INSG
Inseego Corp.
INSG has lower modeled downside risk, despite its lower overall score.
SNDK
Sandisk Corporation
SNDK has the edge over INSG overall, supported by stronger fundamentals and stronger modeled upside.
INSG Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| Stable | |
| Weak |
INSG's cash flow is currently stable, but its revenue, profitability and balance sheet are under pressure.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
INSG PE Valuation
INSG has no meaningful PE right now: it lost money over the past year.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK's PE is 7.5x, but its earnings don't support one, so it isn't a reliable read right now.
INSG Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Improving | |
| Limited | |
| High |
Analysts expect INSG's losses to shrink, with revenue growing.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for SNDK, with profitability improving.
INSG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.38 | -$0.11 |
| Q2 2026 | $0.14 | +$0.50 |
| Q1 2026 | $0.63 | +$0.98 |
| Q4 2025 | -$0.18 | +$0.45 |
| Q3 2025 | -$0.27 | +$1.67 |
| Q2 2025 | -$0.36 | +$3.42 |
| Q1 2025 | -$0.35 | +$3.91 |
| Q4 2024 | -$0.63 | +$3.69 |
INSG is still losing money, but far less than before: $0.38 per share over the past year, against $12.60 at its worst in mid-2020.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over INSG in the latest year-over-year earnings comparison.
INSG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $33.3M | -28% |
| Q2 2026 | $44M | +9.4% |
| Q1 2026 | $34.3M | +8.4% |
| Q4 2025 | $48.4M | +0.6% |
| Q3 2025 | $45.9M | -15% |
| Q2 2025 | $40.2M | -32% |
| Q1 2025 | $31.7M | -30% |
| Q4 2024 | $48.1M | +12% |
INSG's revenue fell from its 2020 peak and has held roughly level since: $33M last quarter, down 28% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -22% | -26 points |
| Q2 2026 | -16% | -20 points |
| Q1 2026 | -10% | -9 points |
| Q4 2025 | 2.7% | -1 points |
| Q3 2025 | 4.7% | +2.8 points |
| Q2 2025 | 3.2% | -0.8 points |
| Q1 2025 | -1.3% | +2.4 points |
| Q4 2024 | 3.7% | +30 points |
INSG's operating margin was −22% last quarter, down 26 points from the same quarter a year ago.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK has the edge over INSG on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over INSG on profitability, with a higher operating margin.
INSG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $12.8M | +317% |
| Q2 2026 | -$24.1M | -$19.5M |
| Q1 2026 | $1.6M | +$5.1M |
| Q4 2025 | $11.6M | +$23.5M |
| Q3 2025 | $3.1M | -75% |
| Q2 2025 | -$4.7M | -116% |
| Q1 2025 | -$3.5M | -177% |
| Q4 2024 | -$11.9M | +$3.6M |
INSG's free cash flow has turned positive again: $2M over the past year, against −$17M the year before.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK generated $17.4B in free cash flow over the past year, more than ten times what it generated the year before.
INSG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +122K shares |
| 1 year | +5.9% | +917K shares |
| 3 years | +41% | +4.7M shares |
| 5 years | +59% | +6.1M shares |
| Available history | +110% | +8.6M shares |
INSG has 16M diluted shares, up 5.9% from a year ago.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has the edge over INSG on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
INSG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 6.5x | High |
| Q1 2026 | -2.1x | Net Cash |
| Q4 2025 | -2.0x | Net Cash |
| Q3 2025 | -1.4x | Net Cash |
| Q2 2025 | -1.3x | Net Cash |
| Q1 2025 | -2.7x | Net Cash |
| Q4 2024 | -2.8x | Net Cash |
| Q3 2024 | -0.7x | Net Cash |
INSG's net debt is about 6.5 years of its operating earnings (EBITDA), after holding more cash than debt a year ago.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has the edge over INSG on leverage, with a lower net debt burden relative to earnings.
INSG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.8 | Neutral |
| Stochastic | 24.7 | Neutral |
INSG's weekly RSI is 38 (neutral) and its Stochastic is 25 (neutral).
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
INSG PE vs Technology Sector
| Metric | INSG | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 28x | 17% above |
| PE % | 84 | 35 | 49 pts above |
INSG has no meaningful PE right now: it lost money over the past year.
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK has the edge over INSG on valuation relative to its sector.
INSG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.28 | 3.7% above |
| 20 week MA | $5.24 | 15% below |
| 50 week MA | $9.38 | 53% below |
| 100 week MA | $9.88 | 55% below |
| 200 week MA | $8.78 | 49% below |
INSG has stronger trend alignment. INSG is above 1 of 5 weekly averages versus SNDK above 0 of 3.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
SNDK is in a downtrend: it's below all three of its weekly moving averages, and 16% below its 50-week average.
INSG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $71.1 | $168.1 | +136% |
| 2021 | $168.1 | $63.2 | -62% |
| 2022 | $63.2 | $8.28 | -87% |
| 2023 | $8.28 | $2.20 | -73% |
| 2024 | $2.20 | $10.4 | +373% |
| 2025 | $10.4 | $10.7 | +3.2% |
| 2026 YTD | $10.7 | $4.44 | -59% |
INSG's yearly returns have swung widely, from +373% in 2024 to −87% in 2022. It's down 59% so far in 2026.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over INSG on returns for 2026, with the stronger performance.