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Transact Technologies Inc. (TACT)
NASDAQ:TACT
US Market
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Transact Technologies (TACT) Price & Analysis

188 Followers

TACT Stock Chart & Stats

$3.85
-$0.14(-3.15%)
At close: 4:00 PM EST
$3.85
-$0.14(-3.15%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet & Cash GenerationLow leverage (debt-to-equity ~0.10), positive TTM operating cash flow (~$6.9M) and free cash flow (~$6.6M) provide durable financial flexibility. This supports investment in software, buybacks, and weathering cyclical demand, reducing refinancing and solvency risk over the medium term.
Recurring Software & Installed Base GrowthAccelerating software revenue (+23% YoY) and growing recurring FST/ARR ($3.3M) anchored to an expanding installed base create higher-margin, sticky revenue. Over months this shift increases predictability, improves lifetime value per customer and enables upsell and subscription-style monetization.
Margin Recovery & Platform AccelerationImproved gross margin (50.3%) and an adjusted EBITDA turnaround to $1.4M, plus an accelerated BOHA! cloud go‑live, support sustainable margin improvement. Faster platform migration enables recurring monetization and potential app/marketplace expansion, lifting structural profitability over time.
Bears Say
Profitability VolatilityEarnings have swung materially year-to-year (profitable in 2023, deeply unprofitable in 2024, modestly negative TTM). Such volatility undermines long-term return predictability, complicates capital allocation and makes sustaining investments or distributions riskier if margins reverse.
Decline Of Legacy Consumables/TSG RevenueThe erosion of legacy consumables and declining TransAct Services Group sales reduces low-effort, recurring consumable revenue and margin support. Structurally this forces dependency on newer software and hardware adoption to replace predictable cash flows formerly provided by consumables.
ARPU PressureFalling ARPU signals weaker per-unit monetization as the business migrates customers to recurring models. If ARPU compression persists it will slow revenue per installed machine, lengthen payback on hardware and software investments, and require larger installed base growth to meet revenue targets.

Transact Technologies News

TACT FAQ

What was Transact Technologies Inc.’s price range in the past 12 months?
Transact Technologies Inc. lowest stock price was $3.06 and its highest was $5.70 in the past 12 months.
    What is Transact Technologies Inc.’s market cap?
    Transact Technologies Inc.’s market cap is $56.11M.
      When is Transact Technologies Inc.’s upcoming earnings report date?
      Transact Technologies Inc.’s upcoming earnings report date is Aug 12, 2026 which is in 51 days.
        How were Transact Technologies Inc.’s earnings last quarter?
        Transact Technologies Inc. released its earnings results on May 12, 2026. The company reported $0.07 earnings per share for the quarter, the consensus estimate of $0.07 by $0.
          Is Transact Technologies Inc. overvalued?
          According to Wall Street analysts Transact Technologies Inc.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Transact Technologies Inc. pay dividends?
            Transact Technologies Inc. pays a Quarterly dividend of $0.09 which represents an annual dividend yield of N/A. See more information on Transact Technologies Inc. dividends here
              What is Transact Technologies Inc.’s EPS estimate?
              Transact Technologies Inc.’s EPS estimate is -0.01.
                How many shares outstanding does Transact Technologies Inc. have?
                Transact Technologies Inc. has 10,276,279 shares outstanding.
                  What happened to Transact Technologies Inc.’s price movement after its last earnings report?
                  Transact Technologies Inc. reported an EPS of $0.07 in its last earnings report, expectations of $0.07. Following the earnings report the stock price went up 1.634%.
                    Which hedge fund is a major shareholder of Transact Technologies Inc.?
                    Currently, no hedge funds are holding shares in TACT
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Transact Technologies Inc.

                      TransAct Technologies Incorporated (TACT) is a global company specializing in the development and distribution of customized printing solutions and terminals. They primarily offer thermal printers and terminals capable of generating a wide array of transaction-related documents, such as receipts, tickets, labels, and coupons, alongside producing printed data logs and plots. Beyond their hardware, TransAct provides essential printing consumables, including point-of-sale receipt paper, inkjet cartridges, ribbons, and other supplies, as well as replacement parts and accessories. The company also offers maintenance, repair services, and refurbished printing equipment. Among their software innovations is the EPICENTRAL print system, a proprietary solution designed for casino operators. This system allows them to craft promotional coupons and marketing messages that can be printed instantly at slot machines. Additionally, they provide comprehensive technical support services. An example of their integrated offerings is the BOHA! terminal, which merges hardware and software components into a single device. This unit features an operating system, a touchscreen interface, and one or two thermal print mechanisms. TransAct markets its diverse product portfolio, including brands like BOHA!, AccuDate, Epic, Ithaca, EPICENTRAL, and Printrex, to various sectors. Key industries served include food service technology, point-of-sale automation, casino and gaming, lottery, oil and gas, and government. Their sales channels encompass original equipment manufacturers (OEMs), value-added resellers (VARs), and distributors. Furthermore, customers can purchase products directly from the company via its online store, transactsupplies.com. Founded in 1996, TransAct Technologies Incorporated is headquartered in Hamden, Connecticut.

                      Transact Technologies (TACT) Earnings & Revenues

                      TACT Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented a largely positive operational and financial picture: top-line growth (+10% YoY), a meaningful adjusted EBITDA turnaround to $1.4M, strong recurring software and ARR momentum (+23% software, recurring FST +26% YoY), accelerated software platform go-live, and reaffirmed guidance with an increased EBITDA outlook. Offsets include a modest decline in FST hardware sales, a drop in ARPU (-7% YoY), declining legacy consumables/TSG revenue, and some SG&A increases. On balance the positive improvements in profitability, recurring revenue growth, and strategic progress outweigh the headwinds, supporting an overall constructive outlook.View all TACT earnings summaries
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                      Ownership Overview

                      15.98%7.32%28.20%43.79%
                      15.98% Insiders
                      28.20% Other Institutional Investors
                      43.79% Public Companies and
                      Individual Investors

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