TSS Inc

TSSI

Market cap $424M

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.

Technology Veterans Matt Wallace and David Hull Join TSS Executive Team GEORGETOWN, TX / ACCESS Newswire / April 28, 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 the appointments of Matt Wallace as Chief Strategy Officer (CSO) and David Hull as Chief Technology Officer (CTO). Both executives bring distinguished careers of nearly five decades of combined service and deep expertise in AI infrastructure, cloud-to-edge and enterprise technology markets that are driving unprecedented demand for TSS's services.

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.

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.