OSS$4.90+1.45%
One Stop Systems, Inc.
Sector: Electronic ComputersIndustry: Computer HardwareCountry: USExchange: Nasdaq
Mkt Cap:$122.68M
Float & O/S:
Inst Own:
DilutionScan read 27 of ONE STOP SYSTEMS, INC.'s SEC filings and found 1 ATM program, 2 shelf registrations and 1 completed offering on file for OSS. The latest dilution event on file is ATM sales on Oct 28, 2026. Analysis updated Oct 31, 2026.
Signal8 Summary
OSS
Fast growth, but cash runway critical
- Business
- Weak3.1-month runway, $8.4M nine-month net loss
- Stock risk
- High$168.6M micro-cap, $50M ATM, shares +10.7% YoY
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
- : 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.
- : 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.
- : 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.
- : 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.
- : 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.
