This small AI stock is up 767% and Wall Street still calls it 'overlooked'


With the AI boom dominated by a handful of blue-chip giants, it’s easy for smaller players to slip through the cracks.

Total Site Solutions, Inc. (TSSI), a Texas-based firm that provides integration services for data centers and server rack infrastructure, might be one of them.

TSS handles hardware deployment, maintenance, and procurement for server centers powering AI and cloud computing.

Its customer list includes some of the biggest names in tech and retail — Walmart (WMT), Microsoft (MSFT), and Dell Technologies (DELL) among them.

The stock has soared 767.5% over the past year. And yet, earlier this year, the Schwab Network named it one of its “overlooked” stocks due to the lack of analyst coverage and limited press attention.

Schwab interview

“It’s been a remarkable mover, and it’s tough to find names like this that are obvious,” said Schwab Network correspondent George Tsilis.

“It doesn’t have any analyst coverage, which is probably another reason we haven’t really picked up on it.”

TSSI was a penny stock as recently as April 2024, Tsilis noted. But its performance over the past year appears to justify the triple-digit rally.

In March, the company reported full-year revenue of $148.1, a 172% increase from the prior year. That included:

Gross profit doubled to $22.4 million, up 103% across all service lines.

“The outlook for our industry is robust with significant capital investment flowing into AI-enabling technologies,” said CEO Darryll Dewan.

“With a strong operational foundation established and capacity expansion underway, we are confident in our ability to capitalize on these trends... and further enhance value for our shareholders.”

Big upside, but big risk, too

In its latest earnings release, TSS said it signed a multi-year agreement with its largest customer to help execute that customer’s AI rack integration roadmap.

According to Tsilis, that customer is Dell, a major player in AI infrastructure.

“They’re working in tandem with Dell to build out server rack systems for major AI clients and data centers,” he said.

But there’s a flip side. In its SEC filing, the company disclosed just how dependent it is on that relationship.

“Revenues from our largest customer comprised 99% and 96% of our total revenues in the years ended December 31, 2024 and 2023,” it wrote.

TSS says it's working to diversify and broaden its customer base, but it hasn’t said when that might materialize.

Still, in a sector riding high on secular tailwinds — including the data center boom and Trump’s $500-billion Stargate AI initiative with OpenAI, Oracle, and SoftBank — TSS may have more room to run.

“This is a company that’s gaining traction in sales and operating margin growth, and they’ve secured some big customers,” said Tsilis. “It’s a company that’s really locked into this ecosystem.”


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