StoneX Raises Securitize Target 50% as Tokenized Stocks Expand

| blocktempo.com
StoneX raised its price target for Securitize (NASDAQ: SECZ) by 50%, from $12 to $18, and maintained a Buy rating. The new target was about 45% above the share price cited in the report. Analyst Mark Palmer said Securitize could evolve from a tokenization service provider into a market operator, generating recurring revenue from trading and account services. Securitize Stocks has launched on Solana, offering tokenized shares of companies including Apple, Nvidia and Tesla, with trades settled in USDC. StoneX forecasts revenue of nearly $120 million in 2027 and $198.5 million in 2028, about 65% annual growth. Its target values Securitize at 14.5 times projected 2028 revenue; collateral services could provide an additional revenue stream. The outlook is uncertain. Securitize reported $5.3 billion in second-quarter trading volume, but much of its historical revenue came from integration fees rather than trading. The business must convert activity into recurring income and navigate regulatory requirements. Despite StoneX’s upgrade, SECZ shares fell—more than 6% intraday in one report and about 10% on Monday in another—highlighting investor caution. The IMF has also warned tokenized stocks could be more volatile and less liquid than traditional shares. For crypto traders, the Solana launch is a sign of expanding tokenized-asset activity, but the reports do not establish a direct price catalyst for SOL.
Neutral
The reports point to growing tokenized-stock activity on Solana, but the main development is StoneX’s revised valuation of Securitize’s publicly traded shares, not a direct change to SOL’s fundamentals. No direct effect on SOL trading demand, network usage metrics or token supply is established. In the short term, traders may view the platform launch as a positive signal for Solana’s tokenization ecosystem, but that sentiment is tempered by SECZ’s declines after the upgrade and uncertainty over regulation and recurring revenue. Over the longer term, successful growth in tokenized-asset trading could support broader ecosystem use, though the reports provide no evidence that this would translate into sustained SOL price gains. The expected direct price impact on the cryptocurrency is therefore neutral.