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$OSS Management has just raised its annual guidance to 40% year-over-year growth (up from an initial 20%–25%), while maintaining gross margins of 40%–42%. Achieving sustained hypergrowth alongside high profitability (a normalized EBITDA margin of nearly 10%) is the precise metric that investment funds look for when classifying a company as a long-term "multi-bagger.
$OSS operates with zero debt, $18.9 million in cash, and an additional $5.6 million in accounts receivable that came in during October. The recent $50 million ATM program is not an emergency lifeline; it is a purely offensive war chest for strategic mergers and acquisitions (M&A).
$OSS’s current technical and fundamental position is an almost exact reflection of the early stages of companies like Vertiv ($VRT) or Celestica ($CLS)—before the mass market grasped that the AI software revolution imperatively requires physical hardware infrastructure to survive.
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