Why Lucid Sees AI Tailwinds Driving Long-Term Upside for TSS Despite Near-Term Revenue Drop

Group 1 - TSS, Inc. is recognized as one of the best-performing small-cap tech stocks over the past three years, with a recent Buy rating and a $15 price target from Lucid Capital Markets, indicating a potential upside of approximately 56% from its price of $9.63 at the time of the report [1] - TSS is positioned to benefit from the AI data-center buildout as a systems integrator, working closely with Dell to procure hardware, build server racks, and maintain networks for enterprise customers, despite an expected revenue decline of around 24% in 2026 due to previous high-volume, low-margin procurement [2][3] - The valuation of TSS is highlighted as a concern, trading at less than 1x on EV/Sales with limited institutional ownership, suggesting that the stock may be under-recognized in the market [3] Group 2 - TSS provides data-center services and AI/HPC infrastructure integration, focusing on procurement, rack buildout, and lifecycle services for enterprise and technology customers, with operations closely tied to Dell's server ecosystem [3]