Update shared on 16 Nov 2025
Fair value Decreased 11%Analysts have lowered their price target for Airgain from $7.50 to $6.67, citing modestly higher discount rates and a slight reduction in projected profit margins. This adjustment comes despite minor improvements in revenue growth estimates.
What's in the News
- Provided new earnings guidance for Q4 2025, projecting sales between $12.0 million and $14.0 million and a GAAP net loss per share of $0.13 at the midpoint (Corporate Guidance).
- Secured a significant design win with a global CPE manufacturer for a next-generation Wi-Fi 7 fiber broadband gateway. Shipments are expected to exceed 5 million units over five years (Client Announcement).
- AirgainConnect AC-Fleet achieved T-Mobile T-Priority certification, offering public safety agencies assured, prioritized 5G connectivity for mission-critical fleet vehicles (Product Announcement).
- Lighthouse 5G Smart Network Controlled Repeater received FCC certification, enabling expanded deployment of advanced 5G coverage solutions in the U.S. market (Product Announcement).
- Announced plans to showcase AirgainConnect AC-Fleet at the Vision FirstNet Users Summit. Leadership will participate in expert panel discussions on first responder connectivity (Product Announcement).
Valuation Changes
- Consensus Analyst Price Target: Lowered from $7.50 to $6.67, reflecting a modest reduction in fair value estimates.
- Discount Rate: Increased slightly from 8.30% to 8.71%, indicating a marginal rise in perceived risk or cost of capital.
- Revenue Growth: Marginally higher at 11.01%, up from 10.77%, suggesting slightly improved expectations for top-line expansion.
- Net Profit Margin: Decreased from 9.04% to 8.75%, indicating a minor downward revision in profitability forecasts.
- Future P/E: Declined from 17.73x to 16.99x, reflecting a modest reduction in expected valuation multiples.
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