Cosmos Health Inc. — Form 8-K
Filed October 22, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Cosmos Health projects Q4 2026 U.S. e-commerce revenue of approximately $15 million with ~70% gross margin ($10.5M gross profit), driven by 8,940 active subscriptions (up 42% from 6,287 in five days as of Oct 19, 2026) and 14,624 tracked online orders (up 34%). Company reaffirms full-year 2026 revenue guidance of >$90M (up ~38% vs 2025), with Q4 implying ~$35.7M total (up 81% YoY), supported by contract manufacturing pipeline of 32.7M units (up sixfold since mid-2024) and CosmoFarm distribution reaching >1,500 pharmacies. Non-GAAP adjusted EBITDA targeted at $44.2M by 2029 with 35.5% gross margin.
Why this rating
Strong Q4 guidance ($15M U.S. e-commerce alone = 158% of market cap; 70% margins vs 12% company avg) and 38% annual revenue growth are material to micro-cap. Execution risk is high; subscription model unproven at scale.
Tradability signal
NO TRADE
No trade: price $0.27 is below our $0.5 floor — spreads at this level eat any edge.
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $0.27 ▲ 0.00% | at our read · unknown $0.27 | +10 min · unknown $0.27 ▼ 0.15% | +30 min · unknown $0.27 ▲ 0.33% | +1 hr · unknown $0.27 ▼ 1.32% | +4 hrs pending |
The stock had already moved -0.00% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from October 22, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.