Duos Technologies Group, Inc.

Snapshot

Duos is a micro-cap in transition, pivoting from legacy rail technology to AI data center colocation. FY 2025 revenue jumped 271% to $27M with a 29% gross margin, but the company still lost $9.8M and burned $37.4M in free cash flow.

What's Happening Right Now

• Tue 20th Oct '26 · New contract: Duos signed a 10-year, 20 MW colocation deal worth over $400 million with a publicly traded cloud services provider, and is negotiating roughly 100 MW of additional data-center-zoned land.
• Tue 20th Oct '26 · Investor presentation: At the LD Micro Main Event on Oct 20, 2026, Duos reiterated its FY2026 outlook of over $50M revenue and positive adjusted EBITDA, noting signed capacity (including the $500M+ Axe Compute deal and $111M Columbus hyperscaler deal) isn't yet energized or billing.
• Fri 9th Oct '26 · Executive agreements: Duos signed a three-year employment agreement with CFO Christopher DeAlmeida and named Matthew Polimeni as Chief Legal Officer, both with restricted stock grants and change-of-control provisions.
• Mon 5th Oct '26 · Asset sale: Axe Compute closed its purchase of Duos' GPU-as-a-Service entity, assuming about $98.1M of equipment financing and paying Duos $42.9M over 60 months, as Duos shifts to a pure colocation landlord model.
• Wed 19th Aug '26 · Q2 earnings: Q2 2026 GAAP net income of $47.8M was driven almost entirely by a one-time $53.2M gain on selling a stake in New APR Energy; underlying continuing-operations revenue was $6.2M, up 29% YoY, with a six-month operating loss of $3.1M, and shares outstanding jumped from 20.4M to 31.5M.