One Stop Systems Inc. (NASDAQ:OSS) jumped in premarket trading Thursday after the Escondido, California-based company announced $10.5 million in new awards from the U.S. Navy and a leading U.S.-based prime defense contractor to support the P-8A Poseidon Reconnaissance Aircraft program.What The Contract CoversOSS will deliver rugged data storage units supporting C5ISR mission capabilities aboard the P-8A Poseidon. The units feature hot-swappable NVMe flash storage canisters enabling rapid, secure data offloa ...

Latest orders bring OSS's lifetime contracted revenue on the P-8A platform to over an aggregate $65 million, including over $23 million awarded since the beginning of 2025ESCONDIDO, Calif., Feb. 19, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today announced aggregate new awards of $10.5 million from the U.S. Navy and a leading U.S.-ba ...

Core Insights - One Stop Systems, Inc. (OSS) has received an initial purchase order from a leading manufacturer of autonomous construction and mining equipment, expecting approximately $2 million in orders for 2026, with a five-year pipeline projected between $10 million to $15 million [1][4] Group 1: Product and Technology - OSS will provide a Gen5 ruggedized, 3U, liquid-cooled, short-depth server (SDS) designed for commercial autonomous operation in construction and mining sectors, leveraging advanced liquid-cooling technologies and low-latency AI compute for real-time decision-making [2][4] - The Gen5 platform features a DC power design that allows direct integration into heavy equipment electrical systems, enhancing deployment in power-constrained environments [3] Group 2: Market Position and Strategy - OSS was selected to replace an incumbent compute provider due to its higher-performance AI acceleration and reliability in harsh environments, indicating a strong competitive position as the market for autonomous systems expands [4] - The program aligns with OSS's strategy to enhance its presence in commercial AI and industrial edge markets, complementing its existing defense and aerospace business [4] Group 3: Company Overview - OSS specializes in AI-enabled solutions for rugged environments, designing and manufacturing enterprise-class compute and storage products that deliver data center performance in challenging applications [5][6] - The company addresses the entire AI workflow, from data acquisition to deep learning, and is positioned in the rapidly growing edge computing market [7]

Core Viewpoint - One Stop Systems (OSS) is showcasing its HSB Sensor Bridge technology at the AFCEA West conference, emphasizing its capabilities in real-time AI processing and multi-sensor data integration for defense applications [1][5]. Group 1: Technology and Demonstration - The HSB technology allows for heterogeneous sensor data, including video and imaging, to be aggregated, synchronized, and streamed into GPU memory for real-time processing, crucial for defense environments [2][3]. - The solution is designed to meet low latency, synchronization, and scalability requirements, enabling advanced AI applications such as vehicle situational awareness and command-and-control [2][3]. - The demonstration will highlight the production-ready architecture that supports rapid deployment and operational readiness in tactical edge environments [3][4]. Group 2: Strategic Importance - The HSB demonstration aligns with OSS's strategy to provide integrated solutions that simplify the deployment of AI systems in challenging environments, reducing integration risks [4]. - The architecture is designed to be scalable across various platforms, facilitating a faster transition from development to deployment for defense integrators [3][4]. - OSS's focus on cohesive architectures aims to enhance the performance and reliability of modern defense missions [4]. Group 3: Product Offerings - OSS offers ruggedized servers, compute accelerators, and storage solutions that cater to demanding applications across multiple industries, including defense [8][9]. - The company’s products are designed to handle the entire AI workflow, from data acquisition to deep learning and inference, ensuring high performance in challenging environments [9].

Core Viewpoint - One Stop Systems Inc. (NASDAQ:OSS) is identified as a promising AI stock under $10, with recent price target increases from analysts following the successful divestment of its European subsidiary, Bressner Technology, for $22.4 million [1][2][3] Group 1: Analyst Ratings and Price Targets - Alliance Global raised its price target for One Stop Systems to $9 from $8.50 while maintaining a Buy rating after the sale of Bressner Technology [1] - Roth Capital also increased its price target for One Stop Systems to $9 from $8, affirming a Buy rating following the same divestment [3] Group 2: Business Performance and Strategic Moves - The sale of Bressner Technology exceeded expectations and was deemed a minimal contributor to shareholder value due to its low contribution margin [2] - Proceeds from the divestment are expected to be redirected towards future M&A opportunities to foster growth [2] - One Stop Systems is characterized as a leader in ruggedized AI, machine learning, and edge computing solutions, with the divestment resulting in a strong balance sheet [3][5]

