 2025-08-14 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D505G-device maker with declining revenue and near-breakeven results, negative returns on equity.
Strengths
- Positive FCF — $6.5M (24th)
Risks
- Declining revenue — -13.1% (4th)
- Near-zero/negative profitability — net margin 0.5%, ROE -20.7% (16th)
- Earnings collapse -81.7% — per 10-K
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Buying back stockNet buyback — share count -37%/yr over 4y
- Revenue declineRevenue -29.1% YoY
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
42.7%
Operating margin
2.6%
Net margin
0.5%
Return on equity
-20.7%
Return on assets
0.9%
Revenue growth (QoQ)
-29.1%
Net-income growth
-81.7%
Current ratio
1.3×
Free cash flow
$7M
EBITDA
$13M
Tangible book value
-$29M
Cash & investments
$25M
Stock comp / revenue
4.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-15 | Gatoff Steven | Tax withheld | 2.0K | $14.14 |
| 2026-04-15 | Sarvikas Juho | Tax withheld | 3.7K | $14.14 |
| 2026-04-15 | Sarvikas Juho | Tax withheld | 4.2K | $14.14 |
| 2026-04-15 | McClaskey James Paul | Tax withheld | 1.1K | $14.14 |
| 2026-04-15 | McClaskey James Paul | Tax withheld | 401 | $14.14 |
| 2026-04-15 | Gatoff Steven | Tax withheld | 8.5K | $14.14 |
| 2026-02-28 | McClaskey James Paul | Tax withheld | 215 | $12.35 |
| 2026-02-28 | Gatoff Steven | Tax withheld | 1.6K | $12.35 |
| 2026-02-06 | Sarvikas Juho | Tax withheld | 929 | $10.48 |
| 2026-01-30 | Gatoff Steven | Tax withheld | 1.7K | $10.89 |
| 2026-01-30 | McClaskey James Paul | Tax withheld | 215 | $10.89 |
| 2026-01-22 | Sarvikas Juho | Tax withheld | 12K | $10.70 |
| 2026-01-21 | Gatoff Steven | Tax withheld | 1.7K | $10.42 |
| 2026-01-16 | McClaskey James Paul | Tax withheld | 215 | $10.42 |
| 2025-12-22 | Gatoff Steven | Grant | 74K | — |
| 2025-12-22 | McClaskey James Paul | Grant | 16K | — |
| 2025-12-22 | Sarvikas Juho | Grant | 137K | — |
| 2025-12-03 | McClaskey James Paul | Tax withheld | 179 | $10.33 |
| 2025-12-03 | Gatoff Steven | Tax withheld | 1.5K | $10.33 |
| 2025-11-03 | McClaskey James Paul | Tax withheld | 179 | $16.31 |
| 2025-11-03 | Gatoff Steven | Tax withheld | 4.1K | $16.31 |
| 2025-10-30 | Bukhari Syed Nabeel Anwar | Grant | 8.9K | — |
| 2025-10-30 | BYE STEPHEN J | Grant | 8.9K | — |
| 2025-10-03 | Mulhern George | Grant | 936 | — |
| 2025-10-02 | McClaskey James Paul | Tax withheld | 179 | $14.97 |
| 2025-10-02 | Gatoff Steven | Tax withheld | 4.1K | $14.97 |
| 2025-09-12 | Miller Brian | Grant | 9.4K | — |
| 2025-09-12 | TUDER JEFFREY | Grant | 9.4K | — |
| 2025-09-12 | Harland Christopher | Grant | 9.4K | — |
| 2025-09-12 | Mulhern George | Grant | 9.4K | — |
| 2025-09-12 | Tavistock Holdings, Inc. | Grant | 9.4K | — |
| 2025-09-03 | Gatoff Steven | Tax withheld | 4.1K | $12.94 |
| 2025-09-03 | McClaskey James Paul | Tax withheld | 179 | $12.94 |
| 2025-08-14 | North Sound Trading, LP | Buy | 15K | $8.93 |
| 2025-08-13 | North Sound Trading, LP | Buy | 31K | $8.98 |
| 2025-08-12 | North Sound Trading, LP | Buy | 8.8K | $7.44 |
| 2025-07-31 | Gatoff Steven | Tax withheld | 18K | $6.81 |
| 2025-07-31 | McClaskey James Paul | Tax withheld | 2.2K | $6.81 |
| 2025-04-30 | Mulhern George | Grant | 18K | — |
| 2025-03-03 | Sarvikas Juho | Buy | 10K | $9.78 |
| 2025-01-06 | Sarvikas Juho | Grant | 124K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-22 | Shareholder vote | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-04-30 | Material agreement3.02Reg FDExhibits | filing ↗ |
| 2026-02-19 | ResultsExhibits | filing ↗ |
| 2026-01-14 | Material agreementDebt obligation3.02Reg FDExhibits | filing ↗ |
| 2025-11-06 | ResultsExhibits | filing ↗ |
| 2025-11-03 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-09-11 | Shareholder voteOther | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-22 | 2026-06-16 | 0001683168-26-005023 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001022652-26-000010 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001683168-26-003563 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001683168-26-003379 ↗ |
| 10-K | 2026-02-20 | 2025-12-31 | 0001022652-26-000005 ↗ |
| 8-K | 2026-02-19 | 2026-02-19 | 0001683168-26-001189 ↗ |
| 8-K | 2026-01-14 | 2026-01-14 | 0001683168-26-000311 ↗ |
| 10-Q | 2025-11-07 | 2025-09-30 | 0001022652-25-000024 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001683168-25-008028 ↗ |
| 8-K | 2025-11-03 | 2025-10-28 | 0001683168-25-007893 ↗ |
| 8-K | 2025-09-11 | 2025-09-10 | 0001683168-25-006868 ↗ |
| 10-Q | 2025-08-08 | 2025-06-30 | 0001022652-25-000017 ↗ |