SOBR Safe, Inc. (SOBR)

SOBR Safe closed a $2 million private placement in December 2025, followed by a stock decline. In Q3 2025, revenue increased by 136.1% year-over-year, but the gross margin decreased, and the operating loss widened. Q2 2025 saw a 92.3% year-over-year increase in total revenue and an improved gross margin. In Q1 2025, revenue increased by 80.5% year-over-year, with an improved net loss. The SOBRsure wristband device was launched in November 2024. In Q2 2024, SOBRsafe was granted an exception period by Nasdaq to regain compliance with the minimum bid price requirement. The stock has experienced a significant decline, decreasing by 89.7% over the past year and 72.54% over the past six months as of February 8, 2026.

Specific demand seasonality information for SOBR Safe, Inc.'s products and services is not available. However, the company serves industries where impairment management is critical, suggesting a relatively consistent demand driven by safety regulations and operational needs. The global alcohol sensor market is projected to grow significantly.

SOBR Safe, Inc. is a technology company specializing in cognitive impairment monitoring solutions with a focus on alcohol detection. Their products include SOBRcheck, a touch-based alcohol screening device; SOBRsure, a wearable wristband for continuous alcohol monitoring; and the SOBRsafe Software Platform, a cloud-based platform for data analysis and reporting. The company operates on a SaaS model and serves various applications, including substance abuse, mental health, occupational safety, and fleet management.

SOBR Safe, Inc. is headquartered in Greenwood Village, Colorado, with some sources indicating a founding in 2004 and others in 2020 with a headquarters in Vancouver, Canada. The company primarily serves industries in North America where impairment management is critical, such as transportation fleets, oil and gas operations, construction sites, and manufacturing facilities. SOBR Safe is expanding its reach into additional markets through partnerships and channel agreements.

SOBR Safe aims to create substance-free environments and save lives through its technology. The SOBRcheck device received the Occupational Health & Safety 2022 New Product of the Year award. The company has reported significant year-over-year revenue increases in its quarterly reports for Q1, Q2, and Q3 2025 and has expanded its global presence with a new European Patent for SOBRcheck. Despite positive developments, the company has received a consensus rating of "Sell" from analysts.

SOBR Safe, Inc. has 19 institutional owners and shareholders, holding a total of 60,832 shares, with approximately 7.93% of the stock owned by institutional investors. Major institutional shareholders include Citadel Advisors Llc, DRW Securities, LLC, Geode Capital Management, Llc, Vanguard Group Inc, Tower Research Capital LLC (TRC), Morgan Stanley, St Germain D J Co Inc, UBS Group AG, VEXMX - Vanguard Extended Market Index Fund Investor Shares, and Pnc Financial Services Group, Inc. Over 40% of the company's free float is held by insiders.