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MOBX

Mobix Labs, Inc.
MOBX stock: dilution, delisting risk, reverse split — what the SEC filings say, updated every weekday morning.
Nasdaq · Semiconductors & Related Devices · EDGAR filings (CIK 1855467) · 17 signals · 2 setups · updated Sep 22, 2026

What the filings say Pressure ▼

Listing is at risk and the usual cures are constrained. Next thing to watch: a reverse-split proxy, a hearings-panel 8-K, or a Form 25.

Radar 86 (high attention) · dilution pressure high · listing risk high · governance risk elevated · runway 1.7 mo · strongest signal: MVLS deficiency (Aug 28, 2026)

What would confirm: Nasdaq 'Pending Suspension' listing, Form 25, hearings-panel denial 8-K, or a reverse-split proxy.
What would prove it wrong: 8-K announcing regained compliance; equity raise that restores stockholders' equity; MVLS back above threshold for 10+ days.

Direction is stated for existing shareholders (▼ more shares / survival or listing risk; ▲ insiders or holders buying). It is a characterization of the filings, not a forecast or a recommendation.

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86Radar · attention score (0–100)
86Dilution pressure · financing + balance sheet
79Listing risk · exchange standards
47Governance risk · reporting, auditor, going concern

Setups

Independent filings stitched into a thesis, each with what would confirm and what would prove it wrong.

Listing cliff Pressure ▼ strength 0.80

Listing is at risk and the usual cures are constrained. Next thing to watch: a reverse-split proxy, a hearings-panel 8-K, or a Form 25. Exchange deficiency plus a structural reason cure is hard (sub-$5M float, negative equity, no cash, or a reverse split already used). Under Nasdaq's 2026 rules (one reverse split per 12 months; $5M MVLS floor with no cure period from Sept 2026) the usual escape hatches are narrower.

Would confirm: Nasdaq 'Pending Suspension' listing, Form 25, hearings-panel denial 8-K, or a reverse-split proxy.
Would invalidate: 8-K announcing regained compliance; equity raise that restores stockholders' equity; MVLS back above threshold for 10+ days.
MVLS deficiencyReverse split

Death-spiral watch Pressure ▼ strength 0.80

Variable-priced paper is outstanding while the listing is under stress — the structure where dilution can accelerate. Watch the share count each quarter. Discount-priced or variable-priced securities are outstanding while the company is managing its listing with reverse splits/notices. Each conversion lowers the price, which lowers the next conversion price.

Would confirm: Rising share count in 10-Q cover vs prior quarter; repeated 424B3 resales; another reverse split proposal.
Would invalidate: Notes repaid in cash / equity line terminated (8-K 1.02); share count flat quarter over quarter.
Convertible noteEquity lineMVLS deficiencyReverse split

Analyst note

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Balance sheet (XBRL)

$2.6Mcash + short-term investments as of Mar 31, 2026
1.7 moestimated runway (annualized 181-day YTD operating cash flow [companyfacts])
$8.8Mstockholders' equity as of Mar 31, 2026
$30.5Mpublic float (10-K cover)
n/ashares outstanding

Runway = liquidity ÷ monthly operating burn at the latest reported period · balance sheet 175 days old. A financing after the balance-sheet date is the main reason a figure can be stale — check the timeline below for offerings since then.

Signal timeline

Last 30 days of filing signals plus current balance-sheet flags, newest first. ▼ pressure · ▲ support · hover a score for its components; every row links to the filing.

DateSignalEvidenceScore
Sep 14, 2026▼ Reverse split “reverse split” language in DEF 14A (DEF 14A) filed 2026-09-14 filing 30
Sep 3, 2026▼ Shelf effective EFFECT notice 2026-09-03 filing 21
Aug 28, 2026▼ MVLS deficiency “mvls deficiency” language in 8-K (EX-4.2) filed 2026-08-28 filing 51
Aug 28, 2026▼ Equity line “equity line” language in 8-K (EX-4.1) filed 2026-08-28 filing 45
Aug 28, 2026▼ ATM program “atm” language in 8-K (EX-4.1) filed 2026-08-28 filing 40
Aug 28, 2026▼ Convertible note “convertible note” language in 8-K (EX-4.1) filed 2026-08-28 filing 39
Aug 28, 2026▼ PIPE “pipe” language in 8-K (EX-10.2) filed 2026-08-28 filing 38
Aug 28, 2026▼ Unregistered sale 8-K Item 3.02 filed 2026-08-28 (accepted 17:23 ET) filing 35
Aug 28, 2026▼ Reverse split “reverse split” language in 8-K (EX-4.2) filed 2026-08-28 filing 35
Aug 28, 2026▼ Delisting language “delisting notice” language in 8-K (EX-4.1) filed 2026-08-28 filing 32
Aug 28, 2026▼ Shelf filed S-1 filed 2026-08-28 filing 31
Aug 28, 2026· Officer/director change 8-K Item 5.02 filed 2026-08-28 (accepted 17:23 ET) filing 30
Aug 28, 2026▼ Holder rights modified 8-K Item 3.03 filed 2026-08-28 (accepted 17:23 ET) filing 30
Aug 28, 2026▼ Reverse split “reverse split” language in PRE 14A (PRE 14A) filed 2026-08-28 filing 30
Aug 28, 2026▼ New debt obligation 8-K Item 2.03 filed 2026-08-28 (accepted 17:23 ET) filing 30
Mar 31, 2026▼ Runway < 6 months ~1.7 months runway: liquidity $2,563,000 as of 2026-03-31, burn $18,183,453/yr (annualized 181-day YTD operating cash flow [companyfacts]) filing 36
Mar 31, 2026▼ Cash < current liabilities Liquidity $2,563,000 vs current liabilities $24,026,000 filing 22

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