Added to YB: 2026-10-14
Pitch date: 2026-10-10
TSSI [bullish]
TSS, Inc.
-22.2%
current return
Author Info
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Company Info
TSS, Inc. engages in the planning, design, deployment, maintenance, and refresh of end-user and enterprise systems in the United States.
Market Cap
$273.7M
Pitch Price
$9.55
Price Target
13.00 (+75%)
Dividend
N/A
EV/EBITDA
12.78
P/E
19.14
EV/Sales
1.27
Sector
IT Services
Category
value
[$TSSI ] Mechanics of Dell’s AI Rack Margins
TSSI (monitor): TSS is Dell’s outsourced AI-rack integration arm, with contractual base fees covering fixed plant costs and excess volume offering strong operating leverage at its underutilized Georgetown facility. The $8.80 base-case value is near current market levels and within the $8.50-$9.30 baseline valuation band, while a second customer could support $11.50-$13.00+. The trade-off is extreme concentration: Dell supplies ~99% of revenue, excess volume is unpredictable and customer diversification remains untested.
Read full article (9 min)