TSS Inc

TSSI

Market cap $274M

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.

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.

Singular Research One-on-One Invitational Conference on June 15 Planet MicroCap Las Vegas 2026 Investor Conference on June 17 GEORGETOWN, TX / ACCESS Newswire / June 4, 2026 / TSS, Inc. (Nasdaq:TSSI), a data center services company that integrates AI and other high-performance computing infrastructure and software and provides related data center services, today announced that management will participate in two upcoming conferences in June: Singular Research One-on-One Invitational Conference Date: Monday, June 15, 2026 Time: 4 PM PT Webinar: https://register.gotowebinar.com/register/5694306304769645406 If you would like to book 1x1 investor meetings with TSS, and to gain access to the Singular Research conference 2026, please make sure you are registered here: Registration. Planet MicroCap Las Vegas 2026 Investor Conference Powered by MicroCapClub Date: Wednesday, June 17, 2026 Time: 2:30 PM PT Webcast: https://event.summitcast.com/view/bpjo3VVjZ25pp6SXpUua92/guest_book?session_id=a72eupfy697sZ5277SvsjZ If you would like to book 1x1 investor meetings with TSS, and to attend the Planet MicroCap Las Vegas 2026, please make sure you are registered here: REGISTER.

Investors need to pay close attention to TSSI stock based on the movements in the options market lately.

TSS delivered a 44% revenue decline, but higher-margin Systems Integration revenue surged 88%, driving gross margin expansion from 9% to 18%. Despite operational improvements, TSSI remains almost entirely dependent on a single customer (Dell), representing 99% of revenue, amplifying concentration risk. Management highlighted a $17 million CapEx request from Dell, signaling a deepening partnership and continued AI rack integration demand.

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, Inc. (TSSI) Q1 2026 Earnings Call Transcript

GEORGETOWN, TX / ACCESS Newswire / May 8, 2026 / TSS, Inc. (Nasdaq:TSSI), a data center services company that integrates AI and other high-performance computing infrastructure and software and provides related data center services, is scheduled to present at the 21st Annual Needham Technology, Media & Consumer Conference on Thursday, May 14, 2026 at 10:15 a.m. Eastern Time.

Total Revenue of $55.3 Million Systems Integration Revenue Increased 88% Year-Over-Year Refines Full-Year 2026 Outlook; Now Expects Adjusted EBITDA Toward High End of $20 to $22 Million Range GEORGETOWN, TX / ACCESS Newswire / May 7, 2026 / TSS, Inc. (Nasdaq:TSSI), a data center services company that integrates AI and other high-performance computing infrastructure and software and provides related data center services, today reported results for its first quarter ended March 31, 2026. "We delivered strong growth in our higher margin Systems Integration business in the first quarter, with revenue increasing 88% year over year, driven by strong customer demand and solid operational execution with growth particularly high in our AI activities," said Darryll Dewan, CEO of TSS, Inc. "Total revenue comparisons were affected by record high volumes in the first quarter of last year in our lower-margin Procurement business, which can vary from quarter to quarter.

GEORGETOWN, TX / ACCESS Newswire / May 1, 2026 / TSS, Inc. (Nasdaq:TSSI), a data center services company that integrates AI and other high-performance computing infrastructure and software and provides related data center services, will report its 2026 first quarter financial results on Thursday, May 7, 2026. The Company will conduct a conference call at 5 p.m.