One Stop Systems (OSS) has secured US$10.5 million in new contracts for its rugged data storage units for the P-8A Poseidon aircraft, bringing total P-8A related revenue to over US$65 million. Despite a recent cool-down in its share price after a strong year, OSS is trading slightly above its US$9.00 analyst price target. The company’s valuation relies on strong revenue visibility from multi-year defense contracts and potential for margin expansion through its status as a sole-source supplier for next-generation AI-driven edge platforms.
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A Look At One Stop Systems (OSS) Valuation After New P‑8A Poseidon Contract Wins
One Stop Systems (OSS) has secured US$10.5 million in new contracts for its rugged data storage units for the P-8A Poseidon aircraft, bringing total P-8A related revenue to over US$65 million. Despite a recent cool-down in its share price after a strong year, OSS is trading slightly above its US$9.00 analyst price target. The company’s valuation relies on strong revenue visibility from multi-year defense contracts and potential for margin expansion through its status as a sole-source supplier for next-generation AI-driven edge platforms.