View Past PerformanceTransAct Technologies 대차대조표 건전성재무 건전성 기준 점검 5/6TransAct Technologies 의 총 주주 지분은 $31.1M 이고 총 부채는 $3.0M, 이는 부채 대 자기자본 비율을 9.6% 로 가져옵니다. 총자산과 총부채는 각각 $44.8M 및 $13.7M 입니다.핵심 정보9.64%부채/자본 비율US$3.00m부채이자보상배율n/a현금US$20.43m자본US$31.12m총부채US$13.65m총자산US$44.77m최근 재무 건전성 업데이트분석 기사 • Jan 15Health Check: How Prudently Does TransAct Technologies (NASDAQ:TACT) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jul 24Is TransAct Technologies (NASDAQ:TACT) Weighed On By Its Debt Load?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Aug 05Is TransAct Technologies (NASDAQ:TACT) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 01TransAct Technologies (NASDAQ:TACT) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Nov 17Is TransAct Technologies (NASDAQ:TACT) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Aug 17TransAct Technologies Incorporated announced delayed 10-Q filingOn 08/16/2022, TransAct Technologies Incorporated announced that they will be unable to file their next 10-Q by the deadline required by the SEC.모든 업데이트 보기Recent updates공시 • 4hTransAct Technologies Incorporated (NasdaqGM:TACT) announces an Equity Buyback for $3 million worth of its shares.TransAct Technologies Incorporated (NasdaqGM:TACT) announces a share repurchase program. Under the program, the company will repurchase up to $3 million worth of its common stock. The program will be valid for 12 months.공시 • May 11+ 1 more updateTransact Technologies Incorporated Announces Executive ChangesTransAct Technologies Incorporated announced the appointment of Robert Campbell as Chief Financial Officer, effective upon the June 30, 2026, retirement of long-time Chief Financial Officer, Steven A. DeMartino. Mr. DeMartino, who serves as President, Secretary and Treasurer of the Company, will retire following almost 30 years of service to TransAct. Upon Mr. DeMartino’s retirement, Mr. Campbell will take over as Secretary and Treasurer, and John Dillon, the Company’s Chief Executive Officer, will assume the title of President of the Company. Mr. DeMartino will remain in an advisory role through the end of the year to support a seamless transition. Additionally, TransAct announced that William J. DeFrances, the Company’s Principal Accounting Officer, will retire later this year. As part of a planned succession ahead of Mr. DeFrances’ retirement, Mr. Campbell has been named Principal Accounting Officer, effective immediately. Mr. DeFrances will continue to serve as an advisor after his retirement to help ensure a smooth transition. Mr. Campbell has more than 25 years of financial leadership experience across publicly traded and privately held global manufacturing organizations. He has served as the Company’s Controller since June 2022, playing a key role in strengthening financial operations, enhancing reporting and internal controls, and supporting TransAct’s transition toward a recurring revenue model. Prior to joining TransAct, Mr. Campbell held senior finance leadership roles at Lydall Inc., including Director of Global Treasury and Director of Corporate Accounting, where he was responsible for global treasury operations, SEC reporting, financial consolidations, and capital structure management. Earlier in his career, Mr. Campbell held finance and accounting leadership positions with Fischer Technology Inc., Axsys Technologies Inc., and other organizations. Mr. Campbell began his career in public accounting and holds a B.S. in Accounting from Central Connecticut State University.공시 • May 02TransAct Technologies Incorporated to Report Q1, 2026 Results on May 12, 2026TransAct Technologies Incorporated announced that they will report Q1, 2026 results After-Market on May 12, 2026공시 • Apr 14TransAct Technologies Incorporated, Annual General Meeting, May 26, 2026TransAct Technologies Incorporated, Annual General Meeting, May 26, 2026.공시 • Mar 11TransAct Technologies Incorporated Provides Earnings Guidance for the Full Year 2026TransAct Technologies Incorporated provided earnings guidance for the full year 2026. For the year, the company expects net sales of between $55 million and $57 million.공시 • Mar 04TransAct Technologies Incorporated to Report Q4, 2025 Results on Mar 10, 2026TransAct Technologies Incorporated announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 10, 2026공시 • Jan 21TransAct Technologies Incorporated Appoints Dana Loof As Chief Marketing OfficerTransAct Technologies Incorporated announced the appointment of Dana Loof as Chief Marketing Officer. Dana Loof will lead TransAct’s global marketing organization, with a mandate to strengthen brand leadership, sharpen go-to-market execution, and accelerate adoption of the Company’s growing technology portfolio. Dana Loof has a 30-year track record leading high-growth technology companies, where she has been responsible for global marketing strategy, brand strategy and positioning, category building, revenue generation, and customer engagement initiatives. Prior to joining TransAct, Dana Loof worked as an independent consultant providing chief marketing officer services and served as Chief Marketing Officer at Evolv Technologies Holdings Inc., where she led the go-to-market strategy for a new category of AI-enabled security detection products. Previously, she held senior marketing leadership roles at Palo Alto Networks, Symantec Corporation and Oracle, supporting companies through periods of rapid growth, market expansion, and strategic transformation.분석 기사 • Jan 15Health Check: How Prudently Does TransAct Technologies (NASDAQ:TACT) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Nov 13TransAct Technologies Incorporated (NASDAQ:TACT) Just Reported Earnings, And Analysts Cut Their Target PriceTransAct Technologies Incorporated ( NASDAQ:TACT ) shareholders are probably feeling a little disappointed, since its...공시 • Nov 11TTransAct Technologies Incorporated Revises Earnings Guidance for the Year 2025TTransAct Technologies Incorporated revised earnings guidance for the year 2025. The company expects full year 2025 net sales of between $50 million and $53 million, an increase from the previously forecasted low end of $49 million.공시 • Oct 28TransAct Technologies Incorporated to Report Q3, 2025 Results on Nov 10, 2025TransAct Technologies Incorporated announced that they will report Q3, 2025 results After-Market on Nov 10, 2025분석 기사 • Sep 24Investors Aren't Entirely Convinced By TransAct Technologies Incorporated's (NASDAQ:TACT) RevenuesTransAct Technologies Incorporated's ( NASDAQ:TACT ) price-to-sales (or "P/S") ratio of 1.1x might make it look like a...새로운 내러티브 • Aug 10In-housing Source Code Will Expand Global Market Reach Greater control of BOHA! software and expanding recurring SaaS revenue position the company for increased margins and accelerated product innovation. 공시 • Aug 07+ 1 more updateTransact Technologies Incorporated Provides Earnings Guidance for Full Year 2025TransAct Technologies Incorporated provided earnings guidance for full year 2025. For the period, the company now expects full year 2025 net sales of between $49 million and $53 million.공시 • Jul 24TransAct Technologies Incorporated to Report Q2, 2025 Results on Aug 06, 2025TransAct Technologies Incorporated announced that they will report Q2, 2025 results After-Market on Aug 06, 2025분석 기사 • Jul 24Is TransAct Technologies (NASDAQ:TACT) Weighed On By Its Debt Load?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • May 19Why We're Not Concerned About TransAct Technologies Incorporated's (NASDAQ:TACT) Share PriceIt's not a stretch to say that TransAct Technologies Incorporated's ( NASDAQ:TACT ) price-to-sales (or "P/S") ratio of...공시 • Apr 29+ 1 more updateTransAct Technologies Incorporated to Report Q1, 2025 Results on May 13, 2025TransAct Technologies Incorporated announced that they will report Q1, 2025 results After-Market on May 13, 2025공시 • Apr 17TransAct Technologies Incorporated, Annual General Meeting, May 29, 2025TransAct Technologies Incorporated, Annual General Meeting, May 29, 2025.공시 • Mar 14TransAct Technologies Incorporated Provides Earnings Guidance for the Full Year of 2025TransAct Technologies Incorporated provided earnings guidance for the full year of 2025. For the period, the company expects net sales of between $47 million and $52 million.공시 • Mar 10TransAct Technologies Incorporated to Report Q4, 2024 Results on Mar 13, 2025TransAct Technologies Incorporated announced that they will report Q4, 2024 results After-Market on Mar 13, 2025분석 기사 • Jan 08TransAct Technologies Incorporated's (NASDAQ:TACT) P/S Still Appears To Be ReasonableWith a median price-to-sales (or "P/S") ratio of close to 1.4x in the Tech industry in the United States, you could be...