Overview
U.S. modular data center provider's Q4 revenue surged 548% yr/yr, driven by AMA with New APR
Net loss for Q4 narrowed 6% yr/yr as higher revenue offset increased operating expenses
Outlook
Duos expects 2026 revenue to exceed $50 mln, with most recognized in the second half
Company sees growth in services revenue from hosting and technology solutions in 2026
Duos says demand for AI and data center offerings remains strong, supporting backlog and pipeline
Result Drivers
AMA WITH NEW APR - Execution of the AMA with New APR drove substantial services revenue and improved gross margins in Q4
EDGE DATA CENTER HOSTING - Company began recognizing hosting revenue from Edge Data Centers, though scale remains limited
OPERATING EXPENSES - Higher operating expenses in Q4 were mainly due to non-cash stock-based compensation and one-time personnel costs
Company press release: ID:nGNX4J1Tf8
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$9.5 mln
$10 mln (1 Analyst)
Q4 EPS
-$0.15
Q4 Net Income
-$3.2 mln
Q4 EBIT
Miss
-$3.4 mln
$100,000 (1 Analyst)
Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Duos Technologies Group Inc is $14.00, about 122.4% above its March 30 closing price of $6.30
The stock recently traded at 52 times the next 12-month earnings vs. a P/E of 149 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)