Research Solutions aims for ongoing growth in ARR and EBITDA through AI-powered B2B initiatives.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Source: SeekingAlpha
Management Insights: Research Solutions, Inc. reported a record 21% increase in total Annual Recurring Revenue (ARR) for Q1 2026, driven by significant B2B deals and a strategic shift towards comprehensive SaaS and AI solutions. The company also noted a decline in transaction revenue due to churn from a few large customers.
Financial Performance: Total revenue for Q1 2026 was $12.3 million, up from $12 million in the previous year, with platform subscription revenue increasing by 18% to $5.1 million. The gross profit was $6.2 million, reflecting a gross margin improvement to 50.6%.
Outlook and Strategy: Management anticipates continued growth in ARR and average selling prices (ASPs) through enhanced product offerings and improved sales execution. They are also focusing on stabilizing the transaction segment and leveraging AI for operational efficiency.
Analyst Sentiment: Analysts expressed a cautiously optimistic view, highlighting the company's B2B growth and profitability while seeking clarity on product attach rates and the stabilization of the transaction segment amid competitive pressures.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy RSSS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on RSSS
Wall Street analysts forecast RSSS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RSSS is 5.33 USD with a low forecast of 5.00 USD and a high forecast of 6.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 2.750
Low
5.00
Averages
5.33
High
6.00
Current: 2.750
Low
5.00
Averages
5.33
High
6.00
About RSSS
Research Solutions, Inc. is a holding company, which provides cloud-based technologies to streamline the process of obtaining, managing, and creating intellectual property. The Company offers various software platforms (Platforms) that are typically sold to corporate, academic, government and individual researchers as cloud-based software-as-a-service (SaaS). Its cloud-based SaaS Platforms consist of proprietary software and Internet-based interfaces sold to customers through an annual or monthly subscription fee. It also facilitates the sale of published scientific, technical, and medical (STM)content sold as individual articles (Transactions) either stand alone or via one or more of the research Platform solutions. Its platform allows customers to initiate orders, route orders based on the lowest cost to acquire, obtain spend and usage reporting, automate authentication, and connect to in-house and third-party software systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Research Solutions to Host Q2 2026 Earnings Call
- Earnings Call Scheduled: Research Solutions will hold a conference call on February 12, 2026, at 5:00 p.m. ET to discuss its Q2 fiscal 2026 financial results, which is expected to significantly impact investor sentiment.
- Financial Results Release: A press release detailing the financial results will be issued after market close, providing critical financial data and performance metrics that will help investors assess the company's financial health.
- Participation Details: Investors are advised to dial in at least 5-10 minutes prior to the start time at 1-203-518-9708 using Conference ID RESEARCH to register, enhancing interaction with management during the Q&A session.
- Replay Availability: The conference call will be available for replay after 8:00 p.m. ET on the same day until March 12, 2026, allowing investors who cannot attend live to access the information by dialing 1-412-317-6671.
Continue Reading
Research Solutions to Host Q2 2026 Earnings Call
- Earnings Call Schedule: Research Solutions will hold a conference call on February 12, 2026, at 5:00 p.m. ET to discuss its Q2 fiscal 2026 financial results, which is expected to significantly impact investor sentiment.
- Market Release Information: A press release containing the financial results will follow the call, reflecting the company's commitment to transparency and information disclosure, potentially influencing investor decisions.
- Participation Instructions: Investors are advised to dial in at least 5-10 minutes prior to the start time at 1-203-518-9708 to register, ensuring smooth participation in the Q&A session and enhancing interaction with management.
- Replay Availability: The call will be available for replay after 8:00 p.m. ET on the same day until March 12, 2026, allowing investors who cannot attend live to access the information, thereby improving communication efficiency between the company and its investors.
Continue Reading