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ADTN or EXTR or INSG
Which Stock Would AI Choose? ADTRAN Holdings (ADTN) vs. Extreme Networks (EXTR) vs. Inseego Corp. (INSG) Stock Comparison
Key Takeaways
- ADTN, EXTR, and INSG operate in the telecom networking sector, with recent strong YTD gains: ADTN ~78%, EXTR ~41%, INSG ~91%.
- All three reported positive earnings surprises in recent quarters, driving momentum, though ADTN faced post-earnings volatility today.
- EXTR shows profitability with higher market cap (~$3B) and revenue growth of 11-14% in recent periods.
- INSG surged on Nokia acquisition news, highlighting fixed wireless access (FWA) growth potential amid high volatility (beta 1.76).
- ADTN's Q1 revenue grew 15.5% YoY with margin expansion, supported by fiber and optical networking demand.
- Sector tailwinds include broadband expansion and 5G, but elevated betas (1.47-1.77) signal risks from market swings.
Introduction
This comparison examines ADTN, EXTR, and INSG, three players in the telecom networking and communications equipment sector. These stocks have shown robust relative performance amid rising demand for broadband, fiber optics, and wireless infrastructure. Traders seeking momentum in high-growth tech subsectors, and investors eyeing catalysts like earnings beats and M&A (mergers and acquisitions), may find value in analyzing their recent trajectories, business models, and market positioning. With the sector benefiting from 5G deployments and data center expansions, this head-to-head highlights key contrasts in growth drivers and risks.
ADTN Overview and Recent Performance
ADTN (ADTRAN Holdings, Inc.) is a global provider of open, disaggregated networking and communications solutions, focusing on broadband access, optical networking, and fiber solutions for service providers and enterprises. In recent market activity, ADTN reported Q1 2026 revenue of $286.1 million, up 15.5% year-over-year, with non-GAAP gross margins at 43% and EPS of $0.14 beating estimates. This marked continued sequential growth in optical networking, fueled by U.S. market strength and product launches like edge routers and fiber monitoring tools. YTD gains exceed 77%, with 1-month returns around 39%, though post-earnings volatility reflects sensitivity to guidance. Sentiment has improved on analyst upgrades and FCC approvals, positioning ADTN amid fiber broadband tailwinds.
EXTR Overview and Recent Performance
EXTR (Extreme Networks, Inc.) delivers cloud-managed networking solutions, including AI-powered platforms like ExtremeCloud IQ for wired/wireless management, SD-WAN, and switches targeting enterprises in education, healthcare, and manufacturing. Recent weeks saw Q3 earnings with EPS of $0.26 (beating by $0.02) and revenue of $316.9 million (up 11% YoY), prompting price target hikes to $29. The stock rallied ~28% post-earnings, with YTD returns near 41% and 1-month gains over 44%, driven by software momentum and EMEA strength. Consistent double-digit growth over five quarters has bolstered sentiment, though competition in cloud networking adds pressure.
INSG Overview and Recent Performance
INSG (Inseego Corp.) specializes in cloud-managed wireless WAN and edge solutions, including 5G fixed wireless access (FWA) routers for enterprises and carriers. Recent performance spiked on news of acquiring Nokia's FWA business, sending shares up over 11% in a day, with YTD gains topping 90% and 1-month surges around 60%. Q4 EPS beat estimates at $0.12, with FY26 revenue guidance at $190 million. Volatility remains high, supported by Verizon partnerships and IIoT (industrial Internet of Things) demand, but softer Q1 outlook tempered some enthusiasm. The deal enhances INSG's 5G portfolio amid FWA market expansion.
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Head-to-Head Comparison
ADTN, EXTR, and INSG share telecom exposure but diverge in focus: ADTN on fiber/optical access (~$1.5B market cap, 15% revenue growth), EXTR on enterprise cloud networking (~$3B cap, profitable with 1.3% net margins), and INSG on 5G FWA/IIoT (~$330M cap, acquisition-driven). Recent momentum favors INSG (90%+ YTD) on M&A, followed by ADTN (78%) and EXTR (41%), but EXTR leads stability (lower relative volatility post-earnings). Risks include high betas (ADTN 1.47, EXTR 1.77, INSG 1.76) and negative P/E for ADTN/INSG vs. EXTR's 190 (elevated but positive EPS). Growth drivers contrast fiber demand (ADTN) vs. cloud/AI (EXTR) vs. wireless edge (INSG), with valuation sensitivity higher for smaller INSG amid trade-offs in scale vs. upside.
Tickeron AI Verdict
Tickeron’s AI currently leans toward EXTR for its trend consistency, profitability, larger scale, and repeated earnings beats amid enterprise cloud demand. While INSG offers high-momentum catalysts like the Nokia deal and ADTN benefits from fiber growth, EXTR's relative stability and multi-quarter execution make it probabilistically stronger in the near term, barring sector shifts.