공시 • Nov 08Transact Technologies Incorporated Updates Earnings Outlook for 2024TransAct Technologies Incorporated Updated earnings Outlook for 2024. For the year, the Company now expects full year 2024 net sales of between $43 million and $45 million.Seeking Alpha • Oct 29TransAct Technologies: 2025 Momentum In Both Main Business SegmentsSummary TransAct Technologies is a buy at its current ~$34M enterprise value despite challenges, driven by strong food service technology and stabilizing casino gaming segments. Significant progress in food service technology includes international approvals for BOHA 2 terminals, offsetting the loss of 7-Eleven, with promising future growth. Temporary oversupply issues in casino gaming are expected to be resolved, potentially boosting EBITDA, with management historically raising financial outlooks. Strategic review to maximize shareholder value is ongoing, with potential for divestitures or acquisitions, making the stock attractive for patient, risk-tolerant investors. Read the full article on Seeking Alpha공시 • Oct 25TransAct Technologies Incorporated to Report Q3, 2024 Results on Nov 07, 2024TransAct Technologies Incorporated announced that they will report Q3, 2024 results After-Market on Nov 07, 2024분석 기사 • Aug 21Subdued Growth No Barrier To TransAct Technologies Incorporated (NASDAQ:TACT) With Shares Advancing 26%Despite an already strong run, TransAct Technologies Incorporated ( NASDAQ:TACT ) shares have been powering on, with a...공시 • Aug 09TransAct Technologies Incorporated Updates Earnings Guidance for the Year 2024TransAct Technologies Incorporated updated earnings guidance for the year 2024. The company currently expects full year 2024 total net sales of between $45 million and $50 million.분석 기사 • Aug 05Is TransAct Technologies (NASDAQ:TACT) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Jul 25TransAct Technologies Incorporated to Report Q2, 2024 Results on Aug 08, 2024TransAct Technologies Incorporated announced that they will report Q2, 2024 results After-Market on Aug 08, 2024분석 기사 • Jun 27Investors Could Be Concerned With TransAct Technologies' (NASDAQ:TACT) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • May 23More Unpleasant Surprises Could Be In Store For TransAct Technologies Incorporated's (NASDAQ:TACT) Shares After Tumbling 26%Unfortunately for some shareholders, the TransAct Technologies Incorporated ( NASDAQ:TACT ) share price has dived 26...Major Estimate Revision • May 14Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$54.1m to US$46.1m. Forecast losses increased from -US$0.23 to -US$0.43 per share. Tech industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$9.50 to US$6.75. Share price fell 28% to US$3.70 over the past week.분석 기사 • May 12TransAct Technologies Incorporated (NASDAQ:TACT) Analysts Just Trimmed Their Revenue Forecasts By 15%One thing we could say about the analysts on TransAct Technologies Incorporated ( NASDAQ:TACT ) - they aren't...공시 • May 09TransAct Technologies Incorporated Provides Earnings Guidance for the Year 2024TransAct Technologies Incorporated provided earnings guidance for the year 2024. Total Net Sales: The Company currently expects full year 2024 total net sales of between $45 million and $50 million.Reported Earnings • May 08First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: US$0.10 loss per share (down from US$0.32 profit in 1Q 2023). Revenue: US$10.7m (down 52% from 1Q 2023). Net loss: US$1.04m (down 133% from profit in 1Q 2023). Revenue missed analyst estimates by 6.1%. Earnings per share (EPS) exceeded analyst estimates by 33%. Revenue is expected to decline by 4.0% p.a. on average during the next 2 years, while revenues in the Tech industry in the US are expected to grow by 6.0%. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 07Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to US$3.92, the stock trades at a trailing P/E ratio of 8.3x. Average forward P/E is 18x in the Tech industry in the US. Total loss to shareholders of 68% over the past three years.분석 기사 • May 01TransAct Technologies (NASDAQ:TACT) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...공시 • Apr 11TransAct Technologies Incorporated, Annual General Meeting, May 24, 2024TransAct Technologies Incorporated, Annual General Meeting, May 24, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect four directors to each serve a one-year term expiring at the 2025 Annual Meeting of Stockholders and until their respective successors are duly elected and qualified; to ratify the selection of Marcum LLP as the Company’s independent registered public accounting firm for 2024; to approve the compensation of company's named executive officers; and to transact such other business as may properly come before the Annual Meeting and any adjournment or postponement thereof.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to US$5.25, the stock trades at a trailing P/E ratio of 11x. Average forward P/E is 10x in the Tech industry in the US. Total loss to shareholders of 54% over the past three years.분석 기사 • Mar 15TransAct Technologies Incorporated (NASDAQ:TACT) Not Doing Enough For Some Investors As Its Shares Slump 27%The TransAct Technologies Incorporated ( NASDAQ:TACT ) share price has fared very poorly over the last month, falling...분석 기사 • Mar 15The Market Doesn't Like What It Sees From TransAct Technologies Incorporated's (NASDAQ:TACT) Revenues Yet As Shares Tumble 27%The TransAct Technologies Incorporated ( NASDAQ:TACT ) share price has fared very poorly over the last month, falling...Reported Earnings • Mar 13Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: US$0.48 (up from US$0.60 loss in FY 2022). Revenue: US$72.6m (up 25% from FY 2022). Net income: US$4.75m (up US$10.7m from FY 2022). Profit margin: 6.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.8%. Revenue is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Tech industry in the US are expected to grow by 4.8%. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.공시 • Mar 13TransAct Technologies Incorporated Provides Earnings Guidance for the Full Year 2024TransAct Technologies Incorporated provided earnings guidance for the full year 2024. For the period, the company expects total net sales of between $53 million and $58 million.공시 • Feb 28TransAct Technologies Incorporated to Report Q4, 2023 Results on Mar 12, 2024TransAct Technologies Incorporated announced that they will report Q4, 2023 results After-Market on Mar 12, 2024공시 • Jan 05TransAct Technologies Incorporated Receives U.S. Approval for BOHA! Terminal 2 from Leading QSRTransAct Technologies Incorporated announced that it has gained approval from a leading QSR to sell its newest BOHA!® Terminal 2 to the U.S. domestic market, which represents an opportunity of more than 10,000 locations. Based on the approvals, TransAct began shipping pre-orders and stocking orders in the U.S. and multiple international markets before the end of 2023.Major Estimate Revision • Nov 16Consensus EPS estimates increase by 38%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from US$0.32 to US$0.44. Revenue forecast steady at US$73.0m. Net income forecast to shrink 91% next year vs 3.5% growth forecast for Tech industry in the US . Consensus price target of US$10.00 unchanged from last update. Share price rose 11% to US$6.83 over the past week.Reported Earnings • Nov 12Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: US$0.091 (up from US$0.053 in 3Q 2022). Revenue: US$17.2m (down 3.7% from 3Q 2022). Net income: US$906.0k (up 72% from 3Q 2022). Profit margin: 5.3% (up from 3.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is expected to decline by 23% p.a. on average during the next 2 years, while revenues in the Tech industry in the US are expected to grow by 5.5%. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.공시 • Nov 11Transact Technologies Incorporated Provides Earnings Guidance for 2023TransAct Technologies Incorporated provided earnings guidance for 2023. For the period, the company expects total net sales of between $72.5 million to $73.5 million.분석 기사 • Nov 11Here's What's Concerning About TransAct Technologies' (NASDAQ:TACT) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...공시 • Oct 27TransAct Technologies Incorporated to Report Q3, 2023 Results on Nov 09, 2023TransAct Technologies Incorporated announced that they will report Q3, 2023 results After-Market on Nov 09, 2023공시 • Aug 11Transact Technologies Incorporated Provides Sales Guidance for 2023TransAct Technologies Incorporated provided sales guidance for 2023. For the period, the company expects total net sales of between $71.5 million to $73.5 million.New Risk • Aug 11New major risk - Revenue and earnings growthEarnings have declined by 39% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 39% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$80.4m market cap).Reported Earnings • Aug 10Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: US$0.077 (up from US$0.24 loss in 2Q 2022). Revenue: US$19.9m (up 58% from 2Q 2022). Net income: US$765.0k (up US$3.14m from 2Q 2022). Profit margin: 3.8% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is expected to decline by 19% p.a. on average during the next 2 years, while revenues in the Tech industry in the US are expected to grow by 6.3%. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 03There Are Reasons To Feel Uneasy About TransAct Technologies' (NASDAQ:TACT) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...공시 • Jul 28TransAct Technologies Incorporated to Report Q2, 2023 Results on Aug 09, 2023TransAct Technologies Incorporated announced that they will report Q2, 2023 results After-Market on Aug 09, 2023Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$9.10, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Tech industry in the US. Total returns to shareholders of 88% over the past three years.