While Magnificent Seven stocks such as NVIDIA, Alphabet and Amazon are the tech sector’s most recognizable barometers – heralding the ongoing rise of AI across industries, and with it the reignition of innovation across the globe – their daily multi-billion dollar fluctuations in market cap mask high-potential opportunities in the small and micro-cap spaces yet to reach the limelight.
One of these opportunities is little-known Gatekeeper Systems (TSXV:GSI), market cap C$63.90 million, a smart video and data technology stock focused on transportation services, including school buses and public transit, equipping them with cameras, mobile data collectors and AI-enabled software to optimize both passenger safety and service efficiency.
The company, founded in 2013, has built a three-year track record of profitable growth backed by fundamentals supporting long-term value creation. Here are the numbers:
- Revenue growth of 119.4 per cent from C$17.23 million in 2021 to C$37.81 million in 2024, followed by a respectable over C$13 million collected in 2025 through Q2.
- Positive net income in four out of the past five years, including C$1.88 million in 2022, C$2.81 million in 2023 and C$1.99 million in 2024. Though the company has posted a net loss over the first two quarters of 2025, its transit contract win rate is steadily increasing, as detailed in its Q2 2025 news release.
In terms of market share, these figures translate into more than 200,000 video devices and 57,000 mobile data collectors installed to date across all modes of transportation, spanning 60 transit customers, customers in every North American state and province, and about 25 per cent of the North American school district market, with more than 3,500 districts on the Gatekeeper platform.
From this position of strength, and with a transit market tailwind at its back (slide 11), Gatekeeper is focused on closing numerous contracts in its pipeline and parlaying major contract wins – including the Toronto Transit Commission and the Southeastern Pennsylvania Transportation Authority (slide 12) – into further growth supported by recent investments in sales, engineering and legal.
The broader market has shown conviction in the company’s growth plan, lifting Gatekeeper Systems stock (TSXV:GSI) by 195.65 per cent since 2020, almost tripling the TSX’s return over the period. Shares last traded at C$0.68.
Join the discussion: Find out what everybody’s saying about this micro-cap tech stock on the Gatekeeper Systems Inc. Bullboard and check out Stockhouse’s stock forums and message boards.
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