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DGDGII

Digi International Inc.

$DGII·$3.0B·Communication Equipment·Technology
$76.50-2.2%YTD+75.9%1Y+110.9%
Price updated 3m ago·X counts updated 2d ago
DGDGII
$DGIIDigi International Inc.
$76.50-2.20%2 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DGII on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DGII — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Digi International is +80% YTD IoT rerating on 4 straight EPS beats + $350M credit facility — PE 64 says a lot is priced in.

Digi International is a $3.0B IoT connectivity name (cellular routers, XBee radio, SmartSense monitoring) rerating on genuine operating acceleration — but the multiple is stretched.

The picture:

  • Growth is real: Q3 fiscal 2026 revenue $138.7M (+29% YoY, +6% QoQ), Q2 +25%, Q1 +18%. Four straight EPS beats (+10% to +14%). Gross margin 64%, op margin 17%, FCF yield 6.8%. TTM PE 64 is high but forward on $2.69 consensus = PE 29.
  • The credit line is a strategic signal: Aug 27 refinanced to a new $350M senior secured revolver with BMO (maturing Aug 27 2031), with a $130M accordion (or unlimited subject to 2.5x total net leverage) — clearly built for M&A. This is the story worth watching alongside the operating results.
  • The tape confirms: +80% YTD, +111% t12m to $78.22, at 84% of the 52-week range, position +32% vs 200-day MA. Bank of NY Mellon added Sept 5. GuruFocus called it 'still overvalued' Aug 20 — the multiple is the pushback.

The bull path is Nov 11 fiscal Q4 continuing the beat cadence plus a bolt-on M&A announcement funded from the new revolver. The bear path is PE 64 compressing on any margin softness or M&A that doesn't pencil (the accordion also includes a covenant leverage limit).

What to watch: Nov 11 fiscal Q4 earnings (consensus $0.76 EPS). Also any 8-K on M&A from the $350M revolver + accordion — Digi's playbook is exactly this kind of consolidation, and the new facility is dry powder specifically for it.

On the calendar: 2026-11-11 — Q4 fiscal 2026 earnings

elevated multiplem and a optionalityno sentiment sample

Read the AI verdict on $DGII

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

IoT hardware and managed services company enabling mission-critical connectivity for industrial, healthcare, and infrastructure applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Communication Equipment sits in its cycle right now — and what that implies for $DGII.

Communication Equipment · Technology

No material change from last week — AI data-center optical interconnects dominate capex.

What this means for $DGII

Partial — IoT hardware and managed services company enabling mission-critical connectivity for industrial, healthcare, and infrastructure applications.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+20.7%YTD
+28.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
63.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
63.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.75$0.66+14.3%
Q1 2026May 6, 2026$0.62$0.58+6.9%
Q4 2025Feb 4, 2026$0.56$0.55+1.8%
Q3 2025Nov 12, 2025$0.56$0.51+9.8%
Next earningsWed, Nov 11·consensus EPS $0.76

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$138.7M+29.0%64.8%16.5%$0.42$108.5M
Q2 FY26$130.7M+25.1%64.0%13.1%$0.30$41.1M
Q1 FY26$122.5M+17.9%62.4%13.3%$0.31$35.2M
Q4 FY25$114.3M+8.8%63.9%12.5%$0.27$27.5M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$532.1M$531.3M – $533.4M$2.69$2.68 – $2.704
FY27$578.5M$575.5M – $582.6M$3.13$3.01 – $3.264
FY28$604.5M$603.0M – $605.9M$3.40$3.37 – $3.422

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.84%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+31.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.975-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 2James J. LochCFO100.0K sh$6.9MSellMay 26James E. FreelandVP, Chief Information Officer450 sh$31KSellMay 13David H. SampsellVP, CORP. DEV, GC & CORP. SEC.6.4K sh$415KSellMay 11Terrence G. SchneiderVP, SUPPLY CHAIN14.2K sh$930K
+ 6 other (3 exempts · 3 inkinds) in window

See when $DGII insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAgreement terminatedAug 318-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

Digi International Inc. entered into an amended and restated revolving credit agreement on August 27, 2026 with BMO Bank N.A. as administrative agent, providing a new $350 million senior secured revolving credit facility maturing August 27, 2031, with an uncommitted accordion of up to $130 million (or unlimited subject to a 2.50x total net leverage ratio), and simultaneously terminated its prior December 7, 2023 revolving credit agreement. The new facility includes a $10M letter-of-credit sublimit and a $10M swingline sub-facility; Digi also furnished fiscal Q3 2026 earnings under Reg FD (Item 7.01) the same day. A credit facility upsizing and extension for an IoT connectivity company, paired with earnings, signals continued strategic M&A optionality given the large accordion.

+ 8 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Digi International Expands Senior Secured Revolving Credit Facility to $350 Millionbusinesswire.com·29d agoDigi International Inc (DGII) Shares Fall 3.2% -- GF Value Says Still Overvaluedgurufocus.com·40d agoDigi International (DGII) Is Up 4.19% in One Week: What You Should Knowzacks.com·42d agoSurging Earnings Estimates Signal Upside for Digi International (DGII) Stockzacks.com·46d agoDigi International (DGII) Q3 Earnings and Revenues Top Estimateszacks.com·55d ago

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Voices on X · last 7 days

No standout posts about $DGII on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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