Mobia Medical (MOBI)


Market Price (9/21/2026): $10.59 | Market Cap: $202.2 MilSector: Health Care | Industry: Life Sciences Tools & Services

Mobia Medical (MOBI)


Market Price (9/21/2026): $10.59
Market Cap: $202.2 Mil
Sector: Health Care
Industry: Life Sciences Tools & Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -84%

Weak multi-year price returns
2Y Excs Rtn is -46%, 3Y Excs Rtn is -82%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -56 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -147%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -143%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -147%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -34%

Key risks
MOBI key risks include [1] limited commercial insurance coverage for its Vivistim Therapy, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -84%
1 Weak multi-year price returns
2Y Excs Rtn is -46%, 3Y Excs Rtn is -82%
2 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -56 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -147%
3 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -143%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -147%
4 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -34%
5 Key risks
MOBI key risks include [1] limited commercial insurance coverage for its Vivistim Therapy, Show more.

MOBI in ETFs

Weight = MOBI's share of each fund

VTI0.00%
SCHA0.00%
VTWO0.00%

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 9/10/2026

Mobia Medical (MOBI) stock has lost about 20% since 5/31/2026 because of the following key factors:

1. Missed Earnings Expectations for Fiscal Q2 2026.

Mobia Medical (whose fiscal year ends December 31) reported an Earnings Per Share (EPS) of -$1.10 for fiscal Q2 2026 (ended June 30, 2026), which missed the consensus analyst estimate of -$0.83 by $0.27. This larger-than-expected loss likely contributed to negative investor sentiment.

2. Increased Operating Expenses Outpacing Revenue Growth.

While Mobia Medical demonstrated significant revenue growth in fiscal Q2 2026, with revenue increasing 102.4% year-over-year to $13.51 million, operating expenses concurrently surged by 83% to $29.2 million in the same quarter. This substantial increase in expenses resulted in a net loss of $21.0 million in fiscal Q2 2026, a significant increase from the $10.5 million net loss reported in fiscal Q2 2025, raising concerns about the company's profitability trajectory.

Show more
Updated on 9/10/2026

Mobia Medical (MOBI) stock has lost about 20% since 5/31/2026 because of the following key factors:

1. Missed Earnings Expectations for Fiscal Q2 2026.

Mobia Medical (whose fiscal year ends December 31) reported an Earnings Per Share (EPS) of -$1.10 for fiscal Q2 2026 (ended June 30, 2026), which missed the consensus analyst estimate of -$0.83 by $0.27. This larger-than-expected loss likely contributed to negative investor sentiment.

2. Increased Operating Expenses Outpacing Revenue Growth.

While Mobia Medical demonstrated significant revenue growth in fiscal Q2 2026, with revenue increasing 102.4% year-over-year to $13.51 million, operating expenses concurrently surged by 83% to $29.2 million in the same quarter. This substantial increase in expenses resulted in a net loss of $21.0 million in fiscal Q2 2026, a significant increase from the $10.5 million net loss reported in fiscal Q2 2025, raising concerns about the company's profitability trajectory.

3. Post-IPO Price Correction and Valuation Concerns.

Mobia Medical's Initial Public Offering (IPO) in May 2026 was priced at $15.00 per share. The subsequent decline of the stock to approximately $10.82 by September 9, 2026, representing a roughly 27.8% drop from its IPO price, indicates that the initial market valuation may have been overly optimistic or that market expectations for the company's future performance adjusted downwards after its public debut.

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Stock Movement Drivers

Fundamental Drivers

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Market Drivers

5/31/2026 to 9/20/2026
ReturnCorrelation
MOBI-19.5% 
Market (SPY)0.9%-9.0%
Sector (XLV)12.7%6.5%

Fundamental Drivers

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Market Drivers

2/28/2026 to 9/20/2026
ReturnCorrelation
MOBI  
Market (SPY)11.6%-6.5%
Sector (XLV)5.5%4.7%

Fundamental Drivers

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Market Drivers

8/31/2025 to 9/20/2026
ReturnCorrelation
MOBI  
Market (SPY)19.4%-6.5%
Sector (XLV)24.1%4.7%

Fundamental Drivers

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Market Drivers

8/31/2023 to 9/20/2026
ReturnCorrelation
MOBI  
Market (SPY)75.6%-6.5%
Sector (XLV)32.3%4.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
MOBI Return------8%-8%
Peers Return16%-16%11%14%15%-13%24%
S&P 500 Return27%-19%24%23%16%12%103%

Monthly Win Rates [3]
MOBI Win Rate-----40% 
Peers Win Rate52%47%52%60%55%42% 
S&P 500 Win Rate75%42%67%75%67%44% 

Max Drawdowns [4]
MOBI Max Drawdown------ 
Peers Max Drawdown-18%-34%-20%-16%-18%-34% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: LIVN, MDT, BSX, ABT, SYK.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/18/2026 (YTD)

How Low Can It Go

MOBI has limited trading history. Below is the Health Care sector ETF (XLV) in its place.

