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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
Conservative Balance Sheet / Low LeverageTransAct's very low debt-to-equity (~0.10) and sizable equity base provide durable financial flexibility. This reduces refinancing risk, supports capital allocation (R&D, cloud migration, buybacks), and cushions cyclicality in hospitality/gaming over a multi-quarter horizon, enabling strategic execution.
Positive Operating And Free Cash FlowSustained positive OCF and FCF give TransAct recurring liquidity to fund software migration, product development, and selective buybacks without relying on new debt. Even with some YoY FCF decline, the cash-generation profile supports multi-quarter investment and reduces execution risk versus peers with negative cash flows.
Recurring Software Momentum And Accelerated Cloud Go‑liveGrowing software/recurring revenue (23% YoY; $3.3M ARR) plus an accelerated BOHA! cloud go‑live materially strengthen recurring revenue potential and gross margins. A larger installed online base (~20k units) enhances upsell and supplies annuity economics, supporting more durable revenue and margin mix over months.
Bears Say
Incomplete Profitability Recovery / Volatile EarningsTTM net margin near -0.9% and historical swings (profitable 2023, sharp loss 2024) indicate earnings fragility. Until multi-quarter positive net margins are sustained, reinvestment, hiring, or M&A will be constrained and investor visibility into durable profitability remains limited.
ARPU Decline Pressures Per-unit MonetizationFalling ARPU weakens long-term revenue per installed unit and raises the bar for recurring revenue targets per machine. Structural shifts to subscription models can temporarily depress ARPU; if not reversed via pricing, services, or higher attach rates, lifetime value and margin per unit could lag expectations.
Revenue Concentration And Cyclicality In Casino/gamingSignificant exposure to casino/gaming creates quarter-to-quarter revenue variability and forecasting difficulty. While currently a margin and cash contributor, reliance on a cyclical vertical increases earnings volatility risk and underscores the need to broaden stable recurring revenue streams for steady multi‑quarter performance.

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 $39.97M.
      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 77 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, beating the consensus estimate of N/A by $0.07.
          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 for its next earnings report is not yet available.
              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, beating expectations of N/A. 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 designs, develops, and markets transaction-based and specialty printers and terminals in the United States and internationally. Its thermal printers and terminals to generates labels, coupons, and transaction records, such as receipts, tickets, and other documents, as well as printed logging and plotting of data. The company also provides consumable products, including POS receipt paper, inkjet cartridges, ribbons, and other printing supplies, as well as replacement parts and accessories; maintenance and repair services; and refurbished printers. In addition, it offers EPICENTRAL print system, a software solution that enables casino operators to create promotional coupons and marketing messages, and print them at the slot machine; and technical support services, as well as spare parts and accessories. Further, the company provides BOHA! terminal that combines hardware and software components in a device that includes an operating system, touchscreen, and one or two thermal print mechanisms. It markets its products under the BOHA!, AccuDate, Epic, Ithaca, EPICENTRAL, and Printrex brands for food service technology, point of sale automation, casino and gaming, lottery, and oil and gas markets, as well as government. The company sells its products to original equipment manufacturers, value-added resellers, and distributors, as well as directly to end-users through its Webstore transactsupplies.com. TransAct Technologies Incorporated was incorporated in 1996 and 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

                    15.90%7.34%28.20%44.02%
                    15.90% Insiders
                    28.20% Other Institutional Investors
                    44.02% Public Companies and
                    Individual Investors

                    Options Prices

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