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BOS Better Online Solutions
(NASDAQ:BOSC)
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Rating:74Outperform
Price Target:
$5.00
▲(9.89% Upside)
Action:Reiterated
Date:08/20/26
The score is driven primarily by improving fundamentals (revenue and profitability recovery with conservative leverage) and a supportive earnings outlook (guidance to exceed 2025 results backed by strong growth and record backlog). Valuation is also favorable at ~9.4x earnings. These positives are moderated by inconsistent historical cash-flow generation, FX and margin/mix risks discussed on the call, and only moderate technical strength with the stock still below its 200-day average.
Positive Factors
Record backlog supports revenue visibility
The record backlog provides meaningful forward revenue visibility, with most scheduled deliveries supporting 2026 growth. This reduces near-term demand uncertainty and strengthens the company’s ability to build on its 2025 revenue base.
Negative Factors
Foreign-exchange costs pressure earnings
The currency mismatch creates a recurring cost risk that can absorb a meaningful portion of expected profit growth. Sustained earnings improvement therefore requires price increases, productivity gains or revenue growth to offset FX pressure.
Read all positive and negative factors
Positive Factors
Negative Factors
Record backlog supports revenue visibility
The record backlog provides meaningful forward revenue visibility, with most scheduled deliveries supporting 2026 growth. This reduces near-term demand uncertainty and strengthens the company’s ability to build on its 2025 revenue base.
Read all positive factors
BOS Better Online Solutions (BOSC) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$32.08M
Dividend YieldN/A
Average Volume (3M)63.48K
Price to Earnings (P/E)8.6
Beta (1Y)0.48
Revenue Growth7.46%
EPS Growth-0.98%
CountryUS
Employees84
SectorTechnology
Sector Strength88
IndustryCommunication Equipment
Share Statistics
EPS (TTM)0.47
Shares Outstanding7,049,810
10 Day Avg. Volume74,971
30 Day Avg. Volume63,475
Financial Highlights & Ratios
PEG Ratio0.16
Price to Book (P/B)0.98
Price to Sales (P/S)0.56
P/FCF Ratio6.12
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$8.00Price Target Upside75.82% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)0.49
Revenue Forecast (FY)$51.64M
BOS Better Online Solutions Business Overview & Revenue Model
Company Description
B.O.S. Better Online Solutions Ltd. (BOSC), a company founded in 1990 and headquartered in Rishon LeZion, Israel, delivers comprehensive intelligent robotics, radio frequency identification (RFID), and supply chain management solutions to business...
How the Company Makes Money
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BOS Better Online Solutions Earnings Call Summary
Earnings Call Date:Aug 20, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Dec 01, 2026
Earnings Call Sentiment Positive
The call conveyed a mostly positive business trajectory: strong top-line growth (29% YoY Q2 and ~30% sequential), a record $31M backlog with $20M deliverable by year-end, improved RFID performance, stable cash of $10M, and explicit plans to grow via disciplined M&A. Key risks tempering the outlook include a material FX-related operating expense headwind (~$1.2M annualized), supply-chain revenue volatility and margin sensitivity to deal mix, and geopolitical exposure in the Israeli commercial market. Management is focusing on price increases, gross margin improvement and AI-driven efficiency to offset FX pressure and expects to exceed prior-year net income, but execution of margin improvements and M&A remain critical.Positive Updates
Strong Quarter and Sequential Growth
Q2 2026 revenue grew 29% year-over-year and total revenue increased roughly 30% between Q1 2026 and Q2 2026, demonstrating strong sequential momentum.
Negative Updates
FX Headwind Increasing Operating Expenses
Devaluation of the U.S. dollar increased operational expenses by ~ $600,000 in the first half of 2026 and is estimated at roughly $1.2 million on an annualized basis, pressuring ability to meaningfully improve net income without offsetting actions.
Read all updates
Q2-2026 Updates
Positive
Negative
Strong Quarter and Sequential Growth
Q2 2026 revenue grew 29% year-over-year and total revenue increased roughly 30% between Q1 2026 and Q2 2026, demonstrating strong sequential momentum.
