Added to YB: 2026-05-25
Pitch date: 2026-05-21
TACT [bullish]
TransAct Technologies Incorporated
+28.43%
current return
Author Info
No bio for this author
Company Info
TransAct Technologies Incorporated designs, develops, and markets transaction-based and specialty printers and terminals in the United States and internationally.
Market Cap
$51.4M
Pitch Price
$3.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
37.92
P/E
-98.62
EV/Sales
0.74
Sector
Technology Hardware, Storage and Peripherals
Category
growth
TransAct Technologies (NasdaqGM: $TACT): The label that sticks
TACT: Thermal printing co pivoting to food service tech platform. BOHA! segment (terminals+SaaS+labels) replaces pen-and-paper food safety workflows; hardware-software bundle creates moat vs pure software players. 19,959 active T2 units, ~40k legacy base for upgrade. ARR $13.2M, 36% CAGR '19-'25. Mgmt targets $150/unit/mo uplift = $36M ARR (3x current) on existing base alone. Casino duopoly (TITO printers) generates cash flow. New CEO Dillon (ex-Salesforce, sold Navis to Zebra) buying shares, activist-backed. $22M for operating biz doing $14M/qtr. Risks: QSR use terminals w/o SaaS adoption, casino OEM volatility, 100% Thailand mfg tariff exposure.
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