Rank One Computing Corp (ROC)

NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-26

$3.45-4.70%

Close 2026-10-26 · 1-day change

Investment OutlookAs of Oct 26, 2026

What could strengthen or challenge Rank One Computing Corp’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	6.05M
EPS	—	-0.07
Annual ending 2026-12-31
Revenue	—	20.6M
EPS	—	-0.3
Annual ending 2027-12-31
Revenue	—	35.63M
EPS	—	-0.095

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Integrate Zuccaro Technical Consulting into ROC Evidence	Rank One Computing is expanding its ROC Evidence platform.	Intact	Integration delays beyond Q1 FY27	Integration completed Aug 31, 2026 vs Q1 FY27 target ROC completed 100% acquisition of Zuccaro Technical Consulting on Aug 31, 2026, ahead of schedule. Context reviewed through Oct 26, 2026Last status assessment Oct 26, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Newly stated in 2026-Q3 with the DOJ contract announcement highlighting validation of the expanded ROC Evidence platform and strategic value of the ZTC acquisition. Revenue increased from $2.5 million in 2026-Q1 to $5.1 million in 2026-Q2, supporting growth in this segment. The trajectory shows delivering progress on platform expansion. Delivery assessment Oct 26, 2026
Successfully execute the DOJ contract valued at $64.3 million	The company secured a $64.3 million contract with the DOJ.	Intact	Failure to secure contract milestones	Contract executed vs target ROC entered DOJ contract on Sept 14, 2026. StoneX reiterates Buy on the win. Context reviewed through Oct 26, 2026Last status assessment Oct 26, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Newly stated in 2026-Q3 (September 2026) with the announcement of an eight-year $64.3 million DOJ contract. Financials show revenue of $5.1 million in 2026-Q2, up from $2.5 million in 2026-Q1, indicating growth momentum. The contract award aligns with management's stated priority and represents delivering on long-term government contract execution. Delivery assessment Oct 26, 2026
Achieve revenue of at least $20.6 million for FY26	A primary condition in Rank One Computing Corp's published investment case. The stated target is >=20.6 million.	Intact	Revenue falls below $20 million for FY26	Revenue: $5.093M FY2026-Q2; GAAP. Published target: >=20.6 million. Target period is not explicitly aligned with this observation. Source published Aug 13, 20265,092,982 USD · source valueSource reportLast status assessment Oct 26, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 4888e607-9c1a-4eac-a160-dee6832de575. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Newly stated in 2026-Q3 (September 2026) with the announcement of an eight-year $64.3 million DOJ contract. Financials show revenue of $5.1 million in 2026-Q2, up from $2.5 million in 2026-Q1, indicating growth momentum. The contract award aligns with management's stated priority and represents delivering on long-term government contract execution. Delivery assessment Oct 26, 2026

