Research Solutions Inc/CA (RSSS)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$1.860.00%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
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 | -39.6% |
| Our one-year growth estimate | diamond |
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.
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 2026-11-04.
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.
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.
| 4.0% |
Growth built into the price is above our model estimate.
The price assumes 43.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
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 2026-11-04 · Compared with 36 industry peers
RSSS — earnings in line
Dated 2026-09-09
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: Cash from operations fell to $5.3 million in FY26 from $7.0 million. The company linked the drop to payment timing, so the next result can test that claim.
Watch forQ1 FY27 cash from operations is above $1.8 million, the Q4 FY26 level.
Also watch forQ1 FY27 cash from operations is below zero.
Why it matters: New AI tools link Scite and Article Galaxy with tools such as ChatGPT and Claude. More paid use would show that these launches can add recurring sales.
Supportive ifThe Nov. 12 report shows AI-related ARR above $0.8 million, with paid use across the new products.
Worry ifAI-related ARR stays at or below $0.8 million, or the company reports no paid use of the new products.
Why it matters: Transaction sales fell 8.7% in FY26 as paid orders declined. A further drop would show that platform growth has not stopped this drag.
Worry ifQ1 FY27 transaction revenue is down more than 8% year over year, or paid order volume falls again.
Less concerning ifQ1 FY27 transaction revenue is flat or higher year over year, and paid order volume rises.
Why it matters: The shift to platform sales raised FY26 gross margin to 51.9%. A further rise would show that the higher-margin mix continues to help.
Supportive ifQ1 FY27 gross margin is above 51.9%, while platform revenue remains at least 43% of total revenue.
Worry ifGross margin falls below 51%, or platform revenue drops below 43% of total revenue.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$96 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $408 loss on $10,000 · 4.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,281 loss on $10,000 · 42.8% | 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.
Why it matters: B2B ARR grew 14.1% in FY26. A similar pace would show that new sales and customer add-ons still drive growth.
Supportive ifIn the Nov. 12 report, B2B ARR is above $16.2 million and up more than 14% year over year.
Worry ifB2B ARR grows less than 10% year over year or falls below $16.2 million.