OSS

ONE STOP SYSTEMS, INC.

Nasdaq · Electronic Computers · CIK 0001394056
$16.49 -2.37% $408.4M
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)
Vol
Market Cap$408.4M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders7 funds
Inst. Value$12.6M
Inst. Activity1 buys / 1 sells
Insider Activity0B / 3S
Insider Net $-$369.4K
Reddit Sentiment50° Neutral
SEC Reports6
Press Releases3
Exchange Nasdaq·Sector Electronic Computers·CIK 0001394056·Prev Close $16.89

Recent Activity

May 28, 2026 short_volume
Short Volume: OSS — 55.3% short (0.4M / 0.7M)
Short: 373,867 | Exempt: 0 | TRF Vol: 675,964 | Short Ratio: 55.3% | Off-exchange volume (dark pool
May 26, 2026 SEC
Three OSS directors sold a total of $369K in open-market sales on May 26, 2026, following a May 20 grant of 11,984 share
CLUSTER — Impact 3/10
May 26, 2026 SEC
Two OSS directors sold a combined $228K in open-market sales on May 26, 2026, following a May 20 grant of 11,984 shares
CLUSTER — Impact 3/10
May 26, 2026 Insider
Matz Gregory W sold 8,000 shares
Director @ $17.52 ($140.2K)
May 26, 2026 Insider
BASSETT DAVID GEORGE sold 8,000 shares
Director @ $17.64 ($141.1K)
May 26, 2026 Insider
Herbets Mitchell H sold 5,000 shares
Director @ $17.62 ($88.1K)
May 19, 2026 SEC
One Stop Systems held its 2026 Annual Meeting on May 13, 2026, where stockholders approved an amendment to the 2017 Equi
8-K — Impact 3/10
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
253,294 shares ($1.8M)

Price Targets

$19.00 +20.9% upside Strong Buy
Current $15.71 Low $18.00 Median $18.00 High $21.00 3 analysts
$18.00 $21.00

Analyst Ratings

Strong Buy86% buy · 7 analysts
1Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Lake Street MAINTAIN Buy → Buy
Mar 19, 2026 Lake Street MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.02 $-0.03 — $-0.01 71% YoY 2
Next Q $0.01 ▼ -40.0% $0.01 — $0.02 -50% YoY 2
Current FY $0.04 $0.02 — $0.06 300% YoY 2
Next FY $0.11 ▲ +46.7% $0.10 — $0.12 175% YoY 2

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$7.6M
RENAISSANCE TECHNOLOGIES LLC$2.7MDOUBLED
TWO SIGMA INVESTMENTS, LP$1.8MADD
MORGAN STANLEY$446.9KDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$92.7KNEW

