Overview
- Securitize reported third-quarter growth with tokenized assets up 9% to $4.8 billion, transaction volume up 20% to $4.3 billion, and revenue rising 28% to $11.5 million.
- Profitability worsened as adjusted EBITDA swung to a $2 million loss from a $3.6 million gain a year earlier and operating costs rose about 183% due to public-company and compliance spending.
- The company announced on Nov. 9 that it agreed to acquire River One, an institutional asset-backed financing platform, with terms not disclosed and the deal expected to close in Q4 2026.
- Securitize’s board also authorized a $50 million share buyback and the stock jumped roughly 10% in after-hours trading on the combined results and strategic moves.
- Regulatory clarity from the SEC’s Innovation Exemption and interest from large asset managers have improved tokenization demand but also raised competition as Securitize seeks to use stablecoins to broaden lending and financing for borrowers and institutions.