Mobix Labs Inc Stock Price, News & Analysis

Mobix Labs (Nasdaq: MOBX), a provider of advanced connectivity solutions, reported significant growth for fiscal 2025, with revenue increasing over 50% year-over-year. The company's expansion was driven by strong demand across aerospace, defense, and wireless markets, complemented by strategic acquisitions.

Despite quarterly revenue fluctuations due to customer program timing, Mobix Labs enters fiscal 2026 with record customer momentum and its strongest opportunity pipeline to date. The company has successfully expanded its presence in aerospace and defense sectors, focusing on mission-critical technologies while broadening its reach in wireless and high-reliability applications.

Mobix Labs (Nasdaq: MOBX), a fabless semiconductor company focused on next-generation connectivity solutions, has received the Gold Tier Supplier Award from BAE Systems' Partner 2 Win program for the second consecutive year. The company demonstrated exceptional performance metrics, achieving zero defects per million (DDPM) and 100% on-time delivery in their most recent six-month scorecard.

This recognition highlights Mobix Labs' excellence in supporting mission-critical defense programs and their commitment to maintaining the highest standards in BAE Systems' global supply chain for their Electronic Systems sector.

Mobix Labs (NASDAQ: MOBX) has announced plans to launch a hostile tender offer to acquire Peraso (NASDAQ: PRSO). The proposed acquisition would combine Peraso's 60 GHz millimeter wave products with Mobix Labs' aerospace, defense, and wireless businesses. The offer will include a mix of cash and MOBX stock.

Mobix Labs criticizes Peraso's recent actions, including a dilutive financing that resulted in 952,380 new shares and additional warrants with a 5.5-year term. The company has access to a $100 million equity line of credit to facilitate the transaction and expects to close within 75 days of commencement, subject to conditions including stockholder approval and regulatory clearances.

Mobix Labs (NASDAQ: MOBX) has announced plans to launch a hostile tender offer to acquire Peraso (NASDAQ: PRSO). The proposed acquisition will be structured as a combination of cash and MOBX common stock. This announcement follows Peraso's board's attempt to restrict direct shareholder communications and their recent controversial warrant transaction that resulted in the issuance of 952,380 new shares with additional warrants.

Mobix Labs criticizes Peraso's recent dilutive financing, viewing it as detrimental to shareholder value during a sale process. The company has access to a $100 million equity line of credit to support the transaction and expects to close within approximately 75 days of commencement, subject to various conditions including stockholder approval and regulatory clearances.

Mobix Labs (NASDAQ: MOBX) has made progress in its proposed acquisition of Peraso (NASDAQ: PRSO) following a constructive meeting between both companies. The enhanced proposal includes a 30% cash and 70% stock consideration structure, aiming to provide immediate value while allowing Peraso stockholders to participate in future growth.

The strategic acquisition is expected to expand Mobix Labs' product portfolio in wireless and millimeter wave technologies, with anticipated benefits including revenue growth, earnings accretion, and cost synergies through operational streamlining. The company targets to close the transaction within 75 days and has confirmed availability of sufficient financing alternatives.

Mobix Labs (NASDAQ:MOBX), a fabless semiconductor company, has announced significant operational progress in defense and high-reliability markets. The company has achieved full-rate production of custom EMI-filtering hardware for U.S. naval platforms and is fulfilling new production orders for filtered interconnects used in aircraft, missile systems, and secure communications networks.

The company is expanding beyond defense into sectors requiring secure, interference-resilient connectivity, leveraging its core filtering and wireless expertise. This expansion aligns with the Department of the Navy's FY2026 budget priorities focusing on readiness, communications resilience, and platform upgrades.

Mobix Labs (Nasdaq: MOBX) has enhanced its acquisition proposal for Peraso (Nasdaq: PRSO) by adding a cash component to its previous all-stock offer. The improved proposal aims to provide Peraso stockholders with immediate cash value upon closing while maintaining participation in the combined company's future growth potential.

Despite Mobix Labs' repeated attempts to engage with Peraso's Board of Directors, discussions have been unsuccessful. Mobix has requested a response from Peraso's Board by 5:00 p.m. Pacific Time on September 8, 2025. If the Board continues to decline engagement, Mobix Labs is prepared to take the offer directly to Peraso stockholders, although their preference remains a cooperative, negotiated transaction.

Mobix Labs (Nasdaq: MOBX) has secured a significant contract through its Wireless division, RaGE Systems, to develop AI-powered drone inspection technology for the U.S. rail industry. The technology will revolutionize the inspection of over 100,000 railroad bridges, including 30,000 aging wooden trestles.

The company's innovative solution aims to transform traditional bridge inspection methods by utilizing drones equipped with AI to conduct faster, safer, and more efficient scans. This strategic move represents Mobix Labs' expansion beyond its core defense and communications sectors into the multi-billion-dollar rail and infrastructure markets, opening new revenue opportunities across various industries globally.

Mobix Labs (NASDAQ: MOBX), a fabless semiconductor company focused on advanced connectivity solutions, has announced a warrant exercise agreement that will generate $4.5 million in gross proceeds. The agreement involves the immediate exercise of existing warrants for 5,486,467 shares of Class A common stock at $0.8202 per share.

As part of the transaction, the company will issue new unregistered warrants for up to 8,229,701 shares at an exercise price of $1.08 per share, exercisable for five years upon stockholder approval. The transaction is expected to close around September 4, 2025, with Roth Capital Partners serving as financial advisor. The proceeds will be used for working capital and general corporate purposes.