EventXLVS&P 500
2025 US Tariff Shock
  % Loss-11.7%-18.8%
  % Gain to Breakeven13.3%23.1%
  Time to Breakeven142 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-13.8%-24.5%
  % Gain to Breakeven15.9%32.4%
  Time to Breakeven166 days427 days
2020 COVID-19 Crash
  % Loss-27.9%-33.7%
  % Gain to Breakeven38.8%50.9%
  Time to Breakeven77 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-15.0%-19.2%
  % Gain to Breakeven17.6%23.8%
  Time to Breakeven191 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-15.9%-12.2%
  % Gain to Breakeven18.9%13.9%
  Time to Breakeven165 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-15.8%-17.9%
  % Gain to Breakeven18.8%21.8%
  Time to Breakeven153 days123 days

Compare to LIVN, MDT, BSX, ABT, SYK

In The Past

State Street Health Care Select Sector SPDR ETF's stock fell -11.7% during the 2025 US Tariff Shock. Such a loss loss requires a 13.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

MOBI has limited trading history. Below is the Health Care sector ETF (XLV) in its place.

EventXLVS&P 500
2020 COVID-19 Crash
  % Loss-27.9%-33.7%
  % Gain to Breakeven38.8%50.9%
  Time to Breakeven77 days140 days
2008-2009 Global Financial Crisis
  % Loss-37.9%-53.4%
  % Gain to Breakeven61.1%114.4%
  Time to Breakeven767 days1085 days

Compare to LIVN, MDT, BSX, ABT, SYK

In The Past

State Street Health Care Select Sector SPDR ETF's stock fell -11.7% during the 2025 US Tariff Shock. Such a loss loss requires a 13.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Mobia Medical (MOBI)

Mobia Medical (MOBI) is a commercial-stage medical device company dedicated to revolutionizing stroke recovery. The company's core product is the Vivistim Paired Vagus Nerve Stimulation (VNS) System, which is the first and only FDA-approved solution for chronic ischemic stroke survivors experiencing moderate to severe upper extremity impairments. The Vivistim System works by implanting a device that delivers targeted stimulation to the vagus nerve during functional movements, a process called Vivistim Therapy, to enhance neuroplasticity and durably restore motor function in the affected limbs.

Mobia Medical addresses a significant unmet medical need for chronic stroke recovery. Historically, patients in the chronic phase (beyond three to six months post-stroke) often reach a functional plateau with conventional rehabilitation and have limited options for further improvement. Vivistim Therapy leverages the brain's ability to adapt, enabling patients to regain critical capabilities and independence, even many years after their stroke. The company estimates a substantial market opportunity in the United States, targeting approximately 1 million chronic ischemic stroke survivors who meet the criteria for therapy, with an additional 50,000 new candidates annually.

The primary customers for Mobia Medical are chronic ischemic stroke survivors, as well as healthcare providers at approximately 1,500 primary and comprehensive stroke centers and associated neurorehabilitation therapy sites across the United States. Since its full commercial launch in 2023, Mobia has seen rapid adoption, with over 1,000 implants performed. While the company is actively working to expand broader commercial insurance coverage, the Vivistim System's implantation procedure benefits from an established CPT code, and an elevated Medicare payment level took effect in January 2026, supporting sustainable access for Medicare beneficiaries.

AI Analysis | Feedback

Here are 1-2 brief analogies to describe Mobia Medical:

  • Mobia Medical is like the **Edwards Lifesciences of chronic stroke recovery**, pioneering a groundbreaking device-based treatment for a previously underserved patient population.

  • Mobia Medical is like **NeuroPace for chronic stroke rehabilitation**, using an implantable neurostimulation device to restore function for a severe neurological impairment.

