TD Cowen raised the firm's price target on Inseego to $18 from $15 and keeps a Hold rating on the shares. The firm said Inseego delivered an in-line 1Q, with 2Q guidance resetting lower on FWA timing and MiFi delays. Reiterated FY26 guide implies a sharper 2H ramp, led by FWA recovery, carrier/ channel ramps, and MSO opportunities.
