ATCH · AtlasClear Holdings, Inc.

AtlasClear Holdings reported strong fiscal third quarter 2026 results, with revenue surging 65% year-over-year to $4.2 million, driven primarily by the expansion of securities lending and stock locate operations, which contributed $1.4 million in the quarter and $3.0 million year-to-date. The company achieved net income of $4.4 million for the nine-month period, a significant turnaround from a net loss of $(0.02) per share in the prior-year period. Management highlighted the successful reduction of legacy de-SPAC liabilities by over 95% to under $1 million, and stockholders' equity improved to $22.3 million from a $(6.8) million deficit at fiscal year-end 2025. The company's subsidiary Wilson-Davis & Co. ended the quarter with net capital of approximately $15.2 million, 50% higher than at acquisition. Operational progress includes five correspondent relationships signed or actively onboarding, and strategic initiatives such as the pending acquisitions of Commercial Bancorp of Wyoming and Dawson James Securities. Management commentary emphasized a shift from balance sheet repair to operational scaling, with securities lending becoming a material revenue contributor. The company's strengthened balance sheet and liquidity position, including $16.7 million in cash and equivalents, support continued execution without near-term equity dilution.