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AtlasClear Holdings, Inc. (ATCHW) Stock Fundamental Analysis & AI Rating 2026

ATCHW NYSE Finance Services DE CIK: 0001963088
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
76% Confidence
STRONG AGREEMENT
SELL
75% Conf
SELL
77% Conf

📊 ATCHW Key Takeaways

Revenue: $9.3M
Net Margin: 68.2%
Free Cash Flow: $-1.0M
Current Ratio: 1.56x
Debt/Equity: 0.05x
EPS: $0.06
AI Rating: SELL with 75% confidence
AtlasClear Holdings, Inc. (ATCHW) receives a SELL rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $9.3M, net profit margin of 68.2%, and return on equity (ROE) of 29.3%, AtlasClear Holdings, Inc. demonstrates mixed fundamentals in the Finance sector. Below is our complete ATCHW stock analysis for 2026.

Is AtlasClear Holdings, Inc. (ATCHW) a Good Investment?

Claude

AtlasClear exhibits severe operational distress with negative operating cash flow (-$1.0M) and operating losses (-$3.3M) despite modest revenue of $9.3M, suggesting fundamental business model challenges. The anomalous 68.2% net margin appears driven by non-operating gains rather than sustainable profitability, masking underlying operational weakness. Deteriorating cash generation combined with negative operating margins and lack of insider confidence indicates structural profitability issues that require resolution before consideration.

ChatGPT

AtlasClear shows weak core earnings quality: it posted a meaningful operating loss and negative operating cash flow despite reporting positive net income. The balance sheet is relatively clean with solid cash and low leverage, but the large gap between operating results and bottom-line profit suggests earnings may be driven by non-core or non-recurring items rather than durable business strength.

Why Buy AtlasClear Holdings, Inc. Stock? ATCHW Key Strengths

Claude
  • + Strong liquidity position with $23.1M cash covering 1.56x current liabilities
  • + Low leverage with debt-to-equity ratio of 0.05x providing financial flexibility
  • + Positive ROE of 29.3% and ROA of 8.2% indicating some capital efficiency despite operational challenges
ChatGPT
  • + Strong liquidity with $23.08M cash and a 1.56x current ratio
  • + Low leverage with long-term debt under $1.0M and debt/equity of 0.05x
  • + Positive reported net income and solid reported ROE/ROA metrics

ATCHW Stock Risks: AtlasClear Holdings, Inc. Investment Risks

Claude
  • ! Severe operational losses with -35.8% operating margin and negative operating cash flow indicating unsustainable business model
  • ! Disconnect between reported net income ($6.3M) and operating cash flow (-$1.0M) suggests non-operating or non-cash gains masking true profitability
  • ! Negative free cash flow (-$1.0M) and deteriorating cash generation despite cash position; no insider transactions in 90 days indicates lack of management confidence
  • ! Limited revenue base ($9.3M) with insufficient scale to absorb operating costs and negative operating leverage
ChatGPT
  • ! Core profitability is weak, with operating income of -$3.33M and a -35.8% operating margin
  • ! Cash generation is poor, with operating cash flow and free cash flow both at -$1.00M
  • ! Earnings quality appears low because net income is positive while operations remain loss-making

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive cash generation
  • * Operating margin expansion and ability to achieve operating profitability
  • * Revenue growth rate and gross margin structure to assess business model sustainability
  • * Sources of net income vs. operating losses to understand if gains are repeatable or one-time
  • * Insider transaction activity as indicator of management confidence
ChatGPT
  • * Operating income margin and whether revenue growth translates into recurring operating profit
  • * Operating cash flow consistency versus reported net income

AtlasClear Holdings, Inc. (ATCHW) Financial Metrics & Key Ratios

Revenue
$9.3M
Net Income
$6.3M
EPS (Diluted)
$0.06
Free Cash Flow
$-1.0M
Total Assets
$77.6M
Cash Position
$23.1M

💡 AI Analyst Insight

AtlasClear Holdings, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

ATCHW Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -35.8%
Net Margin 68.2%
ROE 29.3%
ROA 8.2%
FCF Margin -10.8%