Stored thesis · Oct 4, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue: comparable history unavailable.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-09-07	Unavailable	Unavailable	1 / 1
2026-09-08	Unavailable	Unavailable	1 / 1
2026-09-09	Unavailable	Unavailable	1 / 1
2026-09-10	Unavailable	Unavailable	1 / 1
2026-09-11	Unavailable	Unavailable	1 / 1
2026-09-12	Unavailable	Unavailable	1 / 1
2026-09-13	Unavailable	Unavailable	1 / 1
2026-09-14	Unavailable	Unavailable	1 / 1
2026-09-15	Unavailable	Unavailable	1 / 1
2026-09-16	Unavailable	Unavailable	1 / 1
2026-09-17	Unavailable	Unavailable	1 / 1
2026-09-18	Unavailable	Unavailable	1 / 1
2026-09-19	Unavailable	Unavailable	1 / 1
2026-09-20	Unavailable	Unavailable	1 / 1
2026-09-21	Unavailable	Unavailable	1 / 1
2026-09-22	Unavailable	Unavailable	1 / 1
2026-09-23	Unavailable	Unavailable	1 / 1
2026-09-24	Unavailable	Unavailable	1 / 1
2026-09-25	Unavailable	Unavailable	1 / 1
2026-09-26	Unavailable	Unavailable	1 / 1
2026-09-27	Unavailable	Unavailable	1 / 1
2026-09-28	Unavailable	Unavailable	1 / 1
2026-09-29	Unavailable	Unavailable	1 / 1
2026-09-30	Unavailable	Unavailable	1 / 1
2026-10-01	Unavailable	Unavailable	2 / 2
2026-10-02	Unavailable	Unavailable	2 / 2
2026-10-03	Unavailable	Unavailable	2 / 2
2026-10-04	Unavailable	Unavailable	2 / 2
2026-10-05	Unavailable	Unavailable	2 / 2
2026-10-06	Unavailable	Unavailable	2 / 2
2026-10-07	Unavailable	Unavailable	2 / 2
2026-10-08	Unavailable	Unavailable	2 / 2
2026-10-09	Unavailable	Unavailable	2 / 2
2026-10-10	Unavailable	Unavailable	2 / 2
2026-10-11	Unavailable	Unavailable	2 / 2
2026-10-12	Unavailable	Unavailable	2 / 2
2026-10-13	Unavailable	Unavailable	2 / 2
2026-10-14	Unavailable	Unavailable	2 / 2
2026-10-15	Unavailable	Unavailable	2 / 2
2026-10-16	Unavailable	Unavailable	2 / 2
2026-10-17	Unavailable	Unavailable	2 / 2
2026-10-18	Unavailable	Unavailable	2 / 2
2026-10-19	Unavailable	Unavailable	2 / 2
2026-10-20	Unavailable	Unavailable	2 / 2
2026-10-21	Unavailable	Unavailable	2 / 2
2026-10-22	Unavailable	Unavailable	2 / 2
2026-10-23	Unavailable	Unavailable	2 / 2
2026-10-24	Unavailable	Unavailable	2 / 2
2026-10-25	Unavailable	Unavailable	2 / 2
2026-10-26	Unavailable	Unavailable	2 / 2

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	1	0	0
2026-06-01	1	0	0
2026-07-01	1	0	0
2026-08-01	1	0	0
2026-09-01	2	0	0
2026-10-01	2	0	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 2 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 27–Oct 26 · 0 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

Craig-HallumSep 28

$6.50New observation · no comparable prior

$0$3.58$7.15

0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior

How this is measured

Sep 27, 2026–Oct 26, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Achieve revenue of at least $20.6 million for FY26Revenue: $5.093M

Next proof point

Nov 12, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

1 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.7%Typical daily move · historical

Downside history

-52.8%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Rank One Computing Corp outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

ROC is a small-cap technology company with a contract-driven growth story, not yet a proven durable compounder. Its long-term thesis is in a watch state, and confidence has fallen from medium to low as recent performance remains below its industry cohort.

What's priced into Rank One Computing Corp

The available valuation measure places ROC at a modest premium to peers, with valuation expectations broadly aligned rather than showing a clear gap. The evidence does not specify what the market assumes about future growth, and ROC is currently loss-making.

What the fundamentals likely do

Near term, execution risk is high: the snapshot flags a 41% chance of missing the next results, citing ROC’s smaller size and recent misses. There is progress to assess over the multi-year view: revenue rose from $2.5 million in the first quarter of 2026 to $5.1 million in the second, and an eight-year DOJ contract supports management’s focus on government work and ROC Evidence. The evidence for a sustained improvement in financial performance is still limited.

What Rank One Computing Corp hinges on

The key question is whether ROC can execute the DOJ contract and expand ROC Evidence into end-to-end investigative intelligence. Near term, broader technology-sector momentum could help or fade depending on interest-rate changes and results from SAP, CRM, and NOW. The evidence does not provide enough detail to assess the acquisition’s financial contribution.