TransAct Technologies Incorporated (TACT)

TransAct Technologies' stock has been influenced by several key events in the past six months. The company reported positive Q3 2025 and Q2 2025 earnings reports. TransAct acquired a perpetual license to the BOHA! source code. Insiders have sold more company stock than they have bought. Zacks Research upgraded TransAct Technologies from a "hold" to a "strong-buy" rating.

The demand for TransAct Technologies' products and services is influenced by the dynamics of its target markets. The Food Service Technology segment has shown sustained strength with new customer acquisitions. The Casino and Gaming segment can experience choppiness in the domestic market, but international demand has shown signs of growth. Management anticipates market stabilization in the casino sector by 2026.

TransAct Technologies, Inc. is a global leader in software-driven technology and integrated printing solutions. The company's core business provides specialized transaction printers and terminals, with a focus on software-driven solutions. Its major product offerings include the BOHA! Food Service Technology Platform, Epic and Ithaca Printers, and Consumables and Services. TransAct has sold over 4 million printers, terminals, and other hardware devices globally.

TransAct Technologies serves a global customer base across North America, Europe, Asia, and emerging markets, with the majority of its revenue from the United States. The company has offices in Hamden, Connecticut; Las Vegas, Nevada; Ithaca, New York; Doncaster, England; and Macau, China.

TransAct Technologies has demonstrated a positive brand reputation, driven by successful product rollouts and new customer acquisitions. The company has secured significant wins for its BOHA! platform, including a rollout with a leading national sushi franchise operator, adding a regional convenience store chain, a new contract foodservice customer, a three-year agreement with a healthcare services provider, and a major convenience store chain upgrading to 1,400 BOHA! units. No significant negative events or brand reputation issues were found in the past year.

Institutional investors hold a significant portion of TransAct Technologies, Inc. stock, with 74.46% held by institutions. Major institutional owners include 325 Capital LLC, Silverberg Bernstein Capital Management LLC, Harbert Fund Advisors, Inc., Vanguard Group Inc., Renaissance Technologies LLC, Dimensional Fund Advisors LP, BlackRock, Inc., and Gamco Investors, Inc. Et Al. Individual insiders hold 15.52% of the stock, including B Riley Financial, Inc. and Steven A. Demartino.