Mobix Labs, Inc. Announces Pricing of $6.0 Million Oversubscribed Public Offering of Common Stock to Fast-Track Aggressive Growth Strategy

Rhea-AI Summary

Mobix Labs (Nasdaq: MOBX) priced a public offering of 30,000,000 shares to raise approximately $6.0 million gross, before placement agent fees and expenses.

The offering is expected to close on January 7, 2026, subject to customary closing conditions, with D. Boral Capital as sole placement agent. Net proceeds are intended for working capital, growth initiatives, and M&A strategy to expand product capabilities across military, defense, aerospace and connectivity markets.

Positive

• Raised approximately $6.0 million in gross proceeds
• Offering was described as oversubscribed
• Proceeds earmarked to accelerate M&A strategy and growth initiatives

Negative

• Issuance of 30,000,000 shares will dilute existing shareholders
• Gross proceeds are before placement agent fees and offering expenses
• Closing is subject to customary conditions, not yet completed

News Market Reaction – MOBX

-40.11% 152.9x vol

51 alerts

-40.11% News Effect

+5.8% Peak Tracked

-30.3% Trough Tracked

-$13M Valuation Impact

$20M Market Cap

152.9x Rel. Volume

On the day this news was published, MOBX declined 40.11%, reflecting a significant negative market reaction. Argus tracked a peak move of +5.8% during that session. Argus tracked a trough of -30.3% from its starting point during tracking. Our momentum scanner triggered 51 alerts that day, indicating high trading interest and price volatility. This price movement removed approximately $13M from the company's valuation, bringing the market cap to $20M at that time. Trading volume was exceptionally heavy at 152.9x the daily average, suggesting significant selling pressure.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Gross proceeds: $6.0 million Shares offered: 30,000,000 shares Expected closing date: January 7, 2026 +1 more

4 metrics

Gross proceeds $6.0 million Aggregate gross proceeds from public offering, before fees/expenses

Shares offered 30,000,000 shares Common stock in the announced public offering

Expected closing date January 7, 2026 Anticipated closing of the public offering, subject to conditions

Form S-3 file number 333-284351 Shelf registration statement referenced for this offering

Market Reality Check

Price: $0.1700 Vol: Volume 184,829,168 is 17....

high vol

$0.1700 Last Close

Volume Volume 184,829,168 is 17.16x the 20-day average of 10,771,040, indicating unusually heavy trading ahead of this offering. high

Technical Shares at 0.3281 trade below the 200-day MA of 0.76 and well under the 52-week high of 1.78, despite a 21.52% pre-news gain.

Peers on Argus

Peer moves are mixed: GSIT up 8.31%, QUIK up 5.13%, WKEY up 1.92%, while PXLW fe...

Peer moves are mixed: GSIT up 8.31%, QUIK up 5.13%, WKEY up 1.92%, while PXLW fell 4.53% and GCTS was flat, pointing to a MOBX-specific reaction to its capital-raising path rather than a broad semiconductor move.

Historical Context

5 past events · Latest: Jan 05 (Negative)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 05	Equity offering plan	Negative	+21.5%	Announced intent to conduct a public common stock offering under Form S-3.
Jan 05	Defense expansion	Positive	+21.5%	New defense GM and larger military-approved facility to scale production.
Dec 18	Fiscal 2025 results	Positive	-11.2%	Preliminary results showed ~54% revenue growth and higher gross margins.
Dec 01	Results preview	Positive	-1.9%	Guided to strong YoY revenue growth and improved operating performance.
Nov 19	AI investment	Positive	-5.7%	Strategic minority stake in TalkingHeads Wireless for AI-driven infrastructure.

Pattern Detected

News has often been followed by price moves that diverge from the apparent positivity of the announcements, especially around growth and financing updates.

Recent Company History

Over the last few months, Mobix Labs reported strong preliminary fiscal 2025 growth with revenue of $9.7M–$9.9M and gross margin near 50%, but with sizable operating losses and limited cash. It also expanded its defense footprint and made a strategic AI infrastructure investment. On Jan 5, 2026, the company announced a proposed equity offering. Today’s pricing of a $6.0M public offering continues this pattern of raising equity capital to support growth and M&A plans.

