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BXBL

BOXABL Inc.
BXBL stock: going concern — what the SEC filings say, updated every weekday morning.
Nasdaq · General Bldg Contractors - Residential Bldgs · EDGAR filings (CIK 1906364) · 4 signals · 0 setups · updated Sep 18, 2026

What the filings say Pressure ▼

Several filing signals but no multi-filing setup yet; see the timeline.

Radar 51 (elevated attention) · dilution pressure elevated · listing risk low · governance risk elevated · runway cash-flow positive · strongest signal: Unregistered sale (Aug 28, 2026)

Direction is stated for existing shareholders (▼ more shares / survival or listing risk; ▲ insiders or holders buying). It is a characterization of the filings, not a forecast or a recommendation.

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51Radar · attention score (0–100)
53Dilution pressure · financing + balance sheet
0Listing risk · exchange standards
47Governance risk · reporting, auditor, going concern

Analyst note full note in Pro

Aug 21, 2026 · BXBL · red-team verdict publish with caveats

BOXABL auditor switch, late 10-Q, and dual Schedule 13Ds as negative equity deepens post-SPAC merger

On July 23, 2026, BOXABL Inc. (formerly FG Merger II Corp.) closed its SPAC merger. The same 8-K disclosed a change of auditor (Item 4.01), Nasdaq listing deficiency notice (Item 3.01), termination of prior agreements (Item 1.02), officer departures (Item 5.02), control changes (Item 5.01), shareholder rights modifications (Item 3.03), unregistered securities issuance (Item 3.02), and going-concern language in the audited financials. Two Schedule 13Ds were filed July 24. On August 17, BOXABL filed NT 10-Q, reporting it could not file its Q2 2026 10-Q on time. BOXABL subsequently filed S-3 shelf registrations on July 27 (declared effective August 10), seeking to register up to $500M in securities.

Full note (what we noticed, why it may matter, evidence, what could prove us wrong, red-team caveats) is in the Pro digest →

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Balance sheet (XBRL)

$243Kcash + short-term investments as of Mar 31, 2026
cash-flow positiveestimated runway (annualized 89-day operating cash flow (low confidence, seasonal) [companyfacts])
$-45Kstockholders' equity as of Mar 31, 2026
$79.5Mpublic float (10-K cover)
10.3Mshares outstanding as of May 14, 2026 · was 10.3M Mar 31, 2026

Runway = liquidity ÷ monthly operating burn at the latest reported period · balance sheet 171 days old. A financing after the balance-sheet date is the main reason a figure can be stale — check the timeline below for offerings since then.

Signal timeline

Last 30 days of filing signals plus current balance-sheet flags, newest first. ▼ pressure · ▲ support · hover a score for its components; every row links to the filing.

DateSignalEvidenceScore
Sep 15, 2026· Officer/director change 8-K Item 5.02 filed 2026-09-15 (accepted 18:26 ET) filing 27
Aug 28, 2026 Unregistered sale 8-K Item 3.02 filed 2026-08-28 (accepted 06:10 ET) filing 37
Aug 21, 2026 Going-concern language “going concern periodic” language in 10-Q (EX-99.2) filed 2026-08-21 filing 32
Mar 31, 2026 Negative equity Stockholders' equity $-44,933 as of 2026-03-31 filing 31
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