OSS

New Contract Announcement: One Stop Systems, Inc. has secured a $500,000 contract to provide advanced computing solutions for a medical imaging OEM focused on breast scanning technology, with expectations of follow-on orders and significant revenue growth over the next five years.

Company Overview: OSS specializes in ruggedized AI-enabled solutions for edge computing across various industries, emphasizing high-performance products that support demanding applications in environments such as defense and autonomous technologies.

Management Insights: One Stop Systems, Inc. reported a 15.1% year-over-year revenue increase in Q4 2024, driven by strong demand in defense and commercial markets, particularly for AI and machine learning applications. The company anticipates consolidated revenue of $59 million to $61 million for 2025, with over 20% growth expected in the OSS segment.

Financial Performance: Despite a GAAP net loss of $3.1 million in Q4 due to onetime charges, adjusted gross margins showed improvement. Analysts expressed cautious optimism regarding the company's stable pipeline and strategic positioning, while also noting potential risks related to government procurement delays.

Financial Performance Overview: One Stop Systems, Inc. reported a consolidated revenue growth of 15.1% year-over-year for Q4 2024, driven by strong performance in both OSS and Bressner segments, despite a net loss of $3.1 million for the quarter and an overall decline in annual revenue compared to 2023.

Future Outlook: The company anticipates double-digit revenue growth in 2025, with expectations of OSS segment revenue exceeding 20% growth and aims to achieve EBITDA break-even for the year, supported by a strengthened sales pipeline and strategic focus on higher-margin markets.

One Stop Systems (OSS) Analysis: Analyst Eric Martinuzzi maintains a Hold rating on One Stop Systems with a price target of $2.50, while the current consensus is also a Hold.

Jabil (JBL) Analysis: Bank of America analyst Ruplu Bhattacharya has a Buy rating on Jabil, with a strong consensus rating and an average price target of $173.00, indicating a potential 30% upside.

Upcoming Financial Results Announcement: One Stop Systems, Inc. will release its fourth quarter and full year 2024 financial results on March 19, 2025, followed by a conference call and webcast at 10:00 a.m. ET.

Company Overview: OSS specializes in rugged AI-enabled solutions for edge computing, providing high-performance compute and storage products for various industries, including defense and autonomous applications.

Company Participation in Conference: One Stop Systems, Inc. will participate in the 37th Annual ROTH Conference on March 17-18, 2025, where CEO Mike Knowles and CFO Dan Gabel will hold one-on-one investor meetings.

About One Stop Systems: OSS specializes in rugged AI-enabled solutions for edge computing, offering products like servers and storage systems for various industries, including defense and autonomous vehicles, while addressing the entire AI workflow.

New Order Announcement: One Stop Systems, Inc. has received a $200,000 order from a leading Asian defense contractor for rugged computing hardware to support the conversion of manned vessels into unmanned surface vessels (USVs) for autonomous missions, with expectations for additional orders in the coming years.

Product Capabilities: OSS's rugged hardware is designed to operate in harsh environments and will provide essential computing power for USV navigation and computer vision systems, ensuring safe and intelligent operation at sea.

New Order Announcement: One Stop Systems (OSS) has received a $2 million order to deliver PCIe expansion units, with shipments expected to begin in early 2025, supporting advanced AI and machine learning applications.

Company Overview: OSS specializes in rugged enterprise-class computing solutions for demanding environments, providing products that enhance performance in various industries including defense, autonomous vehicles, and data centers.

Leadership Transition at One Stop Systems: Daniel Gabel has been appointed as CFO, Treasurer, and Secretary of One Stop Systems, effective November 11, 2024, succeeding John Morrison who is retiring after serving since September 2017.

Gabel's Background and OSS's Focus: Gabel brings over 14 years of experience in the defense industry, having previously served as CFO for CAES' Defense System Division and held various roles at RTX Corporation; OSS specializes in rugged AI transportable solutions for edge computing across multiple industries.

New CFO Appointment: One Stop Systems has appointed Daniel Gabel as CFO, Treasurer, and Secretary effective November 11, 2024, succeeding John Morrison who will transition to a non-executive role until November 30, 2024.

Gabel's Background: Daniel Gabel brings over 14 years of experience in accounting and financial leadership within the defense industry, previously serving as CFO of CAES' Defense System Division and holding various roles at RTX Corporation.

New CFO Appointment: One Stop Systems has appointed Daniel Gabel as CFO, Treasurer, and Secretary effective November 11, 2024, succeeding John Morrison, who will transition to a non-executive role until November 30, 2024.

Gabel's Background: Daniel Gabel brings over 14 years of experience in accounting and financial leadership within the defense sector, previously serving as CFO at CAES' Defense System Division and holding various roles at RTX Corporation.

Upcoming Financial Results: One Stop Systems, Inc. will release its third quarter 2024 financial results on November 6, 2024, followed by a conference call and webcast at 10:00 a.m. ET to discuss the results.

Company Overview: OSS specializes in rugged AI-enabled solutions for edge computing, providing high-performance compute and storage products for various industries, including defense, autonomous trucking, and agriculture.

Partnership Announcement: One Stop Systems (OSS) has entered a Cooperative Research and Development Agreement with U.S. Special Operations Command to develop rugged AI and machine learning computing solutions aimed at enhancing the operational capabilities of Special Operations Forces in challenging environments.

Strategic Goals: The collaboration supports the Hyper-Enabled Force initiative, which seeks to improve situational awareness and decision-making for troops, ultimately aiming to provide them with advanced tools that enhance their performance on the battlefield.

New Contract with U.S. Army: One Stop Systems, Inc. has received an initial purchase order exceeding $500,000 from the U.S. Army to supply rugged servers for testing threat detection systems in rotary-winged aircraft, indicating a potential multi-year opportunity for the company.

Company Overview: OSS specializes in rugged AI-enabled solutions and enterprise-class computing products designed for challenging environments, supporting various industries including defense, autonomous trucking, and agriculture.

Market Performance: The Dow Jones index rose by over 550 points, indicating positive market sentiment, while insider transactions in penny stocks reflect varying levels of confidence among company executives regarding their firms' prospects.

Recent Insider Transactions: Notable insider purchases include One Stop Systems' director buying 75,000 shares post disappointing earnings, System1's owner acquiring shares after strong quarterly results, and FlexShopper's director purchasing shares following a narrower loss than expected.

Quarterly Performance: One Stop Systems, Inc. reported a quarterly loss of $0.09 per share, which was worse than the expected loss of $0.05, and their revenues of $13.2 million fell short compared to $17.21 million from the previous year.

Future Outlook: The company's earnings outlook is mixed, with current consensus estimates predicting a slight improvement in the upcoming quarter, while the stock holds a Zacks Rank #3 (Hold), indicating it may perform in line with the market.

Upcoming Financial Results Announcement: One Stop Systems, Inc. will release its second quarter 2024 financial results on August 8, 2024, followed by a conference call and webcast at 5:00 p.m. ET to discuss the results.

Company Overview: OSS specializes in rugged AI-enabled solutions for edge computing, providing high-performance compute and storage products for various industries, including defense, autonomous trucking, and agriculture.