DUOT$6.16+2.93%
Duos Technologies Group, Inc.
Sector: Services-Prepackaged SoftwareIndustry: Software - ApplicationCountry: USExchange: Nasdaq
Mkt Cap:$201.69M
Float & O/S:
Inst Own:
DilutionScan read 57 of DUOS TECHNOLOGIES GROUP, INC.'s SEC filings and found 4 warrant series, 3 convertibles, 1 ATM program, 1 shelf registration, 1 S-1 registration and 2 completed offerings on file for DUOT. The latest dilution event on file is a convertible issuance on Jul 14, 2026. Analysis updated Oct 31, 2026.
Signal8 Summary
DUOT
Fast-growing micro-cap, still losing money
- Business
- MixedRevenue up 271% to $27M, net loss $9.8M
- Stock risk
- HighShare count up 98% YoY, stock near 52-week low
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
- : 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.
- : 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.
- : 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.
- : 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.
- : 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.
