TSSI
TSS, Inc.

TSS, Inc.TSSI

Technology · Information Technology Services
7.07USD
-4.85%
Oct 17, 2026
TSSI overview ready
AI Rack Integration and Deployment Services Enabling Rapid Compute Capacity
TSSI is a services-side enabler of AI compute deployment rather than a semiconductor, networking, power-equipment or cooling-system vendor.
Strong narrative exposure
Exposed to the AI Compute Infrastructure Buildout narrative through AI Rack Integration and Deployment Services — enabling supplier.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of reclaim attempt.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
Fundamentals under pressure
Free cash flow yield is weak.
Primary risk
Declining revenue growth.
Market Oct 16Filing Jun 30Price action Aug 9

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeat—ThemeHeat—PriceAction6.3Valuation3.5CompanyPosition7.3BusinessQuality3.9
Price
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Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of reclaim attempt.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$199.5M
Avg Volume (60D)
927.9K
60 sessions
Revenue Growth YoY
+65.9%
FY2025 vs FY2024
Gross Margin
+17.0%
Trailing twelve months
Operating Margin
+3.2%
Trailing twelve months
Free Cash Flow Yield
-10.5%
P/E
13.9x
EV / EBITDA
19.8x
EV / Sales
0.8x
Market metrics as of Oct 16, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is cheap. The published stance is held at fair because no positive free cash flow behind the low multiple.
TSS, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

What changed

Company Research

Thesis
TSSI is a services-side enabler of AI compute deployment rather than a semiconductor, networking, power-equipment or cooling-system vendor. Its current Systems Integration activity includes integrating AI-enabled server racks, supported by configuration, installation, facilities-management and procurement capabilities.
Opportunity
High opportunity
OEMs, cloud providers and data-center operators require outsourced configuration, rack-scale integration, validation, liquid-cooling-ready deployment and lifecycle support to turn AI accelerators and related hardware into deployable compute capacity at speed.
Key risk
Declining revenue growth.

Narrative & Theme

AI Compute Infrastructure Buildout
Part of AI Rack Integration and Deployment Services, with strong fit.
The background description is incomplete for TSSI's current story: since 2024 it has expanded systems integration to AI-enabled data-center server racks, and its recent facility investment and long-term OEM arrangement are tied to supporting higher-power, air-cooled and direct-liquid-cooled rack deployments.
Narrative HeatUnavailable
Theme HeatUnavailable

Business & Markets

Technology · Information Technology Services
What they do

TSS, Inc. provides planning, design, deployment, maintenance, and refresh services for end-user and enterprise IT systems in the U.S., operating through Procurement, Facilities Management, and Systems Integration segments.

How it earns

The company generates revenue primarily through project-based and transactional IT equipment deployment and configuration services.

Products & services
IT equipment deployment services
Second-touch configuration services
Customers & end markets
OEM customers
End-user enterprise customers
Market position

Niche provider specializing in IT systems deployment and integration services.

Demand drivers
Medium cyclicality

Business depends on enterprise IT spending cycles and technology refresh demand.

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