Stock of the Day

March 28, 2024

Intrusion (INTZ)

$0.92
+$0.01 (+1.1%)
Market Cap: $20.65M

About Intrusion

Intrusion Inc., a cybersecurity company in the United States. The company offers its customers access to threat intelligence database, which contains the historical data, known associations, and reputational behavior of Internet Protocol addresses. It offers INTRUSION Shield, a zero trust reputation-based Software as a Service solution that inspects and kills dangerous network connections. The company also provides INTRUSION TraceCop, a big data tool that contains an inventory of network selectors and enrichments to support forensic investigations; and INTRUSION Savant, a network monitoring solution that uses the data available in TraceCop to identify suspicious traffic in real-time. In addition, it engages in the provision of pre-and post-sales support services, such as network security design, system installation, and technical consulting services. The company serves US federal government entities, state and local government entities, and companies ranging from mid-market to large enterprises through a direct sales force and value-added resellers. The company was formerly known as Intrusion.com, Inc. and changed its name to Intrusion Inc. in November 2001. Intrusion Inc. was founded in 1983 and is headquartered in Plano, Texas.

Today's Trend

Intrusion Inc. (INTZ) — shares are trading lower today after the company reported quarterly results and management discussed contract timing that pushed revenue into 2026. Below are the investor‑relevant takeaways from recent coverage and the earnings release/transcript.

  • Product / go‑to‑market catalyst — Intrusion launched Intrusion Shield Cloud on Microsoft Azure and said it is enhancing sales processes, which management highlighted as drivers for scalable, long‑term growth. Intrusion Inc. Reports Fourth Quarter and Full Year 2025 Results
  • Timing of revenue recognition — Management and analyst writeups say several U.S. government contract deliverables were delayed and revenue tied to those contracts is expected to be recognized in H1 2026; this explains the Q4 top‑line shortfall but leaves near‑term visibility dependent on contract timing. Intrusion anticipates revenue recognition in H1 2026
  • Earnings call / transcript available — The Q4 2025 earnings call transcript and highlight pieces provide management commentary on Shield, sales changes and timing; useful for watching updated cadence and backlog details. Intrusion Inc. (INTZ) Q4 2025 Earnings Call Transcript
  • Q4 results missed expectations — Intrusion reported EPS of ($0.14) vs. consensus ($0.09) and revenue of $1.48M vs. ~$2.06M expected; while the loss narrowed year‑over‑year, negative margins and weaker-than-expected revenue pressured sentiment. Intrusion Inc. (INTZ) Reports Q4 Loss, Lags Revenue Estimates
  • Market reaction & technicals — Coverage notes the stock sold off after the miss (one report flagged an ~8% drop), intraday volume is elevated versus average, and the 50‑day moving average remains below the 200‑day (short‑term weakness). Intrusion Stock Tanks 8% as Q4 Earnings Miss
  • Short interest reporting appears noisy — multiple datafeeds showed a large reported increase but the filings contain zeros/NaN values; current published short metrics look unreliable and should be confirmed with official exchange filings before drawing conclusions.

Bottom line for investors: the near‑term negative move reflects an earnings and revenue miss driven largely by contract timing; the company points to product expansion (Azure Shield) and sales changes as medium‑term positives, but revenue recognition timing and negative margins keep risk elevated until execution and contract receipts are visible.

← Previous Stock of the DayNext Stock of the Day →