Aug. 24 at 4:34 PM
$OSS $OSS — The market is focusing on the pullback, but I’m watching the execution.
Recent catalysts:
🇺🇸
$1.3M NEW U.S. Navy award + potential
$2.5M follow-on
📈 Q2 revenue +62.3% YoY
🔥 Record
$15.1M quarterly bookings
📊 1.6x book-to-bill
🚀 FY2026 revenue growth guidance raised to 25–30%
💰 New DoD intelligence platform expected to generate ~
$44M over 4 years
Yes, Q2 had a
$6.25M one-time legal settlement that drove the GAAP loss — but the underlying business showed significant improvement.
At
$5.58 average, my conviction remains high. OSS is executing across defense, AI, edge computing and autonomy, and the company is starting to convert development programs into larger multi-year production orders.
The question isn’t whether the story is real anymore IMO — it’s how fast the backlog converts to revenue.
$OSS #AI #Defense #Navy #EdgeAI #SmallCaps