What sector is MOBX in?

Mobix Labs, Inc. is classified under GICS Information Technology (Semiconductors).

What is MOBX's last close price?

MOBX last closed at $0.56 on 2026-11-06.

MOBX

Mobix Labs, Inc. ação

Information Technology · Semiconductors

$0.56last close

-91.5%~252d

Price

-91.51% over 1Y

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Tese

em 2026-11-08

Bull case

STRUCTURAL: GaN-on-SiC is the incumbent RF material for high-power, high-frequency applications; displacing GaAs in 5G sub-6 GHz and mmWave bands. Automotive radar density is rising sharply as ADAS mandates expand globally - 77 GHz + 79 GHz mmWave chipsets are a secular unit-volume driver independent of EV adoption.

Defense RF modernization (AESA radars, EW systems) is a sticky, sole-source-friendly revenue pool. Fabless model keeps capex minimal and lets MOBX ride foundry scale.

GaN RF TAM expanding across 5G, auto radar, and defense simultaneously - rare three-vector growth setup.
Compound-semiconductor expertise is a genuine moat; GaN process know-how takes years to replicate.
Defense contracts carry long qualification cycles that lock out competitors once designed in.
Automotive radar content per vehicle rising from 1-2 sensors to 5-8 as Level 2+ ADAS becomes standard.
Small float (~15M shares) means even modest contract wins can move revenue meaningfully as a % of market cap.

Bear case

Micro-cap with sub-$40M market cap; cash burn risk is material - any equity raise is dilutive at current prices.
Competing against $QRVO, $SWKS, and $NXPI which have far greater scale, manufacturing optionality, and customer relationships.
Auto and defense design cycles are 2-4 years; revenue visibility is limited until design-wins convert.
GaN foundry supply is concentrated; any fab disruption (e.g., Wolfspeed capacity constraints) hits MOBX hard.
5G infrastructure capex cycle is lumpy - carrier spending pauses can stall near-term RF chip demand.

Defense engagements (ongoing): GaN-on-SiC PA modules under evaluation by U.S. defense prime contractors for AESA radar and electronic warfare front-end applications; specific contract values undisclosed per standard defense practice.
Automotive radar (2024-2025): mmWave front-end module samples supplied to Tier-1 automotive radar integrators targeting 77/79 GHz ADAS platforms; formal design-win qualification in progress.
5G infrastructure (2023-2025): RF power amplifier ICs in customer evaluation for sub-6 GHz massive MIMO base stations; engagements with Asian 5G OEM supply chains reported in investor presentations.
Strategic foundry access: Leverages GaN-on-SiC wafer supply agreements to maintain fabless model while accessing high-performance compound semiconductor process nodes.

clientesU.S. Defense Primes · Tier-1 Automotive Radar OEMs · 5G Base Station Integrators

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Top correlated252d co-movement

Recent news

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Key levels

$3.27
0.786 retr of 0.54->13.30 (52w) · 2026-11-06
Out of reach · reference only
-82.8%
$5.41
0.618 retr of 0.54->13.30 (52w) · 2026-11-06
Out of reach · reference only
-89.6%
$6.92
0.5 retr of 0.54->13.30 (52w) · 2026-11-06
Out of reach · reference only
-91.9%
$8.42
0.382 retr of 0.54->13.30 (52w) · 2026-11-06
Out of reach · reference only
-93.3%

Price has moved beyond every level on record here. They are kept as structural reference, not as an entry map.

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Facts

Exchange: US
Currency: USD
Market cap: $13M
Last update: 2026-11-06

Revenue (TTM)$6M

P/E -

P/S2.4×

Net margin0.0%

Frequently asked questions

What sector is MOBX in?: Mobix Labs, Inc. is classified under GICS Information Technology (Semiconductors).
What is MOBX's last close price?: MOBX last closed at $0.56 on 2026-11-06.