AIRG

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Transitioning from a component supplier to a higher-value system-level connectivity company, evidenced by expanded platform capabilities and deeper Tier 1 commercial engagements. Acquired HPUE MegaFi 2 assets from Nextivity to broaden the AirgainConnect portfolio, allowing the company to serve diverse deployment needs from fully integrated gateways to high-power router solutions. AirgainConnect pipeline grew approximately 40% sequentially to over 55 Tier 1 and Tier 2 opportunities, with a favorable shift toward non-first responder markets like energy and enterprise fleets. Lighthouse platform transitioned from network validation to the commercial phase, focusing on solving Tier 1 MNO pain points regarding the high cost and disruption of traditional 5G in-building upgrades. Consumer segment performance was impacted by typical seasonality and a specific supply constraint involving memory availability and pricing at a single OEM serving cable operators. Enterprise IoT momentum is recovering, highlighted by a $4 million purchase order from a long-standing customer and new design wins in robotics and autonomous defense craft. Q2 2026 guidance projects a 17% sequential revenue increase at the midpoint, driven primarily by growth in the enterprise and automotive sectors. Lighthouse commercialization is expected to begin in late 2026 with indoor deployments, followed by a broader opportunity in 2027 as outdoor evaluations conclude. Consumer revenue is expected to remain stable in Q2 as supply constraints ease, with two major Tier 1 MNO design wins scheduled to ramp in the second half of the year. Management anticipates improved operating leverage throughout 2026, with guidance for Q2 2026 reflecting positive adjusted EBITDA and EPS. International expansion for Lighthouse in the Middle East is expected to resume with initial deployments in the coming months following a pause due to regional conflict. The acquisition of MegaFi 2 assets strengthens the company's position within the AT&T FirstNet ecosystem, enabling direct ordering through the AT&T Speed portal. A specific supply chain headwind regarding memory pricing and availability is currently limited to one OEM but is being monitored for potential impacts on the t...

SAN DIEGO (AP) — SAN DIEGO (AP) — Airgain Inc. (AIRG) on Wednesday reported a loss of $1.9 million in its first quarter. On a per-share basis, the San Diego-based company said it had a loss of 15 cents. Losses, adjusted for one-time gains and costs, came to 8 cents per share. The antenna products developer posted revenue of $11.5 million in the period. For the current quarter ending in June, Airgain expects its per-share earnings to be 1 cent. The company said it expects revenue in the range of $12.5 million to $14.5 million for the fiscal second quarter. Airgain shares have risen 74% since the beginning of the year. In the final minutes of trading on Wednesday, shares hit $7.05, a rise of 76% in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on AIRG at https://www.zacks.com/ap/AIRG

Airgain says it's converting strategic groundwork into commercial momentum as Airgain Connect expands via the acquisition of HPUE MegaFi 2 assets and inclusion in AT&T FirstNet, with a pipeline of >55 tier 1/2 opportunities (up ~40%) and more than one-third now in trial or post-trial stages. Lighthouse is moving from validation toward a live enterprise trial with a tier‑1 MNO and a business sponsor, targeting initial commercialization late 2026 and broader opportunities in 2027, while international engagement with Omantel has resumed. Financially, Q1 revenue was $11.5M (non‑GAAP gross margin 44.2%, adjusted EBITDA -$0.9M, cash $7.1M); Q2 guidance is $12.5M–$14.5M (midpoint $13.5M) with expected positive non‑GAAP EPS of $0.01 and adjusted EBITDA of $0.2M at the midpoint. Interested in Airgain, Inc.? Here are five stocks we like better. Airgain (NASDAQ:AIRG) reported first-quarter 2026 results that management described as a “solid start” to the year, pointing to expanding commercial activity across its core markets and growth platforms, including Airgain Connect and Lighthouse. President and CEO Jacob Suen said the company is “began converting the strategic groundwork we laid last year into broader commercial momentum across the business,” as it continues its shift toward “a higher value system-level connectivity company.” Suen highlighted expanded Airgain Connect capabilities following the acquisition of the “HPUE MegaFi 2 assets from Nextivity,” which he said strengthens Airgain’s vehicle gateway portfolio for public safety, utilities, and enterprise fleet applications. He said the addition enables Airgain to serve customers seeking either “a fully integrated vehicle gateway” or “a simpler high-power router solution.” → 3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries According to Suen, both AirgainConnect Fleet and AirgainConnect MegaFi 2 are part of the AT&T FirstNet offering and can be ordered through AT&T’s SPID portal. On commercial progress, Suen said Airgain closed a tier 2 energy-sector customer in March that is deploying Airgain Connect across “more than 300 maintenance and service vehicles” after field trials showed improved connectivity and ease of installation. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches He also said the Airgain Connect pipeline has expanded and advanced: More than 55 tier 1 a...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 5 p.m. ET Chief Executive Officer — Jacob Suen Chief Financial Officer — Michael Elbaz Need a quote from a Motley Fool analyst? Email [email protected] Jacob Suen: Good afternoon, everyone, and thank you for joining us. The first quarter marked a solid start to 2026 as we began converting the strategic groundwork we laid last year into broader commercial momentum across the business. Over the past several years, we have been transforming Airgain, Inc. into a higher-value, system-level connectivity company. In Q1, that transformation showed up through customer wins, expanded platform capabilities, and deeper commercial engagements across our core markets and growth platforms. Let me start with our platform initiatives. First, we expanded AirgainConnect's capabilities through the acquisition of the HPUE MEGA 52 assets [inaudible]. This acquisition expands our portfolio and strengthens our vehicle gateway capabilities across public safety, utility, and enterprise fleet applications. It also broadens what we can offer to our customers. Some customers need a fully integrated vehicle gateway; others want a simpler, high-power router solution. With AirgainConnect, we can now support a wider range of deployment needs. Both AirgainConnect Fleet and AirgainConnect MegaFi 2 are part of the AT&T FirstNet offering, and customers can order these solutions directly through the AT&T Speed Portal. We are also seeing encouraging progress in the AirgainConnect pipeline. In March, we closed a Tier 2 customer in the energy sector that operates across multiple U.S. regions. This customer is deploying AirgainConnect across a fleet of more than 300 maintenance and service vehicles, following field trials that demonstrated improved connectivity performance and ease of installation. As of last week, our pipeline includes more than 55 Tier 1 and Tier 2 opportunities, up roughly 40% from the approximately [inaudible] Tier 1 and Tier 2 opportunities we mentioned on our last call. The mix is also becoming more attractive, with most of these opportunities now coming from non–first responder markets. Importantly, these opportunities are also advancing through the funnel. More than one-third of our Tier 1 and Tier 2 opportunities are now in trial or post-trial stages, compared to [inaudible] a quarter on our last call. This gives us increas...

Q1 highlighted by continued operational execution across core business and growth platforms SAN DIEGO, May 06, 2026--(BUSINESS WIRE)--Airgain, Inc. (NASDAQ: AIRG), a leading provider of advanced wireless connectivity solutions, today reported financial results for the first quarter ended March 31, 2026. "The first quarter marked a solid start to 2026 as we began converting the strategic groundwork we laid last year into broader commercial momentum across the business," said Jacob Suen, President and CEO of Airgain. "During the quarter, we secured a multi-year Tier 1 North American MNO design win for a next-generation 5G home connectivity platform, received a $4 million follow-on IoT order from a leading solutions provider, and expanded our IoT presence in robotics through a new design win with Coco Robotics. We also expanded our AirgainConnect offering with the acquisition of the HPUE product line and entered a strategic partnership with Nextivity to advance integrated 4G and 5G coverage solutions. These developments reflect growing validation of Airgain’s connectivity portfolio across the consumer, enterprise IoT, automotive, and infrastructure market applications. While first quarter revenue reflected seasonal dynamics in the consumer market, we were encouraged by the sequential growth in the enterprise and automotive markets and the continued progress in our growth platforms." First Quarter 2026 and Recent Operational Highlights Acquired high-power user equipment (HPUE) product line assets from Nextivity, expanding Airgain’s portfolio and strengthening its vehicle gateway capabilities Entered a strategic partnership with Nextivity to co-develop integrated 4G/5G coverage solutions for challenging indoor and outdoor environments Secured a multi-year, multi-million-dollar embedded antenna design win for a next-generation 5G home connectivity platform with a Tier 1 North American MNO, with production units anticipated later this year Received a $4 million purchase order from a leading Internet of Things (IoT) solutions provider, with shipments expected to be completed this year Secured a design win with Coco Robotics for next-generation autonomous delivery platforms, representing a multi-million-dollar opportunity over the life of the rollout First Quarter 2026 Financial Highlights GAAP Sales of $11.5 million GAAP gross margin of 43.2% GAAP operating expenses...

SAN DIEGO, April 27, 2026--(BUSINESS WIRE)--Airgain, Inc. (NASDAQ: AIRG), a leading provider of advanced wireless connectivity solutions, will hold a conference call on Wednesday, May 6, 2026, at 5:00 p.m. Eastern time (2:00 p.m. Pacific time) to discuss its financial results for the first quarter ended March 31, 2026. Airgain management will host the presentation, followed by a question-and-answer period. Date: Wednesday, May 6, 2026 Time: 5:00 p.m. Eastern time (2:00 p.m. Pacific time) Participant Dial-In: 877-407-2988 / +1 201-389-0923 or Call Me Event Confirmation #: 13760326 The conference call will be broadcast simultaneously and available for replay via the investor section of the company’s website and here. The webcast replay will be available until May 6, 2027. About Airgain, Inc. Headquartered in San Diego, California, Airgain Inc. (NASDAQ: AIRG) is a leading provider of advanced wireless connectivity solutions that drive cutting-edge innovation in 5G technology. We are committed to delivering high-performance, cost-effective, and energy-efficient wireless solutions that enable rapid market deployment. Our mission is to connect the world through integrated, innovative, and optimized wireless solutions. Our diverse product portfolio serves three primary markets: enterprise, automotive, and consumer. For more information, visit airgain.com or follow us on LinkedIn and X. Airgain and the Airgain logo are trademarks or registered trademarks of Airgain, Inc. All other trademarks are the property of their respective owner. View source version on businesswire.com: https://www.businesswire.com/news/home/20260427289906/en/ Contacts Airgain Investor Contact Matt Glover Gateway Group, Inc. +1 (949) 574 3860 [email protected]

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Airgain’s latest analyst update keeps the Fair Value estimate steady at US$6.13 per share, indicating that the core valuation anchor has not shifted. Supportive and cautious voices alike are centering their views around this US$6.13 level, with bullish commentary highlighting earnings potential and more skeptical perspectives focusing on limited near term upside if expectations slip. Read on to see how you can track this evolving narrative and what to watch as new information emerges. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Airgain. Lake Street recently initiated coverage on Airgain with a bullish view, which anchors one side of the debate around the current Fair Value estimate of US$6.13 per share. The firm appears focused on earnings potential, suggesting that, if execution lines up with its thesis, current pricing may already reflect only a portion of what the business could deliver over time. Supportive commentary around the Lake Street call indicates interest in how Airgain can convert its technology and customer relationships into more consistent profitability, a key input into any valuation case. More cautious takes emphasize that even with Lake Street’s constructive stance, the Fair Value marker at US$6.13 implies limited room for error if growth or margins come in below expectations. Skeptical views generally point to execution risk and the possibility that, without clear evidence of stronger earnings, the current valuation anchor could cap near term upside. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! We've flagged 1 risk for Airgain. See which could impact your investment. Coco Robotics selected Airgain NimbeLink cellular modems for its next generation delivery robots in a multi million dollar program, with each robot using two modems to support redundancy and continuous connectivity. Airgain received a US$4 million purchase order from a leading IoT solution provider, tied to a multi year relationship and expected to ship over the next 12 months across connected commerce, payments,...

SAN DIEGO, February 26, 2026--(BUSINESS WIRE)--Airgain, Inc. (NASDAQ: AIRG), a leading provider of advanced wireless connectivity solutions, today reported financial results for the fourth quarter and full year ended December 31, 2025. "Throughout 2025, we made meaningful progress advancing our growth platforms, AirgainConnect and Lighthouse, completing key certifications, expanding customer trials, and strengthening our go-to-market foundation," said Jacob Suen, President and CEO of Airgain. "In the fourth quarter, we continued that execution with focus and discipline, completing Lighthouse trials with a Tier 1 U.S. mobile network operator and a global tower provider in Latin America, while further expanding our AirgainConnect opportunity pipeline. We delivered $12.1 million in revenue during the quarter, while improving gross margin and maintaining disciplined operating expense management, reflecting the structural progress we have made in strengthening our operating model. Importantly, last week we acquired the HPUE product line assets from Nextivity, marking a strategic milestone that expands our system-level connectivity portfolio and strengthens our vehicle gateway capabilities. These field-proven assets enhance our ability to support mission-critical mobile connectivity across enterprise, utility, and public safety applications, while reinforcing our long-term platform strategy. As we enter 2026, Airgain is focused on scaling our platforms and converting growing customer engagement into commercial deployments, supported by a disciplined and capital-efficient operating model and expanding platform momentum." Fourth Quarter 2025 and Recent Operational Highlights In February 2026, acquired HPUE product line assets from Nextivity, strengthening Airgain’s system-level connectivity portfolio Expanded and diversified the AC-Fleet opportunity pipeline, with approximately half of Tier 1 and Tier 2 opportunities outside of first responder end markets Successfully completed Lighthouse trials with a Tier 1 U.S. mobile network operator and a top five global tower operator in Latin America Established the Company’s first U.S. commercial integrator partnership to support Lighthouse deployments Engaged former President of AT&T Global Business Solutions Frank Jules as Strategic Advisor to the CEO, with a focus on strengthening enterprise and carrier go-to-market engag...

Management described 2025 as a transition year toward platform commercialization, advancing AirgainConnect and Lighthouse and growing the AirgainConnect pipeline to about 100 active opportunities (roughly 40 Tier‑1/2) with conversion expected to ramp in 2026. Financially, Q4 non‑GAAP revenue was $12.1 million (at the low end of guidance) and full‑year revenue fell 15% to $51.8 million, though consumer revenue rose 20% to $26.1 million and non‑GAAP gross margin improved to 44.6%; year‑end cash was $7.4 million and Q1 2026 revenue is guided to $10.5–12.5 million. On enterprise/IoT, the company improved Skywire profitability and secured Cat 1 bis design wins in industrial and robotics applications, and completed a strategic acquisition of Nextivity’s HPUE product line (≈$2M revenue last year) to expand its FirstNet/MegaFi 2 offerings. Interested in Airgain, Inc.? Here are five stocks we like better. Airgain (NASDAQ:AIRG) executives used the company’s fourth-quarter and full-year 2025 earnings call to highlight margin improvements and strategic progress in its connectivity platform initiatives, while acknowledging that fourth-quarter revenue landed at the low end of guidance due to timing and supply factors in its enterprise embedded modem business. President and CEO Jacob Suen described 2025 as “pivotal,” saying the company strengthened the resilience of its existing business, improved margins, and reinforced its financial foundation. He said Airgain expanded its design win pipeline with Tier-1 service providers and advanced two strategic platform efforts: the AirgainConnect vehicle gateway platform and the Lighthouse infrastructure platform. → SoundHound’s New Sales Assist Agent Put Voice AI Back in the Spotlight Suen said the company’s focus heading into 2026 is shifting toward “commercial execution,” aiming to convert a growing pipeline into deployments and scale platform solutions. He also emphasized cost discipline, noting management lowered the company’s break-even point by optimizing the cost structure and concentrating investment on higher-return opportunities. Airgain’s consumer business remained a central theme of the call. Suen reported consumer revenue of $26.1 million for 2025, a 20% increase from 2024, and characterized the segment as a “critical foundation” that provides durable revenue and cash generation. Management attributed performance to th...

Management has deliberately shifted the company from a component-level supplier to an integrated connectivity platform provider to capture higher-value opportunities in fleet and infrastructure. The Consumer segment serves as a high-margin, cash-generating foundation, with 20% year-over-year growth driven by the industry-wide transition to Wi-Fi 7 and deeper Tier 1 carrier incumbency. Operational efficiency initiatives in 2025 lowered the corporate breakeven point by reducing core market expenses by 30% while reallocating those resources to growth platforms. The Enterprise IoT business was impacted by excess inventory at a major customer, but management improved segment profitability by focusing on the higher-margin Skywire embedded modem portfolio. Strategic partnerships with system integrators and global tower operators are being utilized to validate the Lighthouse infrastructure platform and accelerate its route to market. The acquisition of the HPUE product line from Nextivity adds field-proven, mission-critical technology to the vehicle gateway portfolio, specifically targeting the first-responder and public safety sectors. Management expects 2026 to be a year of commercial scaling, with revenue growth and margin expansion anticipated in the second half as new design wins enter mass production. The AirgainConnect pipeline has expanded to approximately 100 active opportunities, with a strategic shift toward non-first responder markets like utilities and sanitation which offer shorter sales cycles. Lighthouse infrastructure deployments are expected to contribute meaningfully to revenue in the second half of 2026, particularly through partnerships in the U.S. and Middle East. Guidance for Q1 2026 assumes a 5% sequential revenue decline at the midpoint, primarily attributed to typical seasonal softness in the Consumer segment. Operating expenses are projected to remain flattish through the first half of 2026, with potential increases in the second half contingent upon revenue ramp and platform scaling. The HPUE acquisition is a non-cash, non-equity transaction that is expected to be adjusted EBITDA positive from day one, contributing approximately $0.5 million in quarterly revenue. Excess channel inventory continues to act as a headwind for the aftermarket antenna business, though management expects a return to growth in 2026 driven by the AirgainConnect pl...

This article first appeared on GuruFocus. Release Date: February 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Airgain Inc (NASDAQ:AIRG) strengthened its financial foundation by improving margins and optimizing its cost structure. The company expanded its design win pipeline with tier-one service providers, securing multi-year, multi-million dollar programs. Airgain Inc (NASDAQ:AIRG) made significant progress with its Airgain Connect vehicle gateway platform and Lighthouse infrastructure platform, achieving important technical validations and customer engagements. The consumer business saw a 20% increase in revenue compared to 2024, driven by strong relationships with tier-one cable and mobile network operators. The acquisition of the HPUE product line from Nextivity enhances Airgain Inc (NASDAQ:AIRG)'s vehicle gateway platform, expanding its ability to support mission-critical connectivity applications. Fourth-quarter revenue was at the lower end of guidance due to timing dynamics, not structural demand changes. Enterprise sales declined by 23% year over year, primarily due to excess inventory at a strategic IoT customer. Automotive sales decreased by $6.3 million year over year, reflecting lower demand and excess channel inventory. The aftermarket antenna business continues to be affected by excess channel inventory, creating short-term variability. Adjusted EBITDA for the full year 2025 was negative, reflecting continued investment in platform strategy. Warning! GuruFocus has detected 4 Warning Signs with AIRG. Is AIRG fairly valued? Test your thesis with our free DCF calculator. Q: Can you update us on the next steps for the Lighthouse trials and their potential impact on financials? A: (Jacob Suen, CEO) The US trial was successful, and we are now engaging with the business side to create a business plan and support case. For the Latin America opportunity, we have a follow-up meeting scheduled at MWC with executives to discuss next steps. (Michael Albaz, CFO) We are not counting on these for FY26 revenues; they are expected to contribute in FY27. For FY26, we are focusing on system integrators in the US and Middle East, which should contribute in the second half of the year. Q: Regarding the Nextivity product line acquisition, is there a built-in customer base, and what is the potential dema...