Analysts Raise Targets on Securitize, Coinbase, Robinhood; BofA Cuts eToro Editorial Staff Mon, October 12, 2026 at 1:53 PM EDT 2 min read SECZ -14.54% ETOR -3.28% COIN -0.57% HOOD35566-USD -4.67% AAPL +0.88% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
StoneX raised its price target on Securitize (NYSE: $SECZ) by 50% on Monday, adding to a run of target changes on crypto-linked stocks this month ahead of third-quarter earnings.
StoneX analyst Mark Palmer lifted his target to $18 from $12 and kept a Buy rating. He argued that Securitize's new tokenized stock trading platform, launched last Thursday, will open a major new revenue stream. Shares fell about 10% Monday morning, leaving the new target roughly 45% above current prices. Palmer said the market still values Securitize like a tokenization vendor, even though it now operates as a market.
Management said on its August earnings call that most tokenization revenue came from integration fees, meaning little of the $5.3 billion in second-quarter transaction volume was monetized, according to StoneX. The new platform lets the company earn fees on transactions and servicing, with possible collateral revenue later. Last week's launch put stocks including Apple (NASDAQ: $AAPL), Nvidia (NASDAQ: $NVDA) and Tesla (NASDAQ: $TSLA) on Solana, backed one-for-one by underlying shares and settling in USDC (CRYPTO: $USDC).
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StoneX projects revenue of nearly $120 million in 2027 and almost $200 million in 2028, about 65% annual growth. Its $18 target implies a 14.5-times enterprise-value-to-revenue multiple on the 2028 forecast.
Bank of America (NYSE: $BAC) analyst Craig Siegenthaler made his own moves on Oct. 5. He raised Robinhood (NASDAQ: $HOOD) to $156 from $140 and Coinbase (NASDAQ: $COIN) to $203 from $174, keeping Buy ratings on both. He cut eToro (NASDAQ: $ETOR) to $39 from $46 with a Neutral rating.
Expectations differ by company. Robinhood is expected to report third-quarter earnings of $0.64 per share on revenue near $1.4 billion, and has beaten EPS estimates in each of its last 11 quarters. Coinbase is projected to post a $0.20 per-share loss on about $1.77 billion in revenue, after missing estimates in each of the last three quarters. eToro is forecast at $0.40 per share on roughly $203 million.
Commentary tied the Coinbase increase partly to expected stablecoin revenue after the Federal Reserve's September rate increase, even as near-term trading volume forecasts were trimmed.