AI Analysis | Feedback

  • Vivistim Paired Vagus Nerve Stimulation (Paired VNS) System: An FDA-approved implantable medical device designed to deliver targeted stimulation to the vagus nerve for chronic ischemic stroke survivors with moderate to severe upper extremity impairments.
  • Vivistim Therapy: A treatment protocol that leverages the Vivistim System to deliver intentional bursts of vagus nerve stimulation during functional movement to increase neuroplasticity and restore motor function in chronic ischemic stroke survivors.

AI Analysis | Feedback

Mobia Medical (MOBI) primarily sells its Vivistim Paired Vagus Nerve Stimulation (Paired VNS) System to other companies. Its major customers are:

  • Primary and Comprehensive Stroke Centers: These are hospitals in the United States that possess cross-functional teams and infrastructure to treat acute stroke and provide neurorehabilitation capabilities. The company identifies approximately 1,500 such centers as its target customer base. The Vivistim System is sold to these centers for implantation and use in Vivistim Therapy for chronic ischemic stroke survivors.

AI Analysis | Feedback

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AI Analysis | Feedback

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  • Limited Commercial Insurance Coverage: Mobia Medical faces a significant risk due to the current lack of broad commercial insurance coverage for its Vivistim Therapy. The company explicitly states that "most commercial insurers have determined that Vivistim Therapy is experimental or investigational and therefore, not covered." This significantly limits patient access and market penetration, despite the Vivistim System receiving FDA approval and breakthrough device status. The company's long-term strategy includes engaging with payors to communicate clinical and health economic data to impact coverage policies, underscoring this as a critical hurdle.
  • Challenges in Market Acceptance and Education: As a novel treatment, the successful expansion of market acceptance for Vivistim Therapy relies heavily on Mobia Medical's ability to effectively educate healthcare providers and other stakeholders regarding its distinctive characteristics, clinical benefits, safety, durability, and ease of use. Failure to adequately inform and persuade the targeted 1,500 primary and comprehensive stroke centers in the United States, as well as referring physicians and therapists, could impede the adoption and utilization of the Vivistim System.

AI Analysis | Feedback

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AI Analysis | Feedback

Mobia Medical's initial addressable market opportunity in the U.S. for its Vivistim System, targeting approximately 1 million chronic ischemic stroke survivors with moderate to severe upper extremity impairment who demonstrate the requisite health, cognition, and motivation, is estimated to be over $30 billion.

AI Analysis | Feedback

Mobia Medical (MOBI) has several expected drivers of future revenue growth over the next 2-3 years, primarily centered around expanding access and adoption of its Vivistim Paired Vagus Nerve Stimulation (Paired VNS) System.

  1. Increased Adoption and Market Penetration within the Existing Large Addressable Market: Mobia Medical operates in a significant market with an estimated 4 million chronic ischemic stroke survivors in the United States living with moderate to severe upper extremity impairment who fall within the Vivistim System's on-label indication. The company estimates an initial market opportunity of over 1 million survivors who demonstrate the requisite health, cognition, and motivation for therapy, representing a potential market exceeding $30 billion. With over 1,000 implants performed since its full commercial launch in 2023, including approximately 700 in 2025, there is substantial room for growth in customer volume and penetration into this underserved patient population, including approximately 200,000 new stroke survivors each year who meet the indication for use.
  2. Expanded Reimbursement Coverage: A significant driver of future revenue growth is the expansion of reimbursement coverage for Vivistim Therapy. The company notes that effective January 1, 2026, the Vivistim System implantation procedure's CPT code was assigned to a New Technology Ambulatory Payment Classification (APC) by the Centers for Medicare and Medicaid Services (CMS), establishing an elevated payment level to support sustainable access for Medicare beneficiaries. While commercial insurers, Medicaid, and Medicare Advantage often require prior authorization and currently classify Vivistim Therapy as experimental or investigational, Mobia Medical's in-house market access team is actively engaging with payors to communicate clinical and health economic data to impact coverage policies. Expanded payor coverage is expected to facilitate broader patient access and, consequently, drive revenue growth.
  3. Enhanced Commercial Efforts and Healthcare Provider Education: Mobia Medical is strategically focused on expanding market acceptance through targeted education and outreach. The company's commercial organization, comprising Territory Managers (TMs) and Therapy Development Specialists (TDSs), aims to drive adoption by onboarding stroke centers, managing relationships with physicians and administrators, and providing educational information to therapy sites. These initiatives are designed to generate a consistent funnel of Vivistim Therapy candidates through physician and therapist referrals, as well as direct patient engagement, leading to increased utilization and sales of the Vivistim System.
  4. Generation of Robust Clinical and Real-World Evidence: Mobia Medical is committed to building a strong body of clinical evidence to support the safety, efficacy, durability, and mechanism of action of Vivistim Therapy. With additional trials ongoing and planned in 2026 and beyond, and the GRASP registry collecting real-world evidence, the company aims to further validate the benefits of its therapy. This ongoing evidence generation is crucial for accelerating market adoption, strengthening proof of clinical utility, and supporting more favorable reimbursement coverage decisions, all of which are expected to contribute to revenue growth.

