Research Solutions Inc/CA (RSSS)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$2.23+1.36%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · RSSS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -49.5% |
| Our one-year growth estimate | diamond | 1.9% |
Growth built into the price is above our model estimate.
The price assumes 51.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Worth watching into the next print: this name has been missing across recent quarters and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 120 industry peers
RSSS — earnings miss
Dated 2026-05-14
and Exhibit 99.1 attached hereto is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act except as expressly set forth by specific reference in such filing.
Why it matters: Earnings results will provide insight into company performance and growth. A miss could hurt investor confidence.
Watch forEarnings per share reported at or above $0.03.
Also watch forEarnings per share reported below $0.03.
Why it matters: Better cash flow shows stronger financial health and management.
Supportive ifCash flow from operations exceeds $1.0 million in Q2.
Worry ifCash flow from operations remains below $1.0 million in Q2.
Why it matters: Sustained ARR growth shows strong demand for the company's services. This helps management grow.
Supportive ifAnnual recurring revenue (ARR) grew more than 8.5% year-over-year in Q2.
Worry ifARR growth falls below 8.5% year-over-year in Q2.
Why it matters: If the adjusted EBITDA margin goes up, it shows better profits. This can boost investor trust.
Supportive ifAdjusted EBITDA margin was above 12% for Q4.
Worry ifAdjusted EBITDA margin was below 12% for Q4.
Why it matters: A drop in revenue growth could signal a slowdown in the sector. This would impact Research Solutions' performance.
Worry ifSector revenue growth falls below its median level.
Less concerning ifSector revenue growth remains above its median level.
Why it matters: Meeting the 10% growth target is key for management's revenue goals. It shows the company's ability to grow in a tough market.
Supportive ifQ4 revenue exceeds $13.4 million, indicating over 10% growth from Q4 last year.
Worry ifQ4 revenue stays below $13.4 million, failing to meet the growth target.
Why it matters: Faster platform revenue growth shows strong demand for the company's main services.
Supportive ifPlatform revenue growth exceeds 6.6% year-over-year in Q2.
Worry ifPlatform revenue growth falls below 6.6% year-over-year in Q2.
Why it matters: The earnings report will show the company's financial health and growth. Missing expectations may mean bigger problems.
Watch forEarnings report shows results that meet or beat analyst expectations.
Also watch forEarnings report shows results that fall short of analyst expectations.
Why it matters: If cash flow keeps going down, it may mean financial trouble. This can hurt growth plans.
Worry ifCash flow from operations reported below $1 million for Q4.
Less concerning ifCash flow from operations reported at or above $1 million for Q4.
Why it matters: Another earnings miss would show ongoing problems. This could hurt investor trust.
Worry ifThe Q1 earnings report missed what analysts expected.
Less concerning ifThe Q1 earnings were better than analysts thought.
Why it matters: Exceeding 10% growth in ARR would show strong demand and effective sales strategies. This could boost investor confidence.
Supportive ifARR growth exceeds 10% year-over-year in the next earnings report on September 17, 2026.
Worry ifARR growth is below 8% year-over-year in the next earnings report.
Why it matters: Stable cash flow shows better financial health. It also means the company runs efficiently. This can make investors feel more secure.
Supportive ifCash flow from operations exceeds $1 million in the next earnings report.
Worry ifCash flow from operations drops below $1 million in the next earnings report.
Why it matters: Keeping net income over $800,000 shows the company is still making money. This can help how the market views the company.
Supportive ifNet income reported above $800,000 in the next earnings report.
Worry ifNet income falls below $800,000 in the next earnings report.
Why it matters: Exceeding 10% deployment growth would indicate strong demand for the platform. This could signal a positive trend in customer acquisition.
Supportive ifDeployment growth is more than 10% each year in the next earnings report.
Worry ifDeployment growth is below 5% year-over-year in the next earnings report.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$130 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $437 loss on $10,000 · 4.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,646 loss on $10,000 · 46.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.