Insider Trading February 21, 2026

Genasys Director Buys $50,404 of Stock; Company Reports Mixed Q1 Results

Director William H. Dodd adds 25,457 shares in two purchases as Genasys posts strong revenue growth but posts an EPS shortfall

By Priya Menon GNSS
Genasys Director Buys $50,404 of Stock; Company Reports Mixed Q1 Results
GNSS

Genasys Inc director William H. Dodd recently acquired 25,457 shares of the company’s common stock in two transactions totaling $50,404, according to a Form 4 filing. The purchases occurred on February 18 and 19, 2026. Separately, the company reported a 146% year-over-year revenue increase in Q1 fiscal 2026 but missed earnings expectations with an EPS of -$0.02.

Key Points

  • Director William H. Dodd purchased 25,457 shares in two transactions totaling $50,404, bringing his direct holdings to 129,163 shares.
  • Genasys reported a 146% year-over-year revenue increase in Q1 fiscal 2026 to $17.1 million but missed EPS expectations, reporting -$0.02 versus an expected -$0.01.
  • Analyst materials cited in the filing indicate GNSS price targets between $4.50 and $5.25 and suggest expected profitability this year despite the past twelve months’ losses.

Summary
Director William H. Dodd purchased 25,457 shares of Genasys Inc common stock in two transactions, spending $50,404 in total, per a Form 4 filed with the Securities and Exchange Commission. The buys took place on February 18 and 19, 2026. In company filings for the period, Genasys reported revenue of $17.1 million for the first quarter of fiscal 2026 - a 146% increase - while posting an EPS of -$0.02 versus an expected -$0.01.

Insider transactions
According to the SEC filing, Dodd acquired 27 shares on February 18, 2026 at $1.97 per share, and 25,430 shares on February 19, 2026 at $1.98 per share. The combined total for those two transactions was $50,404. Following the purchases, Dodd directly owns 129,163 shares of Genasys Inc. The Form 4 was executed on Dodd’s behalf by Cassandra Monteon, who signed as attorney-in-fact.

Stock price context
The timing of the purchases is noted alongside current market levels: the stock is trading at $2.04, which the filing describes as roughly 40% above its 52-week low of $1.46. Independent analysis referenced in the filing indicates that GNSS may be undervalued at present, with analysts’ price targets cited in a range from $4.50 to $5.25.

Analyst outlook and profitability
The filing also relays that, while Genasys was not profitable over the last twelve months, analyst guidance included in the referenced research suggests expectations for the company to return to profitability within the current year. Additional in-depth research is noted as available through a proprietary Pro Research Report covering GNSS and more than 1,400 other U.S. equities.

Quarterly results
In its first quarter of fiscal 2026 results, Genasys reported revenue of $17.1 million, representing a 146% increase year-over-year. Despite the revenue jump, the company missed on earnings, reporting EPS of -$0.02 versus an expected -$0.01, characterized in the filing as a 100% negative EPS surprise. After-hours trading was described as stable following the release.

Observations
The filings and results together outline a mixed financial picture: material revenue growth against an earnings shortfall. Both developments were disclosed in company filings and the Form 4 reporting the insider purchases. Market participants are noted as likely to examine these data points to assess the company’s near-term financial trajectory.


Risks

  • Earnings shortfall - Genasys posted EPS of -$0.02 versus an expected -$0.01, signaling continued near-term profitability risk for investors and markets.
  • Valuation uncertainty - Although some analysis cited in the filing labels GNSS as potentially undervalued, actual market price and analyst targets diverge, creating valuation risk for equity investors.
  • Market sensitivity - The mixed signals of strong revenue growth but an earnings miss may lead to increased scrutiny from investors and analysts, affecting market volatility for GNSS.

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