OSS · NASDAQ · Computer Hardware

One Stop Systems (OSS)

Builds rugged computing, switching and storage systems for AI, sensor and autonomy applications.

$9.49
After hours+0.05 (+0.53%)
At close$9.44(+1.29%)
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One Stop Systems, Inc.OSS
Information Technology

Rugged edge-compute systems, switch fabrics, storage and software serve AI, sensor-processing and autonomy applications. Sales target platform-equipment manufacturers across industrial, medical, automotive, aerospace and defense markets, and the current portfolio excludes the former Bressner business.

Designs and manufactures rugged high-performance compute, high-speed switch-fabric and storage systems for edge applications of AI/ML, sensor processing, sensor fusion and autonomy. The product set includes ruggedized servers, compute accelerators, expansion systems, flash-storage arrays, and Ion Accelerator software for SAN, NAS and data recording.

Sells specialized hardware and software to manufacturers of platform equipment across autonomous vehicles, medical, industrial, aerospace and defense markets. Products support AI data-set capture, training and large-scale inference in defense, energy, mining, autonomous-vehicle and rugged-entertainment applications. Demand is tied to these platform/OEM markets, while the sale of the Bressner holding structure defines the current operating perimeter.

Company facts

CEOMichael Knowles
ListedFeb 1, 2018
ExchangeNASDAQ
HeadquartersEscondido, CA
CountryUnited States
Employees57
CIK0001394056
ISINUS68247W1099

Market cap$230.8M
EPS (ttm)$0.1015
P/E (ttm)91.82
ROE3.3%
P/B5.98
P/S9.92
Dividend yieldDiv yield
Beta3.69vs XLK 1.69

Price target$18.00+90.5%Average of 7 analysts
ConsensusBuy5 of 7 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jun 5, 2026Lake StreetReiterate
Rating: Target: $6
Rating: BuyTarget: $21
May 6, 2026Industrial Alliance SecuritiesTarget
Target: $9
Target: $18
May 6, 2026Roth CapitalTarget
Target: $9
Target: $18
Jan 5, 2026Industrial Alliance SecuritiesTarget
Target: $8.50
Target: $9
Jan 4, 2026Roth CapitalTarget
Target: $8
Target: $9

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.01
Revenue estimate
$10.9M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$0.12−$0.07−$0.07$0.03$0.09$0.01−$0.01Pending
Estimate−$0.01−$0.04−$0.05$0.01$0.02−$0.05−$0.03$0.01
Surprise−1,100.0%−75.0%−40.0%+200.0%+285.8%+120.0%+66.7%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$15.1M$12.3M$14.1M$18.8M$12.0M$8.1M$9.3MPending
Estimate$13.5M$13.6M$16.1M$10.0M$15.9M$7.0M$8.5M$10.9M
Surprise+12.1%−9.8%−12.1%+87.6%−24.4%+15.6%+9.9%
Estimate$0.01
ReportedDue Nov 4, 2026
Estimate$10.9M
ReportedDue Nov 4, 2026
View details

Debt to equity3.50%
Current ratio336.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$13.7M$15.1M$12.3M$14.1M$18.8M−$12.9M$8.1M$9.3M
Net income−$6.8M−$3.1M−$2.0M−$2.0M$263.5K$8.9M−$519.9K−$7.3M
Net margin0.0%0.0%0.0%0.0%1.4%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$6.7M−$3.1M−$1.9M−$1.8M$570.1K−$180.4K−$671.2K−$7.7M
YoY growthLoss widenedLoss widenedLoss widenedLoss narrowedTurned profitLoss narrowedLoss narrowedLoss widened

Balance sheet, Jun 30, 2026Cash & short-term investments $31.4M · Total debt $1.4M · Total assets $55.8M · Shareholders' equity $38.6M

Revenue
$9.3M
Operating income
−$7.7M
Net income
−$7.3M
View details

No dividends on record.

Institutions≈ 42.92%10.70M shares
120 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders11.75%2.93M shares
9 holders · as of Sep 4, 2026
Other≈ 45.33%11.30M shares
remainder

24.94M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
7.37%1.84Mas of Jun 30, 2026
Jane Street Group, LLCInstitution
5.25%1.31Mas of Jun 30, 2026
Galkin VladimirInsider
4.97%1.24Mfiled Jul 24, 2026
Vanguard Capital Management LLCInstitution
3.91%974,568as of Jun 30, 2026
Michael KnowlesInsiderdirector, officer: Chief Executive Officer
2.37%590,141filed Sep 4, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 26, 2026Mitchell H. Herbetsdirector−5,000$17.62
May 26, 2026Gregory W. Matzdirector−8,000$17.52
May 26, 2026David George Bassettdirector−8,000$17.64
View details

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CompareAfter hours

CompanyPriceChange
One Stop Systems$9.49+0.53%$230.8M91.8404.69.9−33.7%
Mercury Systems$83.880.00%$5.14B54.45.2+6.1%
Curtiss-Wright$550.27+0.00%$20.98B39.134.35.7+5.4%
Leonardo DRS$37.27+0.32%$10.13B31.627.92.7+10.1%
AMETEK$245.41−0.05%$55.29B35.328.17.0+15.0%
Median35.331.25.5+8.1%