AtlasClear Delivers Breakout October Performance with Triple-Digit Revenue and Earnings Growth in Wilson-Davis FOCUS Filing
Rhea-AI Summary
AtlasClear (NYSE American: ATCH) reported strong October 2025 results from its subsidiary Wilson-Davis in a FINRA FOCUS filing. October revenue was $3,051,661 (a 113% year-over-year increase vs. $1,433,626 in Oct 2024). October net income was $940,268 (a 169% year-over-year increase vs. $349,447 in Oct 2024). Net capital totaled $14,935,193 as of October 31, 2025, up 40% year-over-year.
The company cited elevated client activity, growing underwriting activity, operating leverage, a recent acquisition of Wilson-Davis, and a recently announced financing as supporting factors for the momentum into FY2026.
Positive
- Revenue +113% YoY — $3,051,661 in Oct 2025
- Net income +169% YoY — $940,268 in Oct 2025
- Net capital +40% YoY — $14,935,193 as of Oct 31, 2025
- Operational drivers cited: elevated client and underwriting activity
Negative
- None.
News Market Reaction
On the day this news was published, ATCH gained 3.19%, reflecting a moderate positive market reaction. Argus tracked a peak move of +2.0% during that session. Argus tracked a trough of -5.1% from its starting point during tracking. Our momentum scanner triggered 6 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $1M to the company's valuation, bringing the market cap to $48M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
While ATCH was up 0.28%, key peers like CETX (-3.6%), TAOP (-1.75%), OLB (-1.9%), RVYL (-1.39%), and BNAI (-2.07%) were all down, indicating a stock-specific move rather than a sector trend.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 01 | Subsidiary metrics update | Positive | +3.2% | Wilson-Davis October 2025 revenue, earnings, and net capital growth disclosed. |
| Nov 24 | Conference participation | Neutral | +1.2% | NobleCon21 presentation and 2026 roadmap, with webcast and investor meetings. |
| Nov 14 | Quarterly earnings update | Positive | -1.1% | Fiscal Q1 2026 results, going concern uncertainty removed, financing detailed. |
| Oct 29 | Conference announcement | Neutral | -3.1% | ThinkEquity conference presentation with webcast and investor meeting access. |
| Oct 27 | Subsidiary earnings update | Positive | +3.1% | Wilson-Davis Q1 FY2026 revenue, net income, and net capital growth reported. |
Across the last five events, three price reactions aligned with generally positive or neutral news, while two diverged, including a mild selloff after an earnings update with improving fundamentals.
This announcement continues a series of updates highlighting Wilson-Davis’s role in AtlasClear’s growth. Prior news on Oct 27, 2025 reported Q1 FY2026 Wilson-Davis net income of $900,475 and revenue of $4,253,741, both up roughly 50% year-over-year. The Nov 14, 2025 fiscal Q1 2026 report showed revenue of $4.25M and positive stockholders’ equity of $6.86M, alongside a $20M financing and Wilson-Davis net capital of $12.28M. Today’s October 2025 FOCUS figures extend that profitability and capital build at the subsidiary level.
Market Pulse Summary
This announcement highlights Wilson-Davis’s October 2025 revenue of $3,051,661 and net income of $940,268, with net capital of $14,935,193, all showing substantial year-over-year growth. Combined with earlier disclosures of a $20M financing and improved equity position, the update reinforces the subsidiary’s role in AtlasClear’s strategy. Investors may watch whether this operational momentum persists in future FOCUS reports and quarterly filings, and how it interacts with the broader capital structure and regulatory filings already disclosed.
Key Terms
focus report regulatory
finra regulatory
AI-generated analysis. Not financial advice.
October Revenue Up
TAMPA, Fla., Dec. 01, 2025 (GLOBE NEWSWIRE) -- AtlasClear Holdings, Inc. (NYSE American: ATCH) (“AtlasClear” or the “Company”), a technology-enabled financial services platform modernizing trading, clearing, settlement, and banking, today announced that its wholly owned subsidiary, Wilson-Davis & Co. (“WDCO”), has filed its October 2025 FOCUS Report with FINRA, reflecting another month of exceptional growth and operational momentum.