ATCHW vs Finance Sector: How AtlasClear Holdings, Inc. Compares

How AtlasClear Holdings, Inc. compares to Finance sector averages

Net Margin
ATCHW 68.2%
vs
Sector Avg 25.0%
ATCHW Sector
ROE
ATCHW 29.3%
vs
Sector Avg 12.0%
ATCHW Sector
Current Ratio
ATCHW 1.6x
vs
Sector Avg 1.2x
ATCHW Sector
Debt/Equity
ATCHW 0.0x
vs
Sector Avg 2.0x
ATCHW Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is AtlasClear Holdings, Inc. Stock Overvalued? ATCHW Valuation Analysis 2026

Based on fundamental analysis, AtlasClear Holdings, Inc. appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
29.3%
Sector avg: 12%
Net Profit Margin
68.2%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.05x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

AtlasClear Holdings, Inc. Balance Sheet: ATCHW Debt, Cash & Liquidity

Current Ratio
1.56x
Quick Ratio
1.56x
Debt/Equity
0.05x
Debt/Assets
72.1%
Interest Coverage
-112.39x
Long-term Debt
$980.1K

ATCHW Revenue & Earnings Growth: 5-Year Financial Trend

ATCHW 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: AtlasClear Holdings, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline.

ATCHW Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-10.8%
Free cash flow / Revenue

ATCHW Quarterly Earnings & Performance

Quarterly financial performance data for AtlasClear Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $2.7M -$419.7K $0.05
Q1 2026 $2.8M -$440.3K $-0.01
Q3 2025 $1.3M -$256.0K N/A
Q2 2025 $2.7M $117.0K N/A
Q1 2025 $2.8M -$256.0K N/A
Q1 2024 $1.3M $192.4K N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

AtlasClear Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$1.0M
Cash generated from operations
Stock Buybacks
$334.1K
Shares repurchased (TTM)
Dividends
None
No dividend program

ATCHW SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for AtlasClear Holdings, Inc. (CIK: 0001963088)

📋 Recent SEC Filings

Date Form Document Action
Feb 13, 2026 8-K form8-k.htm View →
Feb 13, 2026 10-Q form10-q.htm View →
Feb 10, 2026 8-K form8-k.htm View →
Dec 1, 2025 8-K tm2532434d1_8k.htm View →
Nov 26, 2025 S-1/A atch-20250930xs1a.htm View →

Frequently Asked Questions about ATCHW

What is the AI rating for ATCHW?

AtlasClear Holdings, Inc. (ATCHW) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ATCHW's key strengths?

Claude: Strong liquidity position with $23.1M cash covering 1.56x current liabilities. Low leverage with debt-to-equity ratio of 0.05x providing financial flexibility. ChatGPT: Strong liquidity with $23.08M cash and a 1.56x current ratio. Low leverage with long-term debt under $1.0M and debt/equity of 0.05x.

What are the risks of investing in ATCHW?

Claude: Severe operational losses with -35.8% operating margin and negative operating cash flow indicating unsustainable business model. Disconnect between reported net income ($6.3M) and operating cash flow (-$1.0M) suggests non-operating or non-cash gains masking true profitability. ChatGPT: Core profitability is weak, with operating income of -$3.33M and a -35.8% operating margin. Cash generation is poor, with operating cash flow and free cash flow both at -$1.00M.

What is ATCHW's revenue and growth?

AtlasClear Holdings, Inc. reported revenue of $9.3M.

Does ATCHW pay dividends?

AtlasClear Holdings, Inc. does not currently pay dividends.

Where can I find ATCHW SEC filings?

Official SEC filings for AtlasClear Holdings, Inc. (CIK: 0001963088) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ATCHW's EPS?

AtlasClear Holdings, Inc. has a diluted EPS of $0.06.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ATCHW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, AtlasClear Holdings, Inc. has a SELL rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ATCHW stock overvalued or undervalued?

Valuation metrics for ATCHW: ROE of 29.3% (sector avg: 12%), net margin of 68.2% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy ATCHW stock in 2026?

Our dual AI analysis gives AtlasClear Holdings, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is ATCHW's free cash flow?

AtlasClear Holdings, Inc.'s operating cash flow is $-1.0M, with capital expenditures of N/A. FCF margin is -10.8%.

How does ATCHW compare to other Finance stocks?

Vs Finance sector averages: Net margin 68.2% (avg: 25%), ROE 29.3% (avg: 12%), current ratio 1.56 (avg: 1.2).

Why is ATCHW's return on equity (ROE) so high?

AtlasClear Holdings, Inc. has a return on equity of 29.3%, significantly above the Finance sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 68.2% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI