TransAct Technologies (NASDAQ:TACT) Releases Earnings Results, Misses Expectations By $0.03 EPS

TransAct Technologies (NASDAQ:TACT) issued its quarterly earnings data on Tuesday. The technology company reported ($0.11) EPS for the quarter, missing analysts’ consensus estimates of ($0.08) by ($0.03), FiscalAI reports. The firm had revenue of $11.45 million during the quarter, compared to analyst estimates of $11.35 million. TransAct Technologies had a negative return on equity of 2.42% and a negative net margin of 16.05%.

Here are the key takeaways from TransAct Technologies’ conference call:

• The company now owns the BOHA! source code and plans a mid‑2026 launch of its own software platform, enabling cloud migration, an app‑store concept and a push toward higher‑margin recurring revenue with a long‑term target of roughly $200 per machine per month.
• Management guided 2026 net sales of $55–57 million and positive adjusted EBITDA of $0.8–1.5 million, while committing to disciplined, targeted investments in sales and marketing to drive software‑led growth.
• Food Service Technology momentum continued with 7,317 BOHA! terminals sold in 2025 (up 36% YoY), Q4 recurring FST revenue of $3.4 million and a record $2.6 million quarter for labels, bolstering upsell and retention opportunities.
• ARPU declined 14% YoY to $756—partly because many recently sold terminals start without recurring revenue—and casino & gaming showed sequential softening as a large customer works down inventory awaiting approvals, creating near‑term revenue and margin headwinds.

TransAct Technologies Stock Up 4.5%

Shares of NASDAQ:TACT opened at $3.51 on Wednesday. The company has a market cap of $35.49 million, a P/E ratio of -4.39 and a beta of 1.30. The company’s fifty day moving average is $3.70 and its two-hundred day moving average is $4.27. TransAct Technologies has a 12-month low of $3.12 and a 12-month high of $5.70.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Arrowstreet Capital Limited Partnership bought a new stake in shares of TransAct Technologies during the 3rd quarter worth $151,000. Susquehanna International Group LLP acquired a new position in TransAct Technologies during the 3rd quarter worth $225,000. NewEdge Advisors LLC bought a new stake in TransAct Technologies during the third quarter valued at about $290,000. Coldstream Capital Management Inc. acquired a new stake in shares of TransAct Technologies in the third quarter valued at about $58,000. Finally, Geode Capital Management LLC increased its stake in shares of TransAct Technologies by 4.3% in the fourth quarter. Geode Capital Management LLC now owns 115,552 shares of the technology company’s stock worth $462,000 after purchasing an additional 4,742 shares during the period. 74.46% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have issued reports on TACT shares. Zacks Research cut TransAct Technologies from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Weiss Ratings reiterated a “sell (d-)” rating on shares of TransAct Technologies in a research report on Thursday, January 22nd. Finally, Wall Street Zen lowered shares of TransAct Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, December 20th. One investment analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $5.00.

TransAct Technologies Company Profile

TransAct Technologies Inc designs, manufactures and distributes secure card issuance systems and embedded transactional printing solutions for a variety of industries. The company’s portfolio includes high-speed card printers, card personalization and issuance software, as well as embedded printers used in kiosks, point-of-sale terminals, lottery machines and gaming applications. TransAct’s products are built to deliver reliable, on-demand printing and secure card encoding for markets that require rapid, accurate issuance of payment cards, identification badges and tickets.

Within its secure card solutions segment, TransAct offers turnkey systems that integrate card printing, magnetic stripe encoding, smart card personalization and instant card issuance software.