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Mobix Labs (MOBX)
NASDAQ:MOBX
US Market
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Mobix Labs (MOBX) AI Stock Analysis

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MOBX

Mobix Labs

(NASDAQ:MOBX)

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Neutral 43 (OpenAI - Gpt-5.6Sol)
Rating:43Neutral
Price Target:
$0.77
▼(-36.20% Downside)
Action:Reiterated
Date:09/24/26
The score is held down primarily by weak financial performance (very small/declining revenue, large losses, and significant cash burn) and a still-bearish technical picture (price below key moving averages and negative MACD). Positive corporate events (strategic acquisitions and governance changes) provide some offset, but reliance on financing and dilution risk, along with limited valuation support due to losses and no dividend, keep the overall score low.
Positive Factors
Improving Gross Margin
A higher gross margin indicates that Mobix Labs is retaining more value from each dollar of sales and that product economics have improved. If maintained while revenue scales, this could provide operating leverage and help narrow losses, although the company remains well below break-even.
Negative Factors
Small, Declining Revenue
Mobix Labs has a very small revenue base and recent contraction, limiting its ability to absorb fixed operating costs or fund product development internally. Persistent volatility also makes growth planning less dependable and leaves the company reliant on successful execution or acquisitions to establish meaningful scale.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving Gross Margin
A higher gross margin indicates that Mobix Labs is retaining more value from each dollar of sales and that product economics have improved. If maintained while revenue scales, this could provide operating leverage and help narrow losses, although the company remains well below break-even.
Read all positive factors

Mobix Labs (MOBX) vs. SPDR S&P 500 ETF (SPY)

Mobix Labs Business Overview & Revenue Model

Company Description
Mobix Labs, Inc. is a fabless chip design firm focused on developing cutting-edge wireless and connectivity solutions. Their offerings cater to modern communication networks, specifically targeting C-Band and mmWave 5G technologies, alongside high...
How the Company Makes Money
Mobix Labs primarily makes money by selling semiconductor and connectivity-related products and solutions to customers (typically OEMs and system designers) and recognizing revenue when those products are delivered/accepted under customer contract...

Mobix Labs Financial Statement Overview

Summary
Overall fundamentals are weak: revenue is very small (~$5.5M TTM) and declined ~22%, operating and net losses are extremely large versus sales, and cash burn is heavy (TTM operating/free cash flow about -$19.2M). Balance sheet leverage appears moderate in the latest snapshot, but the history of negative equity and very negative ROE increases financial risk.
Income Statement
18
Very Negative
Balance Sheet
34
Negative
Cash Flow
15
Very Negative
BreakdownTTMSep 2025Sep 2024Sep 2023Sep 2022Sep 2021
Income Statement
Total Revenue5.52M9.91M6.44M1.22M3.31M435.00K
Gross Profit1.82M5.01M2.55M-396.00K457.00K138.00K
EBITDA-42.11M-41.74M-18.87M-34.91M-22.43M-12.20M
Net Income-48.50M-46.13M-20.03M-39.62M-23.87M-19.99M
Balance Sheet
Total Assets34.93M37.11M39.09M18.75M15.48M18.88M
Cash, Cash Equivalents and Short-Term Investments2.14M3.27M266.00K89.00K178.00K1.01M
Total Debt7.31M6.55M4.88M8.19M6.30M3.41M
Total Liabilities28.69M37.45M33.56M24.09M24.90M18.95M
Stockholders Equity6.25M-336.00K5.53M-5.34M-9.42M-63.00K
Cash Flow
Free Cash Flow-19.24M-10.14M-18.43M-15.26M-321.01K-12.39M
Operating Cash Flow-19.23M-10.11M-18.39M-14.63M-321.01K-10.94M
Investing Cash Flow-19.00K1.00K-1.11M-633.00K70.17M-1.39M
Financing Cash Flow21.15M13.12M19.67M15.17M-69.91M13.07M

Mobix Labs Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.21
Price Trends
50DMA
1.40
Negative
100DMA
1.78
Negative
200DMA
2.65
Negative
Market Momentum
MACD
-0.15
Positive
RSI
31.43
Neutral
STOCH
5.91
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MOBX, the sentiment is Negative. The current price of 1.21 is above the 20-day moving average (MA) of 1.05, below the 50-day MA of 1.40, and below the 200-day MA of 2.65, indicating a bearish trend. The MACD of -0.15 indicates Positive momentum. The RSI at 31.43 is Neutral, neither overbought nor oversold. The STOCH value of 5.91 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MOBX.

Mobix Labs Risk Analysis

Mobix Labs disclosed 60 risk factors in its most recent earnings report. Mobix Labs reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Mobix Labs Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
59
Neutral
$42.83M0.68434.73%―-38.72%16.01%
49
Neutral
$46.36M-0.26-135.06%―-33.68%―
47
Neutral
$19.86M-17.69-43.09%―-16.64%-79.86%
47
Neutral
$202.33M-2.6773.41%―-32.83%-19.93%
43
Neutral
$15.16M-0.11-998.81%―-49.78%43.36%
42
Neutral
$68.10M-30.49-9.54%―108.55%―
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MOBX
Mobix Labs
0.80
-7.71
-90.60%
PXLW
Pixelworks
7.35
-2.28
-23.68%
LEDS
SemiLEDs
2.30
0.16
7.48%
SQNS
Sequans Communications S A
2.97
-6.43
-68.40%
WKEY
WISeKey International Holding
5.95
0.00
0.00%
GCTS
GCT Semiconductor Holding
2.16
0.52
31.71%

Mobix Labs Corporate Events

Business Operations and StrategyFinancial DisclosuresM&A Transactions
Mobix Labs Highlights Drone Growth via Vision Aerial Deal
Positive
Aug 31, 2026
On August 31, 2026, Mobix Labs highlighted the growth outlook of Vision Aerial, the American drone maker it agreed to acquire on July 24, 2026, as part of its strategy to build a broader national-security technology platform. Vision Aerial project...
Business Operations and StrategyExecutive/Board ChangesPrivate Placements and Financing
Mobix Labs Raises New Funding and Amends Agreements
Positive
Aug 28, 2026
On August 28, 2026, Mobix Labs raised new funding by issuing a $1.2 million senior secured convertible promissory note to Leviston Resources at a $1 million purchase price and amending prior agreements, while also selling Series A 10% Convertible ...
Business Operations and StrategyM&A Transactions
Mobix Labs to Acquire Special Project Delivery in Stock Deal
Positive
Aug 13, 2026
On August 13, 2026, Mobix Labs, Inc. announced a definitive all-stock agreement to acquire Special Project Delivery, Inc., a U.S. infrastructure development platform focused on rare earth elements, critical minerals, energy infrastructure and West...
Business Operations and StrategyM&A TransactionsPrivate Placements and Financing
Mobix Labs to Acquire Vision Aerial in Stock Deal
Positive
Jul 29, 2026
On July 24, 2026, Mobix Labs, Inc. agreed to acquire Vision Aerial, Inc. through a two-step merger structure designed to qualify as a tax-efficient reorganization under Section 368(a) of the Internal Revenue Code. Vision Aerial will ultimately be ...
Business Operations and StrategyPrivate Placements and FinancingRegulatory Filings and Compliance
Mobix Labs Issues Convertible Note, Adjusts Capital Strategy
Neutral
Jun 26, 2026
On June 22, 2026, Mobix Labs issued a senior secured convertible promissory note with a principal amount of $2.8 million to Leviston Resources, LLC, yielding approximately $2.3 million in gross proceeds and bearing 10% annual interest with maturit...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 24, 2026