Mobix Labs Inc Stock Price, News & Analysis

Mobix Labs (NASDAQ:MOBX) announced on Nov 3, 2025 that it has entered a mutual confidentiality agreement with Peraso (NASDAQ:PRSO) to begin cooperative discussions toward a potential acquisition.

The agreement establishes a structured, confidential framework for information exchange as the companies explore a possible strategic combination; Mobix previously made an unsolicited offer for Peraso in June 2025. Management said the step replaces prior exploratory efforts with a friendly, aligned approach and that the company does not intend to provide further updates unless additional disclosure is appropriate or required.

Mobix Labs (Nasdaq: MOBX) received a 180-calendar-day extension from Nasdaq to regain compliance with the $1.00 minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2).

Key dates: Nasdaq first notified Mobix Labs of non-compliance on April 17, 2025; the company achieved ten consecutive days at or above $1.00 on September 11, 2025; Nasdaq advised on October 8, 2025 about extending the required consecutive-business-day test; the new deadline to regain compliance is April 27, 2026. Nasdaq's extension does not immediately affect listing status.

Mobix Labs (NASDAQ: MOBX) announced on October 22, 2025 that it won a multi-year follow-on production contract with a prime U.S. Navy contractor to continue supplying advanced communication hardware for Navy ships.

The agreement expands production of the company’s proven connectivity systems used to protect military communications in contested environments. Financial terms were not disclosed. Management said the contract, together with access to capital for strategic acquisitions, positions Mobix Labs for accelerated growth entering 2026.

Mobix Labs (Nasdaq: MOBX) delivered an updated all-cash proposal to acquire 100% of Peraso (Nasdaq: PRSO) for $1.30 per share, representing a 53% premium to Peraso’s 20-day VWAP of $0.85 for the 20 trading days ended Sept 4, 2025.

The offer is 100% cash, supersedes a prior cash-and-stock proposal, and aims to accelerate revenue growth, expand technology leadership in millimeter-wave connectivity, and capture cross-market synergies. The proposal has been presented to Peraso’s board but is not a formal tender offer; regulatory approvals, financing, and Peraso’s consent remain uncertain.

Mobix Labs (NASDAQ: MOBX) announced on October 3, 2025 an aggressive mergers & acquisitions program backed by access to $100 million+ in capital via an equity line of credit and shelf registration. The company said the capital will enable swift acquisitions to expand its footprint and add new revenue streams across aerospace, defense, and 5G markets.

Management framed the plan as a catalyst for a potential breakout in the 2026 fiscal year, emphasizing a disciplined, acquisition-driven growth strategy aimed at creating long-term shareholder value.

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.