Aug. 2 at 8:58 PM
$OSS reports August 5, and the stock has had a huge run over the past year. I owned it around
$6 but no longer hold shares, so I’ve been watching the move from the sidelines.
OSS builds rugged edge AI compute systems for military vehicles, drones, aircraft, and other environments outside traditional data centers.
Q1 was a key inflection: revenue jumped 55% to
$8.1M vs
$6.98M expected, EPS came in at
$0.01 vs a
$0.05 loss estimate, gross margin reached 51.6%, and operating cash flow hit
$4M.
The key metric: bookings nearly reached
$15M, with a 1.8x book-to-bill ratio. Recent wins include a
$2.2M robotics order and major defense programs.
Risks remain with revenue concentration and timing. Every candle brings new information.
