Benchmark lowers Securitize 2026 revenue forecast to $82 million, maintains buy ratingOdaily Planet Daily reported that Benchmark reaffirmed its Buy rating and $16 price target for Securitize (SECZ). It believes that the approximately 40% decline since its listing is not due to fundamental deterioration, but rather SPAC investor structure transition and price discovery. Analyst Mark Palmer stated that the business quality and prospects of SECZ have not changed since the completion of its SPAC merger, and investors should filter out noise and focus on business fundamentals. SECZ fell to $7.40 on Tuesday, down over 40% from its first trading day opening price of $12.45 on the NYSE, and rose nearly 14% to $8.50 on Wednesday. Benchmark simultaneously lowered its 2026 revenue forecast from $107 million to $82 million.
Odaily Planet Daily reported that Benchmark reaffirmed its Buy rating and $16 price target for Securitize (SECZ). It believes that the approximately 40% decline since its listing is not due to fundamental deterioration, but rather SPAC investor structure transition and price discovery. Analyst Mark Palmer stated that the business quality and prospects of SECZ have not changed since the completion of its SPAC merger, and investors should filter out noise and focus on business fundamentals. SECZ fell to $7.40 on Tuesday, down over 40% from its first trading day opening price of $12.45 on the NYSE, and rose nearly 14% to $8.50 on Wednesday. Benchmark simultaneously lowered its 2026 revenue forecast from $107 million to $82 million.
Odaily星球日报讯 Benchmark 重申对 Securitize (SECZ) 的买入评级和 16 美元目标价，认为其上市后约 40%的下跌并非基本面恶化所致，而是 SPAC 投资者结构转换和价格发现过程。分析师 Mark Palmer 表示，SECZ 自 SPAC 合并完成以来业务质量和前景未发生变化，投资者应剥离噪音关注业务基本面。SECZ 周二跌至 7.40 美元，较纽交所首日开盘价 12.45 美元下跌超 40%，周三上涨近 14%至 8.50 美元。Benchmark 同时将 2026 年营收预期从 1.07 亿美元下调至 8200 万美元。