Market Pulse Summary

The stock dropped -40.1% in the session following this news. A negative reaction to this offering wo...

Analysis

The stock dropped -40.1% in the session following this news. A negative reaction to this offering would fit a pattern where financing and growth updates sometimes led to weakness despite positive operational headlines. The company has relied on equity-related structures, including prior registered direct offerings and warrant exercises, alongside ongoing operating losses. Such a backdrop can make the market sensitive to dilution and execution risk, and past news flow has shown that enthusiasm around growth has not always translated into durable share-price support.

Key Terms

public offering, placement agent, shelf registration statement, form s-3, +2 more

6 terms

public offering financial

"announced the pricing of its previously announced public offering of 30,000,000 shares"

A public offering is when a company sells shares to the general public through the stock market, either by issuing new shares to raise cash or by letting existing owners sell their stakes. Think of it like a business opening its doors to many new owners at once: it can bring in money for growth but also increases the number of shares available, which can change the stock price and dilute existing ownership — key factors investors watch closely.

placement agent financial

"D. Boral Capital is acting as the Sole Placement Agent for the offering."

A placement agent is a professional or firm that helps organizations raise money from investors, such as individuals, institutions, or funds. They act like matchmakers, connecting those seeking investments with the right investors and guiding the process to ensure successful funding. For investors, they can provide access to exclusive opportunities and help navigate complex fundraising efforts.

shelf registration statement regulatory

"pursuant to a “shelf” registration statement on Form S-3 (File No. 333-284351)"

A shelf registration statement is a document a company files with regulators that allows it to sell shares or bonds quickly when it’s a good time to raise money. It’s like having a pre-approved plan ready so the company can act fast without going through lengthy paperwork each time they want to sell, making fundraising more flexible.

form s-3 regulatory

"pursuant to a “shelf” registration statement on Form S-3 (File No. 333-284351)"

Form S-3 is a legal document companies use to register their stock sales with the government, making it easier and faster for them to raise money by selling shares to investors. It’s like having a pre-approved shopping list that lets a company quickly sell new shares when they need funds, without going through a lengthy approval process each time.

prospectus supplement regulatory

"including a preliminary prospectus supplement filed with the U.S. Securities"

A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.

base prospectus regulatory

"and the accompanying base prospectus declared effective on January 24, 2025"

A base prospectus is a detailed document that provides essential information about a financial offering, such as a bond or share issue. It acts like a comprehensive guide for investors, explaining what the investment involves, the risks involved, and how the process works. This helps investors make informed decisions before committing their money.

AI-generated analysis. Not financial advice.

IRVINE, Calif., Jan. 06, 2026 (GLOBE NEWSWIRE) -- Mobix Labs, Inc. (Nasdaq: MOBX, “Mobix Labs” or the “Company”), a leading provider of advanced connectivity solutions, today announced the pricing of its previously announced public offering of 30,000,000 shares of its common stock for aggregate gross proceeds of approximately $6.0 million, prior to deducting the placement agent’s fees and other offering expenses. The offering is expected to close on January 7, 2026, subject to satisfaction of customary closing conditions.

D. Boral Capital is acting as the Sole Placement Agent for the offering.

Mobix Labs, Inc. intends to use the net proceeds from the offering for working capital and general corporate purposes, including to accelerate the Company’s growth initiatives and advance its M&A strategy as it expands product capabilities and scales across key military, defense, aerospace and connectivity end markets.

“This oversubscribed offering is a strong vote of confidence in Mobix Labs and the momentum we’re building,” said Phil Sansone, Chief Executive Officer of Mobix Labs. “With this additional capital, we gain greater flexibility to move faster on strategic opportunities—particularly M&A—that can expand our technology portfolio, accelerate our roadmap, and amplify our ability to create long-term value for shareholders.”

The securities are being offered by the Company pursuant to a “shelf” registration statement on Form S-3 (File No. 333-284351), including a preliminary prospectus supplement filed with the U.S. Securities and Exchange Commission (the “SEC”) on January 6, 2026 and the accompanying base prospectus declared effective on January 24, 2025 and a final prospectus supplement that will be filed on or before January 7, 2026.