AI Analysis | Feedback

The initial background text provided for Mobia Medical (MOBI) did not contain specific details on capital allocation decisions such as share repurchases, issuances, or investment dollar amounts. However, recent search results provide some of this information. Here's a summary of Mobia Medical's capital allocation decisions over the last 3-5 years, based on available information:

Share Issuance

  • Mobia Medical set the terms for its initial public offering (IPO), intending to offer 10 million shares for between $14 and $16 each, aiming to raise approximately $150 million. The company expected net proceeds of about $134.5 million, or approximately $155.4 million if underwriters fully exercised their option to purchase additional shares. The IPO was priced at $15.00 per share.
  • In early 2026, from January 30 to February 11, Mobia Medical issued convertible promissory notes to certain investors, totaling $40.0 million in principal amount. These notes are set to automatically convert into common stock immediately prior to the closing of the IPO.
  • As of May 28, 2026, Mobia Medical has 33.09 million shares outstanding.

Inbound Investments

  • Insiders of Mobia Medical have shown significant buying activity in the past three months, purchasing $19,024,980.00 worth of company stock.

Capital Expenditures

  • Mobia Medical plans to use approximately $93.5 million of the IPO proceeds to expand its direct sales force and commercial organization. This expansion includes hiring personnel to grow its commercial team and territory coverage.
  • The company's strategic focus for investment includes driving continuous innovation through research and development and expanding clinical indications to benefit a broader patient population.
  • As of December 31, 2025, Mobia Medical reported $1.74 million in net property, plant & equipment, up from $0.89 million in 2024.

Peer Outperformance in Life Sciences Tools & Services

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Share of Life Sciences Tools & Services constituents that MOBI has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
insufficient peer history
3Y
insufficient peer history
5Y
insufficient peer history
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Median price return by industry across the Health Care sector, ranked by 5Y. Life Sciences Tools & Services is MOBI's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Health Care Distributors 6 16.2%43.2%90.1% CAH 392% · MCK 346% · COR 168%
Managed Health Care 8 40.4%-5.3%2.3% OSCR 84% · HQY 56% · ELV 17%
Health Care Services 20 21.1%37.6%-0.3% HIMS 239% · RDNT 173% · DGX 76%
Health Care Facilities 24 6.0%6.5%-4.5% NHC 271% · THC 261% · ENSG 129%
Health Care Equipment 50 -2.7%-0.2%-21.1% POCI 11050% · UFPT 341% · GKOS 222%
Pharmaceuticals 62 -10.5%14.8%-38.6% LQDA 2472% · INDV 1099% · ETON 1051%
Health Care Supplies 12 14.1%-8.9%-39.7% LNTH 287% · HAE 54% · MMSI 20%
Life Sciences Tools & Services ← 109 4.3%-11.3%-68.4% SNWV 1757% · MEDP 231% · NTRA 199%
Health Care Technology 21 -25.8%-52.6%-79.2% SPOK 68% · HSTM 3% · VEEV -13%
Biotechnology 364 0.6%-21.7%-79.4% CELZ 1280% · DNTH 1221% · ELVN 1069%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

MOBILIVNMDTBSXABTSYKMedian
NameMobia Me.LivaNova MedtronicBoston S.Abbott L.Stryker  
Mkt Price10.5478.0192.1343.34102.61275.1285.07
Mkt Cap0.24.3117.963.7178.6105.584.6
Rev LTM381,47237,54120,99646,58525,83723,416
Op Inc LTM-561887,1474,4097,3465,6155,012
FCF LTM-561486,1321,8067,8244,7023,254
FCF 3Y Avg-1325,5272,2246,7513,8433,843
CFO LTM-542498,0354,5299,9055,5255,027
CFO 3Y Avg-1977,3603,8158,9474,5694,569