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$7.41, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Tech industry in the US. Total returns to shareholders of 108% over the past three years.공시 • May 11TransAct Technologies Incorporated Provides Financial Guidance for 2023TransAct Technologies Incorporated provided financial guidance for 2023. For the period, the Company currently expected total net sales of between $71.5-73.5 million.분석 기사 • May 11Should You Think About Buying TransAct Technologies Incorporated (NASDAQ:TACT) Now?TransAct Technologies Incorporated ( NASDAQ:TACT ), might not be a large cap stock, but it led the NASDAQGM gainers...Reported Earnings • May 10First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: US$0.32 (up from US$0.41 loss in 1Q 2022). Revenue: US$22.3m (up 130% from 1Q 2022). Net income: US$3.14m (up US$7.15m from 1Q 2022). Profit margin: 14% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 27%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Tech industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Mar 13Analysts Just Published A Bright New Outlook For TransAct Technologies Incorporated's (NASDAQ:TACT)Celebrations may be in order for TransAct Technologies Incorporated ( NASDAQ:TACT ) shareholders, with the analysts...Reported Earnings • Mar 10Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: US$0.60 loss per share (further deteriorated from US$0.45 loss in FY 2021). Revenue: US$58.1m (up 48% from FY 2021). Net loss: US$5.94m (loss widened 43% from FY 2021). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Tech industry in the US. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.공시 • Feb 09TransAct Technologies Incorporated to Report Q4, 2022 Results on Mar 08, 2023TransAct Technologies Incorporated announced that they will report Q4, 2022 results After-Market on Mar 08, 2023Reported Earnings • Nov 19Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: US$0.053 (down from US$0.097 in 3Q 2021). Revenue: US$17.9m (up 68% from 3Q 2021). Net income: US$528.0k (down 42% from 3Q 2021). Profit margin: 3.0% (down from 8.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Tech industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.분석 기사 • Nov 17Is TransAct Technologies (NASDAQ:TACT) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • Nov 17Price target decreased to US$8.75Down from US$11.33, the current price target is an average from 2 analysts. New target price is 47% above last closing price of US$5.95. Stock is down 52% over the past year. The company is forecast to post a net loss per share of US$0.60 next year compared to a net loss per share of US$0.45 last year.공시 • Oct 19TransAct Technologies Incorporated to Report Q3, 2022 Results on Nov 10, 2022TransAct Technologies Incorporated announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 10, 2022Seeking Alpha • Oct 06TransAct Technologies selected to provide printer in casinoTransAct Technologies (NASDAQ:TACT) said it has been selected by California-based Sky River Casino to provide its printer in all slot machines within the 100,000 square foot gaming floor. TransAct Technologies is a software-driven technology and printing solutions company. Shares were trading +1.77% post-market. Source: Press ReleaseSeeking Alpha • Aug 17TransAct Tech GAAP EPS of -$0.24 beats by $0.07, revenue of $12.62M beats by $2.18MTransAct Tech press release (NASDAQ:TACT): Q2 GAAP EPS of -$0.24 beats by $0.07. Revenue of $12.62M (+35.3% Y/Y) beats by $2.18M. Shares -1.47%.공시 • Aug 17TransAct Technologies Incorporated announced delayed 10-Q filingOn 08/16/2022, TransAct Technologies Incorporated announced that they will be unable to file their next 10-Q by the deadline required by the SEC.공시 • Aug 11TransAct Technologies Incorporated Announces Executive ChangesTransAct Technologies Incorporated appointed Mr. William J. DeFrances, Vice President, SEC & Financial Reporting, to serve as the Company’s Chief Accounting Officer and principal accounting officer. Mr. DeFrances will report to Mr. Steven A. DeMartino, the Company’s President, Chief Financial Officer, Treasurer and Secretary. Mr. DeMartino had been serving as principal accounting officer on an interim basis following the departure of the Company’s prior Chief Accounting Officer. Mr. DeFrances, age 57, joined the Company on July 12, 2022. Mr. DeFrances previously served as Corporate Controller at Omega Engineering Inc., an electronics and instrumentation company that was, during Mr. DeFrances’ tenure, a subsidiary of Spectris plc, a UK public company listed on the London Stock Exchange, from September 2020 to July 2022. From August 2019 to August 2020, Mr. DeFrances worked as an independent financial consultant. Prior to this, Mr. DeFrances held various positions with United Technologies Corporation (now Raytheon Technologies) (“UTC”) and Sikorsky Aircraft (owned by Lockheed Martin Corporation), both NYSE-listed aerospace and defense companies. Mr. DeFrances previously served as an Associate Director of Military Finance for Pratt & Whitney, a subsidiary of UTC, from October 2018 to August 2019, and the Business Unit Controller, USG/Military and International Military for Sikorsky Aircraft from October 2015 to October 2018. Prior to this, Mr. DeFrances also served as the Assistant Controller, Financial Reporting for Sikorsky Aircraft from 2009 to 2013. In addition, Mr. DeFrances held various accounting and financial roles (VP Treasurer and VP Controller) from 2005 to 2009 at ATMI Inc., a Nasdaq-listed advanced manufacturing company in the semiconductor industry. Mr. DeFrances also served from November 1996 to December 2005 in various accounting and financial reporting positions at CUNO Incorporated, an industrial and machinery manufacturer, including most recently as Vice President, Controller and Assistant Secretary. Mr. DeFrances started his career at PricewaterhouseCoopers as an audit senior manager from August 1987 to November 1996. Mr. DeFrances is a certified public accountant and holds a B.S. in business administration, with a concentration in accounting, from Bryant University and an M.B.A. from the University of Connecticut with a concentration in International Finance.공시 • Jul 12TransAct Technologies Incorporated to Report Q2, 2022 Results on Aug 10, 2022TransAct Technologies Incorporated announced that they will report Q2, 2022 results on Aug 10, 2022Seeking Alpha • Jul 07TransAct Technologies announces record enterprise license sale with Boha!TransAct Technologies (NASDAQ:TACT) stated Thursday that it has signed its first ever BOHA! software enterprise license purchase agreement, covering all 300 locations for a foodservice operator within retail establishments. The agreement is to generate average revenue per unit of ~$950 per year and has a term of 5-year. Stock is up 1% in pre-market trading. The report read this represents TransAct’s largest BOHA! WorkStation order ever, more than doubling the previous record which came in May.공시 • Jun 24TransAct Technologies Incorporated Announces Executive ChangesOn June 15, 2022, David B. Peters notified TransAct Technologies Incorporated (the Company) that he intends to resign as Vice President and Chief Accounting Officer, effective July 8, 2022. Mr. Peters has served as the Company’s principal accounting officer since March 1, 2018. Mr. Peters’ decision to resign was not the result of any disagreement with the Company. In connection with Mr. Peters’ resignation, Mr. Steven A. DeMartino, the Company’s President, Chief Financial Officer, Treasurer and Secretary, will assume the role and responsibilities of principal accounting officer on an interim basis as of the effective date of Mr. Peters’ resignation.Major Estimate Revision • May 17Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$52.2m to US$46.8m. Forecast losses increased from -US$0.65 to -US$1.17 per share. Tech industry in the US expected to see average net income growth of 4.8% next year. Consensus price target down from US$13.67 to US$12.33. Share price fell 14% to US$4.92 over the past week.분석 기사 • May 16Time To Worry? Analysts Are Downgrading Their TransAct Technologies Incorporated (NASDAQ:TACT) OutlookToday is shaping up negative for TransAct Technologies Incorporated ( NASDAQ:TACT ) shareholders, with the analysts...Price Target Changed • May 13Price target decreased to US$12.33Down from US$13.67, the current price target is an average from 3 analysts. New target price is 152% above last closing price of US$4.89. Stock is down 61% over the past year. The company is forecast to post a net loss per share of US$1.18 next year compared to a net loss per share of US$0.45 last year.Reported Earnings • May 12First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: US$0.41 loss per share (down from US$0.25 loss in 1Q 2021). Revenue: US$9.70m (up 17% from 1Q 2021). Net loss: US$4.01m (loss widened 82% from 1Q 2021). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 116%. Over the next year, revenue is forecast to grow 25%, compared to a 5.1% growth forecast for the industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Price Target Changed • Apr 27Price target decreased to US$13.67Down from US$20.33, the current price target is an average from 3 analysts. New target price is 120% above last closing price of US$6.22. Stock is down 48% over the past year. The company is forecast to post a net loss per share of US$0.65 next year compared to a net loss per share of US$0.45 last year.