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8-K ·Filed Sep 30, 2026

ROC

Rank One Computing Corp
BULLISH
Impact 6/10
Horizonweeks Processed26d 7h ago SEC0001213900-26-105218
8-K material event: Items 1.01
Actionable Insight ▲ Bullish

Monitor for option period exercises by DOJ — each exercised option converts unexercised backlog into recognized revenue. The first option period (Option Period 1 (Sept 2027-2028) is the next key catalyst. Also watch for follow-on federal contracts in other agencies (FBI, DHS) as the press release frames this as a 'beachhead' for additional government opportunities.

DirectionBullish
Confidencehigh
Horizonweeks
Latest settled — T+5d
ROC ▼ -12.35% at T+5d
LONG call ✗ call lost -12.35% · α vs SPY -13.65% · entry $4.05 → $3.55
Next anchor: T+20d tomorrow
Latest observation: T+16 +2.14% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
+0.99%
call +0.99% · α +0.25%
$4.09
settled 26d ago
T+5d
-12.35%
call -12.35% · α -13.65%
$3.55
settled 20d ago
T+20d
Pending
tomorrow
T+60d
Pending
in 8w

Price Chart

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Executive Summary

ROC was awarded an eight-year contract with the U.S. Department of Justice valued at $64.3 million total, with a committed base period of $7.4 million, to develop and support a Digital Evidence Review Platform for federal prosecutions. The contract establishes a strategic beachhead for ROC's Evidence platform and validates the ZTC acquisition, but only the base period is currently funded — the remaining $56.9 million in option periods are unexercised and subject to government discretion and appropriations.

Key Facts

  • ROC entered into a contract with DOJ Executive Office for United States Attorneys (EOUSA) to develop and support a Digital Evidence Review Platform (DERP)
  • Total contract value of $64,301,418.24 over eight years (1 base year + 7 option years)
  • Committed base period (Sept 22, 2026 – Sept 21, 2027) valued at $7,414,143.80 — fully funded and obligated
  • Seven one-year option periods totaling $56,887,274.44 — all currently unexercised
  • Contract includes ROC Evidence licenses on firm fixed-price basis, plus T&M services and travel
  • Press release states this validates the strategic value of ROC's ZTC acquisition
  • Contract was awarded as a small business set-aside (NAICS 541511)
  • Base period performance begins September 22, 2026

Financial Impact

Committed base period revenue of $7.4M; total potential contract value of $64.3M if all options exercised over 8 years

revenuebacklog

Risk Factors

  • Only the $7.4M base period is currently funded; the $56.9M in option periods may never be exercised
  • Government can terminate the contract at its convenience at any time
  • Performance risk — ROC must successfully deliver the DERP environment to DOJ specifications
  • Dependence on annual government appropriations for option period funding

Investment Themes

Software & IT

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-105218
Document: ea0307150-8k_rankone.htm0001213900-26-105218
Document: ea030715001ex99-1.htm0001213900-26-105218
Document: 0001213900-26-105218-index-headers.html0001213900-26-105218
Document: 0001213900-26-105218-index.html0001213900-26-105218
Document: 0001213900-26-105218.txt0001213900-26-105218
9 reports for ROC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ROC — sortable, filterable
TypeNow
Oct 6, 2026
20d ago
8-K
NEUTRAL ★ 3/10
$3.73 $3.55▼ −4.83%▼ −4.40%$3.45 (−7.51%)
Oct 6, 2026
20d ago
3
NEUTRAL ★ 2/10
$3.73 $3.55▼ −4.83%▼ −4.40%$3.45 (−7.51%)
Sep 30, 2026
26d ago
8-K
BULLISH ★ 6/10
$4.05 $4.09▲ +0.99%▲ +0.25%$3.45 (−14.81%)
Sep 2, 2026
7w ago
8-K
BULLISH ★ 6/10
$4.10 $4.15▲ +1.22%▲ +0.17%$3.45 (−15.85%)
Sep 1, 2026
7w ago
Press Release
NEUTRAL ★ 5/10
$4.12 $4.10▼ −0.49%▼ −0.93%$3.45 (−16.26%)
Aug 19, 2026
9w ago
8-K
NEUTRAL ★ 4/10
$4.36 $4.20▼ −3.67%▼ −2.83%$3.45 (−20.87%)
Aug 14, 2026
10w ago
8-K
MIXED ★ 5/10
$4.34 $4.41▲ +1.61%▲ +2.09%$3.45 (−20.51%)
Jun 16, 2026
18w ago
8-K
NEUTRAL ★ 2/10
$4.67 $4.72▲ +1.07%▲ +2.32%$3.45 (−26.12%)
May 15, 2026
23w ago
8-K
BEARISH ★ 7/10
$5.77 $4.86▲ +15.77%▲ +15.71%$3.45 (+40.21%)
Showing 9 of 9

US Market Status

Market Closed — Opens Wed (10h 15m)

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Report published Sep 30, 2026