Growth & Margins

MOBILIVNMDTBSXABTSYKMedian
NameMobia Me.LivaNova MedtronicBoston S.Abbott L.Stryker  
Rev Chg LTM-12.4%9.8%13.5%8.1%8.5%9.8%
Rev Chg 3Y Avg-10.7%6.0%16.2%5.1%9.9%9.9%
Rev Chg Q-10.8%13.7%7.5%13.0%9.4%10.8%
QoQ Delta Rev Chg LTM-2.7%3.2%1.8%3.2%2.2%2.7%
Op Inc Chg LTM-6.9%7.5%30.1%-2.2%20.4%7.5%
Op Inc Chg 3Y Avg-108.0%6.3%25.7%6.5%16.4%16.4%
Op Mgn LTM-146.7%12.7%19.0%21.0%15.8%21.7%17.4%
Op Mgn 3Y Avg-10.4%18.5%19.1%16.4%20.4%18.5%
QoQ Delta Op Mgn LTM--0.7%0.3%1.1%-1.3%1.5%0.3%
CFO/Rev LTM-142.7%16.9%21.4%21.6%21.3%21.4%21.3%
CFO/Rev 3Y Avg-14.6%21.2%20.7%20.5%19.1%20.5%
FCF/Rev LTM-147.0%10.1%16.3%8.6%16.8%18.2%13.2%
FCF/Rev 3Y Avg-9.8%15.9%12.3%15.5%16.1%15.5%

Valuation

MOBILIVNMDTBSXABTSYKMedian
NameMobia Me.LivaNova MedtronicBoston S.Abbott L.Stryker  
Mkt Cap0.24.3117.963.7178.6105.584.6
P/S5.32.93.13.03.84.13.5
P/Op Inc-3.622.916.514.524.318.817.6
P/EBIT-3.429.616.115.121.618.217.2
P/E-3.422.722.517.332.928.322.6
P/CFO-3.717.214.714.118.019.115.9
Total Yield-29.8%4.4%7.5%5.8%5.4%4.8%5.1%
Dividend Yield0.0%0.0%3.1%0.0%2.4%1.2%0.6%
FCF Yield 3Y Avg-4.2%5.3%2.1%3.6%2.9%3.6%
D/E0.00.10.20.20.20.10.2
Net D/E-0.8-0.00.20.20.20.10.1

Returns

MOBILIVNMDTBSXABTSYKMedian
NameMobia Me.LivaNova MedtronicBoston S.Abbott L.Stryker  
1M Rtn-0.7%-0.9%-1.3%-14.0%-12.0%-16.5%-6.7%
3M Rtn-26.0%-0.6%17.2%-4.3%16.9%-10.4%-2.5%
6M Rtn-10.3%25.4%8.8%-37.6%-1.4%-17.6%-5.8%
12M Rtn-10.3%41.8%0.0%-55.7%-22.8%-26.2%-16.6%
3Y Rtn-10.3%39.8%25.3%-19.7%10.4%-0.4%5.0%
1M Excs Rtn-7.0%-2.8%-1.4%-15.9%-9.6%-18.3%-8.3%
3M Excs Rtn-28.0%-2.6%15.2%-6.3%14.9%-12.4%-4.5%
6M Excs Rtn-26.1%7.0%-7.9%-53.8%-18.8%-34.4%-22.4%
12M Excs Rtn-26.2%27.1%-15.3%-71.9%-37.7%-42.2%-31.9%
3Y Excs Rtn-81.5%-34.3%-46.2%-89.8%-64.9%-76.0%-70.4%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024
Single Segment3216
Total3216


Net Income by Segment
$ Mil20252024
Single Segment-46-25
Total-46-25


Price Behavior

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MOBI Betas & Captures as of 8/31/2026

 1M2M3M6M1Y3Y
Beta0.050.59-0.610.74-0.32-0.60
Up Beta2.252.64-0.66-1.55-1.590.12
Down Beta8.613.301.71-0.922.580.15
Up Capture-168%-127%-133%-41%-19%-2%
Bmk +ve Days10213268138427
Stock +ve Days101827373737
Down Capture-334%-28%-134%-90%-56%-31%
Bmk -ve Days11213259113324
Stock -ve Days112234383838