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026Matz GregorySELL$140.2K
May 26, 2026BASSETT DAVIDSELL$141.1K
May 26, 2026Herbets MitchellSELL$88.1K
May 20, 2026Dumont MichaelA$0.00
May 20, 2026Matz GregoryA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
10 mentions 2 bullish 2 bearish
7 institutional holders with $12.6M total value (1,759,430 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, TWO.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC1,054,266$7.6M59.9%
2RENAISSANCE TECHNOLOGIES LLC375,701$2.7M21.4%DOUBLED +286.0%
3TWO SIGMA INVESTMENTS, LP253,294$1.8M14.4%ADD +69.8%
4MORGAN STANLEY62,240$446.9K3.5%DOUBLED +124.4%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC12,911$92.7K0.7%NEW
6WELLS FARGO & COMPANY/MN1,000$7.2K0.1%
7BANK OF AMERICA CORP /DE/18$129.000.0%NEAR_EXIT -99.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPADD149,198253,294+69.8%$1.8M2025-Q4
BANK OF AMERICA CORP /DE/NEAR_EXIT2,74718-99.3%$129.002025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED101,860393,160+286.0%$2.1M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW149,198$799.7K2025-Q3
BANK OF AMERICA CORP /DE/TRIM5,0172,747-45.2%$14.7K2025-Q3
UBS Group AGNEAR_EXIT8,7311,896-78.3%$10.2K2025-Q3
MORGAN STANLEYDOUBLED32,30372,503+124.4%$257.4K2025-Q2
UBS Group AGTRIM20,5428,731-57.5%$31.0K2025-Q2
BANK OF AMERICA CORP /DE/DOUBLED1515,017+3222.5%$17.8K2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD69,90092,860+32.8%$215.4K2025-Q1
CITADEL ADVISORS LLCTRIM123,97357,831-53.4%$134.2K2025-Q1
MORGAN STANLEYADD19,45332,303+66.1%$74.9K2025-Q1
CITADEL ADVISORS LLCADD87,230123,973+42.1%$415.3K2024-Q4
UBS Group AGADD15,30125,587+67.2%$85.7K2024-Q4
MORGAN STANLEYDOUBLED2,80319,453+594.0%$65.2K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW12,911$30.9K2024-Q3
7 unique insiders with 3 transactions. Net insider value: -$369.4K ($0.00 bought, $369.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026Matz Gregory WDirectorSELL8,000$17.52$140.2K
May 26, 2026BASSETT DAVID GEORGEDirectorSELL8,000$17.64$141.1K
May 26, 2026Herbets Mitchell HDirectorSELL5,000$17.62$88.1K
May 20, 2026Dumont Michael J.DirectorA11,984$0.00$0.00
May 20, 2026Matz Gregory WDirectorA11,984$0.00$0.00
May 20, 2026BASSETT DAVID GEORGEDirectorA11,984$0.00$0.00
May 20, 2026Herbets Mitchell HDirectorA11,984$0.00$0.00
May 11, 2026Gabel Daniel G.Chief Financial OfficerF1,613$15.68$25.3K
Feb 15, 2026KNOWLES MICHAELChief Executive OfficerF6,650$8.70$57.9K
Feb 15, 2026Ison JamesCPOF3,120$8.70$27.1K
Feb 7, 2026KNOWLES MICHAELChief Executive OfficerF13,298$9.24$122.9K
Feb 7, 2026Gabel Daniel G.Chief Financial OfficerF7,799$9.24$72.1K
Feb 7, 2026Ison JamesCPOA34,313$0.00$0.00
Feb 7, 2026Gabel Daniel G.Chief Financial OfficerA55,239$0.00$0.00
Feb 7, 2026KNOWLES MICHAELChief Executive OfficerA101,862$0.00$0.00
May 21, 2025BASSETT DAVID GEORGEDirectorA21,000$0.00$0.00
May 21, 2025KNOWLES MICHAELChief Executive OfficerA0$0.00$0.00
Current analyst consensus: Strong Buy (86% buy). Based on 7 analysts: 1 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$19.00 mean target +20.9% upside Strong Buy (1.00)
$18.00 Low $21.00 High
MetricValue
Current Price$15.71
Target Low$18.00
Target Mean$19.00
Target Median$18.00
Target High$21.00
# Analysts3
RecommendationStrong Buy (1.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.02 $-0.03 $-0.01 71.4% +0.0% 1↑ 0↓ $0.0B -39.7% 2
Next Q
2026-09-30
$0.01 $0.01 $0.02 -50.0% -40.0% 1↑ 1↓ $0.0B -41.8% 2
Current FY
2026-12-31
$0.04 $0.02 $0.06 300.0% 1↑ 0↓ $0.0B 24.8% 2
Next FY
2027-12-31
$0.11 $0.10 $0.12 175.0% +46.7% 1↑ 0↓ $0.0B 22.7% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.020
7d ago$-0.020
30d ago$-0.020
60d ago$-0.020
90d ago$-0.030+0.010
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Lake Street MAINTAIN Buy Buy