For October 2025, Wilson-Davis reported:
- Revenue:
$3,051,661 — a113% year-over-year increase compared to$1,433,626 in October 2024 - Net Income:
$940,268 — a169% year-over-year increase compared to$349,447 in October 2024 - Net Capital:
$14,935,193 as of October 31, 2025 -- a40% year-over-year increase compared to$10,641,242 as of October 31, 2024
October represents one of the strongest months since AtlasClear’s acquisition of Wilson-Davis, supported by elevated client activity, growing underwriting activity, and strong operating leverage.
“Wilson-Davis delivered another excellent month, continuing the trajectory we saw throughout Q1 FY2026,” said Craig Ridenhour, President of AtlasClear Holdings. “October revenue more than doubled year over year, and net income nearly tripled. The consistency of these results highlights the strength of our platform and the durability of our growth drivers.”
“We are executing against a clear strategy to build a modern, technology-forward clearing and banking platform,” added John Schaible, Executive Chairman of AtlasClear Holdings. “Combined with our recently announced financing and improving capital position, these results further validate our path and reinforce our conviction in the opportunities ahead for 2026 and beyond.”
About AtlasClear Holdings, Inc.
AtlasClear Holdings, Inc. (NYSE American: ATCH) is building a cutting-edge, technology-enabled financial services platform designed to modernize trading, clearing, settlement, and banking for emerging financial institutions and fintechs. Through its subsidiary Wilson-Davis & Co., Inc., a full-service correspondent broker-dealer registered with the SEC and FINRA, and its pending acquisition of Commercial Bancorp of Wyoming, AtlasClear seeks to deliver a vertically integrated suite of brokerage, clearing, risk management, regulatory, and commercial banking solutions. For more information, visit www.atlasclear.com.
Forward-Looking Statements
This communication contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, that reflect AtlasClear Holdings’ current views with respect to, among other things, its future operations and financial performance. Forward-looking statements in this communication may be identified by the use of words such as "anticipate," "assume," "believe," "continue," "could," "estimate," "expect," "foreseeable," "future," "intend," "may," "outlook," "plan," "potential," "proposed," "predict," "project," "seek," "should," "target," "trends," "will," "would" and similar terms and phrases. Forward-looking statements contained in this communication include, but are not limited to, statements as to (i) the Company’s expectations regarding planned future growth and financial results, (ii) AtlasClear Holdings’ expectations regarding future financings, (iii) AtlasClear Holdings’ expectations as to future operational results, (v) AtlasClear Holdings’ anticipated growth strategy, including its planned acquisition of Commercial Bancorp of Wyoming, and (v) the financial technology of AtlasClear Holdings. Forward-looking statements are based on current expectations and assumptions that are subject to risks and uncertainties, many of which are beyond the Company’s control. Actual results may differ materially from those anticipated. For additional details regarding risks and uncertainties, please refer to AtlasClear Holdings’ filings with the SEC, including its Form 10-Q for the quarter ended September 30, 2025, and its Annual Report on Form 10-K filed September 29, 2025. AtlasClear Holdings undertakes no obligation to update or revise forward-looking statements, except as required by law.
Company Contact:
AtlasClear Holdings, Inc.
Email: AtlasClearIR@atlasclear.com
Investor Relations Contact:
Jeff Ramson, CEO
PCG Advisory, Inc.
Email: jramson@pcgadvisory.com
FAQ
What were AtlasClear (ATCH) October 2025 revenue and net income numbers?
How much did Wilson-Davis revenue grow YoY in October 2025 for ATCH?
What was AtlasClear's net capital at October 31, 2025 and its YoY change (ATCH)?
What drivers did AtlasClear cite for October 2025 performance for ATCH?
Does the October 2025 FOCUS filing for ATCH reference acquisition or financing?
How did AtlasClear describe October 2025 relative to prior months for ATCH?