Copies of the prospectus supplement and the accompanying prospectus relating to this offering may also be obtained by contacting D. Boral Capital LLC, 590 Madison Avenue, 39th Floor, New York, New York 10022, or by email at dbccapitalmarkets@dboralcapital.com.

This press release shall not constitute an offer to sell or the solicitation of an offer to buy any of the securities described herein, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Any offer, if at all, will be made only by means of the prospectus supplement and accompanying prospectus forming a part of the effective registration statement.

ABOUT MOBIX LABS, INC.

Mobix Labs designs, develops and sells components and systems for advanced wireless and wired connectivity, radio frequency (“RF”), switching and electromagnetic interference (“EMI”) filtering technologies. Our solutions are used in the defense, aerospace, commercial, industrial and other markets. To enhance our product portfolio, we also intend to pursue acquisitions of companies with existing revenue which can be scaled, and which possess technologies that accelerate the speed, accessibility, and efficiency of disruptive or more efficient communications solutions, and which will also allow us to expand into strategically aligned industries. Our wireless systems solutions include products for advanced RF and millimeter wave (“mmWave”) communications, mmWave imaging, software defined radio and custom RF integrated circuits (“ICs”) targeting the defense, aerospace, commercial and industrial sectors. Our interconnect products, including EMI filter inserts and filtered and non-filtered connectors, are designed for and are currently used in aerospace, military, defense and medical applications. These innovative technologies are designed for large and rapidly growing markets where there is increasing demand for higher performance communication and filtering systems which utilize an expanding mix of both wireless and connectivity technologies.

Mobix Labs and the logo, are among the trademarks of Mobix Labs. Other trademarks are the property of their respective owners.

Notice Regarding Forward-Looking Statements

The information contained herein includes forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended. These statements include, among others, statements regarding the proposed public offering, and the timing and the use of the proceeds from the offering. Forward-looking statements generally include statements that are predictive in nature and depend upon or refer to future events or conditions, and include words such as "may," "will," "should," "would," "expect," "plan," "believe," "intend," "look forward," and other similar expressions among others. These statements relate to future events or to the Company’s future financial performance, and involve known and unknown risks, uncertainties and other factors that may cause the Company’s actual results to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements. You should not place undue reliance on forward-looking statements since they involve known and unknown risks, uncertainties and other factors which are, in some cases, beyond the Company’s control and which could, and likely will, materially affect actual results, levels of activity, performance or achievements. Any forward-looking statement reflects the Company’s current views with respect to future events and is subject to these and other risks, uncertainties and assumptions relating to the Company’s operations, results of operations, growth strategy and liquidity. More detailed information about the Company and the risk factors that may affect the realization of forward-looking statements is set forth in the Company’s most recent Annual Report on Form 10-K and other filings with the Securities and Exchange Commission. Investors and security holders are urged to read these documents free of charge on the SEC’s website at http://www.sec.gov. Except as may be required by applicable law, the Company assumes no obligation to publicly update or revise these forward-looking statements for any reason, or to update the reasons actual results could differ materially from those anticipated in these forward-looking statements, whether as a result of new information, future events or otherwise.

Investor Contact:
Christopher Lancaster
investors@mobixlabs.com

Source: Mobix Labs, Inc.

FAQ

How many shares did Mobix Labs (MOBX) offer and for how much?

Mobix Labs offered 30,000,000 shares for aggregate gross proceeds of approximately $6.0 million.

When is the Mobix Labs (MOBX) offering expected to close?

The offering is expected to close on January 7, 2026, subject to customary closing conditions.

What will Mobix Labs (MOBX) use the net proceeds for?

Net proceeds are intended for working capital, growth initiatives, and M&A strategy to expand product capabilities.

Who is the placement agent for the Mobix Labs (MOBX) offering?

D. Boral Capital is acting as the sole placement agent for the offering.

Does the Mobix Labs (MOBX) offering reduce shareholder ownership?

Yes. The issuance of 30,000,000 new shares will dilute existing shareholders’ percentage ownership.

Where can investors find the offering prospectus for Mobix Labs (MOBX)?

The prospectus supplement will be filed on or before January 7, 2026 under Form S-3 (File No. 333-284351) and will be available from the placement agent.