The S-4 submission is procedural but signals deal progression. The critical near-term catalyst is the shareholder vote on the extension — if denied, the SPAC must liquidate. Monitor redemption levels and the extension vote outcome.
Price Chart
Executive Summary
Bold Eagle Acquisition Corp. and REDLattice announced the confidential submission of a draft S-4 registration statement to the SEC, a procedural milestone in their previously announced de-SPAC merger. The deal remains subject to shareholder approval, SEC review, regulatory approvals, and an extension vote to give Bold Eagle more time to close. REDLattice reported $246.3M revenue in 2025 (up from $62.3M in 2024) but a net loss of $33.1M, and the SPAC faces redemption risk and a ticking deadline.
Key Financial Metrics
Key Facts
- Confidential S-4 submitted to SEC on October 20, 2026 for REDLattice/Bold Eagle business combination.
- REDLattice 2025 revenue: $246.3M (product $148.1M, maintenance $54.3M, services $43.9M) vs $62.3M in 2024.
- REDLattice 2025 net loss: $33.1M vs $15.0M net loss in 2024.
- REDLattice 2025 operating income: $2.1M vs $(12.6)M operating loss in 2024.
- Closing conditions include shareholder approval, SEC effectiveness, regulatory approvals, Nasdaq listing, and shareholder approval of an extension of Bold Eagle's combination deadline.
- Bold Eagle filed a definitive extension proxy statement on October 5, 2026; shareholder vote on extension is pending.
- Post-combination ticker expected to be 'REDL' on Nasdaq.
- REDLattice is a U.S. defense tech company selling cyber intelligence products/services exclusively to U.S. government and allied nation-state customers.
Financial Impact
REDLattice 2025 revenue $246.3M, net loss $33.1M; deal value not disclosed in this filing.
Risk Factors
- Shareholders may not approve the extension, forcing SPAC liquidation.
- High redemption requests could deplete trust proceeds, impairing the combined company's cash position.
- SEC review of the S-4 could delay or block the transaction.
- REDLattice's accumulated deficit of $58.4M and negative equity of $(45.0)M as of Dec 2025 indicate financial risk.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 425 Filing (Primary) | 0001213900-26-110844 |
| Document: ea030889201ex99-1.htm | 0001213900-26-110844 |
| Document: 0001213900-26-110844-index-headers.html | 0001213900-26-110844 |
| Document: 0001213900-26-110844-index.html | 0001213900-26-110844 |
| Document: 0001213900-26-110844.txt | 0001213900-26-110844 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 425 | $10.50 | awaiting T+20 | — | $10.58 (+0.76%) |
Oct 27, 2026 today | 8-K/A | $10.50 | awaiting T+20 | — | $10.58 (+0.76%) |
Oct 26, 2026 1d ago | 425 | $10.39 | awaiting T+20 | — | $10.58 (+1.83%) |
Oct 26, 2026 1d ago | 8-K | $10.39 | awaiting T+20 | — | $10.58 (+1.83%) |
Oct 20, 2026 7d ago | DEFA14A | $10.58 | awaiting T+20 | — | $10.58 (−0.00%) |
Oct 20, 2026 7d ago | 425 | $10.58 | awaiting T+20 | — | $10.58 (−0.00%) |
Oct 20, 2026 7d ago | 8-K | $10.58 | awaiting T+20 | — | $10.58 (−0.00%) |
Oct 6, 2026 21d ago | 425 | $10.69 | awaiting T+20 | — | $10.58 (−1.03%) |
Oct 5, 2026 22d ago | DEF 14A | $10.69 | awaiting T+20 | — | $10.58 (−1.03%) |
Sep 28, 2026 29d ago | 425 | $10.69 $10.39 | ▲ +2.81% | ▲ +2.77% | $10.58 (+1.03%) |
US Market Status
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