New York, February 20, 2026, 06:21 ET — Premarket action underway.
- OSS stock adds roughly 1.4% premarket, building on yesterday’s 26% surge.
- Company landed $10.5 million in fresh awards connected with the U.S. Navy’s P-8A Poseidon program.
- The company expects these awards to start hitting revenue in 2026, with contributions extending into 2027.
One Stop Systems Inc (OSS.O) tacked on another 1.4% to $10.69 in premarket action Friday, building on Thursday’s 26.2% surge that took the stock to $10.54 at the close. Trading volume soared, with 5.08 million shares moving—more than double its three-month average. 1
This shift is significant: OSS is small, so just landing one program can quickly change near-term outlooks. Investors aren’t satisfied with isolated orders—they’re looking for contracts that provide visibility further out than a couple of quarters.
The company on Thursday announced it secured $10.5 million in fresh contracts—one from the U.S. Navy, another from a U.S.-based prime defense contractor—for work on the P-8A Poseidon reconnaissance aircraft program. Delivery schedules point to added revenue for 2026, with shipments stretching into 2027. “Largest aggregate orders to date” for the P-8A platform, CEO Mike Knowles said. Total contracted revenue on the aircraft has now cleared $65 million. 2
OSS has landed a contract to provide ruggedized data storage gear for the P-8A, supporting C5ISR—which covers command, control, computers, communications, cyber, intelligence, surveillance and reconnaissance, in military parlance. According to the company, these systems feature hot-swappable canisters and high-capacity NVMe flash storage, a fast tech standard designed for heavy data loads. 3
OSS, which makes “edge” computing hardware—think gear that handles data close to its source—sells mainly into defense and industrial projects. The business isn’t exactly smooth; shares often jump or drop when new orders hit.
Still, headline contracts don’t always become revenue right away. Delays in defense procurement happen, options might stay on the table, and funding changes sometimes bump deliveries into future quarters — all risks for a rally sparked by a single announcement.
As the clock ticks toward the 9:30 a.m. ET open, traders are eyeing whether the stock can keep its premarket lift, and if new buyers step in past that initial push. Further P-8A contracts or clarity on delivery schedules might keep attention on the name into next week.
Quarterly results are set to land around March 18, according to Wall Street calendars. Investors want specifics on the timing of new P-8A work showing up in revenue, plus any clarity from management about the 2026 outlook. 4