Mar 19, 2026 Lake Street MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261510086%
May 1, 20261510086%
Apr 1, 20261510086%
Mar 1, 20261510086%
Feb 1, 20261510086%
Jan 1, 20261510086%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
10 mentions 2 bullish 2 bearish 8 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 14, 2026250° Neutral002
May 14, 2026250° Neutral002
May 9, 2026160° Warm101
May 9, 2026160° Warm101
May 6, 2026140° Cool011
May 6, 2026140° Cool011
Mar 12, 2026150° Neutral001
Mar 12, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 26d 18h ago
Structural moats of Ruggedized Edge OSS and GSIT
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 26d 19h ago
Ruggedized Edge AI is the new frontline defense alpha OSS and GSIT
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 1mo ago
Stocktalkweekly subscription
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
Fuckin edging to ai right now $OSS
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 3mo ago
OSS - Nvidia Tier 2 Partner
▲ 1 💬 0 ⚡ 0.5
May 28, 2026
short_volume
Short Volume: OSS — 55.3% short (0.4M / 0.7M)
Short: 373,867 | Exempt: 0 | TRF Vol: 675,964 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: OSS — 89,564 shares ($1.4M) failed to deliver
Settlement: 20260514, Price: $15.86, FTD Value: $1,420,485.04, ONE STOP SYS INC COM (DE)
May 13, 2026
other
One Stop Systems to Attend Special Operations Forces Week on May 19 - 21
<p align="center"><em>Showcasing rugged AI Compute Solutions “Built for the edge, engineered for the fight” at Booth #5006</em></p>
May 13, 2026
short_interest
FTD: OSS — 52,947 shares ($0.8M) failed to deliver
Settlement: 20260513, Price: $15.55, FTD Value: $823,325.85, ONE STOP SYS INC COM (DE)
May 6, 2026
earnings
One Stop Systems Reports Q1 2026 Results
<p align="center"><em>First quarter of 2026 revenue increased 55.0% year-over-year to $8.1 million, </em><br><em>with gross margin increasing 610-basi
May 6, 2026
earnings_calendar
OSS Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
earnings_calendar
OSS Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
short_volume
Short Volume: OSS — 56.9% short (0.3M / 0.6M)
Short: 335,768 | Exempt: 0 | TRF Vol: 589,686 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
earnings
One Stop Systems to Report First Quarter 2026 Financial Results
Conference Call to be Held Wednesday, May 6, 2026, at 10:00 a.m. ET <pre>Conference Call to be Held Wednesday, May 6, 2026, at 10:00 a.m. ET</pre>
Apr 17, 2026
other
OSS Plans to Showcase Specialized High-Performance AI Computing Solutions at The Navy League’s Sea-Air-Space Exposition on April 19-22
<p>ESCONDIDO, Calif., April 17, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (“OSS” or the "Company") (Nasdaq: OSS), a leader in rugged high perf
Apr 13, 2026
contract
OSS to Support Network of Autonomous Energy Nodes for Emerging Alternative Energy-Powered Data Center Company
<p align="center"><em>OSS to </em><em>d</em><em>eliver </em><em>r</em><em>ugged AI </em><em>c</em><em>ompute </em><em>p</em><em>ayloads for </em><em>a
Mar 30, 2026
Enforcement
1:24-cv-00536 Disguise Systems Limited et al v. One Stop Systems, Inc.
Court ruling from United States District Court for the District of Delaware. Docket: N/A
Mar 19, 2026
short_interest
FTD: OSS — 71,939 shares ($0.8M) failed to deliver
Settlement: 20260319, Price: $11.24, FTD Value: $808,594.36, ONE STOP SYS INC COM (DE)
Mar 18, 2026
earnings
One Stop Systems Reports Q4 2025 Results
<p align="center"><em>Fourth quarter of 2025 revenue increased 70.2% year-over-year to $12.0 million, </em><br><em>with record quarterly gross margin
Mar 18, 2026
short_interest
FTD: OSS — 114,478 shares ($1.2M) failed to deliver
Settlement: 20260318, Price: $10.69, FTD Value: $1,223,769.82, ONE STOP SYS INC COM (DE)
Mar 18, 2026
earnings_calendar
OSS Q4 2025 Earnings After Market Close — 2026-03-18