Monitor the November 2026 contract commencement and subsequent quarterly filings for actual revenue recognition from the $54.6M award and Digital Ally integration. The Discretionary Panel Monitor through October 2027 means any future bid-price dip below $1.00 could trigger expedited delisting — watch the stock price closely.
Price Chart
Executive Summary
Cycurion filed an 8-K with two press releases: one discussing a record $54.6M, 10-year contract win and the Digital Ally acquisition (adding ~$5.5M annual revenue and ~$1.2M EBITDA), and another confirming Nasdaq bid-price compliance after a 1-for-8 reverse stock split, subject to a Discretionary Panel Monitor through October 2027. The contract and acquisition are positive operational milestones, but the Nasdaq compliance is a routine administrative step that does not change fundamentals.
Key Facts
- Cycurion announced a $54.6 million, 10-year contract award, the largest in company history, expected to generate more than $5 million in annual revenue starting November 2026.
- The Digital Ally Video Solutions acquisition adds approximately $5.5 million in annual revenue and more than $1.2 million in EBITDA, with a pro forma gross revenue run rate of approximately $30 million.
- Cycurion regained compliance with Nasdaq's minimum bid price requirement after a 1-for-8 reverse stock split, confirmed by Nasdaq on October 1, 2026.
- The company is subject to a Discretionary Panel Monitor through October 1, 2027; any future non-compliance will result in a delist determination without an opportunity to submit a compliance plan.
- No financial statements or revenue/earnings figures for the current period were provided in this filing.
Financial Impact
Record $54.6M contract adds >$5M annual revenue; Digital Ally acquisition adds ~$5.5M annual revenue and >$1.2M EBITDA; pro forma revenue run rate ~$30M.
Risk Factors
- Discretionary Panel Monitor through October 2027: any future non-compliance with Nasdaq listing standards triggers immediate delist determination without a cure period.
- Execution risk on the $54.6M contract and Digital Ally acquisition integration.
- No current-period financials filed; the company's fundamental revenue and earnings trajectory remains unclear.
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001868419-26-000048 |
| Exhibit: exhibit991sep302026pressre.htm | 0001868419-26-000048 |
| Exhibit: exhibit992october22026pres.htm | 0001868419-26-000048 |
| Document: 0001868419-26-000048-index-headers.html | 0001868419-26-000048 |
| Document: 0001868419-26-000048-index.html | 0001868419-26-000048 |
| Document: 0001868419-26-000048.txt | 0001868419-26-000048 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $2.28 | awaiting T+1 | — | $2.23 (−2.27%) |
Oct 22, 2026 5d ago | 8-K | $2.00 $2.16 | ▲ +8.00% | ▲ +8.52% | $2.23 (+11.42%) |
Oct 22, 2026 5d ago | Press Release | $2.00 $2.16 | ▲ +8.00% | ▲ +8.52% | $2.23 (+11.42%) |
Oct 16, 2026 11d ago | 8-K | $2.19 $2.18 | ▼ −0.46% | ▼ −0.88% | $2.23 (+1.75%) |
Oct 2, 2026 25d ago | 8-K | $3.82 $3.68 | ▼ −3.66% | ▼ −4.34% | $2.23 (−41.67%) |
Sep 30, 2026 26d ago | 8-K | $2.69 $3.82 | ▲ +42.01% | ▲ +41.27% | $2.23 (−17.16%) |
Sep 28, 2026 29d ago | 8-K | $2.77 $2.65 | ▼ −4.33% | ▼ −4.15% | $2.23 (−19.56%) |
Sep 8, 2026 6w ago | 8-K | $3.51 $3.46 | ▼ −1.42% | ▼ −0.96% | $2.23 (−36.52%) |
Aug 28, 2026 8w ago | 8-K | $3.85 $3.67 | ▼ −4.68% | ▼ −4.38% | $2.23 (−42.12%) |
Aug 28, 2026 8w ago | 8-K | $3.85 $3.67 | ▼ −4.68% | ▼ −4.38% | $2.23 (−42.12%) |
US Market Status
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