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MOBI
MOBI-10.3%76.0%-0.09-
Sector ETF (XLV)24.4%16.1%1.164.7%
Equity (SPY)16.9%12.9%0.94-6.5%
Gold (GLD)19.1%29.3%0.602.0%
Commodities (DBC)46.3%20.6%1.73-6.4%
Real Estate (VNQ)4.9%13.6%0.10-6.3%
Bitcoin (BTCUSD)-30.6%44.3%-0.70-16.0%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MOBI
MOBI-2.2%76.0%-0.09-
Sector ETF (XLV)6.4%15.2%0.244.7%
Equity (SPY)12.9%17.2%0.57-6.5%
Gold (GLD)19.1%18.8%0.832.0%
Commodities (DBC)11.2%19.5%0.45-6.4%
Real Estate (VNQ)1.1%18.8%-0.05-6.3%
Bitcoin (BTCUSD)12.5%52.5%0.42-16.0%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MOBI
MOBI-1.1%76.0%-0.09-
Sector ETF (XLV)10.6%16.7%0.514.7%
Equity (SPY)15.1%18.0%0.72-6.5%
Gold (GLD)12.1%16.4%0.612.0%
Commodities (DBC)8.3%18.1%0.37-6.4%
Real Estate (VNQ)4.4%20.7%0.18-6.3%
Bitcoin (BTCUSD)62.6%66.2%1.02-16.0%

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Short Interest

Short Interest: As Of Date8312026
Short Interest: Shares Quantity0.4 Mil
Short Interest: % Change Since 8152026-19.3%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest2.6 days
Basic Shares Quantity19.1 Mil
Short % of Basic Shares1.9%

Earnings Returns History

Updated 9/14/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/11/2026-8.4%-6.8%-18.5%
SUMMARY STATS   
# Positive000
# Negative111
Median Positive   
Median Negative-8.4%-6.8%-18.5%
Max Positive   
Max Negative-8.4%-6.8%-18.5%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/11/2026-8.4%-6.8%-18.5%
SUMMARY STATS   
# Positive000
# Negative111
Median Positive   
Median Negative-8.4%-6.8%-18.5%
Max Positive   
Max Negative-8.4%-6.8%-18.5%

SEC Filings

Expand for More
Report DateFiling DateFiling
06/30/202608/11/202610-Q
03/31/202606/04/202610-Q
12/31/202505/08/2026424B4
Collapse to Preview
Report DateFiling DateFiling
06/30/202608/11/202610-Q
03/31/202606/04/202610-Q
12/31/202505/08/2026424B4

Insider Activity

Updated 9/15/2026
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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Leavitt, Chase CSEE REMARKSDirectBuy915202610.302,00020,60051,500Form
2Tansey, Casey M DirectBuy820202612.0716,441198,5233,843,827Form
3Tansey, Casey M DirectBuy817202611.8517,166203,4333,577,680Form
4Tansey, Casey M DirectBuy817202611.6615,821184,4033,318,630Form
5Tansey, Casey M DirectBuy817202611.5135,572409,3383,094,359Form
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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Leavitt, Chase CSEE REMARKSDirectBuy915202610.302,00020,60051,500Form
2Tansey, Casey M DirectBuy820202612.0716,441198,5233,843,827Form
3Tansey, Casey M DirectBuy817202611.8517,166203,4333,577,680Form
4Tansey, Casey M DirectBuy817202611.6615,821184,4033,318,630Form
5Tansey, Casey M DirectBuy817202611.5135,572409,3383,094,359Form
6Green, Park & Golf Ventures - Houston, Llc See FootnoteBuy629202615.0060,537908,055908,055Form
7Green, Park & Golf Ventures Ii, Llc See FootnoteBuy629202615.0033,333499,9951,202,355Form
8Green, Park & Golf Ventures Ii, Llc See FootnoteSell62920260.006,731  Form
9Green, Park & Golf Ventures Ii, Llc See FootnoteBuy629202615.0081,0001,215,0001,215,000Form
10Curnes, Nelson BunkerChief Financial OfficerDirectBuy611202612.795,00063,9694,695,286Form
11Osage, University GP Iii, Llc See FootnoteBuy512202615.00533,3337,999,99530,100,740Form
12Tansey, Casey M DirectBuy511202615.0066,666999,9903,499,980Form
13Harrington, William T See FootnoteBuy511202615.00533,3337,999,99530,100,740Form
14Lucchese, Cynthia L DirectBuy511202615.00125,0001,875,0001,875,000Form
15Leavitt, Chase CSee RemarksDirectBuy511202615.003,00045,00045,000Form
16Mead, Dana G JR DirectBuy511202615.007,000105,000105,000Form
Core Cache Last Updated: 9/20/2026