SCHEDULE: Armistice Capital Discloses 8.4% Stake in MOBIX LABS

Armistice Capital, LLC and Steven Boyd have reported a beneficial ownership of 8.4% in MOBIX LABS, totaling 4,596,804 shares of common stock.

Summary

• Armistice Capital, LLC and Steven Boyd (collectively, the "Reporting Persons") have filed a Schedule 13G with the SEC regarding their ownership in MOBIX LABS.
• The Reporting Persons beneficially own 4,596,804 shares of MOBIX LABS' common stock, par value $.001 per share.
• This ownership stake represents 8.40% of the total class of securities outstanding.
• The percentage is calculated based on 54,734,338 shares of MOBIX LABS common stock outstanding as of July 31, 2025, as reported in the Issuer's Form 10-Q filed on August 13, 2025.
• Armistice Capital, LLC, as the investment manager of Armistice Capital Master Fund Ltd., and Steven Boyd, as the managing member of Armistice Capital, exercise shared voting and dispositive power over these shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of MOBIX LABS.

Sentiment

Score: 5

Explanation: A Schedule 13G is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the issuer's performance or prospects. It is a neutral regulatory filing.

Positives

• NA

Negatives

• NA

Risks

• NA

Future Outlook

NA

Management Comments

• Steven Boyd, as Managing Member of Armistice Capital, LLC and individually, certified that the securities were acquired and are held in the ordinary course of business and not for the purpose of or with the effect of changing or influencing the control of MOBIX LABS, nor in connection with any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.

Industry Context

NA

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional stake (8.4%) by Armistice Capital and Steven Boyd may be viewed as a vote of confidence in MOBIX LABS, potentially influencing investor perception, although the filing explicitly states no intent to influence control.

Key Dates

Recommendation

This filing is a disclosure of a significant ownership stake by an institutional investor. While it indicates a notable position, it does not provide new financial performance data or strategic updates from MOBIX LABS itself. The filing explicitly states the shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control. Therefore, without additional information, a 'hold' recommendation is appropriate as it's a factual disclosure rather than a catalyst for immediate re-evaluation of the company's fundamentals.

Keywords

MOBIX LABS, Armistice Capital, Steven Boyd, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Equity Stake, SEC Filing