공시 • Apr 19TransAct Technologies Incorporated, Annual General Meeting, May 31, 2022TransAct Technologies Incorporated, Annual General Meeting, May 31, 2022, at 10:00 US Eastern Standard Time. Agenda: To consider election of two directors to each serve a three-year term until the 2025 Annual Meeting of Stockholders and until their respective successors are duly elected and qualified; to ratify the selection of Marcum LLP as the Company's independent registered public accounting firm for 2022; to approve, on non-binding, advisory basis, the compensation of our named executive officers as disclosed in the accompanying Proxy Statement; to approve amendment to the Certificate of Incorporation of the Company to declassify the Board of Directors of the Company; and to transact such other business as may properly come before the Annual Meeting and any adjournment or postponement thereof.Seeking Alpha • Mar 16TransAct Technologies: Rapid Growth Trajectory From BOHA!After exiting several less profitable and declining businesses, we believe TACT is well-positioned for future growth. TACT is just getting started in a transition from a one-time sale business model to a higher margin recurring revenue business model. Continued labor issues and pressures for businesses to lower costs will add more demand for BOHA!’s automation potential in the back-of-house operations of wherever food is prepared.Major Estimate Revision • Mar 16Consensus EPS estimates fall by 67%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$55.7m to US$52.2m. Losses expected to increase from US$0.39 per share to US$0.65. Tech industry in the US expected to see average net income decline 2.5% next year. Consensus price target down from US$20.33 to US$13.67. Share price fell 13% to US$7.01 over the past week.Reported Earnings • Mar 11Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$0.45 loss per share (up from US$0.72 loss in FY 2020). Revenue: US$39.4m (up 29% from FY 2020). Net loss: US$4.15m (loss narrowed 26% from FY 2020). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 27%. Over the next year, revenue is forecast to grow 42%, compared to a 7.0% growth forecast for the industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.공시 • Feb 17TransAct Technologies Incorporated to Report Q4, 2021 Results on Mar 09, 2022TransAct Technologies Incorporated announced that they will report Q4, 2021 results After-Market on Mar 09, 2022공시 • Feb 11Harbert Discovery Fund and 325 Capital Send Letter to TransAct TechnologiesOn February 8, 2022, Harbert Discovery Fund, LP and 325 Capital, LLC announced that they have delivered a letter to TransAct Technologies Incorporated nominating 2 candidates, Audrey P. Dunning and Daniel M. Friedberg, for election to the Board at the 2022 annual meeting of stockholders of the Company. In the letter, Harbert Discovery Fund also submitted 2 non-binding proposals for consideration by stockholders at the 2022 annual meeting requesting, respectively, that the Board take all necessary steps in its power to (i) declassify the Board (in a manner that does not affect the unexpired terms of the previously elected directors) so that all directors are elected on an annual basis commencing at the next annual meeting of stockholders after the 2022 annual meeting and (ii) separate the Chairman and CEO roles, such that the position of Chairman of the Board may not be held by any individual who is also an officer of the Company.Recent Insider Transactions Derivative • Nov 23Senior Vice President of Operations notifies of intention to sell stockAndrew Hoffman intends to sell 17k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of November. If the sale is conducted around the recent share price of US$12.17, it would amount to US$205k. Since March 2021, Andrew has owned 13.54k shares directly. Company insiders have collectively bought US$238k more than they sold, via options and on-market transactions, in the last 12 months.분석 기사 • Nov 22TransAct Technologies (NASDAQ:TACT) Is In A Good Position To Deliver On Growth PlansWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS US$0.097 (vs US$0.12 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$10.6m (up 46% from 3Q 2020). Net income: US$910.0k (up US$1.78m from 3Q 2020). Profit margin: 8.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.공시 • Sep 30Transact®Technologies Incorporated to Debut the BOHA!®Work Station and BOHA! Software for Convenience Stores’ Fresh Food Operations at the NACS 2021 in Chicago, IllinoisTransAct®Technologies Incorporated announced that it will debut the BOHA!®Work Station and BOHA! software for convenience stores’ fresh food operations at the National Association of Convenience Stores (“NACS 2021”) on October 5-8, 2021 in Chicago, Illinois. BOHA! is the industry’s first single-vendor solution to combine applications for FDA-compliant Grab ‘n Go Labeling, Digital Food Safety, Tasks and Checklists, Kitchen Production, Temperature Monitoring of Food and Equipment, and Inventory Management in a single platform. NACS 2021 attendees visiting TransAct’s booth (#4384) at McCormick Place will see how convenience store operators can leverage the power of BOHA! to execute their fresh food program with digital precision. The solutions will be on full display at booth (#4384) as TransAct demonstrates its ability to dramatically improve grab ‘n go labeling with on-demand printing from the BOHA! Work Station, calculating food prep lists with food production, managing inventory with predictive ordering and digitized counts as well as digital HACCP-compliant temperature monitoring for food and equipment. In addition, TransAct will be showcasing the newly released BOHA! Work Station which prints 1”-3” wide grab ‘n go labels to accommodate FDA-compliant, dual nutrition fact panels and round parfait labels, along with 300 DPI capabilities for superior print quality.공시 • Aug 14TransAct Technologies Incorporated has completed a Follow-on Equity Offering in the amount of $10.62125 million.TransAct Technologies Incorporated has completed a Follow-on Equity Offering in the amount of $10.62125 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 732,500 Price\Range: $14.5 Discount Per Security: $0.87Reported Earnings • Aug 05Second quarter 2021 earnings released: US$0.24 loss per share (vs US$0.25 loss in 2Q 2020)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: US$9.33m (up 76% from 2Q 2020). Net loss: US$2.11m (loss widened 14% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.Price Target Changed • Aug 04Price target increased to US$20.50Up from US$16.50, the current price target is an average from 2 analysts. New target price is 28% above last closing price of US$15.99. Stock is up 305% over the past year.Recent Insider Transactions Derivative • May 16Independent Director exercised options to buy US$126k worth of stock.On the 12th of May, John Dillon exercised options to buy 10k shares at a strike price of around US$11.65, costing a total of US$117k. This transaction amounted to 21% of their direct individual holding at the time of the trade. Since June 2020, John's direct individual holding has increased from 43.53k shares to 56.78k. Company insiders have collectively bought US$302k more than they sold, via options and on-market transactions, in the last 12 months.재무 상태 분석단기부채: TACT 의 단기 자산 ( $38.8M )이 단기 부채( $13.0M ).장기 부채: TACT의 단기 자산($38.8M)이 장기 부채($605.0K)를 초과합니다.부채/자본 비율 추이 및 분석부채 수준: TACT 총 부채보다 더 많은 현금을 보유하고 있습니다.부채 감소: TACT의 부채 대비 자본 비율은 지난 5년 동안 7.2%에서 9.6%로 증가했습니다.대차대조표현금 보유 기간 분석과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.안정적인 현금 활주로: 수익성이 없는 TACT 현재의 플러스 무료 현금 흐름 수준을 유지한다면 3년 이상 충분한 현금 활주로를 보유하고 있습니다.예측 현금 활주로: TACT 은(는) 수익성이 없지만 잉여 현금 흐름이 긍정적이고 매년 28 %씩 성장하기 때문에 3년 이상 충분한 현금 활주로를 보유하고 있습니다.건전한 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 건실한 기업.View Dividend기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/13 04:32종가2026/05/13 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스TransAct Technologies Incorporated는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kara AndersonB. Riley Securities, Inc.Jeffrey MartinRoth Capital Partners
분석 기사 • Jan 15Health Check: How Prudently Does TransAct Technologies (NASDAQ:TACT) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Jul 24Is TransAct Technologies (NASDAQ:TACT) Weighed On By Its Debt Load?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Aug 05Is TransAct Technologies (NASDAQ:TACT) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • May 01TransAct Technologies (NASDAQ:TACT) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 • Nov 17Is TransAct Technologies (NASDAQ:TACT) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Aug 17TransAct Technologies Incorporated announced delayed 10-Q filingOn 08/16/2022, TransAct Technologies Incorporated announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
공시 • 4hTransAct Technologies Incorporated (NasdaqGM:TACT) announces an Equity Buyback for $3 million worth of its shares.TransAct Technologies Incorporated (NasdaqGM:TACT) announces a share repurchase program. Under the program, the company will repurchase up to $3 million worth of its common stock. The program will be valid for 12 months.
