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ADTN vs INSG
Which Stock Would AI Choose? ADTRAN Holdings, Inc. (ADTN) vs. Inseego Corp. (INSG) Stock Comparison
Key Takeaways
- Both ADTN and INSG operate in the telecommunications equipment sector, focusing on networking solutions amid rising demand for broadband and wireless infrastructure.
- ADTN reported Q1 2026 revenue of $286 million, up 15.5% year-over-year, with improved margins, though shares dipped post-earnings; YTD gains exceed 79%.
- INSG announced acquisition of Nokia's $200 million run-rate Fixed Wireless Access (FWA) business, potentially doubling revenue, driving YTD performance over 90%.
- ADTN boasts larger scale with $1.08 billion TTM revenue versus INSG's $166 million, but both show negative EPS TTM (-$0.52 and -$0.14 respectively).
- Recent momentum favors INSG due to transformative M&A (mergers and acquisitions), while ADTN benefits from operational leverage and analyst upgrades.
- AI analysis leans toward higher growth potential in INSG amid sector tailwinds like 5G and FWA expansion.
Introduction
This stock comparison examines ADTN and INSG, two players in the telecommunications equipment industry capitalizing on broadband and wireless demand. Traders seeking momentum plays may eye their recent surges—YTD gains over 79% for ADTN and 90% for INSG—while long-term investors assess scale, growth drivers, and catalysts like earnings beats and strategic deals. In a market favoring infrastructure tech, relative performance highlights contrasts in stability versus upside potential, aiding decisions on portfolio positioning.
ADTN Overview and Recent Performance
ADTN, or ADTRAN Holdings, Inc., provides networking and communications platforms, including fiber broadband solutions for service providers. In recent market activity, the stock has shown volatility, with shares dipping sharply after Q1 2026 earnings despite beating estimates: revenue rose 15.5% year-over-year to $286 million, non-GAAP gross margin improved to 43%, and non-GAAP EPS hit $0.14 versus $0.09 expected. Sentiment has been buoyed by FCC approvals for its SDG router portfolio and partnerships like GLDS for automation, alongside analyst price target hikes to $21. YTD performance stands at 79.69%, reflecting recovery and operational discipline amid fiber deployment demand, though supply chain pressures linger.
INSG Overview and Recent Performance
INSG, Inseego Corp., specializes in cloud-managed wireless WAN and edge solutions, including 5G routers and SaaS platforms for enterprises. Recent weeks brought a major catalyst: announcement to acquire Nokia's Fixed Wireless Access (FWA) device business at a $200 million run-rate for minimal cash, plus a strategic AI/6G partnership, potentially doubling revenue and expanding globally. Shares surged on the news, with YTD gains at 90.85% and 1-year returns near 138%. Q4 2025 results showed revenue of $48.4 million beating estimates, EPS of $0.12 topping forecasts. Analyst targets rose to $25, signaling optimism despite modest quarterly growth.
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Head-to-Head Comparison
ADTN and INSG share telecom exposure but diverge in scale and drivers: ADTN's $1.08 billion TTM revenue dwarfs INSG's $166 million, supporting steadier growth (20% quarterly revenue yoy) via fiber solutions. INSG counters with higher-risk, higher-reward via Nokia FWA acquisition, targeting explosive expansion in wireless broadband versus ADTN's organic execution. Momentum tilts to INSG (90%+ YTD) on M&A hype, while ADTN (79% YTD) offers relative stability but post-earnings pullback. Risks include ADTN's negative net income (-$42 million TTM) and INSG's integration challenges; sentiment favors INSG's catalysts amid 5G/FWA trends.
Tickeron AI Verdict
Tickeron’s AI currently favors INSG for its superior recent momentum, transformative Nokia deal providing clear catalysts, and stronger relative YTD positioning in high-growth FWA/5G. While ADTN demonstrates trend consistency through earnings beats and margin gains, INSG's upside potential amid wireless shifts edges it probabilistically higher in current conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ADTN is a Hold and INSG is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ADTN’s FA Score shows that 1 FA rating(s) are green whileINSG’s FA Score has 1 green FA rating(s).
- ADTN’s FA Score: 1 green, 4 red.
- INSG’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ADTN’s TA Score shows that 4 TA indicator(s) are bullish while INSG’s TA Score has 3 bullish TA indicator(s).
- ADTN’s TA Score: 4 bullish, 4 bearish.
- INSG’s TA Score: 3 bullish, 6 bearish.
