TSS, Inc. (TSSI)
NASDAQ (CM) NASDAQ (CM) Primary 
TSS, Inc.: The Margin Shift I Was Waiting For Is Finally Here
TSS, Inc. is upgraded to Buy as margin expansion and revenue mix shift materialize, despite a 34% share price decline since March. Systems Integration and Facilities Management now drive a larger share of revenue, lifting consolidated gross margin by 640 bps to 22.8% and EBITDA by 12%. Vera Rubin capacity investment is set to contribute meaningfully from Q4, with multi-year AI rack integration agreements providing enhanced revenue visibility.
TSS Q2 Earnings Call Highlights
TSS NASDAQ: TSSI reported second-quarter 2026 results marked by growth in its higher-margin systems integration and facilities management businesses, even as total revenue declined because of lower procurement activity. Management said the company expects a stronger second half and maintained its full-year adjusted EBITDA outlook toward the upper end of its previously stated $20 million to $22 million range.
TSS, Inc. (TSSI) Q2 2026 Earnings Call Transcript
TSS, Inc. (TSSI) Q2 2026 Earnings Call Transcript
TSS Inc. (TSSI) Misses Q2 Earnings and Revenue Estimates
TSS Inc. (TSSI) came out with quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.06 per share a year ago.
TSS Is Turning AI's Deployment Bottleneck Into A Business Model
TSS, Inc. is rated a buy, leveraging its unique AI rack integration capabilities amid surging AI infrastructure demand. Despite a Q1 2026 revenue decline to $55.3M, TSSI's systems integration revenue surged 88%, driving higher margins and improved EBITDA guidance. The Georgetown facility and new logistics contract with a major OEM enhance TSSI's scalability, fixed cost absorption, and recurring revenue streams.
Does TSS (TSSI) Have the Potential to Rally 29.52% as Wall Street Analysts Expect?
The mean of analysts' price targets for TSS (TSSI) points to a 29.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Do Options Traders Know Something About TSS Stock We Don't?
Investors need to pay close attention to TSSI stock based on the movements in the options market lately.
TSS Q1 Earnings Call Highlights
TSS NASDAQ: TSSI reported a sharp year-over-year decline in first-quarter revenue as procurement activity normalized from unusually high levels a year earlier, but executives said growth in the company's higher-margin systems integration business helped support profitability and reinforced its 2026 outlook.
TSS (TSSI) Surges 19.5%: Is This an Indication of Further Gains?
TSS (TSSI) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Wall Street Analysts Predict a 27.74% Upside in TSS (TSSI): Here's What You Should Know
The average of price targets set by Wall Street analysts indicates a potential upside of 27.7% in TSS (TSSI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
TSS Inc: Scaling Fast, But Not Yet Converting
TSS, Inc. (TSSI) is a microcap AI infrastructure firm with rapid scale-up, but remains heavily reliant on low-margin procurement revenue. Gross margin stagnates at 11.1%, with high-margin segments producing ~4x more profit per dollar but comprising only 16% of revenue. Balance sheet strength has improved significantly, with unrestricted cash at $70.7M and net working capital at $34.3M as of September 2025.
TSS, Inc. (TSSI) Q4 2025 Earnings Call Transcript
TSS, Inc. (TSSI) Q4 2025 Earnings Call Transcript