공시 • May 11+ 1 more updateTransact Technologies Incorporated Announces Executive ChangesTransAct Technologies Incorporated announced the appointment of Robert Campbell as Chief Financial Officer, effective upon the June 30, 2026, retirement of long-time Chief Financial Officer, Steven A. DeMartino. Mr. DeMartino, who serves as President, Secretary and Treasurer of the Company, will retire following almost 30 years of service to TransAct. Upon Mr. DeMartino’s retirement, Mr. Campbell will take over as Secretary and Treasurer, and John Dillon, the Company’s Chief Executive Officer, will assume the title of President of the Company. Mr. DeMartino will remain in an advisory role through the end of the year to support a seamless transition. Additionally, TransAct announced that William J. DeFrances, the Company’s Principal Accounting Officer, will retire later this year. As part of a planned succession ahead of Mr. DeFrances’ retirement, Mr. Campbell has been named Principal Accounting Officer, effective immediately. Mr. DeFrances will continue to serve as an advisor after his retirement to help ensure a smooth transition. Mr. Campbell has more than 25 years of financial leadership experience across publicly traded and privately held global manufacturing organizations. He has served as the Company’s Controller since June 2022, playing a key role in strengthening financial operations, enhancing reporting and internal controls, and supporting TransAct’s transition toward a recurring revenue model. Prior to joining TransAct, Mr. Campbell held senior finance leadership roles at Lydall Inc., including Director of Global Treasury and Director of Corporate Accounting, where he was responsible for global treasury operations, SEC reporting, financial consolidations, and capital structure management. Earlier in his career, Mr. Campbell held finance and accounting leadership positions with Fischer Technology Inc., Axsys Technologies Inc., and other organizations. Mr. Campbell began his career in public accounting and holds a B.S. in Accounting from Central Connecticut State University.
공시 • May 02TransAct Technologies Incorporated to Report Q1, 2026 Results on May 12, 2026TransAct Technologies Incorporated announced that they will report Q1, 2026 results After-Market on May 12, 2026
공시 • Apr 14TransAct Technologies Incorporated, Annual General Meeting, May 26, 2026TransAct Technologies Incorporated, Annual General Meeting, May 26, 2026.
공시 • Mar 11TransAct Technologies Incorporated Provides Earnings Guidance for the Full Year 2026TransAct Technologies Incorporated provided earnings guidance for the full year 2026. For the year, the company expects net sales of between $55 million and $57 million.
공시 • Mar 04TransAct Technologies Incorporated to Report Q4, 2025 Results on Mar 10, 2026TransAct Technologies Incorporated announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 10, 2026
공시 • Jan 21TransAct Technologies Incorporated Appoints Dana Loof As Chief Marketing OfficerTransAct Technologies Incorporated announced the appointment of Dana Loof as Chief Marketing Officer. Dana Loof will lead TransAct’s global marketing organization, with a mandate to strengthen brand leadership, sharpen go-to-market execution, and accelerate adoption of the Company’s growing technology portfolio. Dana Loof has a 30-year track record leading high-growth technology companies, where she has been responsible for global marketing strategy, brand strategy and positioning, category building, revenue generation, and customer engagement initiatives. Prior to joining TransAct, Dana Loof worked as an independent consultant providing chief marketing officer services and served as Chief Marketing Officer at Evolv Technologies Holdings Inc., where she led the go-to-market strategy for a new category of AI-enabled security detection products. Previously, she held senior marketing leadership roles at Palo Alto Networks, Symantec Corporation and Oracle, supporting companies through periods of rapid growth, market expansion, and strategic transformation.
분석 기사 • Jan 15Health Check: How Prudently Does TransAct Technologies (NASDAQ:TACT) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Nov 13TransAct Technologies Incorporated (NASDAQ:TACT) Just Reported Earnings, And Analysts Cut Their Target PriceTransAct Technologies Incorporated ( NASDAQ:TACT ) shareholders are probably feeling a little disappointed, since its...
공시 • Nov 11TTransAct Technologies Incorporated Revises Earnings Guidance for the Year 2025TTransAct Technologies Incorporated revised earnings guidance for the year 2025. The company expects full year 2025 net sales of between $50 million and $53 million, an increase from the previously forecasted low end of $49 million.
공시 • Oct 28TransAct Technologies Incorporated to Report Q3, 2025 Results on Nov 10, 2025TransAct Technologies Incorporated announced that they will report Q3, 2025 results After-Market on Nov 10, 2025
분석 기사 • Sep 24Investors Aren't Entirely Convinced By TransAct Technologies Incorporated's (NASDAQ:TACT) RevenuesTransAct Technologies Incorporated's ( NASDAQ:TACT ) price-to-sales (or "P/S") ratio of 1.1x might make it look like a...
새로운 내러티브 • Aug 10In-housing Source Code Will Expand Global Market Reach Greater control of BOHA! software and expanding recurring SaaS revenue position the company for increased margins and accelerated product innovation.
공시 • Aug 07+ 1 more updateTransact Technologies Incorporated Provides Earnings Guidance for Full Year 2025TransAct Technologies Incorporated provided earnings guidance for full year 2025. For the period, the company now expects full year 2025 net sales of between $49 million and $53 million.
공시 • Jul 24TransAct Technologies Incorporated to Report Q2, 2025 Results on Aug 06, 2025TransAct Technologies Incorporated announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
분석 기사 • Jul 24Is TransAct Technologies (NASDAQ:TACT) Weighed On By Its Debt Load?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • May 19Why We're Not Concerned About TransAct Technologies Incorporated's (NASDAQ:TACT) Share PriceIt's not a stretch to say that TransAct Technologies Incorporated's ( NASDAQ:TACT ) price-to-sales (or "P/S") ratio of...
공시 • Apr 29+ 1 more updateTransAct Technologies Incorporated to Report Q1, 2025 Results on May 13, 2025TransAct Technologies Incorporated announced that they will report Q1, 2025 results After-Market on May 13, 2025
공시 • Apr 17TransAct Technologies Incorporated, Annual General Meeting, May 29, 2025TransAct Technologies Incorporated, Annual General Meeting, May 29, 2025.
공시 • Mar 14TransAct Technologies Incorporated Provides Earnings Guidance for the Full Year of 2025TransAct Technologies Incorporated provided earnings guidance for the full year of 2025. For the period, the company expects net sales of between $47 million and $52 million.
