Benchmark reiterates Buy rating on Exodus Movement stock, citing potential regulatory boost

Published 21/07/2025, 14:34
Benchmark reiterates Buy rating on Exodus Movement stock, citing potential regulatory boost

Investing.com - Benchmark has reiterated its Buy rating and $58.00 price target on Exodus Movement, Inc. (OTC:EXOD), citing potential benefits from pending cryptocurrency legislation. According to InvestingPro data, analyst targets range from $50 to $65, with the stock currently trading at $38.72. The company has demonstrated remarkable momentum, posting a 127% return over the past year.

The research firm highlighted the CLARITY Act currently being considered in the House of Representatives, which would establish a regulatory framework to categorize digital assets as either commodities overseen by the CFTC or securities under SEC jurisdiction.

Benchmark believes the legislation, if enacted, could significantly boost Exodus Movement’s operating performance and share price by attracting institutional capital into alternative cryptocurrencies beyond bitcoin.

The firm noted that Exodus Movement’s monthly transacting user count and exchange provider processed volume have historically increased sharply during periods of rising altcoin prices.

Benchmark specifically pointed to the momentum-driven nature of retail traders served by Exodus Movement as a factor that could amplify positive effects from regulatory clarity in the digital asset space.

In other recent news, Exodus Movement, Inc. reported a record first-quarter revenue of $36 million, marking a 24% increase year-over-year, although it fell short of the $38.26 million forecast. This revenue miss contributed to a 13.7% drop in the company’s stock price during after-hours trading. Despite the shortfall, Exodus highlighted growth in its exchange provider process volumes, which increased by 62% year-over-year. H.C. Wainwright responded by raising its price target for Exodus to $65, citing strong Q1 results and maintaining a Buy rating. In contrast, BTIG lowered its price target to $50 from $60 due to softer volumes, although it still maintained a Buy rating. Benchmark analyst Mark Palmer maintained a Buy rating and a $58 price target despite disappointing first-quarter earnings and a 30% drop in monthly active users. The company has also been actively exploring new partnerships and technology innovations, such as the Echo wallet, which has attracted approximately 1.2 million users. These developments suggest an ongoing strategic focus on expanding services and partnerships.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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