Read all positive updates
Company Guidance
Management guided that full‑year 2026 revenue is expected to exceed 2025 (about $51M), noting Q2 2026 revenue grew 29% YoY and consolidated revenue rose ~30% from Q1 to Q2, with trailing‑12‑month revenue now matching record 2025; backlog is a record $31M with roughly $20M scheduled for delivery by year‑end (H1 revenue plus those deliveries represent ~91% of FY2025 revenue). They expect net income to exceed the $3.6M earned in 2025, despite FX headwinds that increased operating expenses by about $600K in H1 (≈$1.2M annualized), and plan to offset that through revenue growth, improved gross margins and AI‑driven operational efficiency; RFID H1 revenue was up ~17% YoY while the Supply Chain segment saw ~6% decline in Q2. Financial flexibility includes $10M cash, $30.9M shareholders’ equity, a market cap of ≈$31M (EV ≈$21M), trading at ~1x book vs Russell Microcap ~2x and a P/E ~9x vs Russell ~16x, and M&A capacity up to ~$20M with potential 50% bank financing and target acquisition multiples of ~5–6x EBITDA; the company has added $4.7M of new orders since late July on top of $7.1M booked through May.BOS Better Online Solutions Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
81
Very Positive
Cash Flow
70
Positive
| Breakdown | Mar 2026 | Mar 2025 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 50.57M | 39.95M | 44.18M | 41.51M | 33.63M |
| Gross Profit | 12.07M | 9.29M | 9.21M | 9.06M | 6.59M |
| EBITDA | 4.65M | 2.06M | 2.92M | 1.95M | 872.00K |
| Net Income | 3.61M | 2.30M | 2.00M | 1.28M | 451.00K |
Balance Sheet | |||||
| Total Assets | 44.64M | 34.34M | 32.48M | 30.59M | 24.76M |
| Cash, Cash Equivalents and Short-Term Investments | 11.82M | 3.37M | 2.34M | 1.76M | 1.88M |
| Total Debt | 2.77M | 2.17M | 2.31M | 3.01M | 2.52M |
| Total Liabilities | 15.94M | 13.01M | 13.64M | 13.96M | 10.41M |
| Stockholders Equity | 28.70M | 21.33M | 18.84M | 16.63M | 14.35M |
Cash Flow | |||||
| Free Cash Flow | 4.59M | 775.00K | 1.49M | -1.14M | -370.00K |
| Operating Cash Flow | 5.05M | 1.29M | 1.83M | 1.28M | 9.00K |
| Investing Cash Flow | -452.00K | -519.00K | -772.00K | -3.09M | -379.00K |
| Financing Cash Flow | 3.78M | 217.00K | -389.00K | 1.58M | 1.31M |
BOS Better Online Solutions Technical Analysis
Positive
4.55
Price Trends
4.43
Positive
4.47
Positive
4.62
Negative
Market Momentum
0.05
Positive
53.26
Neutral
13.79
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BOSC, the sentiment is Positive. The current price of 4.55 is above the 20-day moving average (MA) of 4.54, above the 50-day MA of 4.43, and below the 200-day MA of 4.62, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 53.26 is Neutral, neither overbought nor oversold. The STOCH value of 13.79 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BOSC.
BOS Better Online Solutions Risk Analysis
BOS Better Online Solutions disclosed 40 risk factors in its most recent earnings report. BOS Better Online Solutions reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
BOS Better Online Solutions Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | $32.08M | 8.58 | 11.25% | ― | 7.46% | -0.98% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
51 Neutral | $69.69M | -9.39 | -24.30% | ― | -9.62% | 2.86% | |
51 Neutral | $74.12M | -1.76 | -299.81% | ― | 28.74% | -79419.35% | |
49 Neutral | $22.33M | -1.57 | -20.20% | ― | -21.23% | -52.50% | |
40 Underperform | $4.86M | -2.53 | 668.17% | ― | 4.17% | -238.36% |
* Technology Sector Average
BOSC
BOS Better Online Solutions
4.55
-0.33
-6.76%
UTSI
UTStarcom
2.36
-0.18
-7.05%
AIRG
Airgain
5.35
1.17
27.99%
SONM
Sonim Technologies
3.21
-7.41
-69.77%
FKWL
Franklin Wireless
2.51
-1.69
-40.24%
MOB
Mobilicom
5.66
-0.22
-3.74%
BOS Better Online Solutions Corporate Events
BOS Better Online Solutions Lifts 2026 Net Income Outlook on Strong Q2 Growth
Aug 20, 2026
On August 20, 2026, BOS reported second-quarter 2026 revenue of $14.9 million, a 29% year‑over‑year increase, with gross profit slightly higher at 23.0% of revenue and net income rising to $1.4 million, or $0.19 per diluted share. Firs...
BOS Better Online Solutions Announces July 28 Virtual Investor Event on 2026 Strategy and Growth
Jul 17, 2026
BOS Better Online Solutions Ltd., an Israeli supply chain technology integrator for the aerospace, defense, industrial and retail sectors, is expanding its engagement with capital markets through enhanced investor outreach. The company leverages i...
BOS Better Online Solutions Lifts 2026 Revenue Outlook on Backlog and India Push
May 28, 2026
BOS Better Online Solutions reported its first-quarter 2026 results on May 28, 2026, posting revenues of $11.4 million versus a boosted $15.0 million a year earlier, with gross margin improving to 24.9%. Net income declined to $765,000 from $1.35 ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.