AtlasClear Holdings, Inc.

AtlasClear Holdings reported fiscal 2026 total revenue rose 85% to $20.1 million, with net income of $2.0 million, or $0.02 per basic and diluted share, marking its second consecutive year of positive GAAP net income. Stock locate revenue grew to $6.8 million from approximately $0.3 million and represented about 34% of total revenue, while sources other than commissions accounted for approximately 54% of total revenue, up from about 45% in fiscal 2025. Cash and cash equivalents more than doubled to $15.4 million from $7.5 million, stockholders' equity improved to $21.1 million from a deficit of $(6.8) million, and AtlasClearing's net capital increased 29% to $14.4 million. The company signed clearing agreements with six new correspondent broker-dealers, the sixth after year-end, though fiscal 2026 results include no meaningful revenue from these relationships, and it achieved the growth without an at-the-market program or equity line. AtlasClear also said it remains committed to its planned acquisition of Commercial Bancorp of Wyoming, the parent of Farmers State Bank, after the parties withdrew pending regulatory applications and expect to refile them at an appropriate time.