공시 • Mar 10TransAct Technologies Incorporated to Report Q4, 2024 Results on Mar 13, 2025TransAct Technologies Incorporated announced that they will report Q4, 2024 results After-Market on Mar 13, 2025
분석 기사 • Jan 08TransAct Technologies Incorporated's (NASDAQ:TACT) P/S Still Appears To Be ReasonableWith a median price-to-sales (or "P/S") ratio of close to 1.4x in the Tech industry in the United States, you could be...
공시 • Nov 08Transact Technologies Incorporated Updates Earnings Outlook for 2024TransAct Technologies Incorporated Updated earnings Outlook for 2024. For the year, the Company now expects full year 2024 net sales of between $43 million and $45 million.
Seeking Alpha • Oct 29TransAct Technologies: 2025 Momentum In Both Main Business SegmentsSummary TransAct Technologies is a buy at its current ~$34M enterprise value despite challenges, driven by strong food service technology and stabilizing casino gaming segments. Significant progress in food service technology includes international approvals for BOHA 2 terminals, offsetting the loss of 7-Eleven, with promising future growth. Temporary oversupply issues in casino gaming are expected to be resolved, potentially boosting EBITDA, with management historically raising financial outlooks. Strategic review to maximize shareholder value is ongoing, with potential for divestitures or acquisitions, making the stock attractive for patient, risk-tolerant investors. Read the full article on Seeking Alpha
공시 • Oct 25TransAct Technologies Incorporated to Report Q3, 2024 Results on Nov 07, 2024TransAct Technologies Incorporated announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
분석 기사 • Aug 21Subdued Growth No Barrier To TransAct Technologies Incorporated (NASDAQ:TACT) With Shares Advancing 26%Despite an already strong run, TransAct Technologies Incorporated ( NASDAQ:TACT ) shares have been powering on, with a...
공시 • Aug 09TransAct Technologies Incorporated Updates Earnings Guidance for the Year 2024TransAct Technologies Incorporated updated earnings guidance for the year 2024. The company currently expects full year 2024 total net sales of between $45 million and $50 million.
분석 기사 • Aug 05Is TransAct Technologies (NASDAQ:TACT) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Jul 25TransAct Technologies Incorporated to Report Q2, 2024 Results on Aug 08, 2024TransAct Technologies Incorporated announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
분석 기사 • Jun 27Investors Could Be Concerned With TransAct Technologies' (NASDAQ:TACT) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 • May 23More Unpleasant Surprises Could Be In Store For TransAct Technologies Incorporated's (NASDAQ:TACT) Shares After Tumbling 26%Unfortunately for some shareholders, the TransAct Technologies Incorporated ( NASDAQ:TACT ) share price has dived 26...
Major Estimate Revision • May 14Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$54.1m to US$46.1m. Forecast losses increased from -US$0.23 to -US$0.43 per share. Tech industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$9.50 to US$6.75. Share price fell 28% to US$3.70 over the past week.
분석 기사 • May 12TransAct Technologies Incorporated (NASDAQ:TACT) Analysts Just Trimmed Their Revenue Forecasts By 15%One thing we could say about the analysts on TransAct Technologies Incorporated ( NASDAQ:TACT ) - they aren't...
공시 • May 09TransAct Technologies Incorporated Provides Earnings Guidance for the Year 2024TransAct Technologies Incorporated provided earnings guidance for the year 2024. Total Net Sales: The Company currently expects full year 2024 total net sales of between $45 million and $50 million.
Reported Earnings • May 08First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: US$0.10 loss per share (down from US$0.32 profit in 1Q 2023). Revenue: US$10.7m (down 52% from 1Q 2023). Net loss: US$1.04m (down 133% from profit in 1Q 2023). Revenue missed analyst estimates by 6.1%. Earnings per share (EPS) exceeded analyst estimates by 33%. Revenue is expected to decline by 4.0% p.a. on average during the next 2 years, while revenues in the Tech industry in the US are expected to grow by 6.0%. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 07Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to US$3.92, the stock trades at a trailing P/E ratio of 8.3x. Average forward P/E is 18x in the Tech industry in the US. Total loss to shareholders of 68% over the past three years.
분석 기사 • May 01TransAct Technologies (NASDAQ:TACT) Seems To Use Debt Rather SparinglyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
공시 • Apr 11TransAct Technologies Incorporated, Annual General Meeting, May 24, 2024TransAct Technologies Incorporated, Annual General Meeting, May 24, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect four directors to each serve a one-year term expiring at the 2025 Annual Meeting of Stockholders and until their respective successors are duly elected and qualified; to ratify the selection of Marcum LLP as the Company’s independent registered public accounting firm for 2024; to approve the compensation of company's named executive officers; and to transact such other business as may properly come before the Annual Meeting and any adjournment or postponement thereof.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to US$5.25, the stock trades at a trailing P/E ratio of 11x. Average forward P/E is 10x in the Tech industry in the US. Total loss to shareholders of 54% over the past three years.
분석 기사 • Mar 15TransAct Technologies Incorporated (NASDAQ:TACT) Not Doing Enough For Some Investors As Its Shares Slump 27%The TransAct Technologies Incorporated ( NASDAQ:TACT ) share price has fared very poorly over the last month, falling...
분석 기사 • Mar 15The Market Doesn't Like What It Sees From TransAct Technologies Incorporated's (NASDAQ:TACT) Revenues Yet As Shares Tumble 27%The TransAct Technologies Incorporated ( NASDAQ:TACT ) share price has fared very poorly over the last month, falling...
Reported Earnings • Mar 13Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: US$0.48 (up from US$0.60 loss in FY 2022). Revenue: US$72.6m (up 25% from FY 2022). Net income: US$4.75m (up US$10.7m from FY 2022). Profit margin: 6.5% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.8%. Revenue is expected to decline by 8.1% p.a. on average during the next 2 years, while revenues in the Tech industry in the US are expected to grow by 4.8%. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
공시 • Mar 13TransAct Technologies Incorporated Provides Earnings Guidance for the Full Year 2024TransAct Technologies Incorporated provided earnings guidance for the full year 2024. For the period, the company expects total net sales of between $53 million and $58 million.
공시 • Feb 28TransAct Technologies Incorporated to Report Q4, 2023 Results on Mar 12, 2024TransAct Technologies Incorporated announced that they will report Q4, 2023 results After-Market on Mar 12, 2024
공시 • Jan 05TransAct Technologies Incorporated Receives U.S. Approval for BOHA! Terminal 2 from Leading QSRTransAct Technologies Incorporated announced that it has gained approval from a leading QSR to sell its newest BOHA!® Terminal 2 to the U.S. domestic market, which represents an opportunity of more than 10,000 locations. Based on the approvals, TransAct began shipping pre-orders and stocking orders in the U.S. and multiple international markets before the end of 2023.
Major Estimate Revision • Nov 16Consensus EPS estimates increase by 38%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from US$0.32 to US$0.44. Revenue forecast steady at US$73.0m. Net income forecast to shrink 91% next year vs 3.5% growth forecast for Tech industry in the US . Consensus price target of US$10.00 unchanged from last update. Share price rose 11% to US$6.83 over the past week.
Reported Earnings • Nov 12Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: US$0.091 (up from US$0.053 in 3Q 2022). Revenue: US$17.2m (down 3.7% from 3Q 2022). Net income: US$906.0k (up 72% from 3Q 2022). Profit margin: 5.3% (up from 3.0% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is expected to decline by 23% p.a. on average during the next 2 years, while revenues in the Tech industry in the US are expected to grow by 5.5%. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
공시 • Nov 11Transact Technologies Incorporated Provides Earnings Guidance for 2023TransAct Technologies Incorporated provided earnings guidance for 2023. For the period, the company expects total net sales of between $72.5 million to $73.5 million.
