One Stop Systems, Inc.

Snapshot

OSS makes rugged computing hardware for AI and defense edge applications. Q3 2026 revenue grew 35.9% to $12.6M and management raised full-year growth guidance to about 40%, but the nine-month net loss widened to $8.4M, partly from a $6.25M legal settlement.

What's Happening Right Now

• Wed 28th Oct '26 · Q3 earnings: On Oct 28, 2026, OSS reported Q3 revenue of $12.6M (up 35.9% YoY) and raised full-year growth guidance to roughly 40% from 25-30%, but posted a nine-month net loss of $8.4M that includes a $6.25M legal settlement, while cash fell to $5.6M from $31.2M at year-end.
• Wed 28th Oct '26 · ATM equity program: On Oct 28, 2026, OSS filed a prospectus for a $50 million at-the-market equity program with Piper Sandler; if fully used at the assumed $5.91 price it would add about 8.46M shares, more than 30% potential dilution.
• Mon 26th Oct '26 · Platform qualification: On Oct 26, 2026, OSS said its Gen5 4UP-MAX expansion system was qualified for use with a tier 1 global enterprise computing platform provider, expanding its addressable market with no disclosed revenue commitment yet.
• Mon 12th Oct '26 · Product launch: On Oct 12, 2026, OSS unveiled Tamarack-G, a rugged OCP/VPX hybrid computing platform for military vehicles, at AUSA 2026, now commercially available, with no customer orders yet announced.
• Thu 8th Oct '26 · Defense order: On Oct 8, 2026, OSS received a $1 million follow-on production order from a defense and intelligence contractor, the ninth order since May 2025, bringing cumulative orders from that customer to nearly $5 million.