TipRanks
Transact Technologies Inc. (TACT)
NASDAQ:TACT
US Market
Want to see TACT full AI Analyst Report?

Transact Technologies (TACT) Price & Analysis

189 Followers

TACT Stock Chart & Stats

$5.06
$0.13(2.49%)
At close: 4:00 PM EDT
$5.06
$0.13(2.49%)

Bulls Say, Bears Say

Bulls Say
BOHA! SaaS And Recurring Revenue GrowthBOHA! is expanding both its deployed base and software monetization, increasing the pool of customers that can generate repeat software, service, and consumables revenue. Azure migration further supports scalability and feature delivery, making this a more durable platform than one-time hardware sales alone.
Positive Cash Generation And LiquidityCurrently positive operating and free cash flow gives TransAct internal funding capacity for product development, sales expansion, and customer support. This reduces reliance on external capital, while the ability to generate cash from operations provides resilience as the company develops its recurring-revenue model.
Revenue Recovery And Solid Gross MarginThe return to strong revenue growth after the 2024 contraction indicates recovering demand across TransAct’s served markets. Sustained gross margins near 50% provide a useful economic foundation for converting additional software and recurring sales into operating profit as scale improves.
Bears Say
Profitability Remains InconsistentTransAct has not yet consistently converted its solid gross margin into operating earnings, with TTM results still slightly loss-making. Persistent operating losses can limit reinvestment flexibility and make the benefits of revenue growth dependent on successful expense control and continued scaling.
Declining Software ARPULower average revenue per user may constrain monetization of the expanding BOHA! installed base, even as unit counts grow. If this trend persists, TransAct could need greater customer additions or higher service adoption to achieve the same recurring-revenue growth and improve operating leverage.
Strategic Review UncertaintyReviewing the casino and gaming business could change the company’s portfolio, capital allocation, or operating structure, creating uncertainty over the future mix of hardware and recurring revenue. Until a direction is selected and executed, management attention and investment priorities may remain unsettled.

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 $6.02 in the past 12 months.
    What is Transact Technologies Inc.’s market cap?
    Transact Technologies Inc.’s market cap is $52.65M.
      When is Transact Technologies Inc.’s upcoming earnings report date?
      Transact Technologies Inc.’s upcoming earnings report date is Nov 05, 2026 which is in 43 days.
        How were Transact Technologies Inc.’s earnings last quarter?
        Transact Technologies Inc. released its earnings results on Aug 11, 2026. The company reported $0 earnings per share for the quarter, beating the consensus estimate of -$0.01 by $0.01.
          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 3.19%. See more information on Transact Technologies Inc. dividends here
              What is Transact Technologies Inc.’s EPS estimate?
              Transact Technologies Inc.’s EPS estimate is -0.06.
                How many shares outstanding does Transact Technologies Inc. have?
                Transact Technologies Inc. has 10,324,471 shares outstanding.
                  What happened to Transact Technologies Inc.’s price movement after its last earnings report?
                  Transact Technologies Inc. reported an EPS of $0 in its last earnings report, beating expectations of -$0.01. Following the earnings report the stock price went down -8.131%.
                    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

                      Transact Technologies Stock Smart Score

                      5
                      Neutral
                      1
                      2
                      3
                      4
                      5
                      6
                      7
                      8
                      9
                      10
                      Learn more about TipRanks Smart Score

                      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. It offers thermal printers and terminals to generate labels, coupons, and transaction records, such as receipts, tickets, and other documents. The company also provides consumable products, including POS receipt paper, ribbons, and other printing supplies, as well as replacement parts and accessories; and maintenance and repair services. 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 TransAct, BOHA!, AccuDate, Epic, Ithaca, and EPICENTRAL brands for food service technology, point of sale automation, and casino and gaming markets. 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. The company was incorporated in 1996 and is headquartered in Hamden, Connecticut.

                      Transact Technologies (TACT) Earnings & Revenues

                      TACT Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call communicated several meaningful operational and strategic positives: strong execution on the BOHA! rollout (1,900 units sold), substantial software revenue growth (+47% YoY), an expanding online install base (~22,000 units, +33% YoY), a completed migration to Azure, improved gross margin (50.2%), improved adjusted EBITDA for H1 and an upgraded EBITDA outlook. Offsetting these positives were near-term headwinds from the tariff ruling (≈$1.0M customer refunds and a ~$400K EBITDA impact), declining ARPU, some sequential weakness in reported gaming revenue, and higher near-term selling & marketing spend as the company invests in GTM. Management addressed metric transparency and has initiated a strategic review of the casino & gaming business which could unlock value but adds near-term uncertainty. Overall, the operational momentum in software and recurring revenue alongside a strong balance sheet and raised EBITDA guidance outweigh the quarter-specific challenges.View all TACT earnings summaries
                      Similar Stocks
                      Company
                      Price & Change
                      Follow
                      HP
                      Identiv
                      Key Tronic
                      Socket Mobile

                      Ownership Overview

                      16.26%6.90%20.53%51.30%
                      16.26% Insiders
                      20.53% Other Institutional Investors
                      51.30% Public Companies and
                      Individual Investors
                      Popular Stocks