TickerTalks
Browse all tickers →
TickerTalks›$DGII
DGDGII

Digi International Inc.

$DGII·$3.1B·Communication Equipment·Technology
$84.65+1.3%1Y+157.2%
Mentions · last 7 days
2026-08-05: 4 posts2026-08-06: 7 posts2026-08-07: 18 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 6 posts2026-08-11: 0 posts360%
Price updated 3m ago·X counts updated 16h ago
DGDGII
$DGIIDigi International Inc.
$84.65+1.28%36 posts0%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DGII, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-08

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

Digi International up 155% YoY on Q3 FY26 beat with 29% revenue growth — IoT/M2M is quietly compounding.

Digi International Inc is a specialty communications-equipment provider — cellular routers, IoT/M2M solutions, and industrial-networking equipment for enterprise and industrial applications. Shares are up 155% over twelve months, sitting at the 91st percentile of the 52-week range on continued Q3 FY26 beat momentum.

  • Q3 FY26 was a strong beat: revenue $138.7M (+29.0% YoY) with 17% operating margin, and Q2 grew 25.1% at 13% margin — those are the specific structural signals that supported the +155% 12-month move, and the operating margin expansion is meaningful.
  • The economics are premium-industrial-technology: 64% gross margin, 14% operating margin, 7% ROIC, 0.17x D/E, and 6.8% FCF yield — the FCF yield anchor is real, and the 64x trailing PE reflects the specific growth-and-margin-expansion trajectory.
  • The Q3 print with 29% revenue growth plus 17% operating margin represents genuine operational acceleration for a mature industrial-tech company — this is not a startup story, it's a mid-cap turnaround finally landing.
  • Insider action is silent in the reporting window — no meaningful open-market executive activity to add or subtract from the +155% 12-month position. The tape is trading pure fundamentals and the Q3 print.

Nov 11 Q4 FY26 earnings is the next data point, and the story is whether the 25-29% revenue growth continues plus operating margin holds above 15% — that combination sustains the +155% 12-month position. Any specific IoT/M2M market slowdown, or a competitive squeeze from Sierra Wireless or peer competitors, is what would end the current run. This is a real specialty-industrial-tech company with genuine multi-quarter execution; the entry math is fair for the growth-plus-quality combination.

What to watch: The Nov 11 Q4 FY26 report — 25-29% revenue growth continuing plus operating margin holding above 15% sustains the +155% 12-month position; an IoT/M2M market slowdown or competitive squeeze from Sierra Wireless ends the run.

On the calendar: 2026-11-11 — Q4 FY26 earnings

Read the AI verdict + X sentiment for $DGII

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

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

Digi International Inc. is a global leader in providing essential Internet of Things (IoT) products, services, and complete solutions for mission-critical business applications. The company operates through two primary divisions: IoT Products & Services and IoT Solutions. Its extensive portfolio encompasses a range of hardware components, including cellular routers designed for robust wireless connectivity in critical environments, and cellular modules that enable the direct integration of communication capabilities into customer products. Console servers facilitate secure remote access to network equipment, whether located in data centers or at distributed edge locations. Under the Digi XBee brand, the company offers radio frequency products such as embedded wireless modules, off-the-shelf gateways, modems, and adapters. Further embedded system solutions are offered under the Digi Connect, ConnectCore, and Rabbit trademarks. For infrastructure management, Digi provides serial servers that enable seamless integration of devices into wired Ethernet networks, alongside various universal serial bus solutions. Beyond hardware, Digi delivers recurring revenue services like Digi Remote Manager, a cloud-based platform for the secure management of connected device deployments. It also offers specialized Digi Wireless Design Services. A notable service is SmartSense by Digi, a wireless monitoring system that tracks temperatures for perishable or sensitive goods (e.g., food, pharmaceuticals), monitors facility operations by logging employee task completion, and assists with quality control and incident management across sectors like food service, healthcare, and transportation/logistics. Complementing these are professional services such as site planning, implementation management, application development, and customer training, as well as data plan subscriptions and enhanced technical support offerings. Founded in 1985, the company maintains its headquarters in Hopkins, Minnesota.

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 — Lumentum pre-breakout setup unchanged as hyperscaler 400G/800G AI rack buildout continues structurally consuming optical transceiver and DWDM capacity into 2H26.

Top industry ETF

$IYZiShares U.S. Telecommunications ETF
+27.1%YTD
+43.7%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 $0.74

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$521.6M$520.7M – $523.2M$2.45$2.38 – $2.534
FY27$562.5M$552.3M – $569.5M$2.77$2.67 – $2.894
FY28$562.4M$556.7M – $567.1M$2.78$2.74 – $2.811

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.0.7×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.94%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.+19.9%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.+56.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.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
Free, forever. No credit card.

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-KOfficer or director changeMar 58-K — Item 5.02: Officer or director change
+ 9 other (4 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 (DGII) Q3 Earnings and Revenues Top Estimateszacks.com·7d agoDigi International Q3 Earnings Call Highlightsmarketbeat.com·7d agoDigi International Inc. (DGII) Q3 2026 Earnings Call Transcriptseekingalpha.com·7d agoDigi International Reports Third Fiscal Quarter 2026 Resultsbusinesswire.com·7d ago3 Stocks to Consider From Networking Industry Battered by Headwindszacks.com·15d ago

More in Communication Equipment

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AAOI$ONDS$LITE$NOK$CSCO$AMPG$MSI$VIAV
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.

PrivacyTermsSupport