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

TransAct Technologies (NASDAQ:TACT) posted its quarterly earnings data on Tuesday. The technology company reported ($0.11) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.08) by ($0.03), FiscalAI reports. The firm had revenue of $11.45 million for the quarter, compared to the consensus estimate of $11.35 million. TransAct Technologies had a negative return on equity of 3.96% and a negative net margin of 2.41%.

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 Performance

Shares of TACT stock opened at $3.21 on Thursday. TransAct Technologies has a 52-week low of $3.12 and a 52-week high of $5.70. The stock has a market cap of $32.45 million, a price-to-earnings ratio of -26.75 and a beta of 1.30. The firm has a fifty day moving average of $3.69 and a 200-day moving average of $4.27.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on TACT shares. Zacks Research cut TransAct Technologies from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 6th. Wall Street Zen cut shares of TransAct Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, December 20th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of TransAct Technologies in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $5.00.

Institutional Investors Weigh In On TransAct Technologies

Several large investors have recently modified their holdings of the stock. Renaissance Technologies LLC boosted its stake in TransAct Technologies by 4.5% in the 4th quarter. Renaissance Technologies LLC now owns 417,437 shares of the technology company’s stock valued at $1,670,000 after buying an additional 18,122 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of TransAct Technologies by 4.3% during the fourth quarter. Geode Capital Management LLC now owns 115,552 shares of the technology company’s stock valued at $462,000 after acquiring an additional 4,742 shares during the period. NewEdge Advisors LLC lifted its holdings in shares of TransAct Technologies by 66.1% during the fourth quarter. NewEdge Advisors LLC now owns 88,782 shares of the technology company’s stock valued at $355,000 after acquiring an additional 35,322 shares during the period. Heron Bay Capital Management acquired a new stake in shares of TransAct Technologies in the 4th quarter valued at $236,000. Finally, Susquehanna International Group LLP acquired a new stake in shares of TransAct Technologies in the 3rd quarter valued at $225,000. 74.46% of the stock is currently owned by institutional investors.

About TransAct Technologies

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.