NTCT, DGII, and LTRX ride on multiple tailwinds despite macro headwinds and competitive pressures.
Investors interested in stocks from the Computer - Networking sector have probably already heard of Digi International (DGII) and Cisco Systems (CSCO). But which of these two stocks is more attractive to value investors?
Digi International (DGII) is upgraded to Buy, driven by strong annual productivity gains and a successful transition to higher-margin recurring software revenue. DGII's net income and margins are rising faster than revenue, fueled by ARR growth, strategic acquisitions, and effective cost controls including AI adoption. Management targets 10-15% revenue and 15-20% adjusted EBITDA growth for fiscal 2026, with ambitious ARR and EBITDA goals over the next three years.
Digi International Inc. ( DGII ) Q4 2025 Earnings Call November 12, 2025 5:00 PM EST Company Participants James Loch - Executive VP, CFO & Treasurer Ronald Konezny - President, CEO & Director Conference Call Participants Thomas Moll - Stephens Inc., Research Division Scott Searle - ROTH Capital Partners, LLC, Research Division Caden Dahl - Piper Sandler & Co., Research Division Josh Nichols - B. Riley Securities, Inc., Research Division Anthony Stoss - Craig-Hallum Capital Group LLC, Research Division Gregory Mesniaeff - Kingswood Capital Partners, LLC, Research Division Presentation Operator Good day, and thank you for standing by.
Digi International (DGII) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.52 per share a year ago.
Digi International (DGII) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.5 per share a year ago.
Digi International Inc. (NASDAQ:DGII ) Q3 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Company Participants James J. Loch - Executive VP, CFO & Treasurer Ronald E.
I recommend buying Digi International due to its strong positioning in the high-growth IIoT and M2M sectors with global reach. DGII's unified hardware and software solutions provide a competitive edge, driving recurring revenue and margin expansion as the market rapidly grows. Strategic focus on high-margin products, ARR growth, and debt reduction positions DGII for long-term profitability and a target price of $40.13.
Digi International (DGII) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.49 per share a year ago.
Digi International Inc. (NASDAQ:DGII ) Q2 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Jamie Loch - CFO Ron Konezny - President and CEO Conference Call Participants Tommy Moll - Stephens Inc. Scott Searle - Roth Capital Operator Good day, and welcome to the Digi International, Inc. Second Quarter Fiscal 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Investors looking for stocks in the Computer - Networking sector might want to consider either Digi International (DGII) or Cisco Systems (CSCO). But which of these two companies is the best option for those looking for undervalued stocks?
Investors with an interest in Computer - Networking stocks have likely encountered both Digi International (DGII) and Cisco Systems (CSCO). But which of these two stocks is more attractive to value investors?