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TACT

TransAct Technologies Incorporated Common Stock (TACT) fair value

Technology · Computer Hardware · NASDAQ · United States
$5.27-1.50%
Market cap $54MNext earnings 2026-11-09Updated Oct 22, 2026
Add earnings to calendarGoogle
Our verdict
Trades 76% above our fair value
Price
$5.27
Model fair valueConfidence: good
$2.99
Model range
$2.08 to $3.45
Fair value $2.99
Price $5.27
2 models fit TransAct Technologies Incorporated Common Stock and they disagree: 0 of 2 land within 15% of the average. The price is above every model.
Two or more of our models back this value.
Large premium(i)
Valued as a cyclical company: EV/EBITDA comparison and Discounted cash flow.
ACCE opinionTransAct Technologies Incorporated Common Stock (TACT)
Fair value (2 models)
$2.99
ACCE price target
$4.51
Rating
Overvalued
Horizon
12 months
Fair value published on 14 Oct 2026, 00:00 CEST; previously $3.06 since 6 Oct 2026, 00:00 CEST.
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Rating published on 18 Oct 2026, 17:04 CEST.
Price used: $5.27 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
76.0% above
-43.2% to fair value
ACCE score
55
out of 100
Analysts
100% buy
1 covering
1-year return
+13.3%
Dividend yield
0.00%

TransAct Technologies Incorporated Common Stock in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

TransAct Technologies makes thermal receipt and label printers, point-of-sale and kiosk printing hardware, and the software that runs them, mostly sold into retail, hospitality and gaming. Its edge is installed-base stickiness: printers in restaurants, casinos and retail chains get replaced on a service cycle and carry consumables and support revenue, which keeps gross margin near 49.6%. Revenue growth is essentially flat at 1.1%, and operating margin sits at -0.4%, so there is no visible operating leverage yet. The stock trades at a forward P/E of 47.4 on a $47M market cap, which means the market is pricing a margin recovery that the trailing numbers do not yet show. With a score of 50/100 and no index membership, this is a small, illiquid name where the case rests on whether gross margin converts into operating profit, and that is worth checking in the next quarterly filings before anything else.

AI-assisted·How I use AIWritten Oct 18, 2026
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
  • high
    Score down sharply
    ACCE score fell 13 points in 90 days, from 65 to 52. Quality (43) and valuation (40) are the weak components driving it.
  • high
    Price above model fair value
    Price of $5.27 trades 76.0% above the model fair value of $2.99, and 16.9% above the ACCE price target of $4.51.
  • moderate
    Revenue growth stalled
    Revenue grew just 1.1% year on year and fell 4.5% quarter on quarter, against an 11.0% five-year CAGR. Operating margin is slightly negative at -0.4%.
  • moderate
    Earnings growth misleading
    The +3605.7% earnings jump comes off a near-zero base. Net margin is still -0.8% and ROE is -1.3%, so profitability has not really recovered.

AI research notes

AI-assisted·How I use AIWritten Oct 23, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Free cash flow over the last twelve months reached $8M, and the stock's free cash flow yield stands at 15.7%.
  • Debt is light, with debt to equity at 0.11, leaving little balance sheet strain for a small company.
Why it could disappoint
  • The stock trades 76.0% above the model fair value of $2.99, so the valuation models do not support today's price.
  • Net margin is -0.8% and return on equity is -1.3%, so the business is not yet earning a profit on shareholder capital.
  • Revenue grew only 1.1% year over year, far below the 11.0% five-year average, suggesting growth has slowed sharply.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Nov 9, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where TACT's valuation models land
Price
$5.27
Model fair value
$2.99
Model range
$2.08 to $3.45
Fair value $2.99
Price $5.27
The price is above the whole model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bullish100% buy · 1 covering analyst
● Strong buy 0● Buy 1● Hold 0● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
Do politicians beat the market? Our backtest →
Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+21.1%
1 month
+5.2%
3 months
+4.8%
6 months
+53.6%
YTD
+31.8%
1 year
+13.3%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
18 Oct 2026, 17:04 CESTRatingOvervaluedfirst publication$4.35
15 Oct 2026, 00:00 CESTACCE price target$4.51first publication$4.51
14 Oct 2026, 00:00 CESTFair value$3.01$3.06$4.37
6 Oct 2026, 00:00 CESTFair value$3.06$3.02$4.81
1 Oct 2026, 00:00 CESTFair value$3.02$3.06$4.63
26 Sept 2026, 00:00 CESTFair value$3.06$3.16$4.91
23 Sept 2026, 00:00 CESTFair value$3.16$2.97$5.15
21 Sept 2026, 00:00 CESTFair value$2.97$3.13$5.10
15 Sept 2026, 00:00 CESTFair value$3.13$3.18$5.16
5 Sept 2026, 00:00 CESTFair value$3.18$3.06$5.16

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth55Value37Quality43Momentum83Total55
Valuation
Trailing P/E
no data
Forward P/E
-52.7x
PEG
no data
P/B
1.58x
EV / Revenue
0.7x
Book value/sh
$3.17
Enterprise value
$39M
Profitability
ROE
-1.3%
FCF yield
13.82%
ROIC
-2.9%
Health and risk
Debt / equity
0.11
Dividend yield
0.00%
Beta
1.25

Price

+11.2% · 1Y

Ask anything about TACT

Answered from TransAct Technologies Incorporated Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
ROEbetter than 100% of peers
low -162%-1%high -1%
Div yieldbetter than 100% of peers
low 0.0%0.0%high 0.0%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
TACT TransAct Technologies Incorporated Common Stock$5.27$376% above--1.3%4355
FRACTL.ST Fractal Gaming Group AB (publ)kr 13.52----5.9%3935
CAN Canaan Inc. American Depositary Shares$0.22----97.1%3123
BKHT.DE Brockhaus Technologies AG€16.50----7.0%6139
TOBII.ST Tobii AB (publ)kr 0.68----61.6%4240
BGIN Bgin Blockchain Limited Class A Ordinary Shares$1.94----161.9%3119
VELO Velo3D Inc. Common stock$6.49----61.4%2249

Sector report card

Where TACT ranks against its sector peers on each metric.

Computing percentiles…
  • Business Wire•Oct 13, 2026
    HHS and TransAct Celebrate the People Behind Kitchen Excellence at the 2026 HHS Chef Showdown
  • Business Wire•Sep 23, 2026
    TransAct to Launch EPIC TT+, Advancing Its Gaming Technology Beyond the Slot Floor
  • Business Wire•Aug 11, 2026
    TransAct Technologies Reports Preliminary Second Quarter 2026 Financial Results
6 more press releases · full archive on Investor+.INVESTOR
37 filings
August 2026
Aug 14
10-QQuarterly reportPeriod 2026-06-30
View on SEC →
Aug 11
8-KCurrent reportPeriod 2026-08-10
View on SEC →
Aug 4
Form 4Insider transactionPeriod 2026-08-03
View on SEC →
34 more filings + AI summaries on Investor+.INVESTOR