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8-K ·Filed Sep 30, 2026

BAFN

BayFirst Financial Corp.
NEUTRAL
Impact 2/10
Horizonweeks Processed27d 6h ago SEC0001649739-26-000118
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Monitor the Q3 2026 earnings release on October 29 for net interest margin trends and loan growth, given the bank's $1.13B asset base and exposure to the Tampa Bay-Sarasota regional economy.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d ⚠ clustered
BAFN ▲ +6.02% at T+5d
NEUTRAL call +6.02% · α vs SPY +4.11% · entry $6.81 → $7.22
Next anchor: T+20d in 17h
Latest observation: T+17 -5.68% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
+7.93%
call +7.93% · α +7.75%
$7.35
settled 26d ago
T+5d
+6.02%
call +6.02% · α +4.11%
$7.22
settled 20d ago
T+20d
Pending
in 17h
T+60d
Pending
in 8w

Price Chart

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Executive Summary

BayFirst Financial Corp. filed an 8-K announcing the date for its Q3 2026 earnings release (after market close on October 29, 2026) and a conference call on October 30, 2026. The filing contains no financial results, guidance, or material operational updates — it is a routine earnings calendar announcement.

Key Facts

  • Q3 2026 results will be reported after market close on Thursday, October 29, 2026
  • Conference call scheduled for Friday, October 30, 2026 at 9:00 a.m. ET
  • No preliminary financial results or guidance were disclosed
  • As of June 30, 2026, BayFirst had $1.13 billion in total assets

Financial Impact

No financial data disclosed — routine earnings date announcement only

Risk Factors

  • No financial data or guidance provided — no actionable risk signals from this filing

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001649739-26-000118
Document: bayfirstq32026earningscall.htm0001649739-26-000118
Document: 0001649739-26-000118-index-headers.html0001649739-26-000118
Document: 0001649739-26-000118-index.html0001649739-26-000118
Document: 0001649739-26-000118.txt0001649739-26-000118
22 reports for BAFN
Performance horizon
100% Hit rate @ T+60 3 of 3 directional calls Went positive at some point 13 of 14 best @ T+5▲ +30.29%Oct 13, 2026
Filters
Rows
Reports for BAFN — sortable, filterable
TypeNow
Oct 19, 2026
8d ago
SC 13D/A
NEUTRAL ★ 4/10
$6.44awaiting T+60—$6.37 (−1.09%)
Oct 13, 2026
13d ago
SC 13D/A
BULLISH ★ 6/10
$5.25awaiting T+60—$6.37 (+21.33%)
Sep 30, 2026
27d ago
8-K
NEUTRAL ★ 2/10
$6.81awaiting T+60—$6.37 (−6.46%)
Sep 29, 2026
28d ago
8-K
NEUTRAL ★ 2/10
$7.21awaiting T+60—$6.37 (−11.65%)
Sep 24, 2026
4w ago
3
NEUTRAL ★ 2/10
$7.12awaiting T+60—$6.37 (−10.53%)
Sep 24, 2026
4w ago
Press Release
NEUTRAL ★ 2/10
$7.12awaiting T+60—$6.37 (−10.53%)
Sep 1, 2026
8w ago
8-K
BEARISH ★ 6/10
$7.15awaiting T+60—$6.37 (+10.91%)
Aug 27, 2026
8w ago
8-K
NEUTRAL ★ 2/10
$6.61awaiting T+60—$6.37 (−3.63%)
Aug 25, 2026
9w ago
EFFECT
BEARISH ★ 7/10
$7.37awaiting T+60—$6.37 (+13.57%)
Aug 21, 2026
9w ago
S-1/A
BEARISH ★ 6/10
$7.31awaiting T+60—$6.37 (+12.86%)
Showing 10 of 22

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Report published Sep 30, 2026