TransAct Technologies Incorporated (TACT) AI Stock Analysis

TransAct Technologies Incorporated specializes in the design, development, and global marketing of transaction-based printers and terminals. Established in 1996 and based in Hamden, Connecticut, the company provides thermal printers and terminals that produce receipts, tickets, labels, coupons, and other transaction records. It also supplies consumable products including POS receipt paper, inkjet cartridges, and ribbons, alongside maintenance and repair services. Its software solutions include the EPICENTRAL print system, which allows casino operators to print promotional coupons at slot machines. Additionally, its BOHA! terminal combines hardware, an operating system, touchscreen, and thermal print mechanisms under brands such as BOHA!, AccuDate, Epic, Ithaca, EPICENTRAL, and Printrex.

TransAct experienced significant revenue fluctuations over recent fiscal periods. Annual revenue rose from $39.4M in FY2021 to $58.1M in FY2022 and peaked at $72.6M in FY2023, when net income reached $4.7M with an operating margin of 7.9%. Revenue then dropped 40.3% to $43.4M in FY2024, posting a net loss of -$9.9M. In FY2025, revenue rebounded 18.7% to $51.5M, while net loss narrowed to -$1.2M and gross margin stood at 48.6%. Over the five years from FY2020 to FY2025, revenue posted a CAGR of 11.0%. For the latest quarter ended June 30, 2026, quarterly revenue grew 1.1% year-over-year, and quarterly earnings grew 3605.7%.

As of June 30, 2026, TransAct held $19.4M in cash and short-term investments against total debt of $3.2M, leaving net cash of $16.2M. The company maintains a current ratio of 2.65 and a debt-to-equity ratio of 0.10 on shareholders' equity of $32.7M. Total assets stood at $51.0M. During FY2025, operating cash flow reached $7.7M and free cash flow was $7.6M. Capital expenditures for FY2025 were $109,000, while the share count expanded by 4.5% over five years.

TACT carries a market cap of $44.9M and an enterprise value of $38.6M. Its forward P/E of 47.4x and EV/EBITDA of 44.4x compare to 18.8x and 16.6x, respectively, for the median of its US-listed Technology peers. However, its price-to-sales of 0.8x and EV/revenue of 0.7x sit below the peer medians of 2.8x. The stock has gained 8.8% year-to-date and trades at $4.35, which is 1.4% above its 200-day average. Over the past year, TACT declined 9.0%, underperforming the SPY return of 16.8%, and over five years it fell 69.1% against an 83.0% gain for SPY.

Wall Street coverage includes a mean price target of $7.00, representing 60.9% upside from the last close of $4.35. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $56.2M and EPS of -$0.04, reflecting expected EPS growth of 66.7%. For the next fiscal year, one analyst projects revenue of $58.3M and an EPS of -$0.14. Over the last four quarters, the company beat EPS estimates twice. The next earnings release date is scheduled for November 9, 2026.

This page is an AI-written research summary of TransAct Technologies Incorporated (TACT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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