Price Growth
ADTN (@Telecommunications Equipment) experienced а -0.20% price change this week, while INSG (@Telecommunications Equipment) price change was -14.99% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +3.21%. For the same industry, the average monthly price growth was +16.71%, and the average quarterly price growth was +69.33%.
Reported Earning Dates
ADTN is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Telecommunications Equipment (+3.21% weekly)The Telecommunications Equipment industry produces voice and data communications equipment, which includes fiber optic delivery products, digital signal processors, high-speed voice, data and video delivery. Additionally, satellite systems, global positioning systems, wireless data systems, personal communications equipment, telephone handsets and payload equipment for satellites also fall into this category. Apple Inc., QUALCOMM Incorporated and Nokia are major global players in this segment.
| ADTN | INSG | ADTN / INSG | |
| Capitalization | 1.21B | 223M | 542% |
| EBITDA | 95.6M | 9.9M | 966% |
| Gain YTD | 71.577 | 33.106 | 216% |
| P/E Ratio | N/A | 21.36 | - |
| Revenue | 1.12B | 169M | 664% |
| Total Cash | 122M | 19.3M | 632% |
| Total Debt | 243M | 54.1M | 449% |
ADTN | INSG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 77 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 1 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 94 | 100 | |
PRICE GROWTH RATING 1..100 | 38 | 41 | |
P/E GROWTH RATING 1..100 | 20 | 65 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
INSG's Valuation (1) in the Computer Communications industry is significantly better than the same rating for ADTN (93) in the Telecommunications Equipment industry. This means that INSG’s stock grew significantly faster than ADTN’s over the last 12 months.
INSG's Profit vs Risk Rating (100) in the Computer Communications industry is in the same range as ADTN (100) in the Telecommunications Equipment industry. This means that INSG’s stock grew similarly to ADTN’s over the last 12 months.
ADTN's SMR Rating (94) in the Telecommunications Equipment industry is in the same range as INSG (100) in the Computer Communications industry. This means that ADTN’s stock grew similarly to INSG’s over the last 12 months.
ADTN's Price Growth Rating (38) in the Telecommunications Equipment industry is in the same range as INSG (41) in the Computer Communications industry. This means that ADTN’s stock grew similarly to INSG’s over the last 12 months.
ADTN's P/E Growth Rating (20) in the Telecommunications Equipment industry is somewhat better than the same rating for INSG (65) in the Computer Communications industry. This means that ADTN’s stock grew somewhat faster than INSG’s over the last 12 months.
| ADTN | INSG | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 83% | 3 days ago 82% |
| Stochastic ODDS (%) | 3 days ago 74% | 3 days ago 81% |
| Momentum ODDS (%) | 3 days ago 82% | 3 days ago 90% |
| MACD ODDS (%) | 3 days ago 84% | 3 days ago 90% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 90% |
| TrendMonth ODDS (%) | 3 days ago 78% | 3 days ago 90% |
| Advances ODDS (%) | 7 days ago 77% | 17 days ago 80% |
| Declines ODDS (%) | 3 days ago 77% | 3 days ago 90% |
| BollingerBands ODDS (%) | 3 days ago 86% | 3 days ago 86% |
| Aroon ODDS (%) | 3 days ago 78% | 3 days ago 86% |
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ADTN and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADTN has been loosely correlated with INSG. These tickers have moved in lockstep 45% of the time. This A.I.-generated data suggests there is some statistical probability that if ADTN jumps, then INSG could also see price increases.
| Ticker / NAME | Correlation To ADTN | 1D Price Change % | ||
|---|---|---|---|---|
| ADTN | 100% | -2.42% | ||
| INSG - ADTN | 45% Loosely correlated | -2.91% | ||
| AVNW - ADTN | 43% Loosely correlated | -2.26% | ||
| HLIT - ADTN | 39% Loosely correlated | -6.00% | ||
| EXTR - ADTN | 37% Loosely correlated | -0.20% | ||
| AAOI - ADTN | 37% Loosely correlated | -6.49% | ||
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INSG and
Correlation & Price change
A.I.dvisor indicates that over the last year, INSG has been loosely correlated with ADTN. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if INSG jumps, then ADTN could also see price increases.
| Ticker / NAME | Correlation To INSG | 1D Price Change % | ||
|---|---|---|---|---|
| INSG | 100% | -2.91% | ||
| ADTN - INSG | 46% Loosely correlated | -2.42% | ||
| HLIT - INSG | 41% Loosely correlated | -6.00% | ||
| HPE - INSG | 39% Loosely correlated | -3.02% | ||
| VIAV - INSG | 39% Loosely correlated | -3.16% | ||
| UI - INSG | 36% Loosely correlated | -5.57% | ||
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