OSS Stock Soars To Biggest Single-Day Gain In 9 Years As One Stop Systems Posts Record Bookings In Q1

• OSS recorded bookings of about $15 million, its strongest in the company's history.
• OSS stated that as of March 31, 2026, it had total cash, cash equivalents, and short-term investments of $34.4 million, including $2.2 million in restricted cash.
• The company also stated that with a strong backlog, cash positions and growing pipeline, it is on track to achieve its 2026 targets.

Shares of One Stop Systems (OSS) surged to record highs on Wednesday after the company reported its upbeat quarterly earnings, beating Wall Street expectations.

The company reported first-quarter (Q1) revenue of $8.1 million, beating analysts’ expectations of $6.98 million, while the adjusted loss per share came in at $0.01, surpassing analyst estimates of a loss of $0.04 per share.

Positive momentum continued into 2026, driven by significant year-over-year revenue growth, disciplined execution across the business, and continued expansion in profitability,” stated One Stop Systems CEO Mike Knowles.

OSS Achieves Record Bookings

CEO Knowles also added that the company is seeing growing demand from demand for its enterprise-class, ruggedized compute platforms across both defense and commercial markets.

In Q1, OSS recorded bookings of about $15 million, its strongest in the company's history.

“We are seeing an expansion in our pipeline and increased customer engagement, as a growing number of organizations turn to OSS for enterprise-class, deployable compute solutions,” said CEO Knowles.

OSS chief also stated that the company is well-positioned to capitalize on multi-year growth opportunities, as demand for its enterprise-level, ruggedized compute platform remains strong.

OSS stated that as of March 31, 2026, it had total cash, cash equivalents, and short-term investments of $34.4 million, including $2.2 million in restricted cash.

“We also generated record free cash flow in the quarter from continuing operations, strengthening our balance sheet, and providing flexibility to pursue both organic and inorganic growth opportunities,” CEO Knowles added.

OSS Maintains 2026 Guidance

The company also stated that with a strong backlog, cash positions, and a growing pipeline, it is on track to achieve its 2026 targets. 

OSS also noted that its 2026 guidance already factors in potential headwinds, including supply chain constraints on components such as memory and government budget allocations.

The company expects revenue growth of 20% to 25% and a gross margin of approximately 40% for the year. It also anticipates maintaining positive Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) and adjusted EBITDA for the same period.

What Do Retail Traders Think About OSS?

On Stocktwits, retail sentiment surrounding the stock improved to ‘extremely bullish’ from ‘neutral’ while message volumes also improved to ‘high’ from ‘normal’.

One user on Stocktwits acknowledged the company’s quarterly performance.

Another user expects OSS to be a billion dollar worth company.

Shares of One Stop Systems have more than doubled so far this year..

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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