Added to YB: 2026-05-12
Pitch date: 2026-05-07
TSSI [bullish]
TSS, Inc.
+2.69%
current return
Author Info
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Company Info
TSS, Inc. engages in the planning, design, deployment, maintenance, and refresh of end-user and enterprise systems in the United States.
Market Cap
$457.1M
Pitch Price
$11.88
Price Target
60.10 (+400%)
Dividend
N/A
EV/EBITDA
22.90
P/E
30.64
EV/Sales
2.13
Sector
IT Services
Category
growth
LONG 5x Stock Opportunity
TSSI: AI infrastructure deployment bottleneck play. FY25 rev $245.7M (+66% YoY), EPS $0.56 (+133%), EBITDA $18.6M (+83%). Systems integration rev $40.3M (+78% YoY), key growth driver. Q4 systems integration +79% YoY to $14.2M. Helps deploy/configure AI racks as infrastructure gets more complex. Real business, not concept stock. Bull case: scales systems integration, proves durable AI demand, expands EBITDA margins. $493M mkt cap, targeting 5x to $2.5B if execution continues. Risks: volatility (52w range $6.87-$31.94), customer concentration. Q1 earnings May 7 catalyst.
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