Mobix Labs Inc Stock Price, News & Analysis

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.

Mobix Labs (NASDAQ: MOBX) has secured a significant production contract to deliver custom EMI filter modules for U.S. Navy vessels' communications systems. After an 18-month collaboration with a prime U.S. Navy contractor, the company's solution has been cleared for full-rate production and fleet-wide integration.

The EMI modules address a critical communications vulnerability in shipboard systems by eliminating high-frequency noise and providing protection against external threats. This development aligns with the Navy's modernization efforts, supported by a $292.2 billion FY2026 budget request, which includes substantial investments in shipyard upgrades and fleet readiness.

Mobix Labs (NASDAQ: MOBX) has announced significant design wins and commenced shipping of its advanced Filtered Mil-Spec Circular Connectors for military drone applications. The specialized connectors feature Pi Filtering technology, engineered to eliminate high-frequency noise in sensitive electronic systems.

The company's connectors are being integrated into next-generation military drone platforms, specifically in communications and GPS distribution systems. These components play a crucial role in ensuring secure communications, precision guidance, and reliable data transfer under contested conditions.

The technology supports critical functions including GPS-based navigation, flight control, targeting, and payload delivery, where accuracy and reliability are essential for military operations.

Mobix Labs (Nasdaq: MOBX) has announced a collaboration with a national railroad carrier to develop AI-powered safety technologies for rail infrastructure monitoring. The company's Wireless Division, RaGE Systems, is developing multi-sensor systems to assess wooden rail tie conditions.

The project's current phase involves designing sensor arrays for track vehicles that will collect detailed rail tie data, analyzed using proprietary reconstruction algorithms and AI models. The program, extending into early 2026, aims to create a train-mounted solution for full-speed assessments.

The technology targets the U.S. rail network's 140,000 miles of track and 450 million rail ties, addressing the annual replacement of approximately 16 million ties.

Mobix Labs (NASDAQ:MOBX), a provider of advanced connectivity solutions, reported exceptional Q3 2025 financial results with significant improvements across key metrics. The company achieved a record adjusted gross margin of 60.6%, up from 42.7% in Q2 2025, while adjusted gross profit grew 32.7% quarter-over-quarter to $1.42 million.

Revenue reached $2.35 million, representing a 14.2% year-over-year increase. The company demonstrated strong operational improvement with adjusted loss from operations reducing by 64.2% to $1.17 million compared to the previous quarter. Additionally, Mobix Labs announced an unsolicited proposal to acquire Peraso, Inc. at a 20% premium, showcasing its aggressive M&A strategy in the mmWave wireless sector.