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AtlasClear Holdings (ATCH)
XASE:ATCH
Earnings Data
Report Date
May 14, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
-1.25Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes a clear inflection point: very strong revenue growth (+84% YoY), return to net income, positive stockholders' equity, improved liquidity and visible momentum at the core clearing business (Wilson-Davis). Key strategic initiatives (scaling correspondent clearing and the proposed bank acquisition) create optionality for higher-margin, scalable growth. Offsetting concerns include outstanding dilution (potentially material share issuance), expense run-rate (~$14M annual) before full operating leverage, timing and regulatory uncertainty around the bank acquisition, and some portion of reported net income tied to noncash/one-time items. Overall, the positive operational and financial progress described outweighs the listed risks.Company Guidance
Strong Revenue Growth
Revenue for the quarter (ended Dec 31, 2025) was $5.1 million, representing an 84% year-over-year increase driven by higher client activity and broader utilization of the platform (commissions were the largest contributor at just over $3.0 million).
Quarter Returned to Profitability
Reported net income of $6.8 million for the quarter (includes noncash fair value adjustments), reflecting a materially stronger underlying operating and financial profile compared with the prior year.
Equity Turned Positive — Meaningful Balance Sheet Improvement
Stockholders' equity turned positive to $21.7 million versus a deficit of $6.8 million at fiscal year-end, with management noting an increase in equity of nearly $60 million since year-end 2024.
Improved Liquidity and Asset Growth
Ended the quarter with $46.2 million in cash and restricted cash (including $23.1 million in cash and cash equivalents). Total assets increased to $77.6 million from $60.9 million as of June 30, 2025 (approximately +27%).
Clearing Business Momentum (Wilson-Davis)
Wilson-Davis continues to drive platform activity (commissions, stock locate services, clearing). Net capital at Wilson-Davis totaled $14.7 million at quarter end, providing capacity to onboard new correspondent relationships.
Strategic Optionality — Bank Acquisition Could Expand Platform
Proposed acquisition of Commercial Bancorp of Wyoming (sellers to accept ~73% stock) would add banking and custody capabilities; the bank reported ~$1.9 million in 2025 revenue and $0.5 million in net income and is described as immediately accretive on announcement.
ATCH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ATCH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $0.24 | $0.24 | 0.00% |
Nov 14, 2025 | $0.31 | $0.30 | -0.97% |
Sep 29, 2025 | $0.73 | $0.51 | -29.95% |
May 15, 2025 | $0.25 | $0.27 | +5.16% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does AtlasClear Holdings (ATCH) report earnings?
AtlasClear Holdings (ATCH) is schdueled to report earning on May 14, 2026, Before Open (Confirmed).
What is AtlasClear Holdings (ATCH) earnings time?
AtlasClear Holdings (ATCH) earnings time is at May 14, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ATCH EPS forecast?
Currently, no data Available