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 disclaimer. Disclaimers and Limitations
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 whileEXTR’s FA Score has 0 green FA rating(s), and INSG’s FA Score reflects 1 green FA rating(s).
- ADTN’s FA Score: 1 green, 4 red.
- EXTR’s FA Score: 0 green, 5 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 EXTR’s TA Score has 4 bullish TA indicator(s), and INSG’s TA Score reflects 3 bullish TA indicator(s).
- ADTN’s TA Score: 4 bullish, 4 bearish.
- EXTR’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 EXTR (@Telecommunications Equipment) price change was +2.58% , and INSG (@Telecommunications Equipment) price fluctuated -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.
EXTR is expected to report earnings on Aug 12, 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 | EXTR | INSG | |
| Capitalization | 1.21B | 3.23B | 223M |
| EBITDA | 95.6M | 62.3M | 9.9M |
| Gain YTD | 71.577 | 48.108 | 33.106 |
| P/E Ratio | N/A | 205.50 | 21.36 |
| Revenue | 1.12B | 1.25B | 169M |
| Total Cash | 122M | 210M | 19.3M |
| Total Debt | 243M | 236M | 54.1M |
ADTN | EXTR | INSG | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 77 | 91 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 90 Overvalued | 1 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 59 | 100 | |
SMR RATING 1..100 | 94 | 43 | 100 | |
PRICE GROWTH RATING 1..100 | 38 | 37 | 41 | |
P/E GROWTH RATING 1..100 | 20 | 81 | 65 | |
SEASONALITY SCORE 1..100 | 50 | 49 | 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 EXTR (90) in the Computer Communications industry, and 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 EXTR’s and significantly faster than ADTN’s over the last 12 months.
EXTR's Profit vs Risk Rating (59) in the Computer Communications industry is somewhat better than the same rating for INSG (100) in the Computer Communications industry, and is somewhat better than the same rating for ADTN (100) in the Telecommunications Equipment industry. This means that EXTR's stock grew somewhat faster than INSG’s and somewhat faster than ADTN’s over the last 12 months.
EXTR's SMR Rating (43) in the Computer Communications industry is somewhat better than the same rating for ADTN (94) in the Telecommunications Equipment industry, and is somewhat better than the same rating for INSG (100) in the Computer Communications industry. This means that EXTR's stock grew somewhat faster than ADTN’s and somewhat faster than INSG’s over the last 12 months.
EXTR's Price Growth Rating (37) in the Computer Communications industry is in the same range as ADTN (38) in the Telecommunications Equipment industry, and is in the same range as INSG (41) in the Computer Communications industry. This means that EXTR's stock grew similarly to ADTN’s and 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, and is somewhat better than the same rating for EXTR (81) in the Computer Communications industry. This means that ADTN's stock grew somewhat faster than INSG’s and somewhat faster than EXTR’s over the last 12 months.
| ADTN | EXTR | INSG | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 83% | 3 days ago 70% | 3 days ago 82% |
| Stochastic ODDS (%) | 3 days ago 74% | 3 days ago 64% | 3 days ago 81% |
| Momentum ODDS (%) | 3 days ago 82% | 3 days ago 69% | 3 days ago 90% |
| MACD ODDS (%) | 3 days ago 84% | 3 days ago 69% | 3 days ago 90% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 74% | 3 days ago 90% |
| TrendMonth ODDS (%) | 3 days ago 78% | 3 days ago 76% | 3 days ago 90% |
| Advances ODDS (%) | 7 days ago 77% | 7 days ago 75% | 17 days ago 80% |
| Declines ODDS (%) | 3 days ago 77% | 5 days ago 74% | 3 days ago 90% |
| BollingerBands ODDS (%) | 3 days ago 86% | 3 days ago 65% | 3 days ago 86% |
| Aroon ODDS (%) | 3 days ago 78% | 3 days ago 80% | 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% | ||
More | ||||
EXTR and
Correlation & Price change
A.I.dvisor indicates that over the last year, EXTR has been loosely correlated with CSCO. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if EXTR jumps, then CSCO could also see price increases.
| Ticker / NAME | Correlation To EXTR | 1D Price Change % | ||
|---|---|---|---|---|
| EXTR | 100% | -0.20% | ||
| CSCO - EXTR | 47% Loosely correlated | +2.32% | ||
| ITRN - EXTR | 41% Loosely correlated | -2.80% | ||
| HPE - EXTR | 39% Loosely correlated | -3.02% | ||
| NTGR - EXTR | 38% Loosely correlated | -4.14% | ||
| HLIT - EXTR | 37% Loosely correlated | -6.00% | ||
More | ||||
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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