Axos Financial, Inc. stock: filings, catalysts and timeline
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FundamentalsWhat is this?HideStrong
How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.
Source: SEC XBRL financial statements.
ValueWhat is this?HidePre-revenue — no valuation basis
How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.
Source: SEC XBRL financial statements and end-of-day prices.
News flowWhat is this?HideBalanced
What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.
Source: SEC EDGAR 8-K filings and FDA approvals.
MomentumWhat is this?HideBalanced
The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.
Source: End-of-day prices.
SafetyWhat is this?HideStrong
The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.
Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.
Discovery Gap: Very high (66/100) · Gap confidence 52/100
Documented progress is running well ahead of market attention.
Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.
What is this?Hide
How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.
Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.
How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.
Gap confidenceWhat is this?HideModerate 52/100How fully AIR could measure this Gap.
How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.
Evidence strengthWhat is this?HideModerate 55/100Support behind the full AIR read, not only the Gap.
How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.
This month at a glance
Evidence timeline
- Expected
Fri 29 Jan · expected 10-Q
Last year filed 29 Jan 2026.
Fri 20 Aug · expected 10-K
Last year filed 20 Aug 2026.
- Filed
Tue 3 Nov · 8-K
Recognition: Balanced 55 → Balanced 61Gap Very high · 72 → Very high · 66The gap narrowed — attention is catching up.
The price trend strengthened.
Thu 29 Oct · 10-Q
Quarterly report (10-Q), period ending 30 Sep 2026
Recognition: Balanced 57 → Balanced 61More of the market is starting to notice.
The price trend strengthened.
Thu 29 Oct · 8-K
8-K · Item 2.02 — Results of operations
Axos Financial reported Q1 FY2027 net income of $129.6M (+15.4% YoY) and diluted EPS of $2.25 (+16.0% YoY). Net interest income grew 13.8%, non-interest income surged 97.3%, and net interest margin expanded 10 bps to 4.64%. Loan growth of $316.6M and deposit growth of $847.8M.
Recognition: Balanced 57 → Balanced 61More of the market is starting to notice.
The price trend strengthened.
Mon 21 Sep · 8-K
8-K · Item 2.01 — Acquisition or disposal of assets
Axos Bank completed acquisition of approximately $1.9 billion in IRA deposits from Capital One on September 21, 2026, pursuant to a Purchase and Assumption Agreement dated April 22, 2026.
Fundamentals: Strong 69 → Strong 79Recognition: Balanced 60 → Balanced 57The reported numbers improved.
Market attention has faded.
The price trend weakened.
Thu 20 Aug · 10-K
Thu 6 Aug · 8-K
Thu 30 Jul · 8-K
Tue 7 Jul · 8-K
Tue 9 Jun · 8-K
Mon 4 May · 8-K
Mon 4 May · 8-K
Thu 30 Apr · 8-K
Thu 30 Apr · 10-Q
Quarterly report (10-Q), period ending 17 Apr 2026
Thu 23 Apr · 8-K
Mon 23 Mar · 8-K
Thu 12 Feb · 8-K
Mon 2 Feb · 8-K
Thu 29 Jan · 8-K
Thu 29 Jan · 10-Q
Quarterly report (10-Q), period ending 16 Jan 2026
Tue 6 Jan · 8-K
Fri 19 Dec · 8-K
Fri 14 Nov · 8-K
Wed 12 Nov · 8-K
Thu 30 Oct · 10-Q
Quarterly report (10-Q), period ending 17 Oct 2025
Thu 30 Oct · 8-K
Mon 22 Sep · 8-K
Fri 19 Sep · 8-K
Wed 17 Sep · 8-K
Wed 10 Sep · 8-K
Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.
Ask AIR
What would change our view
Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.