Core Insights - Barton Gold Holdings Limited is advancing its Tunkillia Gold Project with a compelling development plan outlined in the Optimised Scoping Study (OSS) [1] - The project is expected to produce approximately 120,000 ounces of gold and 250,000 ounces of silver annually, with a total operating cash flow of around A$2.7 billion over its life of mine (LoM) [1] - The Net Present Value (NPV) at a 7.5% discount rate is estimated at A$1.4 billion, with an Internal Rate of Return (IRR) of approximately 73.2% and a payback period of about 0.8 years [1] Project Development - Barton is expediting the Tunkillia project towards a Mining Lease (ML) application, with current gold and silver prices exceeding A$1,500/oz and A$50/oz respectively, which are higher than the prices used in OSS revenue estimates [1] - A water drilling program of approximately 900 meters has commenced to identify potential new water sources near the OSS open pits [1] - A second phase of reverse circulation (RC) resource upgrade drilling, totaling around 28,000 meters, is set to begin in March 2026, alongside approximately 3,000 meters of resource, geotechnical, and metallurgical diamond drilling [1] Future Plans - The company aims to target JORC (2012) Ore Reserves, complete a pre-feasibility study (PFS), and submit the ML application by the end of 2026 [1]

Core Insights - One Stop Systems, Inc. (OSS) has received a $1.1 million initial order from a leading aerospace prime contractor to support next-generation in-flight entertainment systems, with expected delivery by Q4 2026 [1][2] - The contract involves the provision of 200 ADB-10G ruggedized Ethernet switches, which are anticipated to generate over $6.5 million in revenue over the next five years [2][3] Company Overview - OSS specializes in rugged Enterprise Class compute solutions for AI, machine learning, and sensor processing at the edge, catering to demanding environments [4][6] - The company’s product offerings include ruggedized servers, compute accelerators, flash storage arrays, and storage acceleration software, utilized across various industries including defense and commercial aerospace [5][6] Market Position - The award from a top-tier aerospace contractor highlights the increasing adoption of OSS's networking platforms in commercial in-flight entertainment applications, indicating a strong market presence [3] - OSS aims to build long-term relationships with aerospace customers, which can scale across multiple platforms and production cycles, enhancing its growth potential in both commercial and defense markets [3]

Core Viewpoint - The article emphasizes the investment philosophy focused on identifying mispriced securities through understanding the financial drivers of companies, often revealed by a DCF model valuation [1]. Group 1: Investment Philosophy - The investment approach is not limited to traditional value, dividend, or growth investing, but considers all prospects of a stock to assess risk-to-reward [1]. Group 2: Market Focus - The investment strategy includes a major focus on small cap companies across the US, Canadian, and European markets [1].

Core Insights - One Stop Systems Inc (NASDAQ:OSS) is recognized as one of the best-performing micro-cap stocks in 2025, with a Buy rating reaffirmed by Lake Street and a price target set at $9 [1][2]. Group 1: Company Performance and Transactions - On December 30, 2025, One Stop Systems completed the sale of its Bressner Technology subsidiary to Hiper Euro for $22.4 million, which is approximately 0.7 times Bressner's recent sales [2]. - Bressner's annual sales grew from about $18.3 million in 2019 to roughly $33 million as of September 30, 2025, under OSS's ownership [2]. - The sale is projected to yield a pretax gain of approximately $7.4 million for OSS in Q4 2025, before transaction costs [2]. Group 2: Financial Guidance and Growth - Following the divestiture, OSS updated its full-year 2025 revenue guidance for continuing operations to $30 million to $32 million, reflecting a year-over-year growth of 22% to 30% [3]. - This adjustment lowers the previous consolidated revenue outlook from $63 million to $65 million by excluding Bressner's contributions [3]. Group 3: Strategic Focus - Management indicated that the sale allows OSS to streamline operations and redirect resources towards faster-growing areas, including deployable AI systems, real-time sensor processing, and rugged edge computing for mission-critical defense [4]. - One Stop Systems designs and manufactures high-performance computing systems for AI, machine learning, and data-intensive applications, with products tailored for industries such as defense, media, and autonomous vehicles [5].

Core Insights - One Stop Systems, Inc. (OSS) has received a pre-production order valued at approximately $1.2 million from a new U.S. defense prime contractor for ruggedized integrated compute and visualization systems for U.S. Army combat vehicles [1][2] - This engagement is seen as a significant milestone for OSS, validating the performance and technical maturity of its platforms, and enhancing its competitive position for larger production opportunities in next-generation vision and sensor technologies [2][6] Company Developments - OSS will deliver a GPU accelerated Video/Sensor Concentrator, an intelligent PCIe Switch, and a GPU accelerated Crew Computer, all designed for U.S. Army ground combat environments [3][4] - The hardware is intended to provide real-time sensor and video data processing, supporting object recognition and target identification under various visibility conditions [3][4] Testing and Integration - OSS expects to deliver prototype units for field testing after approximately three to six months of integration with the prime contractor's solution [4] - The hardware has been undergoing testing at the U.S. Army Ground Vehicle Systems Center, which continues to validate OSS's rugged Time Sensitive Networking (TSN) and PCIe enabled compute architectures [5] Market Position - OSS aims to advance the U.S. Army's modernization priorities for vehicle survivability and mobility, reinforcing its position in defense markets [6] - The company emphasizes its advantage in high-speed PCIe switch fabric technology, which is critical for mission-critical government applications [6] Product Offerings - OSS specializes in AI-enabled solutions for rugged environments, offering products such as ruggedized servers, compute accelerators, and storage solutions [7][8] - The company addresses the entire AI workflow, delivering high performance in challenging environments, which is essential for the growing edge computing market [9]