One Stop Systems, Inc. (OSS)

One Stop Systems' stock has experienced significant volatility. As of January 2, 2026, the share price was $6.80, a substantial increase from $3.52 on January 6, 2025. The stock saw a 31% gain in December 2025, contributing to an annual gain of 156%. A major event was the completion of the sale of its Bressner Technology subsidiary to Hiper Euro on December 30, 2025, for $22.4 million, projected to yield a pretax gain of approximately $7.4 million for OSS in Q4 2025. OSS updated its full-year 2025 guidance, expecting $30 million to $32 million in revenue. In November 2025, One Stop Systems reported its Q3 2025 results. Earlier in September 2025, OSS announced the pricing of a $12.5 million registered direct offering. The company also received a new platform award from Safran Federal Systems in September 2025 and a follow-on production order from them in December 2025. In July 2025, OSS announced a Navy contract worth around $5 million to deliver military-spec data storage units.

While specific demand seasonality is not explicitly detailed, there are strong indications of growing and consistent demand in certain sectors. The company has reported sequential revenue growth for every quarter of 2024, suggesting a steady increase in market demand. The demand for OSS's high-performance edge computing solutions is driven by the increasing need for AI and machine learning applications. The company anticipates a book-to-bill ratio of 1.2x for its OSS segment in 2025, signaling accelerating momentum and continued strong demand. The global data center infrastructure market is projected to surpass $1 trillion in annual spending by 2030.

One Stop Systems, Inc. (OSS) designs, manufactures, and markets specialized rugged high-performance compute (HPC), high-speed switch fabrics, and storage systems for edge applications in AI, ML, sensor processing, sensor fusion, and autonomy. The company's products include customized servers, compute accelerators, expansion systems, flash storage arrays, and Ion Accelerator storage software, utilizing technologies like PCI Express, GPU accelerators, and NVMe storage. OSS operates in the Technology sector, specifically Computer Hardware, and enables "AI on the Fly®" by bringing AI datacenter performance to the edge and mobile platforms, addressing the entire AI workflow.

One Stop Systems is headquartered in Escondido, California, and supports its global customer base through its California headquarters, strategic sales and support offices in the Washington D.C. area, and Germany, as well as a network of international distributors and partners.

One Stop Systems has maintained a generally positive brand reputation over the past year, driven by its strategic focus on high-performance edge computing for AI and defense applications. In 2024, OSS focused on reshaping its business to capitalize on the increasing demand for intelligent, real-time processing. The company has been successful in securing demand from U.S. Army programs, a renewal for the U.S. Navy P-8 program, and a new design win with a leading defense contractor in Asia. OSS continues to showcase new products, such as its AI Transportables™ and rugged edge computing solutions. Analysts anticipate revenue growth of 15% over the next year.

One Stop Systems, Inc. (OSS) has a mixed ownership structure, including institutional, retail, and individual investors. As of September 2025, approximately 45.2% of the company's stock was held by institutional investors. Major institutional owners as of September 2025 include Lynrock Lake LP, Bard Associates Inc, and Vanguard Group Inc. Vanguard Index Funds owns the most shares of One Stop Systems. Insiders own approximately 5.15% of the company's stock, while public companies and individual investors hold about 68.91%.