Added to YB: 2024-05-17
Pitch date: 2024-05-15
TSSI [bullish]
TSS, Inc.
+276.34%
current return
Author Info
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Company Info
TSS, Inc. provides integration technology services to implement, operate, and maintain information technology systems to enterprises and users in the United States.
Market Cap
$53.4M
Pitch Price
$1.31
Price Target
N/A
Dividend
N/A
Sector
IT Services
Category
turnaround
Pernas Research New Position: TSS, Inc.
TSSI: Modular data center play with strong AI tailwinds. New CEO (ex-Dell) driving turnaround. Acts as procurement agent & system integrator for edge data centers. Sees potential 10x demand increase from 'data gravity' trend. Trades at 7x EV/EBITDA. High customer concentration risk with Dell, but mitigated by mgmt's Dell background.
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