분석 기사 • Nov 11Here's What's Concerning About TransAct Technologies' (NASDAQ:TACT) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
공시 • Oct 27TransAct Technologies Incorporated to Report Q3, 2023 Results on Nov 09, 2023TransAct Technologies Incorporated announced that they will report Q3, 2023 results After-Market on Nov 09, 2023
공시 • Aug 11Transact Technologies Incorporated Provides Sales Guidance for 2023TransAct Technologies Incorporated provided sales guidance for 2023. For the period, the company expects total net sales of between $71.5 million to $73.5 million.
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings have declined by 39% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 39% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$80.4m market cap).
Reported Earnings • Aug 10Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: US$0.077 (up from US$0.24 loss in 2Q 2022). Revenue: US$19.9m (up 58% from 2Q 2022). Net income: US$765.0k (up US$3.14m from 2Q 2022). Profit margin: 3.8% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is expected to decline by 19% p.a. on average during the next 2 years, while revenues in the Tech industry in the US are expected to grow by 6.3%. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 03There Are Reasons To Feel Uneasy About TransAct Technologies' (NASDAQ:TACT) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
공시 • Jul 28TransAct Technologies Incorporated to Report Q2, 2023 Results on Aug 09, 2023TransAct Technologies Incorporated announced that they will report Q2, 2023 results After-Market on Aug 09, 2023
Valuation Update With 7 Day Price Move • Jun 21Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$9.10, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 21x in the Tech industry in the US. Total returns to shareholders of 88% over the past three years.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$7.41, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Tech industry in the US. Total returns to shareholders of 108% over the past three years.
공시 • May 11TransAct Technologies Incorporated Provides Financial Guidance for 2023TransAct Technologies Incorporated provided financial guidance for 2023. For the period, the Company currently expected total net sales of between $71.5-73.5 million.
분석 기사 • May 11Should You Think About Buying TransAct Technologies Incorporated (NASDAQ:TACT) Now?TransAct Technologies Incorporated ( NASDAQ:TACT ), might not be a large cap stock, but it led the NASDAQGM gainers...
Reported Earnings • May 10First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: US$0.32 (up from US$0.41 loss in 1Q 2022). Revenue: US$22.3m (up 130% from 1Q 2022). Net income: US$3.14m (up US$7.15m from 1Q 2022). Profit margin: 14% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 27%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Tech industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Mar 13Analysts Just Published A Bright New Outlook For TransAct Technologies Incorporated's (NASDAQ:TACT)Celebrations may be in order for TransAct Technologies Incorporated ( NASDAQ:TACT ) shareholders, with the analysts...
Reported Earnings • Mar 10Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: US$0.60 loss per share (further deteriorated from US$0.45 loss in FY 2021). Revenue: US$58.1m (up 48% from FY 2021). Net loss: US$5.94m (loss widened 43% from FY 2021). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Tech industry in the US. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
공시 • Feb 09TransAct Technologies Incorporated to Report Q4, 2022 Results on Mar 08, 2023TransAct Technologies Incorporated announced that they will report Q4, 2022 results After-Market on Mar 08, 2023
Reported Earnings • Nov 19Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: US$0.053 (down from US$0.097 in 3Q 2021). Revenue: US$17.9m (up 68% from 3Q 2021). Net income: US$528.0k (down 42% from 3Q 2021). Profit margin: 3.0% (down from 8.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 29%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Tech industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
분석 기사 • Nov 17Is TransAct Technologies (NASDAQ:TACT) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • Nov 17Price target decreased to US$8.75Down from US$11.33, the current price target is an average from 2 analysts. New target price is 47% above last closing price of US$5.95. Stock is down 52% over the past year. The company is forecast to post a net loss per share of US$0.60 next year compared to a net loss per share of US$0.45 last year.
공시 • Oct 19TransAct Technologies Incorporated to Report Q3, 2022 Results on Nov 10, 2022TransAct Technologies Incorporated announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 10, 2022
Seeking Alpha • Oct 06TransAct Technologies selected to provide printer in casinoTransAct Technologies (NASDAQ:TACT) said it has been selected by California-based Sky River Casino to provide its printer in all slot machines within the 100,000 square foot gaming floor. TransAct Technologies is a software-driven technology and printing solutions company. Shares were trading +1.77% post-market. Source: Press Release
Seeking Alpha • Aug 17TransAct Tech GAAP EPS of -$0.24 beats by $0.07, revenue of $12.62M beats by $2.18MTransAct Tech press release (NASDAQ:TACT): Q2 GAAP EPS of -$0.24 beats by $0.07. Revenue of $12.62M (+35.3% Y/Y) beats by $2.18M. Shares -1.47%.
공시 • Aug 17TransAct Technologies Incorporated announced delayed 10-Q filingOn 08/16/2022, TransAct Technologies Incorporated announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
공시 • Aug 11TransAct Technologies Incorporated Announces Executive ChangesTransAct Technologies Incorporated appointed Mr. William J. DeFrances, Vice President, SEC & Financial Reporting, to serve as the Company’s Chief Accounting Officer and principal accounting officer. Mr. DeFrances will report to Mr. Steven A. DeMartino, the Company’s President, Chief Financial Officer, Treasurer and Secretary. Mr. DeMartino had been serving as principal accounting officer on an interim basis following the departure of the Company’s prior Chief Accounting Officer. Mr. DeFrances, age 57, joined the Company on July 12, 2022. Mr. DeFrances previously served as Corporate Controller at Omega Engineering Inc., an electronics and instrumentation company that was, during Mr. DeFrances’ tenure, a subsidiary of Spectris plc, a UK public company listed on the London Stock Exchange, from September 2020 to July 2022. From August 2019 to August 2020, Mr. DeFrances worked as an independent financial consultant. Prior to this, Mr. DeFrances held various positions with United Technologies Corporation (now Raytheon Technologies) (“UTC”) and Sikorsky Aircraft (owned by Lockheed Martin Corporation), both NYSE-listed aerospace and defense companies. Mr. DeFrances previously served as an Associate Director of Military Finance for Pratt & Whitney, a subsidiary of UTC, from October 2018 to August 2019, and the Business Unit Controller, USG/Military and International Military for Sikorsky Aircraft from October 2015 to October 2018. Prior to this, Mr. DeFrances also served as the Assistant Controller, Financial Reporting for Sikorsky Aircraft from 2009 to 2013. In addition, Mr. DeFrances held various accounting and financial roles (VP Treasurer and VP Controller) from 2005 to 2009 at ATMI Inc., a Nasdaq-listed advanced manufacturing company in the semiconductor industry. Mr. DeFrances also served from November 1996 to December 2005 in various accounting and financial reporting positions at CUNO Incorporated, an industrial and machinery manufacturer, including most recently as Vice President, Controller and Assistant Secretary. Mr. DeFrances started his career at PricewaterhouseCoopers as an audit senior manager from August 1987 to November 1996. Mr. DeFrances is a certified public accountant and holds a B.S. in business administration, with a concentration in accounting, from Bryant University and an M.B.A. from the University of Connecticut with a concentration in International Finance.
공시 • Jul 12TransAct Technologies Incorporated to Report Q2, 2022 Results on Aug 10, 2022TransAct Technologies Incorporated announced that they will report Q2, 2022 results on Aug 10, 2022
Seeking Alpha • Jul 07TransAct Technologies announces record enterprise license sale with Boha!TransAct Technologies (NASDAQ:TACT) stated Thursday that it has signed its first ever BOHA! software enterprise license purchase agreement, covering all 300 locations for a foodservice operator within retail establishments. The agreement is to generate average revenue per unit of ~$950 per year and has a term of 5-year. Stock is up 1% in pre-market trading. The report read this represents TransAct’s largest BOHA! WorkStation order ever, more than doubling the previous record which came in May.
공시 • Jun 24TransAct Technologies Incorporated Announces Executive ChangesOn June 15, 2022, David B. Peters notified TransAct Technologies Incorporated (the Company) that he intends to resign as Vice President and Chief Accounting Officer, effective July 8, 2022. Mr. Peters has served as the Company’s principal accounting officer since March 1, 2018. Mr. Peters’ decision to resign was not the result of any disagreement with the Company. In connection with Mr. Peters’ resignation, Mr. Steven A. DeMartino, the Company’s President, Chief Financial Officer, Treasurer and Secretary, will assume the role and responsibilities of principal accounting officer on an interim basis as of the effective date of Mr. Peters’ resignation.
