Jul. 14 at 1:56 PM
$IBM ouch
Win it back on
$OSS
Clear Street analyst Brian Dobson initiates coverage on One Stop Systems
$OSS with a Buy rating and a price target of
$20.00.
"We initiate coverage of One Stop Systems with a BUY rating and
$20 price target, implying roughly 54% upside. We would be buyers at current levels: the recent pullback leaves OSS valued closer to slower-growing defense hardware peers even as orders accelerate. OSS is a differentiated supplier of rugged AI compute infrastructure as defense procurement shifts toward autonomy, edge AI, and software-defined warfare, and it already supplies compute systems for the P-8 Poseidon, where cumulative contracted revenue has passed
$65M, with expansion underway into U.S. Army vehicle programs, commercial aerospace, and medical imaging.
We forecast revenue increasing from approximately
$32M in FY2025A to nearly
$67M by FY2028E, with adjusted EBITDA improving from a loss to roughly
$7.4M.
