I'm maintaining my Buy rating on One Stop Systems as execution is now clearly visible in the financials. OSS delivered 37% YoY revenue growth in Q3, with both OSS and Bressner segments contributing and margins improving meaningfully. Management raised FY25 revenue guidance to $63–65M, reflecting confidence in sustained momentum and diversified program execution.
One Stop Systems, Inc. (OSS) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.3 per share a year ago.
One Stop Systems is upgraded to a Buy, driven by stronger financials, improved margins, and a robust balance sheet after a recent equity raise. Defense contracts, especially with the Navy, are fueling OSS segment growth and margin expansion, positioning OSS for EBITDA-positivity by 2026. Bressner provides steady growth and profitability, balancing OSS's lumpier defense revenue and supporting overall financial stability.
| Technology Hardware, Storage & Peripherals Industry | Information Technology Sector | Michael Knowles CEO | XDUS Exchange | US68247W1099 ISIN |
| US Country | 103 Employees | - Last Dividend | - Last Split | 1 Feb 2018 IPO Date |
One Stop Systems, Inc. (OSS) is a key player in the technological sector with a focus on designing, manufacturing, and marketing high-performance computing and storage solutions. With operations both domestically and internationally, OSS caters to a wide range of high-tech needs, leveraging central processing unit (CPU), graphical processing unit (GPU), high-speed switch fabrics, and flash storage technologies. The company finds its niche in creating systems tailored for edge deployments, where computing power is moved closer to data sources, enhancing efficiency and reducing latency in data processing. Founded in 1998 and based in Escondido, California, OSS endeavors to meet the specific requirements of customers, including multinational corporations, governmental agencies, military contractors, and technology providers. Through a comprehensive sales approach that includes a website, direct sales, and an extensive network of resellers and distributors, One Stop Systems aims to broaden the accessibility of their innovative solutions.
OSS designs and manufactures servers customized to meet the unique computing and storage needs of their clients, focusing on enhancing performance and reliability for sophisticated applications.
These platforms are tailored for collecting and analyzing data in real-time, optimizing operations across various industries by providing critical insights promptly.
The company offers acceleration solutions that improve the computational speed, particularly for data-intensive and complex computational tasks, leveraging GPU and CPU technologies.
OSS's storage solutions are geared towards delivering high-speed, reliable storage that caters to the increasing demand for instant data access and management.
These products provide additional PCIe slots, allowing for easy system expansion by adding more input/output capabilities, thereby enhancing the system's overall performance and flexibility.
Similar to PCIe expansion products, these systems aim to enhance the connectivity and expandability of computers by increasing the number of available slots for I/O devices.
OSS develops ruggedized computing devices that are optimized for use in challenging conditions, ensuring reliability and performance even in harsh environments. These devices are ideal for field operations that require mobility and durable performance.
These are specially designed to meet the robust requirements of devices used at the edge, providing dependable performance across a diverse set of environmental conditions.