Major Estimate Revision • May 17Consensus revenue estimates fall by 10%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$52.2m to US$46.8m. Forecast losses increased from -US$0.65 to -US$1.17 per share. Tech industry in the US expected to see average net income growth of 4.8% next year. Consensus price target down from US$13.67 to US$12.33. Share price fell 14% to US$4.92 over the past week.
분석 기사 • May 16Time To Worry? Analysts Are Downgrading Their TransAct Technologies Incorporated (NASDAQ:TACT) OutlookToday is shaping up negative for TransAct Technologies Incorporated ( NASDAQ:TACT ) shareholders, with the analysts...
Price Target Changed • May 13Price target decreased to US$12.33Down from US$13.67, the current price target is an average from 3 analysts. New target price is 152% above last closing price of US$4.89. Stock is down 61% over the past year. The company is forecast to post a net loss per share of US$1.18 next year compared to a net loss per share of US$0.45 last year.
Reported Earnings • May 12First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: US$0.41 loss per share (down from US$0.25 loss in 1Q 2021). Revenue: US$9.70m (up 17% from 1Q 2021). Net loss: US$4.01m (loss widened 82% from 1Q 2021). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 116%. Over the next year, revenue is forecast to grow 25%, compared to a 5.1% growth forecast for the industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Price Target Changed • Apr 27Price target decreased to US$13.67Down from US$20.33, the current price target is an average from 3 analysts. New target price is 120% above last closing price of US$6.22. Stock is down 48% over the past year. The company is forecast to post a net loss per share of US$0.65 next year compared to a net loss per share of US$0.45 last year.
공시 • Apr 19TransAct Technologies Incorporated, Annual General Meeting, May 31, 2022TransAct Technologies Incorporated, Annual General Meeting, May 31, 2022, at 10:00 US Eastern Standard Time. Agenda: To consider election of two directors to each serve a three-year term until the 2025 Annual Meeting of Stockholders and until their respective successors are duly elected and qualified; to ratify the selection of Marcum LLP as the Company's independent registered public accounting firm for 2022; to approve, on non-binding, advisory basis, the compensation of our named executive officers as disclosed in the accompanying Proxy Statement; to approve amendment to the Certificate of Incorporation of the Company to declassify the Board of Directors of the Company; and to transact such other business as may properly come before the Annual Meeting and any adjournment or postponement thereof.
Seeking Alpha • Mar 16TransAct Technologies: Rapid Growth Trajectory From BOHA!After exiting several less profitable and declining businesses, we believe TACT is well-positioned for future growth. TACT is just getting started in a transition from a one-time sale business model to a higher margin recurring revenue business model. Continued labor issues and pressures for businesses to lower costs will add more demand for BOHA!’s automation potential in the back-of-house operations of wherever food is prepared.
Major Estimate Revision • Mar 16Consensus EPS estimates fall by 67%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$55.7m to US$52.2m. Losses expected to increase from US$0.39 per share to US$0.65. Tech industry in the US expected to see average net income decline 2.5% next year. Consensus price target down from US$20.33 to US$13.67. Share price fell 13% to US$7.01 over the past week.
Reported Earnings • Mar 11Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$0.45 loss per share (up from US$0.72 loss in FY 2020). Revenue: US$39.4m (up 29% from FY 2020). Net loss: US$4.15m (loss narrowed 26% from FY 2020). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 27%. Over the next year, revenue is forecast to grow 42%, compared to a 7.0% growth forecast for the industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
공시 • Feb 17TransAct Technologies Incorporated to Report Q4, 2021 Results on Mar 09, 2022TransAct Technologies Incorporated announced that they will report Q4, 2021 results After-Market on Mar 09, 2022
공시 • Feb 11Harbert Discovery Fund and 325 Capital Send Letter to TransAct TechnologiesOn February 8, 2022, Harbert Discovery Fund, LP and 325 Capital, LLC announced that they have delivered a letter to TransAct Technologies Incorporated nominating 2 candidates, Audrey P. Dunning and Daniel M. Friedberg, for election to the Board at the 2022 annual meeting of stockholders of the Company. In the letter, Harbert Discovery Fund also submitted 2 non-binding proposals for consideration by stockholders at the 2022 annual meeting requesting, respectively, that the Board take all necessary steps in its power to (i) declassify the Board (in a manner that does not affect the unexpired terms of the previously elected directors) so that all directors are elected on an annual basis commencing at the next annual meeting of stockholders after the 2022 annual meeting and (ii) separate the Chairman and CEO roles, such that the position of Chairman of the Board may not be held by any individual who is also an officer of the Company.
Recent Insider Transactions Derivative • Nov 23Senior Vice President of Operations notifies of intention to sell stockAndrew Hoffman intends to sell 17k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of November. If the sale is conducted around the recent share price of US$12.17, it would amount to US$205k. Since March 2021, Andrew has owned 13.54k shares directly. Company insiders have collectively bought US$238k more than they sold, via options and on-market transactions, in the last 12 months.
분석 기사 • Nov 22TransAct Technologies (NASDAQ:TACT) Is In A Good Position To Deliver On Growth PlansWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS US$0.097 (vs US$0.12 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$10.6m (up 46% from 3Q 2020). Net income: US$910.0k (up US$1.78m from 3Q 2020). Profit margin: 8.6% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
공시 • Sep 30Transact®Technologies Incorporated to Debut the BOHA!®Work Station and BOHA! Software for Convenience Stores’ Fresh Food Operations at the NACS 2021 in Chicago, IllinoisTransAct®Technologies Incorporated announced that it will debut the BOHA!®Work Station and BOHA! software for convenience stores’ fresh food operations at the National Association of Convenience Stores (“NACS 2021”) on October 5-8, 2021 in Chicago, Illinois. BOHA! is the industry’s first single-vendor solution to combine applications for FDA-compliant Grab ‘n Go Labeling, Digital Food Safety, Tasks and Checklists, Kitchen Production, Temperature Monitoring of Food and Equipment, and Inventory Management in a single platform. NACS 2021 attendees visiting TransAct’s booth (#4384) at McCormick Place will see how convenience store operators can leverage the power of BOHA! to execute their fresh food program with digital precision. The solutions will be on full display at booth (#4384) as TransAct demonstrates its ability to dramatically improve grab ‘n go labeling with on-demand printing from the BOHA! Work Station, calculating food prep lists with food production, managing inventory with predictive ordering and digitized counts as well as digital HACCP-compliant temperature monitoring for food and equipment. In addition, TransAct will be showcasing the newly released BOHA! Work Station which prints 1”-3” wide grab ‘n go labels to accommodate FDA-compliant, dual nutrition fact panels and round parfait labels, along with 300 DPI capabilities for superior print quality.
공시 • Aug 14TransAct Technologies Incorporated has completed a Follow-on Equity Offering in the amount of $10.62125 million.TransAct Technologies Incorporated has completed a Follow-on Equity Offering in the amount of $10.62125 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 732,500 Price\Range: $14.5 Discount Per Security: $0.87
Reported Earnings • Aug 05Second quarter 2021 earnings released: US$0.24 loss per share (vs US$0.25 loss in 2Q 2020)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: US$9.33m (up 76% from 2Q 2020). Net loss: US$2.11m (loss widened 14% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance.
Price Target Changed • Aug 04Price target increased to US$20.50Up from US$16.50, the current price target is an average from 2 analysts. New target price is 28% above last closing price of US$15.99. Stock is up 305% over the past year.
Recent Insider Transactions Derivative • May 16Independent Director exercised options to buy US$126k worth of stock.On the 12th of May, John Dillon exercised options to buy 10k shares at a strike price of around US$11.65, costing a total of US$117k. This transaction amounted to 21% of their direct individual holding at the time of the trade. Since June 2020, John's direct individual holding has increased from 43.53k shares to 56.78k. Company insiders have collectively bought US$302k more than they sold, via options and on-market transactions, in the last 12 months.
