OSS

ONE STOP SYSTEMS, INC.

Nasdaq · Electronic Computers · CIK 0001394056
$16.65 -1.13% $412.4M
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)8 New Institutional Positions
Vol
Market Cap$412.4M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders34 funds
Inst. Value$41.0M
Inst. Activity8 buys / 2 sells
Insider Activity0B / 3S
Insider Net $-$369.4K
Reddit Sentiment50° Neutral
SEC Reports6
Press Releases3
Exchange Nasdaq·Sector Electronic Computers·CIK 0001394056·Prev Close $16.84

Recent Activity

Jun 5, 2026 Insider
KNOWLES MICHAEL surrendered for taxes 19,675 shares
Chief Executive Officer @ $16.89 ($332.3K)
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 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.
BlackRock, Inc. — DOUBLED
597,303 shares ($4.5M)

Price Targets

$19.00 +14.1% upside Buy
Current $16.65 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 CAPITAL MANAGEMENT LLC$7.3M
BlackRock, Inc.$4.5MDOUBLED
MORGAN STANLEY$3.3MDOUBLED
MARSHALL WACE, LLP$3.2MADD
CITADEL ADVISORS LLC$2.7MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026KNOWLES MICHAELF$332.3K
May 26, 2026Matz GregorySELL$140.2K
May 26, 2026BASSETT DAVIDSELL$141.1K
May 26, 2026Herbets MitchellSELL$88.1K
May 20, 2026Dumont MichaelA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
10 mentions 2 bullish 2 bearish
34 institutional holders with $41.0M total value (5,497,187 shares) as of 2026-Q1. Top holders: VANGUARD, BlackRock,, MORGAN. Net buying activity: 8 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1VANGUARD CAPITAL MANAGEMENT LLC959,588$7.3M17.7%
2BlackRock, Inc.597,303$4.5M11.0%DOUBLED +334.6%
3MORGAN STANLEY431,919$3.3M8.0%DOUBLED +594.0%
4MARSHALL WACE, LLP418,978$3.2M7.7%ADD +52.9%
5CITADEL ADVISORS LLC356,676$2.7M6.6%DOUBLED +463.3%
6SUSQUEHANNA INTERNATIONAL GROUP, LLP321,600$2.4M5.9%
7RENAISSANCE TECHNOLOGIES LLC259,960$2.0M4.8%TRIM -30.8%
8DnB Asset Management AS252,733$1.9M4.7%ADD +65.3%
9SUSQUEHANNA INTERNATIONAL GROUP, LLP236,299$1.8M4.4%
10Trexquant Investment LP217,829$1.6M4.0%DOUBLED +177.3%
11CITADEL ADVISORS LLC214,100$1.6M4.0%DOUBLED +463.3%
12CITADEL ADVISORS LLC174,200$1.3M3.2%DOUBLED +463.3%
13SEI INVESTMENTS CO166,632$1.3M3.1%ADD +66.9%
14VANGUARD FIDUCIARY TRUST CO128,759$974.7K2.4%
15STATE STREET CORP101,676$769.7K1.9%ADD +29.0%
16SUSQUEHANNA INTERNATIONAL GROUP, LLP97,400$737.3K1.8%
17GOLDMAN SACHS GROUP INC77,036$583.2K1.4%
18CITIGROUP INC75,688$573.0K1.4%
19MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.73,865$559.2K1.4%
20Brevan Howard Capital Management LP43,171$326.8K0.8%ADD +53.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.DOUBLED137,444597,303+334.6%$4.5M2026-Q1
MORGAN STANLEYDOUBLED62,240431,919+594.0%$3.3M2026-Q1
MARSHALL WACE, LLPADD273,935418,978+52.9%$3.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM375,701259,960-30.8%$2.0M2026-Q1
DnB Asset Management ASADD152,901252,733+65.3%$1.9M2026-Q1
SEI INVESTMENTS COADD99,848166,632+66.9%$1.3M2026-Q1
Brevan Howard Capital Management LPADD28,14043,171+53.4%$326.8K2026-Q1
Centiva Capital, LPDOUBLED11,46633,627+193.3%$254.6K2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED1823,239+129005.6%$175.9K2026-Q1
OMERS ADMINISTRATION CorpTRIM48,20015,200-68.5%$115.1K2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD552,071693,493+25.6%$5.0M2025-Q4
MARSHALL WACE, LLPTRIM501,169273,935-45.3%$2.0M2025-Q4
Trexquant Investment LPDOUBLED92,621256,810+177.3%$1.8M2025-Q4
TWO SIGMA INVESTMENTS, LPADD149,198253,294+69.8%$1.8M2025-Q4
DnB Asset Management ASDOUBLED15,548152,901+883.4%$1.1M2025-Q4
BlackRock, Inc.ADD93,740137,444+46.6%$986.8K2025-Q4
Centiva Capital, LPTRIM18,08811,466-36.6%$82.3K2025-Q4
BANK OF AMERICA CORP /DE/NEAR_EXIT2,74718-99.3%$129.002025-Q4
CITADEL ADVISORS LLCDOUBLED153,538864,939+463.3%$4.6M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED101,860393,160+286.0%$2.1M2025-Q3
Marex Group plcDOUBLED10,00077,050+670.5%$413.0K2025-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
MARSHALL WACE, LLPDOUBLED38,729476,393+1130.1%$1.7M2025-Q2
STATE STREET CORPADD65,87684,976+29.0%$301.7K2025-Q2
7 unique insiders with 18 transactions. Net insider value: -$369.4K ($0.00 bought, $369.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026KNOWLES MICHAELChief Executive OfficerTAX W/H19,675$16.89$332.3K
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.DirectorAWARD11,984
May 20, 2026Matz Gregory WDirectorAWARD11,984
May 20, 2026BASSETT DAVID GEORGEDirectorAWARD11,984
May 20, 2026Herbets Mitchell HDirectorAWARD11,984
May 11, 2026Gabel Daniel G.Chief Financial OfficerTAX W/H1,613$15.68$25.3K
Feb 15, 2026KNOWLES MICHAELChief Executive OfficerTAX W/H6,650$8.70$57.9K
Feb 15, 2026Ison JamesCPOTAX W/H3,120$8.70$27.1K
Feb 7, 2026KNOWLES MICHAELChief Executive OfficerTAX W/H13,298$9.24$122.9K
Feb 7, 2026Gabel Daniel G.Chief Financial OfficerTAX W/H7,799$9.24$72.1K
Feb 7, 2026Ison JamesCPOAWARD34,313
Feb 7, 2026Gabel Daniel G.Chief Financial OfficerAWARD55,239
Feb 7, 2026KNOWLES MICHAELChief Executive OfficerAWARD101,862
May 21, 2025BASSETT DAVID GEORGEDirectorAWARD21,000
May 21, 2025KNOWLES MICHAELChief Executive OfficerAWARD0
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 +14.1% upside Buy (1.00)
$18.00 Low $21.00 High
MetricValue
Current Price$16.65
Target Low$18.00
Target Mean$19.00
Target Median$18.00
Target High$21.00
# Analysts3
RecommendationBuy (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 1mo ago
Structural moats of Ruggedized Edge OSS and GSIT
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo 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